Yearly Archives: 2014

The 6 drivers of $700B mobile internet

(This post first appeared on TechCrunch)

Mobile internet is all about big numbers. Revenue will more than triple to $700B by 2017, there was over $19B invested and $94B exits in the last 12 months, average sector returns were up to 15.6x all of the money invested over the last 3 years, public stock market returns were up to 78% in the last year, and there are 32 “billion dollar” mobile internet companies already. Understanding what’s driving these big numbers is critical for entrepreneurs, investors and corporates, so let’s dig in (and you can read more in the free 48 page summary and full 538 page Mobile Internet Investment Review Q3 2014).

tech

1. Revenue to grow >3x to $700B by 2017 Read more on The 6 drivers of $700B mobile internet…

The 9 best exit returns in mobile internet

Mobile internet trade exits and IPOs (last 3 years)

Mobile internet exit activity via trade exits (i.e. M&A) and IPOs rocketed 7x to $94B in the 12 months to Q3 2014, with mobile internet revenue forecast to hit $700B by 2017, 32 “billion dollar” mobile internet companies now worth $163B, and over $19B invested in mobile internet in the last 12 months. The massive Facebook/WhatsApp acquisition made the biggest splash, but a hot IPO market took 39% of all exits (50% excluding WhatsApp). “While these big numbers are all impressive, the exit returns (i.e. how many dollars you get back for every dollar you invested) are even more so. 9 mobile internet sectors returned up to 15.6x all the money invested in them over the last 3 years,” said Digi-Capital Managing Director Tim Merel. (See all research in free 48 page summary and full 538 page Mobile Internet Investment Review Q3 2014 at www.digi-capital.com/reports)

Mobile internet trade exits and IPOs (last 3 years) 5 sectors deliver over $5B to investors, another 9 sectors over $1B

Read more on The 9 best exit returns in mobile internet…

Mobile internet: record $19.2B invested, stock market sectors return up to 78% in last 12 months

Mobile internet investment - $19.2B invested

With mobile internet revenue forecast to grow to $700B, VCs and corporates invested a record $19.2B in the last 12 months to Q3 2014, and institutional investors in mobile internet saw stock market sector returns of up to 78%. “While mobile internet investment is going mainstream, Digi-Capital’s Mobile Internet Investment Quadrant shows the best is yet to come,” said Digi-Capital Managing Director Tim Merel. (See all research in free 46 page summary and full 534 page Mobile Internet Investment Review Q3 2014 at www.digi-capital.com/reports).

$19.2B invested

Mobile internet companies took in a record $19.2B private investment (excluding IPOs) in the 12 months to Q3 2014, up 232% on the corresponding year to Q3 2013. The big money went into mCommerce ($4.2B), travel/transport ($3.3B), utilities ($1.8B) and games ($1.1B), with 10 other mobile internet sectors raising over half a billion dollars each (food & drink, enterprise/B2B, social, tech, advertising/marketing, messaging, medical, photo & video, music and finance). (All transactions detailed in full Review)

Mobile internet investment - $19.2B invested

Up to 78% stock market returns

Read more on Mobile internet: record $19.2B invested, stock market sectors return up to 78% in last 12 months…

32 “billion dollar” mobile internet companies worth total $163B added $11B value in Q3 2014 ($125M a day)

Mobile internet billions

Digi-Capital’s Mobile Internet Billions list has grown to 32 “billion dollar” companies, adding $11.4B shareholder value in Q3 2014 alone. “That’s $125M value added every day of Q3 to reach a combined $163B valuation, only 7 years after the launch of the iPhone,” said Digi-Capital Managing Director Tim Merel. The Mobile Internet Billions list is below, with full analysis in our Mobile Internet Investment Review Q3 2014

Mobile internet billions Read more on 32 “billion dollar” mobile internet companies worth total $163B added $11B value in Q3 2014 ($125M a day)…

Megadeals: >$12B games acquisitions to Q3 2014 doubles all of 2013

Megadeals - over 12 billion dollars games M+A to Q3 2014

Megadeals drove $12.2B games acquisitions to Q3 2014 doubling full year 2013. Excluding the 5 “billion dollar” deals listed below, games acquisitions in 2014 are running at similar levels to the previous record year in 2013 (see all acquisitions/investments in Digi-Capital’s Global Games Investment Review Q3 2014).

Megadeals - over 12 billion dollars games M+A to Q3 2014

5 “billion dollar” deals

Read more on Megadeals: >$12B games acquisitions to Q3 2014 doubles all of 2013…