Mobile Video Disruption - how Facebook & Snapchat are changing the game
1. Providing in-depth insight, data, and analysis of everything digital.
THE DISRUPTION OF MOBILE VIDEO
How Facebook And Snapchat Are Changing The Game
5. YOUTUBE HAS HISTORICALLY DOMINATED VIDEO
Unique US Video Viewers (Desktop Only)
Source: comScore
0
50
100
150
200
Oct-13
Nov-13
Dec-13
Jan-14
Feb-14
Mar-14
Apr-14
May-14
Jun-14
Jul-14
Aug-14
Sep-14
Oct-14
Nov-14
Dec-14
Jan-15
Feb-15
Mar-15
Apr-15
May-15
Jun-15
Jul-15
Aug-15
Sep-15
Oct-15
Millions
Google Sites (YouTube) Facebook Yahoo Sites
6. AND IS STILL WELL AHEAD OF THE COMPETITION
ON DESKTOP
174
91
57
Google Sites (YouTube) Facebook Yahoo
Unique Desktop Video Views, October 2015
(Millions)
Source: comScore
13. AND BY 2021, VIDEO
WILL ACCOUNT FOR
70% OF MOBILE
TRAFFIC
Source: Ericsson Mobility Report
14. BUT ONLY HALF OF YOUTUBE’S AUDIENCE IS
WATCHING ON MOBILE
Source: comScore, Company releases, BI Intelligence estimates
15. MAKING YOUTUBE LAG BEHIND OTHER
PLATFORMS ON MOBILE
Share Of Monthly Active Users Who Access Each Platform On Mobile (2015)
Source: comScore, Company releases, BI Intelligence estimates
100%
100%
90%
80%
50%
Snapchat
Instagram
Facebook
Twitter
YouTube
17. THE NUMBER OF VIDEOS POSTED ON YOUTUBE
BY BRANDS FELL OVER THE PAST YEAR
Number Of Videos Posted To YouTube By US Brands
Source: Socialbakers
7,529
7,036
Oct. 2014 Oct. 2015
18. 0
500
1000
1500
2000
2500
3000
3500
4000
Oct-14 Nov-14 Dec-14 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15
BRANDS MORE THAN DOUBLED THE NUMBER OF
VIDEOS PUBLISHED ON MOBILE-FIRST
PLATFORMS
Number Of Videos US Brands Posted To Each Platform, Per Month
Source: Socialbakers
+225%
+145%
19. THE INFLUX OF VIDEOS HAS ALLOWED OTHER
PLAYERS TO EXPLODE IN VIDEO VIEWS
Source: Company releases
8,000,000,000
6,000,000,000
Facebook Snapchat
Source: Company releases
Daily Video Views (November 2015)
23. Source: Facebook, BI Intelligence estimates
1 OUT OF 8
PEOPLE AROUND THE WORLD
ACCESS FACEBOOK ON A MOBILE
PHONE AT LEAST ONCE A DAY
24. AND ITS MOBILE BASE IS GROWING STEADILY
Facebook’s Daily Active Users
Q3 2015
Source: Facebook
Total
Mobile
0
200
400
600
800
1000
1200
Q3 13 Q4 13 Q1 14 Q2 14 Q3 14 Q4 14 Q1 15 Q2 15 Q315
Millions
26. MILLENNIALS LOVE FACEBOOK
25.7
7 5.9 5.7
3.5
Facebook Instagram Snapchat Tumblr Twitter
Average Hours Spent On Social Mobile Apps By US Millennials
June 2015
Source: comScore
27. MILLENNIALS LOVE FACEBOOK
25.7
7 5.9 5.7
3.5
Facebook Instagram Snapchat Tumblr Twitter
Average Hours Spent On Social Mobile Apps By US Millennials
June 2015
Source: comScore
4x
28. MILLENNIALS LOVE FACEBOOK
25.7
7 5.9 5.7
3.5
Facebook Instagram Snapchat Tumblr Twitter
Average Hours Spent On Social Mobile Apps By US Millennials
June 2015
Source: comScore
+4x
34. MEDIA COMPANIES MORE THAN QUADRUPLED
THE NUMBER OF VIDEOS POSTED TO FACEBOOK
Year-Over-Year Growth In Videos Published To Each Platform
(October)
Source: Socialbakers
353%
4%
Facebook YouTube
35. AND BRANDS MORE THAN DOUBLED THE
NUMBER OF VIDEOS POSTED TO FACEBOOK
Year-Over-Year Growth In Videos Published To Each Platform
(Brands)
Source: Socialbakers
145%
-7%
Facebook YouTube
36. ALTHOUGH BRANDS AND MEDIA COMPANIES
CURRENTLY PUBLISH MORE VIDEOS TO YOUTUBE…
Total Number of Videos Published To Each Platform
(Brands and media companies)
Source: Socialbakers
-
20,000
40,000
60,000
80,000
100,000
120,000
Oct-14 Nov-14 Dec-14 Jan-15 Feb-15 Mar-15 Apr-15 May-15 Jun-15 Jul-15 Aug-15 Sep-15 Oct-15
42. AND ITS MOBILE AUDIENCE IS GROWING FAST
Estimated Snapchat Monthly Active Users (Global)
Source: Snapchat, BI Intelligence estimates
0
50
100
150
200
250
4Q11 2Q12 4Q12 2Q13 4Q13 2Q14 4Q14 2Q15
Millions
43. MILLENNIALS LOVE SNAPCHAT…
Share Of US Millennials Who Use Snapchat Each Month (2015)
Source: BI Intelligence US Millennials Survey, Q3 2015
61%
40%
24%
18-22 23-28 29-34
44. IT’S THE MESSAGING APP OF CHOICE FOR
YOUNGER MILLENNIALS
Active Users Of Top Messaging Apps, Ages 16-24
Source: GlobalWebIndex
55%
35%
32%
31%
29%
Snapchat
WeChat
LINE
Messenger
WhatsApp
45. SNAPCHAT’S MOBILE AUDIENCE IS MORE THAN
6.5X SMALLER THAN FACEBOOK’S…
Mobile Monthly Active Users, By Platform (2015, Millions)
Source: Company releases, BI Intelligence estimates
1,385
200
Facebook Snapchat
46. BUT FACEBOOK ONLY GETS ONE-THIRD MORE
VIDEO VIEWS PER DAY
Average Daily Video Views Compared To Monthly Active Users (Millions)
Source: Company releases, BI Intelligence estimates
1,385
200
8,000
6,000
Source: Company releases
Facebook Snapchat
51. “LIVE STORIES” ALSO GENERATES TRAFFIC FOR
PARTNERING MEDIA COMPANIES
2015 MTV Video Music Award Viewers (Millions)
Source: Digiday
12
9.8
Snapchat "Live Story" views Broadcast viewers