Key facts

ridgecrest_1
266% increase in volume of Mobile & Wireless M&A deals from 2009-2012
Source: Ridgecrest Capital
186% increase in value of Mobile & Wireless Financings from 2009-2012
Source: Ridgecrest Capital
In Q3 2012, the number of smartphones in use topped 1 billion and is expected to rise to 2 billion by 2015. Vendors consolidating around network traffic challenges (e.g. Citrix / Byte) and expand service layer portfolios (e.g. Synchronoss / Miyowa).
Source: Ridgecrest Capital
Investors pouring more cash into Mobile Payments, Lifestyle and Enterprise, consistent with expected growth in these segments.
Source: Ridgecrest Capital
mary_meeker_kpcb
iPods changed media industry... iPhones ramped even faster... iPad growth (3x iPhone) leaves "siblings" in dust
Mary Meeker, KPCB
Android adoption has ramped even fast - 4x iPhone
Mary Meeker, KPCB
mary_meeker_kpcb_2
Mobile monetization growing rapidly (71% apps, 29% ads)
Mary Meeker, KPCB