Presented by:
Kent Lindstrom
President, Friendster, Inc.
240
Avg. Minutes / Visitor / Mo.
125
120
97
72
60 45
14
0
Friendster Bebo Facebook Myspace Hi5 YouTube eBay Google Amazon
Email Updates:
Example Partner
• Friends Sites
• Bookmarks
• Birthdays
• Groups
• Schoolmates
• Fan Profiles
Widget and
Application
Aggregation on
Profile
(supports
multiple forms
of content such
as audio, video,
and photo
embeds)
Search Organically Users update their profile
Picks up Content
In
In 1996,
1996, 66%
66%
of
of the
the Internet
Internet
population
population Rest of the
34% Jan-07 to Jan-08
was
was inside
inside the
the World Growth Rate
US
US
Non-US 11.6%
79%
US 5.7%
Today,
Today, 79%
79% is
is
outside
outside the
the
US
US United 66%
States
21%
1996 2007
+10.4%
Jan-07
Current
Current growth
growth isis
800
Jan-08
being driven by
being driven by thethe
700
Asia
Asia Pacific
Pacific region,
region,
with
with aa 13.9%
13.9% 600
increase
increase onon aa very
very
large
large base
base 500
400
44 out
out of
of every
every 10
10 +13.9%
users
users will
will be
be in
in Asia
Asia 300 +6.8%
Pacific
Pacific by
by 2010
2010 +5.7%
200
+16.6%
100 +20.2%
0
Asia Pacific North Europe Latin Middle Worldwide
America America East &
Africa
Friendster
Friendster grew
grew thethe most
most in in percentage
percentage terms:
terms:
9%
9% in
in February
February
31%
31% inin the
the last
last quarter
quarter
Friendster
Friendster grew
grew thethe most
most in in absolute
absolute terms:
terms:
3.0
3.0 million
million “uniques”
“uniques” inin February
February
8.7
8.7 million
million “uniques”
“uniques” inin the
the last
last quarter
quarter
Percent 1
Percent Overlap
Overlap –– Worldwide
Worldwide Monthly
Monthly Unique
Unique Visitors
Visitors –– January
January 2008
20081
Visitors
Visitors MySpace Facebook
SNS
SNS MySpace Facebook Hi5
Hi5 Friendster
Friendster Orkut
Orkut Bebo
Bebo
(millions)
(millions)
MySpace
MySpace 109.7
109.7 –– 31%
31% 7%
7% 5%
5% 1%
1% 9%
9%
Facebook
Facebook 101.7
101.7 34%
34% –– 9%
9% 6%
6% 3%
3% 9%
9%
Hi5
Hi5 38.5
38.5 21%
21% 23%
23% –– 6%
6% 4%
4% 5%
5%
Friendster
Friendster 34.1
34.1 16%
16% 16%
16% 6%
6% –– 1%
1% 4%
4%
Orkut
Orkut 26.9
26.9 5%
5% 10%
10% 6%
6% 1%
1% –– 1%
1%
Bebo
Bebo 22.5
22.5 43%
43% 39%
39% 9%
9% 6%
6% 1%
1% ––
There is only minor overlap in visitors to these top SNSs – typically only 1% to 23%
overlap – with just 2 notable exceptions:
Exception – MySpace and Facebook competing in NA and the UK
Exception – Bebo was #1 in UK, and is in a fierce battle having falling to 3rd
place in western Europe
● MySpace – Bands
● Facebook, Orkut
●● Outsourced
Outsourced Feature
Feature Development
Development
●● Thousands
Thousandsof ofdevelopers
developers(mostly
(mostlycompanies)
companies)building
buildingthousands
thousandsof
ofnew
newfeatures
features
●● Users
Usersdecide
decidewhat
whatthey
theylike
like(users
(userspick
pickthe
thewinners,
winners,not
notthe
theSNS)
SNS)
●● Significant
Significantleverage
leverage
●● Vehicle
Vehicle for
for Pursuing
Pursuing Business
Business Development
Development Opportunities
Opportunities
●● Before,
Before,BDBDrequired
requiredproduct
productintegration,
integration,aadeal,
deal,aapilot,
pilot,and
andmore
more
●● Companies
Companiescancanreach
reachusers
usersvia
viathe
thedeveloper
developerprogram
programto todemonstrate
demonstratetraction
tractionof
of
their
their app
app
●● Infrastructure
Infrastructure makes
makes internal
internal project/features
project/features easier
easier too
too
Integrating portal services like Instant Messaging (IM) and email, personalized
start page with non-user generated content, and video generate stickiness and
even greater engagement from users.
2003
2003 • Social Networking is a fad 5 years later….
2005
2005 • Social networks won’t be big 5 years later….
2007
2007 • MySpace won… it’s over See 2008
2008
2008 • Facebook won… it’s over See 2009
2008
2008 • Social Networks can’t make money Stay tuned . . .