陌陌-路演--源文件.pptx

1、MoMo Road Show,Dec 7, 2014,Market Leadership,By Average MAUs,By Average DAUs,By Average Number of Times Each User Opens the Application per day,2,1,3,Market Leading Social platform,Media,Social,Closed,Open,Unique Positioning,MAUs(MM),Exponential User Growth,Average DAUs(MM),Groups (MM),High User Eng

2、agement,Massaging,Groups,Games,Massage Board,Topics,Nearby Events,Local Service,20 Times a day opened by each DAU,34 Minutes a day used by each DAU,CHAT Jobs Friends dine out Work out date Game show,Innovative And Open Social Platform,Location,Relationship,Interests,Nearby Groups,Massage Board,Nearb

3、y Events,Nearby People,Location Roaming,Groups: Critical Element of Our Social Platform,Located Based,Engaged,Vetted,Safe and Social,Fun,Attached to a POI location,Up to 100 users,Setup approved by Momo,Deep content management capabilities,Connect though common interest,Groups (MM),Top 10 Groups,Mom

4、os Continuous Evolution and Innovation,August 2011,October 2012,January 2013,Friends,Group,Content,Nearby People,167 MM Daily Refreshes 446 MM Daily Profile Views,Massaging,655 MM Daily 1-1 Messages 26 Daily 1-1 Messages Sent by each DAU 63% Between Friends,Groups,222 MM Daily Group Messages Sent 20

5、8 Daily Messages Per Active Group 45% DAUs Coverage,Massage Board,16.4 MM Daily Messages and Comments 71% DAUs Coverage,Topics,2.7MM Daily Comments,July 2013,July 2014,September 2014,Initial Venues Model,Membership,Value-Added Service 2.3 MM Paying Members,Mobile Games,16.1 MM Game Players,Improve S

6、ocial Ecosystem,User Tiring System,One of a kind in China,User Ranked Social Stature,Enhance User Experience,Mobile Marketing,Nearby People,110 K,Dao Dian Tong Service Applications Since Launch in August 2014,Strategy Partnership,“Nearby People”,“Discover”,Momos Continuous Evolution and Innovation(C

7、ontd),Huge Opportunities For Growth,Massive Mobile User Base,Critical App,Huge MAU Growth Potential,Largest Mobile Internet User Base(MM),Significant Growth Potential Penetration Rate,Social IM is the most frequently used app in China,- By average number of times each user opens- the app per day,#1

8、Mobile Social IM #2 Chinese Character Typing #3 Mobile Security,User tiering system,User and content management,Social efficiency enhancement,Entertainment,Local service,Intelligence recommendation,Brand image empowerment,Multi-channel market,Constant innovative,Big idea,Continuously Expanding User

9、Base and Engagement,Cutting Edge Technological Platform,Big Data Analysis,Fast and Reliable Mobile Communications Technologies,Precise Location Technology,Scalable Distributed Storage,Improve Social Ecosystem,Improve Content Management,Enhance Content Relevance,Targeted Mobile Marketing,Significant

10、Monetization Potential,Huge Pool of Engaged Users,Rich User Data,Diversified Revenue Model,23 Point Profile,Interest,Activities,Location,Topics,Friends,Connected Social Accounts Cumulative Social Network Graph,Financial Highlights,Highly Scalable Asset-light Model,Huge Monetization Potential,Fast Gr

11、owing and Diversifying Revenue Steams,Net Revenue,93%,89%,58%,66%,74%,4%,36%,29%,20%,7%,7%,6%,5%,6%,0.8,2.3,5.4,8.4,12.3,Net Revenue Component,（USD MM),9M 2014 USD 26.2m,Number of employees,Highly Scalable Asset-light Model,Capital Expenditures,Non-GAAP Operating Expense,60.2MM MAUs,25.5MM Average D

12、AUs,108.3MM Register Users,（USD MM),（USD MM),Huge Monetization Potential,Quarterly Revenue Per MAU,3Q 2014 Quarterly Revenue Per MAU,Huge Potential,（USD/MAU）,（USD/MAU）,User and Content Management,Content compliance team,100+,Dedicated Personnel,Filter Malicious Information,24,Hours,X,7,Days,System Filtering,Manual Filtering,Blacklisting Dat