Global Digital Future in Focus - 2018 International Edition - Adepa

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Global Digital Future in Focus - 2018 International Edition - Adepa
Global Digital Future in Focus
2018 International Edition

                                 © comScore, Inc. Proprietary.   1
Global Digital Future in Focus - 2018 International Edition - Adepa
Introduction

This report provides a snapshot of the global     comScore products
digital landscape, using audience sizes,          MMX Multi-Platform offers comprehensive reporting on more than 300,000 digital media
demographics and behaviours across all digital    entities, including their un-duplicated audience size, demographic composition, engagement,
                                                  performance within key user segments and behavioural trends. All of these metrics can be
platforms (desktop, smartphone and tablet) to     compared across digital media platforms and can be used to understand incremental activity
identify universal trends and unique              coming from each platform.
characteristics of international markets.
                                                  Mobile Metrix captures total mobile audience behaviour on browsers and apps across
All data comes from the comScore audience         smartphones and tablets. With Mobile Metrix, publishers can demonstrate the value of their
                                                  mobile audiences, while agencies and advertisers can strategically plan and buy digital
measurement tools referenced across the page.     advertising on mobile platforms to achieve their campaign objectives.

For more information on this report or comScore   MobiLens® Plus matches quantitative observed behaviours with self-reported survey
products, contact: worldpress@comscore.com        responses, connecting data about consumers’ mobile content consumption with purchase-
                                                  intents, interests and device satisfaction.

                                                  Video Metrix provides objective insights with the most accurate and comprehensive
                                                  measurement of global online video activity.

                                                                                                                                 © comScore, Inc. Proprietary.   2
Global Digital Future in Focus - 2018 International Edition - Adepa
The State of Global Digital
A look at 13 global digital markets, examining key audience and consumption
indicators across desktop, smartphone and tablet devices

                                                                              © comScore, Inc. Proprietary.   3
Global Digital Future in Focus - 2018 International Edition - Adepa
Multi-platformers remain a majority in most markets
% of Total Digital Audience by Platform (Desktop only, Multi-platform, Mobile only)

100%                                                                                                                       Multi-platform users (those
90%
                                                                                                                           who access online content
                                                                                                                           via desktop and smartphone
80%                                                                                                                        / tablet in a month) remain
70%
                                                                                                                           the majority overall, with an
                                                                                                                           average across markets of
60%                                                                                                                        46% of the total population.
50%
                                                                                                                           Mobile only usage now
40%                                                                                                                        averages just above desktop
30%                                                                                                                        only consumption with a
                                                                                                                           cross-market average of
20%                                                                                                                        30%, driven heavily by large
 10%                                                                                                                       share in APAC markets,
                                                                                                                           versus 24% for desktop only.
 0%
                                                              Argentina

                                                                                                                Malaysia
                                                 Spain

                                                                          Brazil
                                                         UK
       USA

                                                                                   Mexico
                      France

                               Germany

                                         Italy
             Canada

                                                                                            India

                                                                                                    Indonesia
                                                                                                                                 Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                        © comScore, Inc. Proprietary.   4
Global Digital Future in Focus - 2018 International Edition - Adepa
Mobile users consume more than 2x minutes vs. desktop users
Average Minutes per User by Platform

                                                  Desktop   Mobile                                                                When looking at each
7,000                                                                                                                             region’s desktop users and
                                                                                                                                  mobile users separately,
6,000                                                                                                                             mobile users universally
                                                                                                                                  consume more digital
5,000                                                                                                                             minutes per person – more
                                                                                                                                  than double in the majority
4,000                                                                                                                             of countries.

3,000                                                                                                                             Argentina continues to
                                                                                                                                  deliver the largest number
2,000                                                                                                                             of mobile minutes per user,
                                                                                                                                  while Canada has the
1,000                                                                                                                             highest level of per-user
                                                                                                                                  desktop consumption.
   0
                                                                     Argentina

                                                                                                                       Malaysia
                                                    Spain

                                                                                 Brazil
                                                            UK
        USA

                                                                                          Mexico
                       France

                                Germany

                                          Italy
              Canada

                                                                                                   India

                                                                                                           Indonesia
                                                                                                                                       Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                              © comScore, Inc. Proprietary.   5
Global Digital Future in Focus - 2018 International Edition - Adepa
Argentina has largest disparity between platform average minutes
Difference in Average Mobile vs. Average Desktop Mins Per User

7,000                                                                                                                       As well as the greatest
                                                                                                                            number of per user mobile
6,000                                                                                                                       minutes, Argentina also has
                                                                                                                            the largest disparity
5,000                                                                                                                       between the two averages.

4,000                                                                                                                       Surprisingly, the US has the
                                                                                                                            second-largest difference,
3,000                                                                                                                       even with the presence of an
                                                                                                                            established desktop
                                                                                                                            foundation that is less
2,000
                                                                                                                            prevalent in other markets,
                                                                                                                            which are often considered
1,000
                                                                                                                            to have largely avoided the
                                                                                                                            “desktop phase”.
   0
                                                               Argentina

                                                                                                                 Malaysia
                                                  Spain

                                                                           Brazil
                                                          UK
        USA

                                                                                    Mexico
                       France

                                Germany

                                          Italy
              Canada

                                                                                             India

                                                                                                     Indonesia
                                                                                                                                 Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                        © comScore, Inc. Proprietary.   6
Global Digital Future in Focus - 2018 International Edition - Adepa
Smartphone takes largest share of global digital minutes
Share of Total Digital Minutes by Platform (Desktop / Smartphone / Tablet)

100%                                                                                                                          Smartphone is now the
90%
                                                                                                                              dominant platform in terms
                                                                                                                              of total minutes across
80%                                                                                                                           every market.
70%
                                                                                                                              This is most pronounced in
60%                                                                                                                           India (89% of total minutes),
50%                                                                                                                           and least noticeable in
                                                                                                                              Canada where, thanks
40%                                                                                                                           additionally to the largest
30%                                                                                                                           share of tablet minutes
                                                                                                                              (15%) seen in any of the
20%                                                                                                                           markets shown, smartphone
 10%                                                                                                                          represents 43% of time, to
                                                                                                                              desktop’s 42%.
 0%
                                                              Argentina

                                                                                                                Malaysia
                                                 Spain

                                                                          Brazil
                                                         UK
       USA

                                                                                   Mexico
                      France

                               Germany

                                         Italy
             Canada

                                                                                            India

                                                                                                    Indonesia
                                                                                                                           Source: comScore MMX Multi-Platform / Mobile Metrix, Dec 2017

                                                                                                                                                                  © comScore, Inc. Proprietary.   7
Global Digital Future in Focus - 2018 International Edition - Adepa
Apps Account for Over 80% of Mobile Time
Share of Total Mobile Minutes by Browser / App

                        Mobile Browser   Mobile App                  When considering mobile
             0%   20%         40%              60%    80%     100%   (smartphone and tablet)
                                                                     minutes in isolation, they
     USA                                                    88%      are overwhelmingly
  Canada                                                    85%      dominated by app
  France                                                    89%      consumption – over 80% of
Germany                                                     90%
                                                                     all mobile time in the
                                                                     markets considered for this
     Italy                                                  88%
                                                                     report.
   Spain                                                    88%
      UK                                                    83%      Levels appear marginally
Argentina                                                   95%      higher in Latin America, with
   Brazil                                                   91%      Argentina, Brazil and Mexico
  Mexico
                                                                     all falling within the top 5 of
                                                            94%
                                                                     the markets shown here.
    India                                                   89%
Indonesia                                                   89%
Malaysia                                                    92%

                                                                               Source: comScore Mobile Metrix, Dec 2017

                                                                                                © comScore, Inc. Proprietary.   8
Global Digital Future in Focus - 2018 International Edition - Adepa
What changed in 2017?
How did adoption and usage of platforms, categories and apps change over
the course of 2017, and what might this mean for digital markets in 2018?

                                                                            © comScore, Inc. Proprietary.   9
Platforms’ market share continued to evolve
Share of Total Digital Minutes by Platform (US)

100%                                                                                                                 We showed earlier in this
           11.5%                                       TABLET                                         8.8%           report that smartphone is
90%
                                                                                                                     the primary platform in all
80%                                                                                                                  markets, but it is also worth
                                                                                                                     noting that even in mature
70%                                                                                                                  markets such as the US, this
60%        54.5%                                   SMARTPHONE                                         61.9%
                                                                                                                     platform continues to
                                                                                                                     squeeze share away from
50%                                                                                                                  desktop and tablet.
40%
                                                                                                                     As we’ll see on the next
30%                                                                                                                  slide, the past year has
                                                                                                                     seen this effect to a different
20%                                                                                                                  degree between markets.
           34.0%                                       DESKTOP                                        29.3%
 10%

 0%
       J    F      M   A   M   J   J   A   S   O   N   D   J      F   M   A   M   J   J   A   S   O    N      D
       2016                                                2017
                                                                                                                  Source: comScore MMX Multi-Platform / Mobile Metrix, Dec 2017

                                                                                                                                                        © comScore, Inc. Proprietary.   10
Smartphone share did not show a universally positive trend
Smartphone Share of Total Digital Mins (Dec. 2016 vs. Dec. 2017)

                             December 2016    December 2017                                    It is worth noting that the
100%                                                                                           pattern exhibited by the US
                                                                                               on the previous slide is not
90%
                                                                                               common to all markets.
80%
70%                                                                                            Indeed, of the 8 markets for
                                                                                               which comparable 2016 data
60%
                                                                                               is available, Smartphone
50%                                                                                            share decreased in half of
40%                                                                                            them. This fact should not
                                                                                               be taken in isolation
30%
                                                                                               however, as it does not
20%                                                                                            imply that smartphone
 10%                                                                                           minutes decreased (rather
                                                                                               that overall time grew, and
 0%
                                                                                               faster on other platforms).
                                      Spain

                                                              Brazil
                                                  UK
       USA

                                                                       Mexico
                         Italy
                Canada

                                                                                Indonesia
                                                                                            Source: comScore MMX Multi-Platform / Mobile Metrix, Dec 2017

                                                                                                                                  © comScore, Inc. Proprietary.   11
Size of ‘mobile only’ audience grew almost universally
Percentage Points Change in Reach of ‘Mobile Only’ Audience (Dec. 2016 – Dec. 2017)

             -4   -2                    0                         2                        4                         6          8          10   ‘Mobile only’ audiences are
                                                                                                                                                now second only to ‘multi-
     USA                                                                                    4.6
                                                                                                                                                platform’ users in the
  Canada                                                                                       4.8                                              majority of markets, and
  France               -1.8
                                                                                                                                                appear to be increasing
                                                                                                                                                their reach among the
Germany                                              1.5                                                                                        overall population in many
     Italy                                                                                          5.2                                         markets.
   Spain                 -0.7
                                                                                                                                                Even a relatively short
Argentina                                                                                                                 7.2                   period of 12 months has
   Brazil                                                                                                                            9.1        seen dramatic points
                                                                                                                                                change in the percentage of
  Mexico                                                                                                                            9.0         users who no longer feature
   India*                                                                                                         6.3                           desktop in their roster of
Indonesia
                                                                                                                                                digital devices over the
                         -0.6
                                                                                                                                                course of a month.
Malaysia                                                   1.9

                                *India data only available from Feb 2017. Comparison for India is Feb 2017 vs. Dec 2017                              Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                           © comScore, Inc. Proprietary.   12
Video growth was led by, but not exclusive to, mobile devices
Total Video Minutes for Top 100 Video Properties (US)

                                Desktop    Mobile                                        Data from the US gives an
                                                                                         indication of the growth of
                                                                                         online video across all
                                                                                         digital platforms, but most
                                                                                         notably on mobile, which
                                                                                         grew 3x as quickly as
                                                                                         desktop over the past 12
                                                                                  +28%
                                                                                         months.

                                                                                         Video content providers and
                                                                                         advertisers will be
                                                                                         encouraged by growth on all
                                                                                         platforms, but will be
                                                                                         reminded that overlaps
                                                                                  +10%   between these platforms
                                                                                         have significant impact on
                                                                                         net reach and frequency.
        Feb

                                                                Oct
  Jan

                                                    Aug

                                                                      Nov

                                                                            Dec
                          May

                                                          Sep
              Mar

                    Apr

                                Jun

                                          Jul

                                                                                           Source: comScore Video Metrix Multi-Platform, Dec 2017

                                                                                                                         © comScore, Inc. Proprietary.   13
Snapchat breaks into the top 5 apps in two major markets
Top 5 Apps by Reach

     USA             Canada          France         Germany           Italy          Spain             UK         Google and Facebook
  Facebook          Facebook       Google Play     Google Play     WhatsApp        WhatsApp         YouTube       continue to enjoy dominance
                                                                                                                  of top 5 app charts around
  YouTube         FB Messenger    Google Search    WhatsApp        Google Play      YouTube         Facebook
                                                                                                                  the globe, but Snapchat is a
Google Search       YouTube         YouTube       Google Search   Google Search    Google Play    Google Search   notable new entry in the
FB Messenger      Google Search   FB Messenger      YouTube         YouTube       Google Search   FB Messenger
                                                                                                                  rankings for two of the
                                                                                                                  largest digital economies.
  Snapchat        Google Maps        Gmail          Facebook        Facebook      Google Maps       Snapchat
                                                                                                                  It now ranks in 5th position
                                                                                                                  by reach, up significantly
                                                                                                                  versus the same point 12
  Argentina          Brazil          Mexico           India         Indonesia       Malaysia                      months previously, when it
  WhatsApp         WhatsApp        WhatsApp        WhatsApp        Google Play     WhatsApp                       was 9th in the US and 16th in
                                                                                                                  the UK.
 Google Play       Google Play      YouTube        Google Play     WhatsApp        Google Play

  YouTube           YouTube        Google Play      YouTube         YouTube         YouTube

Google Search     Google Search   Google Search      Gmail        Google Search   Google Search

Google Calendar      Gmail          Facebook      Google Search      Gmail          Facebook

                                                                                                                           Source: comScore Mobile Metrix, Dec 2017

                                                                                                                                            © comScore, Inc. Proprietary.   14
Number of sites / apps reaching 1 in 10 people (mostly) increased
Count of Entities with >10% Reach (Dec. 2016 vs. Dec. 2017)

                                        Dec 2016             Dec 2017                      growth decline                                                        The theme of digital
                                                                                                                                                                 consolidation has emerged
180                                                                                                                                                              recently, which many
      +2%
                                                                                                                                                                 suggest will impact the mid-
160                                                                        -5%
                                                                                                                                                                 to-long tail.
140
            -12%
120                                                                                                                                                              More than half of markets
                                                           +22%                                                                                                  demonstrated a positive
100                                                                                                                                                              year-on-year change to the
80                   -1%                                                                                                                                         number of properties
                                             -11%
                              +38%                                                                      -43%                                                     achieving more than 10%
60
                                                                                                                                                                 reach, and in the cases of
40                                                                                      +30%                           +3%       +14%     +3%         +55%       the biggest declines (Brazil
20                                                                                                                                                               and Canada), we will see on
                                                                                                                                                                 the next slide that this does
 0                                                                                        Argentina                                                              not necessarily indicate top-

                                                                                                                                                      Malaysia
                                                             Spain

                                                                                                         Brazil
                                                                           UK
      USA

                                                                                                                        Mexico

                                                                                                                                 India*
                     France

                              Germany

                                              Italy
            Canada

                                                                                                                                          Indonesia
                                                                                                                                                                 heaviness in that market.

                                   *India data only available from Feb 2017. Comparison for India is Feb 2017 vs. Dec 2017                                             Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                                             © comScore, Inc. Proprietary.   15
Encouraging growth for ‘non-duopoly’ properties
Total Minutes for Top 100 Properties (exc. Google Sites & Facebook) vs. Jan 2017

120%    Brazil                                                                   +17%    The previous slide showed
                                                                                         two regions, Brazil and
110%
                                                                                  +2%    Canada, with considerably
100%                                                                                     fewer entities achieving 10%
                                                                       Total Internet    reach than a year previously.
90%
                                                                                         Another way of examining
80%
                                                                                         top-heaviness of a market is
       Jan       Feb   Mar   Apr   May   Jun   Jul   Aug   Sep   Oct     Nov       Dec
                                                                                         to compare the performance
                                                                                         of the top 100 properties,
120%    Canada                                                                           excluding the duopoly of
                                                                                         Facebook and Google. In
110%                                                                              +4%    both markets, these sites
100%                                                                                     saw increases in
                                                                                         consumption times ahead of
                                                                                   -3%
90%                                                                                      the overall market.
                                                                       Total Internet
80%
       Jan       Feb   Mar   Apr   May   Jun   Jul   Aug   Sep   Oct     Nov       Dec

                                                                                               Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                     © comScore, Inc. Proprietary.   16
As many predicted, Amazon gained significant ground
% Change in Total Digital Population (Dec. 2016 vs. Dec. 2017)

                                            Google Sites                    Facebook        Amazon Sites                                                    A final note on digital’s
                                                                                                                                                            much-cited duopoly – many
140                                                                                                                                                         predicted that Amazon
                                                                                                                                                            would gain ground in 2017.
120

100                                                                                                                                                         In 8 out of 13 markets,
                                                                                                                                                            Amazon saw proportionally
80                                                                                                                                                          faster growth than both,
60
                                                                                                                                                            although it must of course
                                                                                                                                                            be noted that this was often
40                                                                                                                                                          from a lower base. Only one
                                                                                                                                                            market (Brazil) saw a
20
                                                                                                                                                            decline in Amazon’s total
 0                                                                                                                                                          digital population.
-20
               Argentina

                                                                 Malaysia
                           Spain

                                                                                                                                                   Brazil
                                                                                                             UK

                                                                                                                                    USA
                                   Mexico
      India*

                                                                                France

                                                                                              Germany

                                                                                                                            Italy
                                                  Indonesia

                                                                                                                                          Canada
                                       *India data only available from Feb 2017. Comparison for India is Feb 2017 vs. Dec 2017                                    Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                                         © comScore, Inc. Proprietary.   17
‘Mobile First’ Revisited
Digital time has shifted heavily to mobile platforms, but some
markets retain desktop audiences that are equal or larger in size.
Are there other ways in which we can define the concept of
‘mobile first’ markets, categories and brands?

                                                                     © comScore, Inc. Proprietary.   18
Some desktop audiences remain equivalent or larger than mobile
Mobile Unique Visitors as a % of Desktop Unique Visitors
        Markets which have a mobile audience larger than its             Markets where the mobile audience is equal to or
                                                                                                                                  While time has shifted to
               desktop audience – truly ‘mobile first’                         smaller than the desktop audience                  mobile devices in all
                                                                                                                                  markets, the 13 examined in
                                                                                                                                  this report divide into two
       397%                                                                                                                       almost evenly-sized groups
400%                                                                                                                              in terms of their per-
                                                                                                                                  platform audiences.
300%
               249%                                                                                                               Disregarding overlap, there
                                                                                                                                  are 7 markets with more
200%                                                                                                                              mobile users than desktop,
                            132%     127%                                                                                         but still 6 in which the
                                             116%     114%    106%       100%     90%     90%
100%                                                                                                  81%      68%                overall desktop audience
                                                                                                                         48%      remains equal or larger.
 0%
                                                              Malaysia

                                                                                          Argentina
                                     Spain

                                             Brazil

                                                                          UK

                                                                                  USA
                            Mexico

                                                      Italy

                                                                                                                         France
                                                                                                               Germany
       India

                Indonesia

                                                                                                      Canada
                                                                                                                                       Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                             © comScore, Inc. Proprietary.   19
Are mobile audiences duplicated or unique?
‘Mobile-Firstness’ of Markets’ Total Digital Populations

                          100%                                                                                                                                      Of the markets with larger
Mobile Only % of Mobile

                                      Smaller but largely               Large, mainly exclusive mobile audience                                                     mobile audiences, there is
                                      exclusive mobile
                                                                                                                                                                    another almost even divide
                                      audience                                                                                                     INDIA
                          80%                                                                                                                                       on the relative overlap of
                                                                                                                                                                    mobile users with desktop.
                                                                                                            INDONESIA

                          60%                                             MEXICO
                                                                                                                                                                    The data would suggest
                                                                                                                                                                    that in Mexico, Indonesia
                                                                                                                                                                    and India specifically,
                                      Smaller mobile audience,                                                             Large mobile audience, but
                          40%         heavily overlapped
                                                                            BRAZIL
                                                                                                                           heavily overlapped with desktop
                                                                                                                                                                    mobile has created ‘new’
                                                            UK                  SPAIN                                                                               digital audiences to a
                                                                                                                                                                    greater extent than in the
                                                       USA                      ITALY
                                                                                                                                                                    other markets with larger
                          20%
                                       FRANCE                                   MALAYSIA                                                                            mobile audiences.
                                          GERMANY            CANADA       ARGENTINA
                           0%
                                 0%             50%              100%           150%           200%               250%      300%           350%              400%

                                                                                                                         Mobile Audience as % of Desktop
                                                                                                                                                                          Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                                                © comScore, Inc. Proprietary.   20
Site-level audiences reinforce the need for granular understanding
‘Mobile-Firstness’ of Top 100 Properties (Mexico)

                          100%                                                                                                                                      Applying the same filters to
Mobile Only % of Mobile

                                      Smaller but largely               Large, mainly exclusive mobile audience                                                     the top 100 properties (by
                                      exclusive mobile
                                                                                                                                                                    reach) in a market such as
                                      audience
                          80%                                                                                                                                       Mexico, shows how ‘mobile
                                                                                                                                                                    firstness’ can be more
                                                                                                                                                                    dramatic at an individual
                          60%                                                                                                                                       property-level… there are
                                                                                                                                                                    many brands that audiences
                                                                                                                                                                    visit almost exclusively on
                                                                                                                           Large mobile audience, but
                          40%                                                                                              heavily overlapped with desktop
                                                                                                                                                                    mobile platforms, despite
                                                                                                                                                                    accessing others via
                                                                                                                                                                    desktop (as shown on the
                                                                                                                                                                    previous slide, where
                          20%
                                                                                                                                                                    around half of mobile users
                                      Smaller mobile audience,                                                                                                      are active on desktop also).
                                      heavily overlapped
                           0%
                                 0%            50%               100%           150%           200%               250%      300%           350%              400%

                                                                                                                         Mobile Audience as % of Desktop
                                                                                                                                                                         Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                                               © comScore, Inc. Proprietary.   21
Category Focus
How have overall digital consumption patterns influenced
content categories? Where are users spending time, increasing
consumption and how are they balancing usage based on the
best available device for the job?

                                                                © comScore, Inc. Proprietary.   22
Three subcategories capturing over a third of digital time
Share of Total Digital Minutes

                              Multimedia         Social Networking   Instant Messengers                                            In some markets, three
60%                                                                                                                                subcategories capture more
                                                                                                                                   than half of all digital time.
50%
                                                                                                                                   Multimedia (which includes
                                                                                                                                   several large video
40%                                                                                                                                streaming services) and
                                                                                                                                   social networking drive the
30%                                                                                                                                largest share in most
                                                                                                                                   markets.
20%
                                                                                                                                   The relative scale of instant
                                                                                                                                   messaging is particularly
10%
                                                                                                                                   noteworthy since the
                                                                                                                                   minutes typically come
0%
                                                                      Argentina                                                    almost exclusively from

                                                                                                                        Malaysia
                                                     Spain

                                                                                  Brazil
                                                             UK
      USA

                                                                                           Mexico
                     France

                               Germany

                                         Italy
            Canada

                                                                                                    India

                                                                                                            Indonesia
                                                                                                                                   mobile platforms.

                                                                                                                                         Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                               © comScore, Inc. Proprietary.   23
Uneven growth even at a broad, category level
Average YOY Point Increase in Reach for Selected Categories Across 8 Global Markets*

                                                                                                                                                                                                     The importance of mobile
                                                                                                                                                                                                     has had a profound impact
                                                                                                                                                                                                     on usage and growth for
30   27.8
                                                                                                                                                                                                     categories and
25                                                                                                                                                                                                   subcategories.
                        20.5
                                           19.3
20                                                   18.1                                                                                                                                            Even the selection included
                                                                     15.6                                                                                                                            here exhibit dramatically
                                                                               13.6
15                                                                                          12.5                11.7                                                                                 different growth rates in
                                                                                                                             9.6      9.3                                                            average reach across
10                                                                                                                                                         8.4      7.6                              markets. Instant messaging
                                                                                                                                                                                 5.0                 is an almost exclusively
 5
                                                                                                                                                                                                     mobile activity, so
0                                                                                                                                                                                                    impressive growth is tied
                                                                                                                                                                                                     heavily to that platform’s
                                                                               Newspapers

                                                                                                                                                                                 Social Networking
     Personal Finance

                        Retail – Apparel

                                                     Retail – Food

                                                                                                                                      Gaming Information

                                                                                                                                                           Health

                                                                                                                                                                    Job Search
                                                                     Tickets

                                                                                                                             Travel
                                           Banking

                                                                                            Instant Messaging

                                                                                                                Automotive
                                                                                                                                                                                                     adoption. Rapid personal
                                                                                                                                                                                                     finance gains perhaps
                                                                                                                                                                                                     reflect increasing comfort
                                                                                                                                                                                                     with mobile transactions.

                                                                                                                                                                                                          Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                                                                                © comScore, Inc. Proprietary.   24
Platform Splits for selected categories
Share of Category Minutes by Platform

                                      Desktop mins   Mobile mins                                     The share of total minutes
                                                                                                     between desktop and
                               UK                                                  INDIA             mobile devices reveal global
                                                                                                     trends (mobile-first
                      0% 20% 40% 60% 80% 100%                              0% 20% 40% 60% 80% 100%
                                                                                                     categories in one country
Instant Messengers                                   Instant Messengers                              often exhibit this preference
                                                                                                     globally), but can also
        Job Search                                           Job Search                              unlock local preferences and
                                                                                                     nuances.
 Social Networking                                    Social Networking

           Games                                                Games                                Of the categories shown
                                                                                                     opposite, the Health
            Health                                               Health                              category is significantly less
                                                                                                     mobile in India than in the
      Newspapers                                           Newspapers
                                                                                                     UK, which can be related to
      Retail – Food                                        Retail – Food                             the properties present in
                                                                                                     each market, as well as
          Banking                                              Banking                               cultural preferences.

                                                                                                           Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                 © comScore, Inc. Proprietary.   25
Seasonality in UK digital consumption
Total Minutes by Content Category (Index vs. Top Month, 2017)

                                                                                        Despite being arguably the
  JANUARY                                       NOVEMBER                 JULY           most ‘always on’ medium,
                                                                                        digital displays a surprising
                                                                                        level of seasonality,
                                                                                        especially at a category
   NEWS / INFORMATION                 RETAIL                         TRAVEL             level.

 J F M A M J   J A S O N D   J F M A M J   J A S O N D     J F M A M J    J A S O N D   While some peaks in usage
                                                                                        are common sense (retail
                                                                                        around holiday periods,
                                                                                        banking at end of tax year),
  MARCH                                    AUGUST                          SEPTEMBER    it is interesting that less
                                                                                        time-sensitive usage such
                                                                                        as social networking is also
                                                                                        relatively volatile in overall
                                                                                        consumption.
          BANKING                    SPORTS                   SOCIAL NETWORKING
 J F M A M J   J A S O N D   J F M A M J   J A S O N D     J F M A M J    J A S O N D

                                                                                            Source: comScore MMX Multi-Platform, UK, Dec 2017

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Political events delivered major uplifts to digital consumption
Reach of ‘News / Information – Politics’ Category (US / UK)

80                                                                                                                        While some seasonality is
      (UK) BREXIT                (US) PRESIDENTIAL                        (US) TRUMP                 (UK) GENERAL
                                                                                                                          traditional, real-world
     REFERENDUM                       ELECTION                          INAUGURATION                   ELECTION
70                                                                                                                        factors can dramatically
      +82% vs. avg                  +36% vs. avg                          +25% vs. avg                +45% vs. avg
                                                                                                                          shape consumption habits.
60
                                                                                                                          The politics category in the
50                                                                                                                        UK almost doubled in reach
                                                                                                                     US
                                                                                                                          around the Brexit
40                                                                                                                        referendum in 2016, and
                                                                                                                          other major political events
                                                                                                                     UK
30                                                                                                                        in both the UK and US
                                                                                                                          demonstrate dramatic
20                                                                                                                        changes in users’ adoption
                                                                                                                          and consumption.
10

0
     J   F   M       A   M   J     J   A   S   O     N   D   J      F      M   A   M     J   J   A     S   O   N      D
      2016                                                       2017
                                                                                                                                Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                      © comScore, Inc. Proprietary.   27
Seasonality in Brazil digital consumption
Total Minutes by Content Category (Index vs. Top Month, 2017)

                                                                                        Compared to the patterns
  JANUARY                                      NOVEMBER            MAY                  shown previously for the UK,
                                                                                        Brazil exhibits differences in
                                                                                        some categories based on
                                                                                        different market conditions –
   NEWS / INFORMATION                 RETAIL                          TRAVEL            Travel peaks earlier in May,
                                                                                        and Sport in June.
 J F M A M J   J A S O N D   J F M A M J   J A S O N D      J F M A M J   J A S O N D
                                                                                        Despite a Jan – Dec tax
                                                                                        year, Brazil’s banking
                                                                                        category also peaked in
  MARCH                               JUNE               JANUARY                        March, possibly due to the
                                                                                        tax return deadline the
                                                                                        following month.

          BANKING                    SPORTS                    SOCIAL NETWORKING
 J F M A M J   J A S O N D   J F M A M J   J A S O N D      J F M A M J   J A S O N D

                                                                                          Source: comScore MMX Multi-Platform, Brazil, Dec 2017

                                                                                                                       © comScore, Inc. Proprietary.   28
Category Bias: Business / Finance
Reach Among Desktop / Mobile Users for the ‘Business / Finance’ Category

                                                                                                                                                             Examining reach among
100                                                                                                                                                          each country’s mobile and
                                                                                                          UK
                                                                                                                          CANADA
                                                                                                                                                             desktop populations can be
                                                                               SPAIN
                                                                                                                                                             an indicator of platform bias
                                                                                                  USA                                                        for that particular content
                                                                                                                                                             type.

 80                                                                                                                                                          Business / Finance includes
                                     BRAZIL                                                                                                                  transactional functions such
 Mobile Reach

                                                                                                                                                             as banking, as well as
                                                                                                                                                             financial information and
                                                                                                                                                             news. Of the three
                                                                                    FRANCE                                                                   categories we will compare
 60                                                                                                                                                          in this manner, it sees the
                     MALAYSIA                       INDIA                         ITALY                                                                      largest number of markets
                                                                                                                                                             exhibiting a desktop bias,
                                                                                                                                                             perhaps due to residual
                                                                               GERMANY                                                                       concerns about security and
                            ARGENTINA                                                                                                                        privacy on mobile devices.
 40
                40                                         60                   Desktop Reach                            80                            100
                                Note: Indonesia not shown in the visual due to desktop reach of 28.3% below axis minor limit (mobile reach is 43.6%)               Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                                                         © comScore, Inc. Proprietary.   29
Category Bias: Retail
Reach Among Desktop / Mobile Users for the ‘Retail’ Category

                                                              SPAIN                   In the majority of markets,
100                                                                                   retail has higher
                                                                        UK            proportional audience reach
                                                            USA                       among mobile users than
                                                                       CANADA         desktop, most notably in
                                                           FRANCE
                                   INDONESIA                                          Spain, where 97.5% of
 80                                                                                   mobile users accessed the
                                                                                      category in December 2017,
                              INDIA
 Mobile Reach

                                                  BRAZIL                              and where there is a 16 point
                                                                                      difference between the
                                      ARGENTINA                                       platforms.
                     MEXICO
                                                                    GERMANY
 60
                                                      ITALY
                              MALAYSIA

 40
                40            60         Desktop Reach            80            100
                                                                                            Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                  © comScore, Inc. Proprietary.   30
Category Bias: News / Information
Reach Among Desktop / Mobile Users for the ‘News / Information’ Category

                                                                                               UK         As a third category for
                                                                                 SPAIN
 100                 MEXICO                  ARGENTINA                                                    comparison, news /
MALAYSIA                                                                                 USA              information is often one of
                                                      FRANCE                                              the highest-reaching
                                 BRAZIL                                                        CANADA
                                                                    ITALY                                 categories on mobile
                     INDONESIA                    GERMANY                                                 devices, being accessed by
  80                                                                                                      more than 80% of users on
                                     INDIA
                                                                                                          those platforms in every
 Mobile Reach

                                                                                                          market.

                                                                                                          Only Canada has
                                                                                                          (marginally) higher reach
 60                                                                                                       among desktop users,
                                                                                                          although the category
                                                                                                          experiences 95% reach on
                                                                                                          both.

  40
                40                           60          Desktop Reach      80                      100
                                                                                                               Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                     © comScore, Inc. Proprietary.   31
Demographics Categories (UK)
Points Difference in Reach Within 18 – 24 / 25+ Age Demographics

                             Ages 18–24     Ages 25+                           Reach within a demographic
                                                                               is one way of mitigating
                                                                               overall differences in
Instant Messengers    12.5
                                                                               composition of a market.
   Retail – Apparel   12.5
            Portals                  1.1                                       It also enables comparison
 Social Networking                    0.4                                      of categories or individual
             Retail                   0.4                                      properties to assess
                                                                               patterns in age groups’
            Travel                           1.5
                                                                               digital consumption.
      Newspapers                               2.0
         Lifestyles                            2.2                             For the selected categories
      Retail – Food                                2.8                         shown in the UK, there are
            Sports                                   3.0
                                                                               some dramatic (10+ point)
                                                                               differences in reach between
       Real Estate                                         8.3
                                                                               under- and over-25s.
          Banking                                                11.2
       Automotive                                                       12.9

                                                                                     Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                           © comScore, Inc. Proprietary.   32
Demographics Categories (India)
Points Difference in Reach Within 18 – 24 / 25+ Age Demographics

                                               Ages 15–24   Ages 25+     Applying the same
                                                                         comparison to the same
                                                                         categories reveals that India
 Social Networking    9.8
                                                                         has less volatility between
            Portals         7.3                                          the two age breaks,
             Retail               6.1                                    suggesting that digital
Instant Messengers                5.8                                    adoption for these
         Lifestyles                     5.2                              categories is more universal
                                                                         than in the UK, although
   Retail – Apparel                           4.0
                                                                         reach among under 25s is
      Newspapers                                    2.2                  higher for a larger number of
      Retail – Food                                  1.8                 the categories.
            Travel                                    1.5
            Sports                                    1.5
       Automotive                                           1.1
       Real Estate                                                2.3
          Banking                                                  2.7

                                                                               Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                     © comScore, Inc. Proprietary.   33
Category Competitiveness
Audience Duplication as % of Total Category Users

                                         1 site in category        2+ sites in category                                           Duplication of audiences
                                                                                                                                  between sites in a category
                 Canada                                          India                                     UK                     could provide an indication
100%                                         100%                                         100%
                                                                                                                                  of loyalty and competition.

                                                                                                                                  In all three markets shown,
80%                                           80%                                         80%
                                                                                                                                  Newspapers had the
                                                                                                                                  highest proportion of users
60%                                           60%                                         60%
                                                                                                                                  visiting 2 or more properties,
                                                                                                                                  suggesting users are less
40%                                           40%                                         40%
                                                                                                                                  likely to be loyal to one
                                                                                                                                  provider – likely a factor of
20%                                           20%                                         20%                                     multiple entry points via
                                                                                                                                  social etc. Banking is a
 0%                                            0%                                          0%                                     broadly ‘loyal’ category, with
                            Newspapers

                                                                           Newspapers

                                                                                                                     Newspapers
       Banking

                                                       Banking

                                                                                                 Banking
                  Apparel

                                                                 Apparel

                                                                                                           Apparel
                                                                                                                                  around 60% of users only
                                                                                                                                  accessing one brand in the
                                                                                                                                  category.

                                                                                                                                        Source: comScore MMX Multi-Platform, Dec 2017

                                                                                                                                                              © comScore, Inc. Proprietary.   34
Spotlight on Apps
Now accounting for over 80% of mobile time, how
has the app market evolved in the past year?

                                                  © comScore, Inc. Proprietary.   35
Four Categories Account for More Than 2/3 of App Minutes
Category Share of Total App Minutes

                      Entertainment       Social Media     Instant Messaging        Games          Other                              Despite the number of apps
100%                                                                                                                                  available to mobile users,
                                                                                                                                      overall time has
90%
                                                                                                                                      concentrated heavily into
80%                                                                                                                                   four categories, which
70%                                                                                                                                   combine for more than two
                                                                                                                                      thirds of overall app time.
60%
50%                                                                                                                                   Social Media has the
40%                                                                                                                                   highest average share
                                                                                                                                      across all markets, although
30%
                                                                                                                                      Entertainment leads the way
20%                                                                                                                                   in both the US and Canada.
 10%
 0%
                                                                     Argentina

                                                                                                                           Malaysia
                                                   Spain

                                                                                 Brazil
                                                             UK
       USA

                                                                                          Mexico
                       France

                                Germany

                                          Italy
             Canada

                                                                                                       India

                                                                                                               Indonesia
                                                                                                                                               Source: comScore Mobile Metrix, Dec 2017

                                                                                                                                                               © comScore, Inc. Proprietary.   36
Social Networks’ Share of Time
Share of Combined Minutes for 4 Major Social Networking Apps

                                Twitter       Facebook    Instagram           Snapchat                                             Facebook is the clear leader
100%                                                                                                                               when examining the
                                                                                                                                   distribution of minutes
90%
                                                                                                                                   between four key social
80%                                                                                                                                networking apps,
70%                                                                                                                                particularly when combining
                                                                                                                                   Instagram into its overall
60%
                                                                                                                                   share.
50%
40%                                                                                                                                We’ve seen evidence earlier
                                                                                                                                   in this report of Snapchat’s
30%
                                                                                                                                   increasing reach, and it will
20%                                                                                                                                be interesting to observe
 10%                                                                                                                               how this translates into
                                                                                                                                   usage durations in 2018.
 0%
                                                                  Argentina

                                                                                                                        Malaysia
                                                  Spain

                                                                                  Brazil
                                                           UK
       USA

                                                                                           Mexico
                      France

                               Germany

                                          Italy
             Canada

                                                                                                    India

                                                                                                            Indonesia
                                                                                                                                            Source: comScore Mobile Metrix, Dec 2017

                                                                                                                                                            © comScore, Inc. Proprietary.   37
Messaging Share of Minutes
Share of Combined Minutes for 3 Major Instant Messaging Apps

                               WhatsApp Messenger           Facebook Messenger             WeChat                                     When it comes to instant
100%                                                                                                                                  messaging, WhatsApp
                                                                                                                                      messenger continues to
90%
                                                                                                                                      reap the advantages of early
80%                                                                                                                                   adoption, dominating the
70%                                                                                                                                   majority of markets.
60%
                                                                                                                                      Facebook Messenger has
50%                                                                                                                                   however established greater
40%                                                                                                                                   share in four markets, and
                                                                                                                                      this continues to be a
30%
                                                                                                                                      category to watch closely in
20%                                                                                                                                   2018.
 10%
 0%
                                                                      Argentina

                                                                                                                           Malaysia
                                                    Spain

                                                                                  Brazil
                                                               UK
       USA

                                                                                              Mexico
                      France

                                  Germany

                                            Italy
             Canada

                                                                                                       India

                                                                                                               Indonesia
                                                                                                                                               Source: comScore Mobile Metrix, Dec 2017

                                                                                                                                                               © comScore, Inc. Proprietary.   38
Gaming exhibits the biggest long tail of major app categories
Share of Total Category App Minutes for Top 5 Properties (US)

100%                      93.9%            94.2%                  Of the four dominant app
                                                                  categories, Games are the
          83.5%                                                   least reliant on the top 5
80%                                                               properties to deliver overall
                                                                  consumption minutes.

                                                                  It should be noted that this
60%
                                                                  analysis refers to properties,
                                                                  including those that contain
                                                                  multiple apps such as Peak
40%                                                       34.1%   Games and Zynga. The top
                                                                  5 individual apps deliver just
                                                                  14.7% of total category app
20%                                                               minutes.

 0%
       Entertainment   Social Media   Instant Messaging   Games

                                                                           Source: comScore Mobile Metrix, Dec 2017

                                                                                           © comScore, Inc. Proprietary.   39
Most popular categories get more popular (but not evenly)
Average Change in Total App Category Minutes (Dec. 2016 vs. Dec. 2017)

120%                                                                                                                                      All four categories identified
                                                                                                                                          earlier in this section
100%                                                                                                                                      showed an average increase
                                                                                                                                          in total app minutes, with
80%
                                                                                                                                          Entertainment and Instant
                                                                                                                                          Messaging the clear
60%
                                                                                                                                          leaders.
                        +42%
                                                                   +35%
40%
                                                                                                                                          Gaming, on the other hand
20%                                                                                                                  +13%                 saw a notable slow-down,
                                                                                                                                    +2%   with only 2% average
 0%                                                                                                                                       growth, thanks to significant
                                                                                                                                          increases in Spain
-20%                                                                                                                                      (excluding Spain the
                                                                                                                                          average would have been -
-40%                                                                                                                                      13%).
-60%
        Entertainment                Instant Messaging                                     Social Media                     Games

                               Markets included, left to right: USA, Canada, Italy, Spain, UK, Brazil, Mexico, Indonesia                           Source: comScore Mobile Metrix, Dec 2017

                                                                                                                                                                   © comScore, Inc. Proprietary.   40
Spotlight on Video
How has video consumption shifted to
mobile and multi-platform consumption?

                                         © comScore, Inc. Proprietary.   41
Mobile accounts for dominant share of video views
Share of Top 100 Properties’ Videos by Platform

                             Desktop   Mobile                          Perhaps unsurprisingly,
                                                                       video views for the top 100
        USA                                                 UK         properties in the three
                                                                       regions shown skew
                                                                       towards mobile devices,
                                                                       although by a smaller extent
               32%             CANADA                            31%   than overall digital minutes
                                                                       in all three markets.

  68%                                                 69%

                       51%                      49%

                                                                         Source: comScore Video Metrix Multi-Platform, Dec 2017

                                                                                                       © comScore, Inc. Proprietary.   42
Digital video growth is geographically uneven
Total Minutes for Top 100 Properties by Platform

                            Desktop   Mobile                          Growth in consumption for
                                                                      the top 100 digital video
             USA                                        UK            properties varied
                                                             +10%     considerably for the US and
                   +42%
                                                                      UK.
                   +41%                                      +24%
                                                                      The US saw similar growth
                                                                      in consumption on both
                                                                      desktop and mobile,
                                                                      combining for 4x faster
                                                                      growth than the UK, which
                                                                      saw a slight decline in
                                                                      desktop consumption for
                                                                      these properties.
                   +46%                                      -12%

    Dec 16         Dec 17                      Dec 16        Dec 17

                                                                        Source: comScore Video Metrix Multi-Platform, Dec 2017

                                                                                                      © comScore, Inc. Proprietary.   43
Video Metrix Multi-Platform                    COMING SOON

 Coming soon to more international markets, comScore Video Metrix® Multi-Platform delivers a single, unduplicated
     measure of digital video consumption across desktop, smartphone, tablet and over-the-top (OTT) devices.
Premium video content and advertising can be planned, bought and sold across platforms using TV-comparable GRP
                                   metrics that measure audience engagement.

                                                                                                        © comScore, Inc. Proprietary.   44
Key Takeaways

                © comScore, Inc. Proprietary.   45
Key Takeaways

1   Multi-platform consumption is still the norm, but “mobile only” is on the rise. Multi-platform users (those who access the internet
    via desktop and mobile in a month) still form the majority across markets, but the percentage of ‘mobile only’ users grew across
    the majority of markets over the course of 2017, surpassing 30% of users in nearly half of the markets considered.

2   There is evidence of digital consolidation, but optimistic growth beyond the top. The categories and entities that account for large
    shares of (especially mobile app) time have consolidated, but there is evidence of growth outside the top entities in terms of both
    time and number of properties crossing the 10% reach threshold.

3   Time has shifted to mobile, but some large desktop audiences impact ‘mobile firstness’. It can be easy to assume the shift of
    digital time to mobile has significantly shrunk the desktop marketplace, but from an audience point of view, many country /
    category desktop audiences remain larger, with corresponding considerations in reaching and marketing to these users.

4   Entertainment and video flourish on mobile platforms. Entertainment, already one of the major app categories, saw the highest
    average percentage growth in app time across those four major content types. Video consumption is now heavier on mobile
    devices, and video minutes on mobile platforms grew rapidly in both the US and UK.

                                                                                                                             © comScore, Inc. Proprietary.   46
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