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Future:Mobile 2016 // Design Principles and Preliminary Themes

SAN FRANCISCO, January 12, 2016 – Rutberg & Company today announced design principles and preliminary themes for Future:Mobile, taking place June 8-10, 2016 at the Ritz-Carlton in Half Moon Bay. Future:Mobile is the premier global summit examining mobile disruption and innovation. Each year, Rutberg identifies 20 sectors in mobile that have the most potential to disrupt industries and change customer behavior. Within each sector, we select five CEOs from the highest profile start-ups to speak. The session structure is designed to spur debate and discussion amongst the brightest minds in the most disruptive sectors in one of the most exciting areas driving global change - mobile. There are no slides and no presentations. The content provides unique insight on the innovation trends in mobile from the perspective of the leading innovators themselves.

Themes under development for Future:Mobile 2016 include:

Mobile-first consumer apps. Who will be the next breakout startup to disrupt an industry, like Uber in transportation and Airbnb in hospitality?
Next generation telecom infrastructure. How will telecom operators evaluate and implement new technologies such as IT/network convergence, big data analytics, 5G, NFV, LPWA, and small cells?
Internet of things. Will consumer IoT take off as a business? Will enterprise IoT continue to be the majority of the business opportunity?
OTT video and cord-cutting. Who will crack the business model for mobile video? Will OTT video accelerate pay TV erosion at an unexpected pace for the media industry?
Ridesharing, delivery, and logistics. Will Uber dominate ridesharing like Google in search and Facebook in social? Will ridesharing networks expand to be the logistics fabric?
Connected car and autonomous driving. Will an Apple car disrupt the automotive industry? Why are connected car experiences outside of Tesla still poor?
Enterprise messaging and productivity. Who will be the first breakout mobile enterprise app startup? Why hasn’t a major mobile enterprise startup emerged since AirWatch?
Virtual reality and augmented reality. Will virtual reality become a mass market computing paradigm? When will augmented reality be ready for market launch?
Security, privacy, and encryption. How will tech companies, telecom operators, and governments manage the security, privacy, and network implications from encryption?
Advertising. Will ad blocking grow to disrupt and transform advertising? What will be the currency for full funnel ad measurement that advertisers will endorse?
Consumer retail and eCommerce. Will bricks-and-mortar retailers be successful in building omnichannel customer journeys? Will the next Amazon emerge through mobile?
Venture capital, IPO, and M&A. Is the tech venture capital market in a bubble? Will the recent unicorn investments be successful?

The market opportunities from mobile are tremendous. Change has never happened more rapidly and more broadly. We are excited and look forward to welcoming you to Rutberg & Company’s Future:Mobile 2016.

Future:Mobile 2016 Detailed Review
2016 represents the 12th year of Rutberg & Company’s senior executive summits. The mission, unchanged since inception, is to discuss and debate what’s next for mobile and wireless. The summits gather the world’s most influential business and technology leaders to identify and interpret trends, challenge broadly held assumptions, and formulate new business relationships.

The Rutberg setting is unique: 1) strictly by invitation only to ensure peer-level exclusivity, and 2) highly interactive and provocative in session structure. At Future:Mobile 2015, the program featured 84 private company CEOs across 20 sectors to provide a curated and high quality view on innovation and disruption.

Specific themes under development for Future:Mobile 2016 include:

Mobile-first consumer apps. On-demand services and marketplace apps are redesigning the way consumers live and the way businesses and industries operate. The largest verticals in the world, such as healthcare, financial services, and education, are apt for change by tech entrepreneurs and startups. Who will be the next breakout startup to disrupt an industry, like Uber in transportation and Airbnb in hospitality?
Next generation telecom infrastructure. According to GSMA, mobile operator capital expenditures will increase from $229 billion in 2015 to $233 billion in 2016. Over the next five years, mobile operators will invest $1.2 trillion in capital expenditures. Yet, pressures facing mobile operators include revenue stagnation, product commoditization, and OTT competition. How will telecom operators evaluate and implement new technologies such as IT/network convergence, big data analytics, 5G, NFV, LPWA, and small cells?
Internet of things. According to McKinsey & Company, the potential economic impact from the Internet of Things can reach $4 trillion to $11 trillion by 2025. According to IDC, the global Internet of Things market will grow from $656 billion in 2014 to $1.7 trillion in 2020. Will consumer Internet of Things take off as a business? Will enterprise Internet of Things continue to be the majority of the business opportunity?
OTT video and cord-cutting. The surprise in 2015 was Walt Disney’s announcement of subscriber losses at ESPN, which had been viewed as the strongest media property in pay TV. Will OTT video accelerate pay TV erosion at an unexpected pace for the media industry? Separately, the intersection of mobile and video is an open field. For example, Verizon, AT&T, and T-Mobile in the U.S. have markedly different strategies with Go90, DirecTV, and Binge On, respectively. Who will crack the business model for mobile video?
Ridesharing, delivery, and logistics. Uber achieved a $62.5 billion valuation, and Lyft announced a $500 million financing from General Motors. Will Uber dominate ridesharing like Google in search, Facebook in social, and Amazon in e-Commerce? According to Gartner, 20% of vehicles in urban centers will be dedicated to shared use by 2025. Will ridesharing networks expand to be the logistics fabric? Google owned navigation company Waze rolled out a pilot carpooling service for commuters in Israel called RideWith. Is Google planning to enter the ridesharing space? Chinese ride-hailing company Didi Kuaidi closed a $3 billion funding round in September 2015, the largest ever for a venture-backed startup in a single financing. Is Didi Kauidi forming a global anti-Uber alliance?
Connected car and autonomous driving. According to Gartner, approximately one in five vehicles on the road worldwide will have a wireless network connection by 2020, representing more than 250 million connected vehicles. Will an Apple car disrupt the automotive industry like the iPhone and the iPad in the smartphone and PC industries? Why are connected car experiences outside of Tesla still rudimentary and difficult-to-use? When will autonomous driving begin to have an impact on business, technology, and society?
Enterprise messaging and productivity. In January 2014, VMware announced the $1.5 billion acquisition of AirWatch. Why hasn’t a major mobile enterprise startup emerged since AirWatch? Facebook launched Facebook at Work in 2015, and several startups focused on mobile enterprise messaging and productivity raised financings in 2015. Who will be the first breakout mobile enterprise app?
Virtual reality and augmented reality. According to Juniper Research, 2016 will be a “watershed year for virtual reality.” According to CB Insights, venture capitalists invested $408 million in virtual reality and augmented reality startups in the first three quarters of 2015, as compared to $145 million in the first three quarters of 2014. Will virtual reality become a mass market computing paradigm? When will augmented reality be ready for market launch?
Security, privacy, and encryption. How will tech companies, telecom operators, and governments manage the security, privacy, and network implications from encryption? According to Identity Theft Resource Center, there were 781 data breaches, representing 169 million records with personally identifiable information, in 2015. 34.2% of users’ computers were subjected to at least one web attack over the year, despite the $75.4 billion in global spending on information security in 2015, according to Gartner. What is secure in the current cyberthreat environment?
Advertising. According to eMarketer, global mobile advertising will increase from $72 billion in 2015 to $105 billion in 2016, representing over half of digital spending for the first time. However, metrics remain unclear, and user experiences remain poor. What will be the currency for full funnel ad measurement that advertisers will endorse? Separately, ad blocking emerged in 2015 as a major consumer trend, supported by Apple’s decision to permit ad blockers in the App Store. According to Adobe and PageFair, there are 198 million active ad block users globally, representing $22 billion in lost revenue for publishers in 2015. Will ad blocking grow further to disrupt and transform advertising?
Consumer retail and eCommerce. According to Comscore, shoppers spend 60% of time and only 13% of dollars on mobile, as compared to 40% of time and 87% of dollars on desktop. Will bricks-and-mortar retailers be successful in building omnichannel customer journeys? 90% of transactions are in-store, however, no one has significantly cracked in-store mobile payments. What needs to be done to make in-store mobile payments as easy as sending a text or making a voice call? Will the next Amazon emerge through mobile?
Venture capital, IPO, and M&A markets. The 4th quarter of 2015 saw a significant decrease in the number of billion-dollar-plus valued financing rounds. According to CB Insights, only 9 venture backed companies entered the unicorn club in 4Q 2015, as compared to 23 in 3Q 2015 and 16 in 4Q 2014. According to DealLogic, tech M&A reached a record high level of $713 billion in global deal volume in 2015, while tech IPOs hit a low level of 28 financings in U.S. public markets—the lowest since 2009. Is the tech venture capital market in a bubble? Will the recent unicorn investments be successful?

Future:Mobile 2016 is a two-day, invitation-only forum limited to 350 senior executives. It is designed specifically to provide participants with a snapshot of what is occurring at the innovative edge of the wireless industry. The mission of the conference is to provide a structured framework such that 100 of the best and brightest CEOs of the most innovative start-ups in the most interesting sectors can provide participants with a robust understanding as to where the industry is headed. Notably, there are no company specific presentations.

To request additional information about Future:Mobile, send an email to futuremobile@rutbergco.com.

About Rutberg & Company
Rutberg & Company, LLC is a research-focused boutique investment bank founded in 2001, and is recognized as one of the preeminent thought-leaders in the mobile and wireless industry, particularly related to innovation. The Firm provides M&A advisory services to both public and private companies, and raises mid and late stage capital for leading emerging growth companies. Rutberg & Company is frequently cited in The Wall Street Journal, the Economist, Businessweek, Forbes, Fortune, Bloomberg, and Barrons. Rutberg’s conferences, including Wireless Influencers, Future:Mobile and Rutberg Summit London, are highly exclusive, by invitation-only, and attract the world’s highest profile executives in business and technology.