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20182 iResearch Inc 1.2.3.CPS CPC CPT CPM CPS 1.2.2017 92.4 24.2%1.2.3.4.3 iResearch Inc 4 iResearch Inc 2017 5 iResearch Inc+1.2.3.1)./2)./3).API 4.800 55 2012-2014 800 6 1 2 3 4 57 iResearch Inc 2015-2016 2016 38.7%5/CNNIC 39 11.4%15.1%33.8%21.7%13.3%6.5%10.5%0.8%17.6%23.5%38.7%28.7%18.5%11.1%10.6%0.3%2015 20162015-2016 8 iResearch Inc 2017 53.2%2016 6489 44.7%2020 70.0%2013-2016 2017 773.1 1105.2 1546.0 2184.5 2902.2 3828.7 4970.7 6214.6 7651.8 4700.1 5019.8 5606.6 5973.4 6489.0 7301.1 8316.9 9517.4 10935.3 16.4%22.0%27.6%36.6%44.7%53.2%60.4%66.4%70.0%2012 2013 2014 2015 2016 2017e 2018e 2019e 2020e2012-2020%9 iResearch Inc 2017 3828.7 31.9%2017 3828.7 31.9%2016 2020 7000 1.2.773.11105.21546.02184.52902.23828.74970.76214.67651.843.0%39.9%41.3%32.9%31.9%29.8%25.0%23.1%2012 2013 2014 2015 2016 2017e 2018e 2019e 2020e2012-2020%10 iResearch Inc 2012-2020=/CNNIC 39 137.1 179.0 238.3 317.4 397.0 507.5 631.3 769.4 910.0 30.6%33.2%33.2%25.1%27.8%24.4%21.9%18.3%2012 2013 2014 2015 2016 2017 2018e 2019e 2020e2012-2020%11 iResearch Inc 2017-2020 21.3%25.7%14.9%1.2.10 3.O2O 6.110.82017 2020e 1.12.32017 2020e 0.71.12017 2020e 2017-2020 12 iResearch Inc 2016 95.1%2016 95.1%CNNIC 39 0.51.22.23.03.64.25.05.66.27.024.0%39.5%60.8%66.2%69.3%74.5%81.0%85.8%90.1%95.1%2007 2008 2009 2010 2011 2012 2013 2014 2015 20162007-2016%13 iResearch Inc wifi 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 242017 APP 午餐 上班 下班 晚 洗漱 休 休息 14 iResearch Inc PC mUserTracker.2017.11 400 1 0.0%15.0%30.0%mUserTracker-2017 12 APP%PC 15 iResearch Inc/64.4%12.7%15.5%22.4%25.0%64.4%70.0%/2017/16 1 2 3 4 517 iResearch Inc 2006 O2O 360 2006 2010 2013-2014 2015+/360 O2O18 iResearch Inc 21 2016 7.3 2012-2016 CNNIC 39 2017-2020 5.6 6.2 6.5 6.9 7.3 7.7 8.0 8.2 8.4 9.5%5.0%6.1%6.2%4.7%3.9%3.2%2.1%2012 2013 2014 2015 2016 2017e 2018e 2019e 2020e2012-2020%19 iResearch Inc 20 iResearch Inc 21 iResearch Inc/22 iResearch Inc 2017 23 iResearch Inc PC 2017 800 APP 24 iResearch Inc B2C 25 iResearch Inc 9 9 30%C C 26 iResearch Inc 80%CPS CPS 1%-30%30%1%-5%10%-30%1 banner package ROI CPC CPM CPA CPT A API B C 3 2+27 iResearch Inc 2017 100 2017 92.4 24.2%2014-2015 O2O 2016 1.2.1)./2)./3).API 12.420.828.146.774.192.4105.9123.5143.251.9%31.9%63.2%56.1%24.2%14.3%16.4%15.7%2012 2013 2014 2015 2016 2017 2018e 2019e 2020e2012-2020%28 iResearch Inc 2017 60%61.8%38.2%1.2.1)./2)./3).API 61.8%38.2%2017 29 1 2 3 4 530 iResearch Inc 2017 APP 2017 mUserTracker MUT 2017 1-12 2017 APP X 500 500 X 100 X 100 31 iResearch Inc APP TOP10 APP 2017 mUserTracker MUT 2017 1-12 17.1 17.2 17.3 17.4 17.5 17.6 17.7 17.8 17.9 17.10 17.11 17.12mUserTracker-2017 1-12 TOP10-APP 32 iResearch Inc APP TOP10 2017 mUserTracker MUT 2017 1-12 17.1 17.2 17.3 17.4 17.5 17.6 17.7 17.8 17.9 17.10 17.11 17.12mUserTracker-2017 1-12 TOP10-APP 33 iResearch Inc APP TOP10 2017 mUserTracker MUT 2017 1-12 17.1 17.2 17.3 17.4 17.5 17.6 17.7 17.8 17.9 17.10 17.11 17.12mUserTracker-2017 1-12 TOP10-APP 34 iResearch Inc PC TOP10 PC iUserTracker IUT 2017 1-12 17.1 17.2 17.3 17.4 17.5 17.6 17.7 17.8 17.9 17.10 17.11 17.12iUserTracker-2017 1-12-PC 55 35 iResearch Inc APP ARPU ARPU ARPU=/app TOP APP2017 mUserTracker MUT 2017 1-12 X 200 200 X 100 X 1002017 ARPU 36 1 2 3 4 537 iResearch Inc-2006 B2C+CPS 2017 CPS+38 iResearch Inc-2017 39 iResearch Inc-DEALMOON 2009 80%CPS 2016 10 CPS CPTCPSCPM+40 iResearch Inc-OGC Occupationally-generated Content CPT CPS 90 9041 iResearch Inc/42 iResearch Inc iResearch Inc Ebates Ebates 1998 E Ebates.kr Ebates.ca F Ebates Ebates Ebates 2013 Ebates Rakuten2016 Rakuten2016 6.52012 2013 2014 2015 20162012-2016 Ebates GMV billion of U.S.dollars 352002015 2020e2015-2020operating income billions of Yen YoY 32.7%CAGR41.7%43 iResearch Inc Quidco Quidco 2005 2016 Quidco 4000 Quidco 1%-20%Quidco Quidco Quidco Quidco visa 44 iResearch Inc Ibotta Ibotta 2012 Ibotta ibotta ibotta Ibotta 2017 7 C Netscape 2012.3 300 2013.5 A Great Oaks Venture Capital2014.6 B 2000 Netscape Tom Jermoluk James H.Clark2017.7 C GGV Capital Harbour Spring Capital Haystack Partners2012-2017 Ibotta 45 1 2 3 4 546 iResearch Inc 2017 16.4%12.7%13.3%2017 16.4%12.7%13.3%47 iResearch Inc 48 iResearch Inc B2C 212.9325.8559.01184.32198.13413.64919.16458.77983.020.1%53.0%60.0%111.9%85.6%55.3%44.1%31.3%23.6%2012 2013 2014 2015 2016e 2017e 2018e 2019e 2020e2012-2020%49 iResearch Inc 90 00/2017 1 250 iResearch Inc LBS 51 iResearch Inc 1 1 2 3 4 800 51 55 9 9 Baopals 5 9 9 800 52 iResearch Inc 2 Ebates C Quidco Ibotta Air miles SlickD Mr.Rebates Shop at Home Topcashback FatWallet 53 Keep Learning 400-026-2099 54
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