Native apps are taking advertising share from the mobile web in Asia-Pacific 

Native apps are taking advertising share from the mobile web in Asia-Pacific 

Here at Tematica, we are watching the changing landscape when it comes to advertising dollars. We’ve witnessed the shift from analog advertising at newspapers to Internet-focused advertising and we are now seeing another shift emerge.  For many, especially outside the US, the smartphone is the first device on which they access the internet. A report by comScore reveals that 65% of digital media time is spent on mobile, largely driven by smartphone app usage (consumers spend 85% of their time on smartphones in apps, according to Forrester Research).

It comes as no surprise then that we are seeing for advertising dollars is from the mobile web to native apps. Given the importance of mobile on companies like Alphabet (GOOGL), Facebook (FB). In Asia-Pacific, it already appears the mobile web is losing, now how long until that happens in other markets around the world?

New research from mobile advertising data company Vpon found that 77% of mobile ads served during H1 2017 in the region were delivered via mobile apps, not the mobile web.In several countries in Southeast Asia, mobile web ads made up an even smaller share of all mobile ad impressions, according to Vpon.

In Indonesia, for instance, only 10% of ads were delivered on the mobile web. Thailand had a similarly small mobile web ad share at 15%, as did Malaysia at 18%.

Source: The Native App May Be Killing the Mobile Web in Asia-Pacific – eMarketer

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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