YDreams - Black Swan Conference 2014

Report
YDreams AR
WHO WE ARE
ANTÓNIO CÂMARA
António Câmara is a Professor at Universidade Nova de Lisboa and has been a
Visiting Professor at both Cornell University (1988-89) and MIT (1998-99). He was
a Senior Consultant to the Expo98 project and Senior Advisor to the National
Geographical Information System. He has been CEO and Chairman of the Board
since the company was founded.
MIGUEL REMÉDIO
José Miguel Remédio is responsible for YDreams international operations and
holds the company record for most accumulated frequent flyer miles. In the
company’s early years he acted as General Manager, Finance Director and
oversaw product development. In 2004 founded YDreams Med, in Barcelona,
where he is now based as General Director. A specialist in geographical information
and mathematical modeling with a Masters from Oregon Graduate Institute of
Science and Technology.
WHO WE ARE
IVAN FRANCO
Ivan Franco runs the YLabs R&D team, responsible for the development of
Ydreams new technologies. His early passion for experimentation led him to an
interdisciplinary path that includes art, science and technology. Ivan has a degree in
engineering and an MsC in Digital Arts. He often lectures in Universities and
companies, promotes workshops or performs artistically.
JOE ESCHBACH
Past employers: Mitsubishi, Boeing, Apple, Adobe, Microsoft, Plastic Logic
Typical role: Executive - VP of Marketing
Products: MS Office, PageMaker, Acrobat, ...
YDREAMS
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Started in 2000.
One of the world leaders in interactivity projects.
600 projects in 25 countries.
YDreams has been backed by Espírito Santo group and other
individual investors.
• Clients include:
ILLUSTRATIVE PROJECTS
ADIDAS EYEBALL
Berlin, Cologne, Milan, Paris, Barcelona, Manchester, 2006
ILLUSTRATIVE PROJECTS
COCA-COLA HAPPINESS FACTORY
São Paulo, Rio de Janeiro and Porto Alegre, Brazil, 2008
ILLUSTRATIVE PROJECTS
SANTANDER VISITORS CENTER
Madrid, 2010
YDREAMS DEVELOPED A PLATFORM
OVER THE YEARS TO DEVELOP PROJECTS
Introduction to Yvision
YVision, developed in-house by YLabs, our R&D center, is an advanced
programming platform that creates powerful interactive multimedia
applications that combine technologies such as 3D, physics simulation,
computer graphics and gesture interaction, in a stable and efficient
environment.It allows for the easy creations of modular interactive
installations and plataforms that use augmented reality, image processing
and recognition, mobile technology and others.
Gesture interaction and physics simulation
Augmented Reality breakthrough inovation
GARTNER HYPE CYCLE FOR 2009
Desktop Augmented Reality
Mobile Augmented Reality
YDREAMS WANTS TO SPIN-OFF YDREAMS AR,
A COMPANY FOCUSED ON AUGMENTED REALITY
WITH HEADQUARTERS IN SILICON VALLEY
Three major offerings:
• Leading SDK for augmented reality
• Augmented customer experience
• Augmented reality projects to bootstrap operations
Industry leading “freemium” platform and SDK for
generating AR experiences for desktop and mobile
platforms
WHAT PEOPLE ARE SAYING
• Jacqueline Remus - Executive Director of User Experience
at Edmunds.com
• “I want an AR tool in-house.”
• Andrea Magini - Lead Designer for Adobe Creative Suite
• “AR market is coming in 2010”
• David Kill - Chief Scientist South Korea Telecom USA
• “AR is going to be huge. I want simple AR tool that I can get online”
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BUSINESS MODEL
• Sell AR Software Development Kit(SDK)
• PC and mobile versions
• Up-sell additional modules
• Integrate professional services
DREAMFACTORY
• “Freemium” model based on Yvision
• Open Source and premium modules
• Revolutionary price point: $600
• Draws developers and undercuts competitors
• Rich ecosystem
• Positioning YDreams as thought leaders
• Cross platform
• Mobile, Mac, and PC
• Targeted at web developers
KEY CAPABILITIES
• Ease of use
• Opens development to ad agencies and non-engineers
• Supports multiple aspects of AR
• Marker, non-marker, spacial navigation
• Seamless integration of physical and virtual
• Integrates key differentiators
• Physics, vision, tracking, etc.
• Mobile and PC versions
• Cross-platform output
• Viable from enormous to tiny displays
• Integrated location awareness
• Adaptable, modular architecture
SDK GUI
An industry-leading platform for public interactive
experiences that leverages eCommerce to provide
in-store “interactive surfaces”
AUGMENTED CUSTOMER EXPERIENCE
• Additional retail modules for DreamFactory
• Allows power of eCommerce to be brought into brick and mortar stores
Wall
Floor
Window
Table
Display
Case
Monitor
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Gesture
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Movement
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Position
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Marker AR
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Cell Phone
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Touch
SOFTWARE SOLUTION APPLICABLE TO...
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Digital signage
DOOH (Digital Out of Home)
Interactive kiosks
Ecommerce
Key opportunities
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Retail stores
Shopping malls
Hotels
Airports
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DREAMCASE
RETAILER BRANDED
REACTIONS TO DREAMCASE
• Annette Garcia - Account Manager, B+N Industries
• “This[display case] is a game changer.”
• Michael Mulcahy - Interests in several Silicon Valley hotels
and retail locations
• “This could allow us to add a new level of efficiency and service”
• Bill Pereira - District manager for RiteAid Pharmacies
• “The product is loaded with upside/ I do not even see much
downside”
SDK BUSINESS MODEL
• Embrace the required “ freemium ” model: a free, Open Source, entry
level solution by website
• Sell the premium SDK by website
• Sell the augmented reality customer experience solution by website and
direct sales
• Sell support for both “ freemium ” products
• Sell special projects as professional services
• Embrace the required “ freemium ” model: a free, Open Source, entry
level solution by website
• Sell the premium SDK by website
• Sell the augmented reality customer experience solution by website and
direct sales
• Sell support for both “ freemium ” products
• Sell special projects as professional services
RETAIL BUSINESS MODEL
• Sell the premium SDK
• Sell DreamAR module to facilitate the creation of retail
experiences
• Sell special projects as professional services
• Sell DreamCase
• Sell support
MARKETING AND SALES
• Marketing
• Best practices for new B2B solutions: SEO/SEM, Events, trade
shows, PR, Website, developer program, evangelists
• Customer Acquire Cost $150 yr 1 to $50 yr 5 for SW, $500 for retail
AR CE kiosk
• Sales
• SDKs: free Open Source, premium by YDreams ecommerce store
• Retail DreamCase: direct sales
TEAM
• YDreams Portugal – key r&d functions
• YDreams USA – successful silicon valley experience in
product delivery, marketing, sales, and support
FINANCIALS (SDK, PS, CE SALES)
FINANCIALS
(SDK, PS, CE SOFTWARE AND HARDWARE)
CASH BALANCE
Q&A

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