次世代iPhone: スピードをワープにしてくれ, ミスターカトー(Mr. Sulu)


Evernoteの成長はロケットスタートではないものの、順調だ。CEOのPhil LibinはEvernoteの成長に関する統計を発表した。いちばん有名なのはおそらくiPhoneアプリだろう。これはTechCrunchのCrunchie賞を受賞しているが、約100万ダウンロードを記録している。Evernoteにはブラウザ版の他にWindowsとMac向けクライアント・アプリもある。内訳は、36%がWindowsクライアント(これが最初にリリースされた)、28%がMac、20%がiPhone、11%がウェブ、2%がBlackberry、1がその他携帯、となっている。〔以下英文〕

The desktop clients have been download about 1.7 million times and can be used in conjunction with the iPhone app. These numbers are instructive because the number of downloads (2.7 million total across all platforms) does not equal the number of registered users (1 million). So the next time a startup is touting how many downloads it has, cut that number by one half to one third just to get to signups.

Then you have to cut by another third. Registered users are great, but how many are actually active? Those are a company’s real users. Over the past 30 days, Evernote is tracking at about 360,000 active users, or a little more than a third of registered users. Evernote’s active users might be relatively small, but they are pretty active. Over the past year or so, they’ve created 36 million notes, or about 100 notes each. Notes can come in the form of Web clips (38 percent), text notes (35 percent), photos (17.5 percent), PDF documents (6 percent), voice notes (1.5 percent), digital ink (0.67 percent), and more.

The more active users Evernote gets, the more it can convert into paying premium subscribers. Premium subscribers get more storage, more support, more security, and no ads for $5 a month or $45 a year. Evernote has 13,755 paying premium subscribers, which comes out to about a 3.75 percent conversion rate. Both the number of premium accounts and the conversion rate is growing. Surprisingly, 82 percent of the premium subscribers opt for an annual account. That comes to an annual revenue run-rate of about $650,000, which is not much, but Evernote has other sources of revenues and Libin says he is ahead of estimates to become profitable. He just needs to get those premium subscriber numbers up a bit. If he can get premium subscribers up to 50,000, that would translate to about $2.2 million in revenues, 100,000 premium subscribers would bring in $4.5 million, and so on (I just used the $45 annual fee to calculate those numbers. Working in the monthly subscribers lifts the total a bit).

Now, if Evernote could ever get to one million paying subscribers, that would be a decent business.


(翻訳:Namekawa, U)