Mary Meeker Internet Trends POV

69309864-KPCB-Internet-Trends-2011.pdf Download this file

http://www.scribd.com/doc/69309864/KPCB-Internet-Trends-2011

In the attachment (same pres. in the link) is Mary Meeker's internet trends presentation, if nothing else it has that mega macro data that you are sometimes looking for. Mary got famous at Morgan Stanley and now works at the Mother of all VCs Kleiner Perkins in Silicon Valley.

Sometimes its nice to look at primary data rather than media reports of what is going on. Below is summary created by Mel Exon of BBH...

World view:

• Though still with some ground to make up, it’s striking the number of Chinese and Russian internet companies popping into the global top 25.

• What’s more, between 2007 and 2010 China accumulated 246million new internet users – that is more thanexist within the USA.

Mobilising the people:

• Mary notes that even in recessionary times breakthrough technology and services can breakout. One need only look at the extraordinary first weekend sales of Apple’s iPhone 4S to confirm this.

• 2010 QTR 4 saw more mobile devices (which includes Tablets) sold than PCs and signs that Smartphone sales outstripping feature phone sales in US/EU

• That said. still enormous unconverted user base with 835 million Smartphone users against 5.6 billion mobile device subscribers.

• Apple getting plenty of headlines right now, but it’s Android mobile devices with the remarkable quarter on quarter ramp up – jumping from 20million to 150million units shipped in between quarters 7 and 11 post-launch.

• Global mobile success story continues with app/ad revenue up by a factor of 17 between 2008 and 2011 to a figure of $12billion.

Touchy, feely:

• Meeker calls out the latest trend in the evolution of human computer interaction being from text command lines to graphical user interfaces (GUI) to natural user interfaces. Yes, Steve gets a name check too.

Cash is no longer king?:

• E-commerce story continues to be one of growth through tough economic times but plenty of room to grow.

• Again the big story is growth in mobile commerce with ebay and PayPal doubling or more their gross mobile sales/payments since 2010.

• The uplift in mobile e-commerce activity has been of particularly benefit to local commerce through the plethora of location aware discount offer aggregators.

Power to the people:

• Meeker identifies overarching mega-trend as the empowerment of people via connected devices.

• She references the Twitter traffic patterns post Japanese earthquake, the fact that 200million Indian farmers currently receive government subsidy payments via mobile devices and 85% of global population are now covered by commercial wireless signals versus 80% being on electricity grid.

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Written by Marc Solby

   

Tuesday, November 08, 2011