Few other analysts give as comprehensive and solid analysis of current Internet trends as Mary Meeker of Kleiner Perkins Caufield Byers. Here is her latest presentation of mobile and other digital trends.
I always try to bookmark the presentations of Mary Meeker, as I find myself going back to them again and again. And what is a better way of bookmarking a great presentation than to blog about it?
Mary Meeker used to work for Morgan Stanley. Her annual presentation at the Web 2.0 Summit continues to draw a lot of attention. The presentation inserted above is from this year’s summit.
A few points that I have noted:
- The top global players are still mostly US companies with a couple of Chinese services as the only exceptions
- Still China now has almost twice as many Internet users as USA. And half of them been added during the last four years.
- Smartphone usage is exploding - but still has tremendous potential for further growth
- iPad is growing at much faster rate after launch than iPhone did
- Social media is moving mobile big time: 55 % of Twitter usage and 33 % of Facebook usage is now from mobile platforms
- The next “big thing” is online sound
- Mobile commerce is finally lifting off
- There is a big discrepancy between the time spent on different media and where advertising dollars are spent. For instance: 8 % of media time in the USA is spent on mobile, while only 0,5 % of the advertising budgets
- In hardware tablets and smartphones outshipped PCs in Q4 of 2010