This document discusses trends in internet and mobile usage from a presentation given by Mary Meeker at the D10 Conference on May 30th, 2012. Some of the key points summarized are:
1) Global internet and mobile usage continues to grow rapidly, especially in emerging markets, though monetization on mobile lags desktop levels.
2) Mobile devices like smartphones and tablets are being adopted very quickly, with over 1 billion smartphones shipped in the last 13 quarters alone.
3) While mobile usage and traffic are increasing significantly and comprise around 10% of total internet traffic, monetization through advertising and apps on mobile devices remains lower than on desktop, with eCPMs around 5x lower on mobile.
This document provides an overview and analysis of key internet trends in 2014. Some of the main points covered include:
- Global internet and smartphone user growth is slowing, while tablet and mobile data traffic growth remains rapid.
- Mobile usage as a percentage of total web usage and mobile advertising spending continue to increase significantly year-over-year.
- Technology stocks and venture capital funding levels remain well below peaks reached in the late 1990s dot-com bubble.
- Education is both important and expensive, and may be at an inflection point due to technology enabling new models for learning.
The document outlines Mary Meeker's presentation on global internet trends in 2016. It discusses trends such as global internet users reaching 3 billion but growth flattening, India's internet user growth accelerating to overtake the US, global smartphone users and shipments slowing, and Android gaining smartphone share while iOS declines. It also covers global macro trends of slowing global economic growth and declining commodity prices, and shifts in global growth engines from developed markets to China and emerging Asia, driven by China's massive capital investments.
Mary Meeker's 2014 Internet Trends report outlines key trends in internet usage and technology. Global internet and mobile users continue to grow rapidly, especially in developing markets, while mobile data traffic is accelerating. Tablet unit growth remains strong at 52% annually. Mobile advertising spending is growing quickly and now accounts for 11% of total internet advertising. Cyber threats are also intensifying. The report provides updates on technology stocks, venture capital funding levels, and trends in education costs and outcomes in the United States.
The document discusses trends in internet and mobile usage. It notes that global mobile 3G subscriber growth was 35% in 2011, with 936 million subscribers representing 17% of mobile users. Smartphone shipments surpassed feature phones in Western Europe and the US. While smartphone adoption has ramped quickly, usage still has significant room for growth globally. Mobile traffic as a percentage of total traffic on sites like Pandora, Twitter and Facebook has also increased dramatically in recent years.
This document provides an overview and analysis of key internet trends from Mary Meeker's 2014 Internet Trends report. Some of the major trends discussed include:
- Continued strong growth in mobile usage and traffic, though smartphone and internet user growth is slowing
- Tablet usage and shipments growing much faster than PCs ever did, but penetration is still relatively low
- Mobile advertising growing rapidly but still significantly trails mobile app revenue
- Technology valuations and funding remain well below late 1990s/early 2000 peaks
- Cybersecurity threats are intensifying with a rapid rise in active threat groups
- Education may be at an inflection point with signs that personalized, online and technology-enabled learning is helping improve outcomes
1) Key Internet Trends
2) Status Update – Tech Stocks / Education / Healthcare
3) Re-Imagining Continues
4) Screen + Video Growth = Still Early Innings
5) China’s Epic Share Gains
6) Public Company Trends
7) One More Thing(s)...
8) Ran Outta Time Thoughts / Appendix
This document summarizes a presentation on mobile advertising given by Vishal Bali of Nielsen. Some key points:
- Smartphone penetration has reached critical mass across Asia Pacific markets, driving exponential growth in mobile content consumption.
- Games, music, and entertainment are the most popular app categories and activities on smartphones.
- Mobile advertising exposure is common, especially in markets like Japan, China, and Korea, though reception varies.
- Metrics that track engagement beyond clicks are needed to measure mobile ad effectiveness and optimize campaigns.
- Nielsen's mobile measurement panels provide granular insight into smartphone usage and can evaluate mobile ad campaigns.
This document provides an overview and analysis of key internet trends in 2014. Some of the main points covered include:
- Global internet and smartphone user growth is slowing, while tablet and mobile data traffic growth remains rapid.
- Mobile usage as a percentage of total web usage and mobile advertising spending continue to increase significantly year-over-year.
- Technology stocks and venture capital funding levels remain well below peaks reached in the late 1990s dot-com bubble.
- Education is both important and expensive, and may be at an inflection point due to technology enabling new models for learning.
The document outlines Mary Meeker's presentation on global internet trends in 2016. It discusses trends such as global internet users reaching 3 billion but growth flattening, India's internet user growth accelerating to overtake the US, global smartphone users and shipments slowing, and Android gaining smartphone share while iOS declines. It also covers global macro trends of slowing global economic growth and declining commodity prices, and shifts in global growth engines from developed markets to China and emerging Asia, driven by China's massive capital investments.
Mary Meeker's 2014 Internet Trends report outlines key trends in internet usage and technology. Global internet and mobile users continue to grow rapidly, especially in developing markets, while mobile data traffic is accelerating. Tablet unit growth remains strong at 52% annually. Mobile advertising spending is growing quickly and now accounts for 11% of total internet advertising. Cyber threats are also intensifying. The report provides updates on technology stocks, venture capital funding levels, and trends in education costs and outcomes in the United States.
The document discusses trends in internet and mobile usage. It notes that global mobile 3G subscriber growth was 35% in 2011, with 936 million subscribers representing 17% of mobile users. Smartphone shipments surpassed feature phones in Western Europe and the US. While smartphone adoption has ramped quickly, usage still has significant room for growth globally. Mobile traffic as a percentage of total traffic on sites like Pandora, Twitter and Facebook has also increased dramatically in recent years.
This document provides an overview and analysis of key internet trends from Mary Meeker's 2014 Internet Trends report. Some of the major trends discussed include:
- Continued strong growth in mobile usage and traffic, though smartphone and internet user growth is slowing
- Tablet usage and shipments growing much faster than PCs ever did, but penetration is still relatively low
- Mobile advertising growing rapidly but still significantly trails mobile app revenue
- Technology valuations and funding remain well below late 1990s/early 2000 peaks
- Cybersecurity threats are intensifying with a rapid rise in active threat groups
- Education may be at an inflection point with signs that personalized, online and technology-enabled learning is helping improve outcomes
1) Key Internet Trends
2) Status Update – Tech Stocks / Education / Healthcare
3) Re-Imagining Continues
4) Screen + Video Growth = Still Early Innings
5) China’s Epic Share Gains
6) Public Company Trends
7) One More Thing(s)...
8) Ran Outta Time Thoughts / Appendix
This document summarizes a presentation on mobile advertising given by Vishal Bali of Nielsen. Some key points:
- Smartphone penetration has reached critical mass across Asia Pacific markets, driving exponential growth in mobile content consumption.
- Games, music, and entertainment are the most popular app categories and activities on smartphones.
- Mobile advertising exposure is common, especially in markets like Japan, China, and Korea, though reception varies.
- Metrics that track engagement beyond clicks are needed to measure mobile ad effectiveness and optimize campaigns.
- Nielsen's mobile measurement panels provide granular insight into smartphone usage and can evaluate mobile ad campaigns.
2015 H1 China Mobile Game Industry Report —— TalkingDataTalkingData
China’s mobile games market will reach $6.5 billion in revenues this year, more than one fifth of the $30.1 billion generated worldwide. This positions China as the world's biggest market for smartphone and tablet games, ahead of the US with an anticipated $6.0 billion in revenues this year. China is on the strategic radar of every global game company, but many Western publishers are still seeking the best strategy to penetrate this extremely dynamic market. Today, TalkingData release the "2015 H1 China Mobile Game Industry Report“ to help you to interpret the data behind $3.75 billion revenue generated by China's mobile game market in the first half year 2015.
Google Mobile Report 2013 (Philippines)Techglimpse
This document summarizes key findings from a survey of smartphone users in the Philippines. It finds that smartphones have become indispensable to daily life, with 45% of users accessing the internet on their smartphone daily and 77% never leaving home without their device. Smartphones have also transformed consumer behavior, with high levels of mobile search, video watching, app usage, and social networking. Further, 93% of smartphone users look for local information on their device and 88% take action as a result. Smartphones have also changed shopping behavior, with 88% researching products/services on their smartphone and 32% making purchases directly from their device.
Umeng 2013 first half insight report of china mobile marketUmeng
The document summarizes mobile internet trends in China based on data from the Umeng Analytics platform. Some key findings include:
- There were over 500 million active mobile devices in China in the second quarter of 2013, with 340 million Android devices and 150 million iOS devices.
- Low and mid-range Android devices saw substantial growth, with Lenovo becoming the second largest brand behind Samsung.
- The average lifecycle for Android devices in China is around 14 months, shorter than Google's anticipated 18 month upgrade cycle.
- Only 30% of mobile users in China try new apps each month, with the top 10% of users downloading 66% of new apps.
Smartphone User Persona Report 2015 - MalaysiaVserv
Smartphone User Persona Report is a comprehensive study conducted by Nielsen Informate to understand the behavioral patterns of smartphone users in Malaysia.
The document discusses content and apps for mobile devices. It notes that mobile apps are increasingly popular, with over 300,000 available on Apple's app store alone. The top mobile apps in 2012 are predicted to be money transfer, location-based services, mobile search, and mobile browsing according to Gartner. Key mobile stats show over 5 billion mobile subscriptions globally in 2011, with 302.6 million smartphones sold, up 74.4% from the previous year. Smartphone ownership is growing rapidly and predicted to reach 43% of the US population by 2015.
China Mobile Internet 2015 Year in ReviewTalkingData
See what happened in China Mobile internet market in 2015!
About TalkingData:
TalkingData is China’s largest independent Big Data service platform focusing on the mobile Internet. After nearly 5 years of rapid development,TalkingData has progressively built the best-in-class Big Data products and services varying from highly-scalable data mining, deep data analytics, DMP (Data Management Platform), market intelligence, enterprise-level consulting service.
TalkingData are now serving for more than 80,000 mobile developers with reaching over 2 billion independent mobile devices in China. Many well-known internet and traditional companies are running their businesses based on our services, including Tencent,Baidu,Netease,360, China UnionPay,CMB,CIB,CITIC,Ping An, etc.
Digital democracy survey: A multi-generational view of consumer TMT trendsDeloitte United States
For nearly a decade, Deloitte’s Technology, Media & Telecommunications practice has used this report to compare and contrast consumer attitudes and behaviors across generations related to entertainment devices, advertising, media consumption, social networking sites, and the Internet. This year’s survey puts a spotlight on the binge-watching culture, increased interest in streaming, social media’s influence on purchasing preferences, and more. Explore the trends that are influencing and reshaping media consumption behaviors among US consumers.
Visit to learn more: http://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/digital-democracy-survey-generational-media-consumption-trends.html?id=us:2sm:3ss:dds10:awa:tmt:051316
The document summarizes key trends from the 2015 Internet Trends report by Mary Meeker. It outlines that while global internet and smartphone user growth is still solid, the growth rate is slowing as adoption reaches two-thirds of the population. It also discusses how incremental users will be harder to obtain as adoption depends more on developing markets. Mobile internet and video usage is growing significantly, aided by growth in mobile engagement. Advertising and monetization on mobile platforms remains compelling but growth rates are slowing for leaders. The document also discusses how the re-imagining of enterprise technology continues to change business processes through companies like Slack, Square, Stripe, Domo, and DocuSign.
This document discusses global mobile trends based on data from Q4 2011. It contains the following key points:
1) There were over 1 billion global 3G subscribers as of Q4 2011, with a penetration rate of 18% and 37% year-over-year growth. China had the most 3G subscribers while the US had the highest penetration rate.
2) There were estimated to be 953 million smartphone subscriptions globally as of the end of 2011, compared to over 6 billion total mobile phone subscriptions.
3) Mobile internet traffic is growing rapidly and accounted for an estimated 10% of total internet traffic in May 2012, up from 1% in December 2009.
Mary Meeker presented on Internet trends at the 2012 Stanford Internet Trends conference. Some key points from her presentation include:
- Global internet and smartphone usage continues to grow rapidly, driven by emerging markets. By 2012 there were over 2 billion global internet users and over 1 billion smartphone subscribers.
- Mobile internet traffic is growing and surpassing desktop internet usage in some countries. Mobile also accounted for 24% of online Black Friday shopping in the US in 2012, up from 6% in 2010.
- Devices like smartphones, tablets, and new operating systems are re-imagining computing and driving significant changes in how people access and consume information. By some estimates, smartphone and tablet shipments will exceed PC shipments in
The document provides an overview of key internet trends in 2014, including slowing growth in internet users and smartphone subscribers, rapid growth in tablets and mobile data traffic. It also discusses the growing dominance of smartphones and mobile usage, with mobile advertising growing faster than desktop. Other topics covered include global usage of devices, cybersecurity threats, the status of tech stocks and venture funding, and opportunities in online and personalized education.
This document provides a summary of key internet trends from Mary Meeker's 2014 Internet Trends report. Some of the main points covered include:
- Global internet and smartphone user growth is slowing, while tablet growth remains rapid at over 50% annually. Mobile data traffic is also growing strongly at over 80% per year.
- Smartphone ownership has reached 30% penetration of the global mobile phone user base, indicating significant further growth potential.
- Mobile advertising spending grew 47% in 2013 but still represents only 11% of total online ad spending, suggesting further upside as usage shifts to mobile.
- China is gaining a large share of the global smartphone and internet user markets. Cyber threats are also intens
This document provides a summary of key internet trends from Mary Meeker's 2014 Internet Trends report. Some of the main points covered include:
- Global internet and smartphone user growth is slowing, though mobile data traffic continues to grow rapidly driven by increased video usage.
- Tablet unit shipments grew 52% in 2013, faster than the growth of PCs, and tablet users represent significant growth potential.
- Mobile advertising spending grew 47% in 2013 but still represents a small portion of total internet advertising compared to time spent on mobile.
- Cyber threats are intensifying with the number of active threat groups rising rapidly and mobile platforms becoming a larger target as they grow.
- The document
This document discusses trends in internet and mobile technology. It covers topics like the global reach of the internet, rapid growth of mobile internet and smartphones, and transition to new interfaces like touchscreens. Key points include that 81% of users of major online properties are outside the US, China added more internet users over 3 years than exist in the US, and mobile advertising revenues are growing rapidly.
Mary Meeker's 2014 Internet Trends report outlines key trends in internet usage and technology. Global internet and mobile users continue to grow rapidly, especially in developing markets, while mobile data traffic is accelerating. Tablet shipments grew 52% in 2013. Mobile advertising spending grew 47% and now accounts for 11% of total online ad spending. Cyber threats are also intensifying. The report provides updates on technology stocks, venture capital funding levels, and trends in education costs and outcomes in the United States.
Kpcb internet trends 2014 internet trendleri raporuWebrazzi
The document discusses key internet trends from 2014 including:
- Global internet users and smartphone subscribers continued strong growth of over 20% though slowing in some developing markets. Tablet growth was over 50%.
- Mobile data traffic increased 81% with video as a strong driver. Mobile usage as a percentage of total web usage rose rapidly to 25% globally.
- Tablet unit shipments grew faster than PCs ever did, at 52% growth in 2013, though tablet users still have significant room for growth compared to other devices.
- Mobile app revenue exceeded mobile advertising revenue, making up 68% of mobile monetization in 2013. Mobile advertising grew 47% but still lagged internet advertising which grew 16
En esta edición, Meeker habla de:
1) El crecimiento de internet se ralentiza, pero el tráfico a través de dispositivos móviles aumenta, así como la publicidad en el móvil.
2) Mejoras emergentes en Educación y Salud.
3) Alto nivel de penetración en mensajería, comunicación, aplicaciones y servicios.
4) Data detrás del rápido crecimiento de sensores, información, data mining, reconocimiento de patrones, etc.
5) La evolución del video online.
6) Algunas observaciones sobre la innovación en China.
The document discusses key internet trends from 2014 including:
- Global internet users and smartphone subscribers continued strong growth of over 20% though slowing in some developing markets.
- Tablet growth remained rapid at 52% but still early stage.
- Mobile data traffic increased 81% with video as a strong driver.
- Mobile usage as a percentage of total web usage continues to rise globally.
2015 H1 China Mobile Game Industry Report —— TalkingDataTalkingData
China’s mobile games market will reach $6.5 billion in revenues this year, more than one fifth of the $30.1 billion generated worldwide. This positions China as the world's biggest market for smartphone and tablet games, ahead of the US with an anticipated $6.0 billion in revenues this year. China is on the strategic radar of every global game company, but many Western publishers are still seeking the best strategy to penetrate this extremely dynamic market. Today, TalkingData release the "2015 H1 China Mobile Game Industry Report“ to help you to interpret the data behind $3.75 billion revenue generated by China's mobile game market in the first half year 2015.
Google Mobile Report 2013 (Philippines)Techglimpse
This document summarizes key findings from a survey of smartphone users in the Philippines. It finds that smartphones have become indispensable to daily life, with 45% of users accessing the internet on their smartphone daily and 77% never leaving home without their device. Smartphones have also transformed consumer behavior, with high levels of mobile search, video watching, app usage, and social networking. Further, 93% of smartphone users look for local information on their device and 88% take action as a result. Smartphones have also changed shopping behavior, with 88% researching products/services on their smartphone and 32% making purchases directly from their device.
Umeng 2013 first half insight report of china mobile marketUmeng
The document summarizes mobile internet trends in China based on data from the Umeng Analytics platform. Some key findings include:
- There were over 500 million active mobile devices in China in the second quarter of 2013, with 340 million Android devices and 150 million iOS devices.
- Low and mid-range Android devices saw substantial growth, with Lenovo becoming the second largest brand behind Samsung.
- The average lifecycle for Android devices in China is around 14 months, shorter than Google's anticipated 18 month upgrade cycle.
- Only 30% of mobile users in China try new apps each month, with the top 10% of users downloading 66% of new apps.
Smartphone User Persona Report 2015 - MalaysiaVserv
Smartphone User Persona Report is a comprehensive study conducted by Nielsen Informate to understand the behavioral patterns of smartphone users in Malaysia.
The document discusses content and apps for mobile devices. It notes that mobile apps are increasingly popular, with over 300,000 available on Apple's app store alone. The top mobile apps in 2012 are predicted to be money transfer, location-based services, mobile search, and mobile browsing according to Gartner. Key mobile stats show over 5 billion mobile subscriptions globally in 2011, with 302.6 million smartphones sold, up 74.4% from the previous year. Smartphone ownership is growing rapidly and predicted to reach 43% of the US population by 2015.
China Mobile Internet 2015 Year in ReviewTalkingData
See what happened in China Mobile internet market in 2015!
About TalkingData:
TalkingData is China’s largest independent Big Data service platform focusing on the mobile Internet. After nearly 5 years of rapid development,TalkingData has progressively built the best-in-class Big Data products and services varying from highly-scalable data mining, deep data analytics, DMP (Data Management Platform), market intelligence, enterprise-level consulting service.
TalkingData are now serving for more than 80,000 mobile developers with reaching over 2 billion independent mobile devices in China. Many well-known internet and traditional companies are running their businesses based on our services, including Tencent,Baidu,Netease,360, China UnionPay,CMB,CIB,CITIC,Ping An, etc.
Digital democracy survey: A multi-generational view of consumer TMT trendsDeloitte United States
For nearly a decade, Deloitte’s Technology, Media & Telecommunications practice has used this report to compare and contrast consumer attitudes and behaviors across generations related to entertainment devices, advertising, media consumption, social networking sites, and the Internet. This year’s survey puts a spotlight on the binge-watching culture, increased interest in streaming, social media’s influence on purchasing preferences, and more. Explore the trends that are influencing and reshaping media consumption behaviors among US consumers.
Visit to learn more: http://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/digital-democracy-survey-generational-media-consumption-trends.html?id=us:2sm:3ss:dds10:awa:tmt:051316
The document summarizes key trends from the 2015 Internet Trends report by Mary Meeker. It outlines that while global internet and smartphone user growth is still solid, the growth rate is slowing as adoption reaches two-thirds of the population. It also discusses how incremental users will be harder to obtain as adoption depends more on developing markets. Mobile internet and video usage is growing significantly, aided by growth in mobile engagement. Advertising and monetization on mobile platforms remains compelling but growth rates are slowing for leaders. The document also discusses how the re-imagining of enterprise technology continues to change business processes through companies like Slack, Square, Stripe, Domo, and DocuSign.
This document discusses global mobile trends based on data from Q4 2011. It contains the following key points:
1) There were over 1 billion global 3G subscribers as of Q4 2011, with a penetration rate of 18% and 37% year-over-year growth. China had the most 3G subscribers while the US had the highest penetration rate.
2) There were estimated to be 953 million smartphone subscriptions globally as of the end of 2011, compared to over 6 billion total mobile phone subscriptions.
3) Mobile internet traffic is growing rapidly and accounted for an estimated 10% of total internet traffic in May 2012, up from 1% in December 2009.
Mary Meeker presented on Internet trends at the 2012 Stanford Internet Trends conference. Some key points from her presentation include:
- Global internet and smartphone usage continues to grow rapidly, driven by emerging markets. By 2012 there were over 2 billion global internet users and over 1 billion smartphone subscribers.
- Mobile internet traffic is growing and surpassing desktop internet usage in some countries. Mobile also accounted for 24% of online Black Friday shopping in the US in 2012, up from 6% in 2010.
- Devices like smartphones, tablets, and new operating systems are re-imagining computing and driving significant changes in how people access and consume information. By some estimates, smartphone and tablet shipments will exceed PC shipments in
The document provides an overview of key internet trends in 2014, including slowing growth in internet users and smartphone subscribers, rapid growth in tablets and mobile data traffic. It also discusses the growing dominance of smartphones and mobile usage, with mobile advertising growing faster than desktop. Other topics covered include global usage of devices, cybersecurity threats, the status of tech stocks and venture funding, and opportunities in online and personalized education.
This document provides a summary of key internet trends from Mary Meeker's 2014 Internet Trends report. Some of the main points covered include:
- Global internet and smartphone user growth is slowing, while tablet growth remains rapid at over 50% annually. Mobile data traffic is also growing strongly at over 80% per year.
- Smartphone ownership has reached 30% penetration of the global mobile phone user base, indicating significant further growth potential.
- Mobile advertising spending grew 47% in 2013 but still represents only 11% of total online ad spending, suggesting further upside as usage shifts to mobile.
- China is gaining a large share of the global smartphone and internet user markets. Cyber threats are also intens
This document provides a summary of key internet trends from Mary Meeker's 2014 Internet Trends report. Some of the main points covered include:
- Global internet and smartphone user growth is slowing, though mobile data traffic continues to grow rapidly driven by increased video usage.
- Tablet unit shipments grew 52% in 2013, faster than the growth of PCs, and tablet users represent significant growth potential.
- Mobile advertising spending grew 47% in 2013 but still represents a small portion of total internet advertising compared to time spent on mobile.
- Cyber threats are intensifying with the number of active threat groups rising rapidly and mobile platforms becoming a larger target as they grow.
- The document
This document discusses trends in internet and mobile technology. It covers topics like the global reach of the internet, rapid growth of mobile internet and smartphones, and transition to new interfaces like touchscreens. Key points include that 81% of users of major online properties are outside the US, China added more internet users over 3 years than exist in the US, and mobile advertising revenues are growing rapidly.
Mary Meeker's 2014 Internet Trends report outlines key trends in internet usage and technology. Global internet and mobile users continue to grow rapidly, especially in developing markets, while mobile data traffic is accelerating. Tablet shipments grew 52% in 2013. Mobile advertising spending grew 47% and now accounts for 11% of total online ad spending. Cyber threats are also intensifying. The report provides updates on technology stocks, venture capital funding levels, and trends in education costs and outcomes in the United States.
Kpcb internet trends 2014 internet trendleri raporuWebrazzi
The document discusses key internet trends from 2014 including:
- Global internet users and smartphone subscribers continued strong growth of over 20% though slowing in some developing markets. Tablet growth was over 50%.
- Mobile data traffic increased 81% with video as a strong driver. Mobile usage as a percentage of total web usage rose rapidly to 25% globally.
- Tablet unit shipments grew faster than PCs ever did, at 52% growth in 2013, though tablet users still have significant room for growth compared to other devices.
- Mobile app revenue exceeded mobile advertising revenue, making up 68% of mobile monetization in 2013. Mobile advertising grew 47% but still lagged internet advertising which grew 16
En esta edición, Meeker habla de:
1) El crecimiento de internet se ralentiza, pero el tráfico a través de dispositivos móviles aumenta, así como la publicidad en el móvil.
2) Mejoras emergentes en Educación y Salud.
3) Alto nivel de penetración en mensajería, comunicación, aplicaciones y servicios.
4) Data detrás del rápido crecimiento de sensores, información, data mining, reconocimiento de patrones, etc.
5) La evolución del video online.
6) Algunas observaciones sobre la innovación en China.
The document discusses key internet trends from 2014 including:
- Global internet users and smartphone subscribers continued strong growth of over 20% though slowing in some developing markets.
- Tablet growth remained rapid at 52% but still early stage.
- Mobile data traffic increased 81% with video as a strong driver.
- Mobile usage as a percentage of total web usage continues to rise globally.
Kleiner Perkins Caufield Byers (KPCB) Internet Trends - Code ConferenceBoast Capital
The latest edition of the annual Internet Trends report includes:
1. Key Internet trends showing slowing Internet user growth but strong smartphone, tablet and mobile data traffic growth as well as rapid growth in mobile advertising.
2. Emerging positive efficiency trends in education and healthcare.
3. High-level trends in messaging, communications, apps and services.
4. Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools, and pattern recognition.
5. Context on the evolution of online video.
6. Observations about online innovation in Chin
Internet Trends 2014 - Principais Estatísticas de Internet no MundoLeonardo Diogo Silva
The document discusses key internet trends from 2014 including:
- Global internet users and smartphone subscribers continue growing around 10-20% annually, though growth is slowing. Tablet growth remains rapid at 52% annually.
- Mobile data traffic is accelerating at 81% growth annually and video is a strong driver of increased traffic.
- Mobile usage as a percentage of total web usage continues rising rapidly across all regions.
It also provides a status update on technology stocks, noting venture capital funding and the market value of technology companies remain well below peaks from the late 1990s/2000. Education trends show potential for disruption from new models of personalized, lower cost online learning tools and platforms.
Widely circulated Kleiner Perkins Caufield Byers report. Much data was collected and based between 2010 to 2014, including trends and projections; Released 2nd quarter 2014. Excellent review overall and provides generally reliable sources.
The document discusses key internet trends from 2014 including:
- Global internet users and smartphone subscribers continue growing at around 10-20% annually, though slowing in some developing markets. Tablet growth remains rapid at 52% annually.
- Mobile data traffic is accelerating at 81% growth driven by increasing video consumption.
- Mobile usage as a percentage of total web usage continues rising globally, reaching 25% in 2014.
- Mobile advertising spending grew 47% in 2013 and now accounts for 11% of total global internet advertising.
- Mobile app revenue still outweighs mobile advertising revenue, accounting for 68% of mobile monetization in 2013.
Download Latest Digital trends, year 2014; numbers with analysis. The research by KPCB showcase the growing trend of mobile marketing, digital marketing, number of users across screens. Country wise comparison. Information contains details of Bitcoin, tablets, mobile usage. A descriptive yet precise report!
Mary Meeker's Famous Internet Trend Report – 2014 Edition
A must-read that’s chock full of critical knowledge. Kleiner Perkins partner Mary Meeker’s data dumps have become a highly anticipated event in the tech industry, as her research helps everyone else level up.
Mary Meeker's 2014 Internet Trends report highlighted several key trends:
1) Global internet and smartphone users continued to grow rapidly, especially in developing markets, while mobile data traffic increased 81% driven by video.
2) Tablet shipments grew 52% in 2013, faster than the growth of PCs ever did, while their user base still has significant room for expansion.
3) Mobile advertising spending grew strongly at 47% but still lagged total app revenue, indicating further monetization potential for the mobile ecosystem.
4) Cybersecurity threats intensified with a rapid rise in active threat groups and increased nation-state activities, underscoring the growing risks and challenges in securing internet-connected systems
Mary Meeker's 2014 Internet Trends report outlines key trends in internet usage and technology. Global internet and mobile users continue to grow rapidly, especially in developing markets, while mobile data traffic is increasing 81% annually. Tablet unit growth was 52% in 2013. Mobile advertising spending grew 47% to $7.1 billion and now accounts for 11% of total online ad spending. Cyber threats are also intensifying with the number of active threat groups rising to over 300. The report discusses technology valuations, education costs and quality, and opportunities in mobile apps and advertising.
Mary Meeker's presentation on Internet trends in 2014 included the following key points about the status of education:
1) Education is increasingly seen as important but also very expensive in countries like the USA, where costs are high and results are often subpar.
2) However, personalized education enabled by the Internet may be an inflection point, allowing learning in different ways on consumers' own terms at lower costs.
3) There are signs of improvement, including rising high school graduation rates in the USA, and rapid growth in the usage of online educational tools and massive open online courses.
Vietnam has seen rising connectivity and changes in media consumption behaviors. Nearly all online Vietnamese now watch videos online weekly, with the highest rates among younger consumers. Ownership of smartphones and laptops has increased dramatically since 2011 and they are now the most common ways consumers access online content. This is driving more opportunities for cross-platform content and advertising. Consumers want more control and choice over what content they can access, when and where, exercising choice across many channels, devices and platforms.
This document provides a report on Vietnam's internet resources in 2014. It discusses the growth and development of Vietnam's country code top-level domain (.vn), Vietnamese internationalized domain names (IDN.vn), IP addresses, autonomous system numbers, domain name system, and Vietnam National Internet Exchange. Some key facts include that the number of .vn domain names reached 200,000 in 2012, making Vietnam the largest country in ASEAN for ccTLD registrations. It also provides statistics on the usage and growth of internet resources in Vietnam from 1997 to 2014.
This document provides an overview of key digital data and statistics for Asia-Pacific countries in January 2014. It includes data on internet users, social media users, mobile subscriptions, and other digital metrics for 22 countries in the region. Specific data is given for regions like South Asia, East Asia, Southeast Asia, and others. Charts show comparisons of metrics like internet and social media penetration across different countries.
Mary Meeker's presentation at the 2014 Code Conference highlighted several key internet trends:
1) Global internet and smartphone users continued to grow rapidly, especially in developing markets like India and Indonesia.
2) Mobile data traffic increased 81% due to growing video consumption on mobile devices.
3) Tablet shipments grew 52% in 2013, significantly outpacing the growth of PCs.
4) Mobile advertising revenues increased 47% and accounted for 11% of total internet advertising in 2013, demonstrating strong growth potential for mobile monetization.
Personalized Recommendation - The Key for Engagement?we20
The document discusses personalized recommendation technologies to improve customer engagement. It describes services like dynamic retargeting, in-site recommendation, and print on demand to transition customers from online to offline purchasing. Case studies show these recommendation services increased click-through rates, conversion rates, and average purchase amounts for clients in industries like e-commerce, real estate, DVD rentals, and more. The company, Scigineer Inc., aims to start simple with recommendation technologies and let results from small initial efforts connect to larger future opportunities.
The document provides an overview of Vietnam's legal framework for e-commerce. It discusses key laws and decrees governing e-commerce, including the Law on Electronic Transactions, Law on Information Technology, and Decree No. 52/2013/ND-CP on E-commerce. The decree defines the scope and subjects of e-commerce activities and establishes regulations around e-commerce website operations, online contracting, personal data protection, and dispute resolution procedures. The document also introduces Circular No. 12/2013/TT-BCT, which provides guidance on notification and registration requirements for e-commerce websites.
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2) It promotes the benefits of using e-wallets like NgânLượng.vn for both businesses and individuals, highlighting convenient payment methods, safety, trust, reasonable expenses, and success of global leaders like PayPal.
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The document discusses the history and development of an online payment solution in Vietnam. It notes that while an expensive online payment option existed, it was not scalable. The authors chose to build their own more cost effective and scalable solution, though it was very challenging to develop. Over two months, two developers created an initial working version. Continuous improvements have reduced the number of steps needed to complete transactions. The integrated payment solution now supports various local and international payment methods. Integration has been successful so far. The document also provides examples of how payment solutions can become more valuable business assets than the original sites or apps themselves.
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- What mobile apps are and how they are classified.
- The large and growing mobile app market in Vietnam, with over 60 million mobile subscribers and growing smartphone usage.
- A trend toward location-based service apps, which allow companies to directly interact with and market to customers based on their location.
- Key considerations for startups looking to develop mobile apps, such as targeting the right operating systems and understanding monetization options like ads or user fees.
- Challenges of the Vietnamese mobile app market including a variety of devices, spam concerns, and testing apps across different phones.
This document discusses lessons learned from developing mobile applications. It covers choosing platforms like iOS and Android, types of applications to develop like games and news, and strategies for mobile app development. Some key recommendations include focusing on iOS or Android due to their competitiveness, developing games or location-based apps which are often most profitable, and creating a product line of related applications rather than one large all-in-one application. It also stresses the importance of collecting user data through analytics to optimize products and estimate business plans.
Groupon clones providing collective buying deals via websites emerged in Vietnam, taking inspiration from Groupon.com. The largest clones were NhomMua.com, Hotdeal.vn, MuaChung.vn and CungMua.com. They offered daily deals with discounts to customers who reached a minimum purchase threshold, but faced limitations from the underdeveloped e-payment market requiring high costs for cash-on-delivery orders. The long-term sustainability of the Groupon clone business model in Vietnam was uncertain given high operating costs.
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2. Outline
1) Basic Stats – Internet Growth Remains Robust,
Rapid Mobile Adoption Still in Early Stages
2) Re-Imagination – of Nearly Everything
3) Economy – Mixed Trends, With Negative Bias
4) ‘USA, Inc.’ – A Lot to be Excited About in Tech, A
Lot to be Worried about in Other Areas
5) Bubble – or Not?
2
3. BASIC STATS – INTERNET GROWTH
REMAINS ROBUST, RAPID MOBILE
ADOPTION STILL IN EARLY STAGES
3
5. Note: *Nigeria / Iran data as of 12/10; Other 8 countries’ data as of 12/11, 2.3B global Internet users and 8% Y/Y growth rate based on the
latest available data (most as of 12/11, some as of 12/10). Source: United Nations / International Telecommunications Union,
internetworldstats.com.
2.3B Global Internet Users in 2011* –
8% Growth*, Driven by Emerging Markets
Rank Country
2008-2011
Internet User
Adds (MMs)
2011 Internet
Users (MMs) Y/Y Growth
Population
Penetration
1 China 215 513 12% 38%
2 India 69 121 38 10
3 Indonesia 37 55 22 23
4 Philippines 28 34 44 35
5 Nigeria 21 45 --* 28
6 Mexico 19 42 19 37
7 Russia 16 61 3 43
8 USA 15 245 1 79
9 Iran 14 37 --* 48
10 Turkey 11 36 26 49
Top 10 444 1,189 12% 32%
World 663 2,250 8% 32%
5
9. 0
200
400
600
800
1,000
1,200
1,400
0 1 2 3 4 5 6 7 8
GlobalUnitShipments(000)
Quarters After Launch
iPad iPhone iPod
0
5,000
10,000
15,000
20,000
0 1 2 3 4 5 6 7 8
GlobalUnitShipments(000)
Quarters After Launch
iPad iPhone iPod
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
0 1 2 3 4 5 6 7 8
GlobalUnitShipments(000)
Quarters After Launch
iPad iPhone iPod
First 8 Quarters Cumulative Unit Shipments, iPod vs. iPhone vs. iPad
Source: Apple, as of CQ1:12 (8 quarters post iPad launch).
iPods Changed Media Industry…iPhones Ramped Even
Faster…iPad Growth (3x iPhone) Leaves “Siblings” in Dust
9
10. 0
50
100
150
200
250
300
0 1 2 3 4 5 6 7 8 9 10 11 12 13
GlobalCumulativeUnitShipments(MM)
Quarters After Launch
Android iPhone
0
50
100
150
200
250
300
0 1 2 3 4 5 6 7 8 9 10 11 12 13
GlobalCumulativeUnitShipments(MM)
Quarters After Launch
Android iPhone
Android ‘Phone’ Adoption Has Ramped Even Faster –
4x iPhone
First 13 Quarters Cumulative Global Android & iPhone Unit Shipments
Source: Gartner, Morgan Stanley Research, as of Q4:11. 10
11. Despite Tremendous Ramp So Far,
Smartphone User Adoption Has Huge Upside
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
Smartphone Mobile Phone
GlobalSubscriptions(MM)
Global Smartphone vs. Mobile Phone Subscriptions, Q4:11
Source: Mobile phone subscriptions per Informa (as of Q4:11), Smartphone subscriptions estimate based on Morgan Stanley Research’s
estimated smartphone user as % of total mobile user at the end of 2011 (16%).
Note: While there are 1B global 3G subscribers as of Q4:11, not all of them were smartphone users. One user may have multiple mobile
subscriptions, therefore actual user #s may be lower than subscriber #s.
953MM
Smartphone
Subscriptions
6.1B Mobile Phone
Subscriptions
11
12. Impressive 29% of USA Adults Own Tablet / eReader,
Up from 2% Less Than Three Years Ago
% of USA Adults Who Own Tablet Computers or eReaders, 4/09 – 1/12
Source: Pew Research Center, 1/12.
0%
5%
10%
15%
20%
25%
30%
35%
4/09 9/09 5/10 9/10 11/10 5/11 8/11 12/11 1/12
USAAdultsthatowntabletcomputers
oreReaders(%)
29%
2%
12
14. Good News =
Global Mobile Traffic Growing Rapidly to 10% of Internet Traffic
0%
5%
10%
15%
12/08 4/09 8/09 12/09 4/10 8/10 12/10 4/11 8/11 12/11 4/12
%ofInternetTraffic
Global Mobile Traffic as % of Total Internet Traffic, 12/08 – 5/12
1% in 12/09
4% in 12/10
10% in 5/12
Source: StatCounter Global Stats. 14
15. Good News =
Mobile @ 8% of USA eCommerce & Helping Accelerate Growth
0%
5%
10%
15%
20%
0%
5%
10%
15%
20%
Q1:10 Q2:10 Q3:10 Q4:10 Q1:11 Q2:11 Q3:11 Q4:11 Q1:12
MobileCommerceas%ofTotal
eCommerce
eCommerceY/YGrowthRate
USA eCommerce Y/Y Growth
USA Mobile Commerce as % of eCommerce
USA eCommerce Y/Y Growth vs. Mobile Commerce as % of Total
eCommerce, Q1:10 – Q1:12
Source: comScore. 15
16. Source: Gartner. CAGR is compound annual growth rate.
Note: Apple has paid >$3B $’s to developers as of 9/11, implying gross app market revenue of $4B in 3 years; Google indicated during
CQ3 earnings call that it expects $2.5B mobile ad revenue in 2011E
$0
$5
$10
$15
2008 2009 2010 2011E
MobileAd+AppsSpending($B)
Mobile Apps
Mobile Advertising
Global Mobile App + Advertising Revenue, 2008 vs. 2011E
$12B
$0.7B
Good News =
Mobile Monetization Growing Rapidly (71% Apps, 29% Ads)
16
17. 7%
15%
43%
26%
10%
25%
11%
42%
22%
1%
0%
10%
20%
30%
40%
50%
Print Radio TV Internet Mobile
%ofTotalMediaConsumptionTime
orAdvertisingSpending
Time Spent Ad Spend
% of Time Spent in Media vs. % of Advertising Spending, USA 2011
~$20B+
Opportunity
in USA
Good News =
Material Upside for Mobile Ad Spend vs. Mobile Usage
Note: *Internet (excl. mobile) advertising reached $30B in USA in 2011 per IAB, Mobile advertising reached $1.6B per IAB. Print includes
newspaper and magazine. $20B opportunity calculated assuming Internet and Mobile ad spend share equal their respective time spent
share. Source: Time spent and ad spend share data eMarketer, 12/11, Internet and mobile ad dollar spent amount per IAB.
Internet Ad
= $30B*
Mobile Ad
= $1.6B*
17
18. Good / Bad News – Rapidly Growing Mobile Internet Usage Surpassed
More Highly Monetized Desktop Internet Usage in May, 2012, in India
0%
20%
40%
60%
80%
100%
12/08 4/09 8/09 12/09 4/10 8/10 12/10 4/11 8/11 12/11 4/12
%ofInternetTraffic
Desktop Internet
Mobile Internet
India Internet Traffic by Type, Desktop vs. Mobile, 12/08 – 5/12
Source: StatCounter Global Stats. 18
19. Bad News =
eCPMs 5x Lower on Mobile than Desktop
$0.49
$0.51
$0.55
$0.63
$0.68
$0.68
$0.68
$0.89
$1.17
$1.24
$0.75
$3.50
$- $1 $2 $3 $4
Navigation
Games
Reference
Medical
Entertainment
Health & Fitness
Utilities
Lifestyle
Education
Weather
Mobile Internet**
Desktop Internet*
Effective CPM, Desktop Internet* vs. Mobile Internet**
Note: * Desktop Internet is a weighted average CPM calculation based on comScore Display ad share data and Vivaki CPM by category data as
of Q3:11. **Mobile Internet is a simple average eCPM calculation based on Mobclix Exchange USA data as of 3/12.
Mobile eCPM by Category
19
20. Bad News =
ARPU (Average Revenue per User) 1.7-5x Lower on Mobile than Desktop
Company
ARPU
Definition
Desktop
ARPU
Mobile
ARPU
Desktop ARPU
/ Mobile ARPU
Pandora
Ad Revenue per
User
(Trailing 12-Month)
$6.62 $3.87 1.7x
Tencent
Revenue per
Paying User
(Annualized)
$58.95 $17.61 3.3x
Zynga
Bookings per Daily
Active User
(Annualized)
$25.00 $5.00* 5.0x
Note: *Zynga data are estimates. All data as of 5/12. Source: Pandora, Tencent, Zynga. 20
21. Google – Mobile Growth Helping Boost Clicks but Reducing Cost per
Click thus Constraining Revenue Growth
Q1:11 Q2:11 Q3:11 Q4:11 Q1:12
Gross Advertising Revenue
($MM) $8,306 $8,716 $9,335 $10,174 $10,225
Y/Y Growth 28% 33% 33% 25% 23%
Aggregate Paid Clicks (MM) 15,245 15,004 16,876 19,661 21,116
Y/Y Growth 17% 18% 28% 35% 39%
Cost per Click (CPC - $) $0.54 $0.58 $0.55 $0.52 $0.48
Y/Y Growth 10% 12% 4% (8%) (12%)
Q/Q Growth (3%) 7% (5%) (8%) (6%)
Source: Google, Paid clicks and CPC data per Morgan Stanley Research estimates. 21
23. Good News = Mobile ARPU Can Rise Rapidly, as Evinced by
Japan Mobile Game Maker GREE
$6 $7 $7 $8 $8 $9
$10
$12
$17
$23
$24
$0
$10
$20
$30
Q3:09 Q4:09 Q1:10 Q2:10 Q3:10 Q4:10 Q1:11 Q2:11 Q3:11 Q4:11 Q1:12
AnnualizedARPU($)
GREE Annualized Mobile ARPU (per Registered Member),
Q3:09 – Q1:12
Note: GREE is a Japanese social / mobile gaming company. Source: GREE, Mia Nagasaka, Morgan Stanley Research.
7/11 –
New Game ‘Tanken
Driland’ Introduced
23
24. Good News = Mobile ARPU Should Surpass Desktop ARPU, as
Evinced by Japan Mobile Game Maker CyberAgent
24
Note: CyberAgent is a Japanese social / mobile gaming company. *Users can purchase 1 AmeGold for 1 Japanese Yen. Users could also earn a
small amount of AmeGold from completing certain in-game tasks. Source: CyberAgent.
$0
$50
$100
$150
$200
$250
$300
$350
$400
$450
6/09 9/09 12/09 3/10 6/10 9/10 12/10 3/11 6/11 9/11 12/11
AverageRevenueperPayingUser($)
Desktop ARPU
Mobile ARPU
CyberAgent Ameba Annualized ARPU* (Per Paying User),
Desktop vs. Mobile, 6/09 – 12/11
12/11
Mobile ARPU = $418
8/09
Mobile ARPU = $60
25. Mobile Monetization Good News = Desktop Internet
Proved Ad $ Follow Eyeballs, it Just Takes Time
Mobile Monetization has More Going for It than Early Desktop Monetization Had:
- Very Rapid User Growth
- App + In-App Monetization (44% of apps are free, 56% of apps priced at $3.77 average)
- Rapid Growth of Mobile Commerce + Payment Systems
- Large Number of Innovative Developers
- Broad Base of Sophisticated Advertisers + Marketers
- Highly Engaged Consumers Assisted by Social + Curation Tools
- Rapid Acceptance of Two Device Platforms – Smartphones + Tablets
- ‘Essential Utility’ / Ultra Useful Apps Being Created
- Lessons from Developed Mobile Markets like Japan – Using Japanese Market Pattern Recognition,
Mobile Monetization Levels in USA Could Surpass Desktop Within 1-3 Years
1995E 2011E
Global Internet Ad Revenue $55MM $73B
Ad Revenue per User $9 $49
Global Internet Users 6MM 1.5B
Source: Global online ad revenue per Jupiter Communications (1995), ZenithOptimedia (2011). Internet users per Morgan Stanley estimate
(1995) and comScore (2011). We note that comScore reports a lower global Internet user # than International Telecommunications Union.
App price data per 148apps / AppBrain. 25
27. Facebook Open Graph Distribution –
Example of Onboarding 17MM New Users in 7 Days*!
Viddy Monthly Active Users (MAU) and Daily Active Users (DAU) on
Facebook Platform, 3/31/12 – 5/29/12
Note:* Viddy added 17MM new monthly active users between 4/24 (when Facebook began highlighting Viddy in the newsfeed) and 5/1.
Source: AppData.
27
0
10
20
30
40
3/31 4/7 4/14 4/21 4/28 5/5 5/12 5/19 5/26
ViddyMonthly&DailyActiveUsers
onFacebook(MM)
Monthly Active Users
Daily Active Users
4/24 – Facebook Begins
Highlighting Viddy in
News Feed
28. 0
500
1,000
1,500
2,000
2,500
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Cumulative#ofSongs/AppsDownloaded(MM)
Quarters After Launch
Apps Downloaded iTunes Songs Downloaded
0
5,000
10,000
15,000
20,000
25,000
30,000
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Cumulative#ofSongs/AppsDownloaded(MM)
Quarters After Launch
Apps Downloaded iTunes Songs Downloaded
Apple App Store Distribution –
iTunes App Store Driving 46MM+* Downloads per Day
28
First 15 Quarters Cumulative # of Downloads, iTunes Music vs. Apps
Note: * 46MM daily app downloads calculation based on days between Apple announced milestones (18B downloads
as of 10/4/11 and 25B downloads as of 3/5/12). iTunes Music store launched in CQ2:03, App Store launched in
CQ3:08. Source: KPCB estimates based on Apple data, as of CQ1:12.
29. RE-IMAGINATION OF NEARLY
EVERYTHING* –
POWERED BY NEW DEVICES +
CONNECTIVITY + UI + BEAUTY –
WHERE WE ARE NOW…
29*Note that this section includes more slides than were presented at D10 Conference, May 30, 2012.
30. First Generation of Re-Imagination - After 125 Years,
Landlines Were Surpassed by Mobiles in 2002
0
1,000
2,000
3,000
4,000
5,000
1994 1996 1998 2000 2002 2004 2006 2008
GlobalInstalledBase(MMs)
Fixed Telephone Lines
Mobile Subscriptions
Global Fixed Telephone Lines vs. Mobile Subscriptions, 1994 - 2009
Source: International Telecommunications Union.
2002: Inflection Point
Mobiles > Landlines
2009
4.7B Mobile
Subscribers
2006
Landlines
Peaked at
1.3B
30
31. First Generation of Re-Imagination – After 244 Years,
Encyclopedia Britannica is Going Out of Print in 2012
0
50
100
150
1990 1993 1996 1999 2002 2005 2008 2011
AnnualHardCopySales(000)
Encyclopedia Britannica Hard Copy Sales, 1990 – 2011
1990 – Sales
Peaked at 120K/year
1993 – Microsoft Introduced
Encarta Encyclopedia for PC
@ $99
2001 – Wikipedia Founded,
Today* Wikipedia Has
470MM Monthly Unique
Users
2008 – Microsoft
Shut Down Encarta
2012 – Encyclopedia
Britannica Announced
End of Print Editions
Note: *as of 4/12, per comScore global data.
Source: Kellog School of Management, Shane Greenstein and Michelle Devereux, “The Crisis at Encyclopedia Britannica.” 31
32. First Generation of Re-Imagination – After 305 Years,*
Newspaper Ad Revenue Was Surpassed by Internet in 2010
U.S. Newspaper (Print) Advertising vs. Internet Advertising Spending, 1995 - 2010
Note: *America’s first newspaper ad appeared in 1704 in a Boston local newspaper, per AdAge. Internet advertising includes online
newspaper advertising. Source: Print newspaper ad spending per Newspaper Association of America (NAA); Internet ad spending per
Interactive Advertising Bureau (IAB).
$
$10
$20
$30
$40
$50
1995 1997 1999 2001 2003 2005 2007 2009
U.S.AdvertisingSpend($MM)
Newspaper (Print) Internet
Newspaper Trendline (2006-2010) Internet Trendline (2006-2010)
32
35. We hope to rewire the way people spread and consume
information…We think a more open and connected world
will help create a stronger economy with more authentic
businesses that build better products and services.
- Mark Zuckerberg, Founder / CEO, Facebook
Letter to Potential Shareholders, May 2012
…Re-Imagination of Connectivity
35
36. Re-Imagination of Life Stories…
THEN…
Biographies / Item Exhibitions For
Famous People or Loved Ones
NOW…
(Facebook Timeline)
Broad Personalized Media Discovery Feed /
Automatically Created / Widely Accessible
36
37. Re-Imagination of News + Information Flow…
THEN…
Delayed / Dedicated Reporters + Cameramen /
Regional or National Reach
NOW…
(Twitter)
Real-Time / Citizen Reporting via
Mobile Devices / Global Reach
37
39. Re-Imagination of Drawing…
THEN…
Dedicated Canvas / Paint Supplies / Studios
/ Limited Distribution
NOW…
(Paper by Fiftythree…)
Reusable Canvas (Screen) / Creating Art
Anywhere Anytime / Digitally Enhanced
Creation Tools / Instant Sharing
39
40. Re-Imagination of Photography…
THEN…
Dedicated Camera / Manually
Transfer Digital Files / Develop Films
NOW…
(Instagr.am / Camera+ / Hipstamatic…)
Always With You Camera (Smartphone) /
Instant Digital Effects / Share / Sync / Discover
40
45. THEN…
Buy Albums + CDs in Stores /
Playback via Dedicated Players
NOW…
(Spotify…)
Discovery of Music Through Friends + Experts /
Instant On-Demand Streaming on Internet-
Enabled Devices
Re-Imagination of Music…
45
46. THEN…
Tape Recorder / Hard to Edit / Share
NOW…
(SoundCloud)
Record / Edit / Upload / Playback Anywhere /
Anytime / On Any Device / Playlist sharing /
Discovery
Re-Imagination of Sound…
46
47. THEN…
Big Screen Tributes
NOW…
(Tupac @ Coachella…)
3D / Life-Like / Programmable Hologram /
Bringing Past Icons Back to Life
Re-Imagination of Artists / Concerts…
47
49. Re-Imagination of Video Creation / Production…
THEN…
Dedicated Set / Camera /
Lighting / Editing Equipment
NOW…
(SocialCam / Viddy / GoPro…)
Live Digital Effects / Wearable Recording
Device / Real-Time Upload / Discovery
49
50. Re-Imagination of Distribution + Monetization for ‘Talent’…
THEN…
(Glenn Beck on Fox News)
NOW…
(GBTV - Digital)
With 300K Subscribers + Lower Production Costs,
GB Making Materially More Money
50
51. THEN…
Lean Back / Lean Forward
NOW…
(Chill…)
Curl Up – Visual Layout / Social Discovery /
Distribution / Interaction
Re-Imagination of Home Entertainment…
51
52. THEN…
Linear Programming / Pre-Set Channels /
Little Control Over Content
NOW…
(YouTube Channels / Bleacher Team Stream…)
On Demand Personalized Content on Big Screen
Re-Imagination of TV…
52
54. Re-Imagination of Navigation + Live Traffic Info…
THEN…
Physical Copies of Map in Car /
TV, Radio Reporting of Traffic Info
NOW…
(Waze)
User-Generated Digital Map /
Live Crowd-Sourced Traffic Data
54
55. Re-Imagination of Sports Info…
THEN…
Professional Commentators / Reporters /
Limited Coverage & Reach
NOW…
(Bleacher Report)
Anyone Can Be a Contributor / Opinion-Oriented
Analysis / Multimedia / Social & Mobile Enabled
55
56. Re-Imagination of Home Improvement…
THEN…
Magazines / Cable TV Channels /
Limited Interaction With Consumers
NOW…
(Houzz / One Kings Lane…)
Communication Platform for Designers &
Consumers / Share / Discover & Click-And-Buy
56
57. Re-Imagination of Calling a Cab…
THEN…
Long Lines During Rush Hours /
Rain / Some Areas May Not
Have Taxis Roaming on Streets
NOW…
(Uber)
One-Tap Taxi Call /
Location-Aware / Electronic Payment
57
58. Re-Imagination of Cars…
THEN…
Gasoline / Diesel Powered Internal
Combustion Engine With Exhaust
NOW…
(Hybrid / Electric Cars)
Plug-in Electrical Powertrain / Regenerative Break /
Solar Panel Roof / Little-to-Zero Emission
58
59. Re-Imagination of Yellow Pages…
THEN…
Big Heavy Printed Business Listings / No
Reviews / No Easy Search Feature
NOW…
(Yelp…)
User Reviews / Pictures / Recommendations /
Location-Aware / Easily Searchable
59
60. Re-Imagination of Coupons + Local Services…
THEN…
Non-Personalized / Smaller Discounts /
Easily Lost or Forgotten
NOW…
(Groupon…)
Personalized / Location-Aware /
Instant Deals / Group-buying Discount
60
65. Re-Imagination of Manufacturing…
THEN…
Mass Production of High-Volume
Standardized Items
NOW…
(Zazzle / Shapeways)
Customized / Personalized Design / 3D Printing
Process
65
66. Re-Imagination of Instant Gratification / Personal
Services...
66
THEN…
Mass Production of High-Volume
Standardized Items
NOW…
(Zaarly / TaskRabbit / Fiverr)
One Click & Delivered to You
66
67. Re-Imagination of Idea Building / Funding…
THEN…
Flyers / Loudspeakers / Dinners / Checks
NOW…
(KickStarter)
Online / Social Distribution /
Real-Time Progress
67
68. Re-Imagination of Personal Borrowing / Lending…
THEN…
Borrowers – Paper Application / Lengthy
Approval Process / High Interest Rates
Investors – Little Access For Retail Investors /
No Customization Based on Risk Tolerance
NOW…
(Lending Club…)
Borrowers – Online Application / Funded in Days /
Lower Interest Rates
Investors – Easy Customization / Diversification /
Better Returns
68
69. Re-Imagination of Business Collaboration…
THEN…
Meetings / Whiteboards /
Teleconferences
NOW…
(Salesforce.com / Yammer / Jive…)
Online Working Groups / Data Sharing /
Instant Messages
69
70. Re-Imagination of Recruiting / Hiring…
THEN…
Job Fairs / Campus Recruiting Events /
Paper Resumes
NOW…
(LinkedIn)
Online Resumes / Social Relevancy For
Recruiters / Searchable Skill Sets /
Endorsements / Recommendations
70
71. Re-Imagination of Focus Groups…
THEN…
Fixed Time / Location / Small Group /
No Real-Time Feedback
NOW…
(Affectiva)
Real-Time Video Emotion Detection +
Analysis / Effortless Participation / Data Capture /
‘Moodometer’
71
72. Re-Imagination of Data…
THEN…
Store Everything Because We Can Do It
Inexpensively
SOON…
Data Obesity / Data Quality Issues
How To Find a Needle in a Haystack?
72Source: Mike Abbot, KPCB.
73. Re-Imagination of Signatures…
THEN…
Scan / Fax / Mail to Return
Signature Page
NOW…
(DocuSign)
Electronic Documents / Secure Audit
Trail / Instant E-Signature
73
74. Re-Imagination of Healthcare Access…
THEN…
Call to Make Appointments / Days or
Weeks to See Doctors
NOW…
(ZocDoc / Teladoc)
On-Demand Access to Doctors in Minutes or
Same Day / In Person or Via Phone Video Call
74
75. Re-Imagination of Learning…
From learning by listening to learning by doing…
Education and learning will become as much fun as
videogames. And we call it ‘full body learning.’
- Bing Gordon
Partner, KPCB
THEN… NOW…
75
79. Re-Imagination of Government Subsidies…
THEN…
Gather in Town / Wait in Line
to Receive Subsidies
NOW…
200MM+ Farmers in India Receive
Government Subsidies Via Mobile Devices*
Note: There are 90MM Kisan credit card users and 118MM job card users, both of which do not require bank accounts but utilize
mobile phones as identity verification / payment confirmation, per Ministry of Rural Development, Government of India. 79
85. • Nearly Ubiquitous High-Speed Wireless Access in Developed Countries
• Unprecedented Global Technology Innovation
• Ultra Competitive Markets for Mobile Operating Systems + Devices
• Broadly Accepted ‘Social Graphs’ / Information Transparency
• Fearless (& Connected) Entrepreneurs
• Difficult ‘What Do I Have to Lose’ Economic Environment for Many
• Available (& Experienced) Capital
• Fearless (& Connected) Consumers
• Inexpensive Devices / Access / Services (Apps)
• Ability to Reach Millions of New Users in Record (& Accelerating) Time
• ‘Social Emerging as Starting Distribution Point for Content,’ (Brian Norgard, Chill)
• Aggressive (and Informed) ‘On My Watch’ Executives at ‘Traditional’ Companies
• Unprecedented Combo of Focus on Technology AND Design
• Nearly ‘Plug & Play’ Environment For Entrepreneurs – Marketplaces / Web Services /
Distributed Work / Innovative Productivity Tools / Low ‘Start Up’ Cost
• Beautiful / Relevant / Personalized / Curated Content for Consumers
Magnitude of Upcoming Change Will be Stunning -
We are Still in Spring Training
85
86. Addressable Market For Re-Imagination –
Aggregate Market Cap of Global Public Companies = $36+ Trillion*
Note: *Based on 3,000 global publicly traded companies as defined by Morgan Stanley Research’s coverage universe. **EBITDA
is earnings before interest, tax, depreciation and amortization. Source: Morgan Stanley Research. Data as of 5/23/12. 86
2012
Market
Cap ($B)
2011
Revenue
($B)
2011
EBITDA
($B) Top Companies by Mkt Cap
Financials $6,855 $4,647 $1,035 ICBC, China Construction Bank, Wells Fargo
Consumer Staples 4,386 3,972 543 Wal-Mart, Nestle, P&G, Coca-Cola
Information Technology 3,966 2,298 422 Apple, Microsoft, IBM, Google, Samsung
Energy 3,926 6,652 1,068 Exxon Mobil, PetroChina, Shell, Chevron
Consumer Discretionary 3,734 4,734 624 Toyota, Amazon.com, McDonald's, Walt Disney
Health Care 3,380 2,204 455 Johnson & Johnson, Pfizer, Roche, Novartis
Industrials 3,198 4,407 608 General Electric, Siemens, UPS
Materials 3,129 2,607 712 BHP Billiton, Rio Tinto, Vale
Telecommunication Services 2,572 2,045 699 China Mobile, AT&T, Telefonica, Vodafone
Utilities 1,188 1,501 315 GDF Suez, National Grid, E.ON, EDF
Total $36,335 $35,066 $6,483
87. NET, LOTS OF STUFF BEING RE-
IMAGINED AND THERE’S A LOT MORE…
87
88. 1) Ear (+ Body) - owing to better devices
(wireless Bluetooth) / services (Siri /
Spotify / Soundcloud...) / products (Up…)
2) Car – 52 minutes per day by 144MM
Americans (76% alone)* spent in cars –
largely untapped
3) TV – 3+ hours per day spent in front of
TVs** – way better devices / interfaces /
interfaces coming rapidly...Apple &
Google footsteps raising bar…50MM+
Americans have Internet-enabled TVs
Consumer Internet ‘White Space’
Source: *US Census Bureau, **BLS, Morgan Stanley Research estimates. 88
90. Stock Markets = Often Leading Indicators of Economic Activity,
Recent 10-Week Trendline Not Encouraging...
60%
80%
100%
120%
140%
160%
180%
1/10 3/10 5/10 7/10 9/10 11/10 1/11 3/11 5/11 7/11 9/11 11/11 1/12 3/12 5/12
IndexValue(1/1/2010=100%)
S&P500 NASDAQ China Shanghai Composite MSCI Europe Oil Gold
Stock / Commodity Markets Performance (% Change From 1/10), 1/10 – 5/12
Note: All values are indexed to 1 (100%) on Jan 1, 2010. Data as of 5/25/12.
Source: Bloomberg, Yahoo! Finance, FactSet. 90
91. Consumer Confidence =
Near Four-Year Highs, Though Still Below 30-Year Average
0
20
40
60
80
100
120
140
160
1978 1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012
ConsumerConfidenceIndex(1985=100)
The Conference Board Consumer Confidence Index, 1978 – 2012 YTD
Note: Index started in 1967 / benchmarked to 1985=100. The Index is calculated each month on the basis of a household survey
of consumers' opinions on current conditions and future expectations of the economy. Source: The Conference Board, 5/12.
30 Year
Average
CCI = 92.2
2/09 Trough
CCI = 25.3
5/12
CCI = 64.9
91
92. Consumer Sentiment –
Improving but 49% of Americans View Economy as ‘Poor’
Percent of USA Consumers Who View The Economy as Poor, 1/09 – 4/12
Q.How would you rate economic conditions today?
77%
68% 66%
61% 61% 59% 62% 61%
52%
59% 60% 62% 60%
54%
49%
1/09 4/09 7/09 10/09 1/10 4/10 7/10 10/10 1/11 4/11 7/11 8/11 10/11 1/12 4/12
92Source: comScore.
93. 93
Country / Region 2009 2010 2011 2012E
% of World
Total, 2011
USA -3.5% 3.0% 1.7% 2.1% 22%
Euro Area -4.3 1.9 1.4 -0.3 19
Germany -5.0 3.6 3.1 0.6 5
France -2.6 1.4 1.7 0.5 4
Italy -5.5 1.8 0.4 -1.9 3
Spain -3.7 -0.1 0.7 -1.8 2
UK -4.9 2.1 0.7 0.8 4
Japan -6.3 4.4 -0.7 2.0 8
China 9.2 10.4 9.2 8.2 11
India 6.8 10.6 7.2 6.9 2
Russia -7.8 4.3 4.3 4.0 3
Brazil -0.6 7.5 2.7 3.0 4
Developed Markets -3.7 3.2 1.6 1.4 64
Emerging Markets 2.8 7.5 6.2 5.7 36
World -0.7 5.3 3.9 3.5 100
Global GDP Growth Expected to Decelerate in 2012
with Europe Slipping Into Recession
GDP Y/Y % Change, 2009-2012E
Source: IMF World Economic Outlook, 4/12.
94. USA, INC. – A LOT TO BE EXCITED
ABOUT IN TECH, A LOT TO BE
WORRIED ABOUT IN OTHER AREAS
94
95. ‘Made in USA’ Smartphone Operating Systems =
64% Share from 5% Five Years Ago
2005 2011E
0%
20%
40%
60%
80%
100%
MarketShareofSmartphoneOS
Other OS
iOS
Android
Windows Mobile
BlackBerry OS
Linux
Nokia Symbian
Smartphone Operating System Market Share, 2005 vs. 2011E
Source: Morgan Stanley Research, Gartner. 95
96. $0
$2
$4
$6
$8
$10
$12
$14
$16
0%
10%
20%
30%
40%
50%
1901 1911 1921 1931 1941 1951 1961 1971 1981 1991 2001 2011E
RealGDP(inTrillionsof2005Dollars)
Revenue&Expensesas%ofGDP
Revenue as % of GDP
(Left Axis)
Expenses as % of GDP
(Left Axis)
Real GDP (Right Axis)
USA Inc. Revenue & Expenses as % of GDP, 1901 – 2011E
Source: 1910 – 1930 per Census Bureau, 1940-2010 per White House OMB. Real GDP adjusted for inflation, in 2005 dollars.
Biggest Peace Time Gap
Between Revenue &
Expenses in USA History
96
USA, Inc. – Biggest Peace Time Gap Between
Revenue & Expenses in USA History
99. America’s Debt Level Relative to Other Countries –
You Do the Math…
Note: Ranking excludes countries with gross government debt less than $10B in 2010. Gross government debt includes intragovernment
obligations (such as Treasuries held by the Social Security Trust Fund in US’ case). Source: The International Monetary Fund (IMF).
Rank Country
2010 Gross
Government Debt
($B) % of GDP Rank Country
2010 Gross
Government Debt
($B) % of GDP
1 Japan $12,009 220% 16 Hungary $105 80%
2 Jamaica 19 143 17 Israel 168 77
3 Greece 436 143 18 UK 1,699 76
4 Lebanon 53 134 19 Egypt 161 74
5 Iraq 97 120 20 Austria 272 72
6 Italy 2,445 119 21 Sudan 47 72
7 Belgium 452 97 22 Brazil 1,397 67
8 Singapore 214 96 23 Jordan 18 67
9 Ireland 196 95 24 Côte d'Ivoire 15 67
10 USA 13,707 94 25 India 1,046 64
11 Portugal 213 93 26 Netherlands 497 64
12 Iceland 12 92 27 Cyprus 14 61
13 Germany 2,759 84 28 Spain 848 60
14 Canada 1,324 84 29 Uruguay 23 57
15 France 2,110 82 30 Pakistan 100 57
99
100. USA Inc. @ kpcb.com / youtube.com / amazon.com
110K+ Total Views
23K+ YouTube Views
7K+ Facebook Likes
4K+ Retweets
100
101. What Can You Do?
101
• Engage in Politics
• Help Others Understand Key Issues
• Do What You Can To Innovate, Create Jobs &
Improve Education
107. The Value of a Business is the Present Value of
Future Cash Flows
The Riddles:
1) Getting the numbers (financials) right for the
Discounted Cash Flow (DCF) model;
2) Getting the macro + micro confidence levels +
time horizons right for ‘the market.’
107
108. Historical Wealth Creation in Tech Companies =
Concentrated
~2% of companies accounted for ~100% of net
wealth creation of 1,720 Tech IPOs in USA (1980-
2002).*
*The Technology IPO Yearbook: 9th Edition – 23
Years of Tech Investing, Morgan Stanley
108
109. Tech Cycle of Change / Growth –
Where are We Now?
109Source: Presentation titled ‘The State of Capital Markets and An Update on Technology Trends’, July 23, 2001, Morgan Stanley.
110. 110
THIS CYCLE OF TECH DISRUPTION IS
MATERIALLY FASTER & BROADER THAN
PRIOR CYCLES…
111. Outline
1) Basic Stats – Internet Growth Remains Robust,
Rapid Mobile Adoption Still in Early Stages
2) Re-Imagination – of Nearly Everything
3) Economy – Mixed Trends, With Negative Bias
4) ‘USA, Inc.’ – A Lot to be Excited About in Tech, A
Lot to be Worried about in Other Areas
5) Bubble – or Not?
111
112. 112
The information offered in this presentation speaks to industry trends in general,
and should not be construed as providing any particular recommendations or
analysis for any specific company that is mentioned in this presentation. KPCB is
a venture capital firm that owns significant equity positions in certain of the
companies referenced in this presentation.
Disclosure