Wednesday, 14th April 2010
"Mobile Will Be Bigger Than Desktop Internet in 5 Years" From Mary Meeker's Updated "Internet Trends" Report (87 Slides)
If you're interested in the Internet, the mobile web, social web, and many related tech areas, Mary Meeker is a person you should know about (if you don't know about her already, you probably do.)
Mathew Ingram at Gigaom provides this excellent intro: to Ms. Meeker and the new report.
Mary Meeker of Morgan Stanley isn’t just any Internet analyst. She was covering the sector when the brokerage firm was the lead underwriter for Netscape Communications’ initial public offering in 1995, was dubbed the “Queen of the Net” by Barron’s magazine in 1998 and was covering the space in 2004, when Morgan Stanley helped launch the Google IPO. Now a managing director at Morgan Stanley and head of the global technology research team, she has released her latest massively detailed “State of the Internet” report, which she has been putting out periodically since 1995. She presented the report during an event this afternoon [Monday] at Google, which was streamed live as part of the Events@Google series.
Here are a few highlights (12 to be specific) from the 87 slides (PDF) with interesting analysis, stats, graphs, and tables that we think will be of interest to ResourceShelf readers. Again, there are 87 slides! If you want to go directly to the report, use this link.
1. Mobile Will Be Bigger Than Desktop Internet in 5 Years
2. Usage Growth Remains Robust – 5 Countries = 48% of Users
3. Connectivity = Cloud Computing
4. "Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most Think – Five Trends
Converging (3G + Social Networking + Video + VoIP + Impressive Mobile Devices"
5. We are in the Fifth Tech Cycle of the Past 50 Years: Mainframe Computer (1960s), Mini-Computing (1970s), Personal Computing (1980s), Desktop Internet Computing (1990s), Mobile Internet Computing, 2000s (Cycle Began Two Years Ago)
6. 3G Growth Concentrated in Developed Markets – USA Now Leading in Users + Innovation (Surpassed Japan Users in CQ1:09)
7. Social Networking – Global Phenomenon, Facebook Leading, Though Many Regional Strongholds
8. Companies / Brands Leveraging Facebook (Texas Hold’em Poker Tops the List)
9. Video Driving Rapid Growth in Mobile Internet Traffic
10. Apple iPhone / iTouch = Fastest New Tech Device / Ecosystem Ramp in History
11. Japan Social Networking Trends Show Importance of Mobile
12. Average Cell Phone = 70% Voice...iPhone = 45% Voice
The complete slide deck (full text, 87 slides) is available here. The slides have been converted into PDF.
Sources: Gigaom; "Internet Trends" April 12, 2010 (aka Internet Trends Report) (via Morgan Stanley)
Authors: Mary Meeker, Scott Devitt, and Liang Wu