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Article Description: By Mary Meeker @ Kleiner Perkins Caufield Byers - A 164 slide deck pointing out the key trends in the industry at this time

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Content: use HTML Edit Content <h1 style="text-align: center;">internet trends - 2014</h1> <h2>[WHAT]</h2> <ol> <li>]&nbsp;Mary Meeker is an analyst at&nbsp;venture capital firm <a href="http://www.kpcb.com" target="_blank">KPCB</a>, she has been compiling and publishing a report of the annual 'trends' in the industry.</li> <li>] We broke down ALL the trends into the following 8 categories of ... trends ....</li> </ol> <h2>[WHY]</h2> <ol> <li><strong>] #1&nbsp;key trends</strong></li> <ol> <li>] internet users - + &lt; 10% YoY, growth is slowing</li> <li>] smartphone subscribers - +20%, growth slowing</li> <li>] tablets - + 52%, early stage rapid unit growth, growing faster then PC/laptops ever did</li> <li>] mobile data - + 81%, accelerating growth, video is the driver</li> <li>] mobile usage growth - very strong,</li> <li><strong>] smartphones - only 30% total mobile phones shipped,</strong> lots of upside yet,&nbsp; 1.1B smartphones shipped in 2013</li> <li><strong>] users by device - global</strong>&nbsp;= TV&nbsp;- 5.5 B, mobile phone - 5.2 B, smartphone - 1.6 B, laptop - .79 B, pc - .74 B, tablet -&nbsp;.44 B</li> <li>] usage - mobile usage now 25% of total web usage globally, up from 14% last, slide 9 shows regional breakdown with Africa/Asia leading</li> <li>] smartphone os - market share - ios + android + windows = 97%, up from 5% in 2005</li> <li>] ads - internet - global = &nbsp;+ 16%, mobile +47%, mobile as % of total advertising&nbsp;= 11 %</li> <li>] ads - revenue - by company, per quarter - google 45 B, facebook 7.25, twitter 3.5 &nbsp;</li> <li>] ads - time spent on media VS ad $(B) spent (US)&nbsp;= print(5/19) , radio(12/10) , tv(38/45), internet(25/22), mobile(20/4), lots of upside in mobile ads</li> <li><strong>] mobile - app revenue&nbsp;&gt;&nbsp;&nbsp;ad revenue,</strong> 68% apps monetized by purchase</li> <li><strong>] mobile - secuity - threats increasing</strong> - threat groups up 4x since 2011, increased nation state activities, 95% networks compramised in some ways, as mobile grows directed attacks will rise&nbsp;</li> </ol> <li><strong>] #19 status update&nbsp; - tech stocks,</strong></li> <ol> <li>] tech stock valuation excess - yes, but lets look at the trends</li> <li>] companies - global -&nbsp;#&nbsp;ipo's - 87% from 1999 peak, $ value - 73% from 1999 peak</li> <li>] companies - us # recieveing venture financing - 50% from 2000 peak, financing amount -77% from 2000 peak</li> <li>]</li> <li><strong>#24] education = may be @ inflection point</strong> - education&nbsp;is important, expensive, value ? 4th in expenditures, 27th in ranking, quality - 1/3 didnt feel prepped, 80% say 'very important', internet offers different learning methods, low cost, real time feedback, distribution expanding - costs declining</li> <li><strong>#30] healthcare = may be @ inflection point - </strong>costs up to 17% of gdp(us), waste = 27% spend, employers burden, individuals cost rising( &gt;25% income), chronic conditions = 75% spend, behaviour = root cause, digital tech enables change, gov change pushes tech, consumerization of healthcare, digitization of healthcare, quality over quantity, patient engagement rising</li> </ol> <li><strong>] # 33 re imagining continues</strong></li> <ol> <li>] messaging - both whatsApp, secret represent the phone book over the friend graph, back to the future</li> <li>] messaging services - &gt; 1 B users in &lt; 5 years, whatsApp 400m, weChat 355m, line 280m, kakao ?, snapchat, viber 100m</li> <li>] messaging evolution - fb/others - less messages to more users, msg svc like whatsapp - more messages to fewer people</li> <li>] apps evolution - unbundling of multi-purpose apps, many apps are now single purpose VS one app multi purpose</li> <li>] apps as service - only open when they have something to say, purpose built and informed by contextual signals, hw sensors, location, history of use, predictive computation</li> <li>] distribution channels &amp; content - referral leaders = fb, pinterest, twitter, social distribution happens quickly - article reaches 1/2 audience in 6 hours via twitter, 9 hours via fb ,</li> <li>] content delivery -&nbsp;ex buzzfeed - lists, quizzes, explainers, breaking, (delivery =&nbsp;video, mobile )&nbsp;</li> <li>] day to day - matchmaking (tinder),</li> <li>] airBnB, alibaba, grubhub, amazon fresh, instacart, // same day local delivery - next big thing,</li> <li><strong>] music -</strong> streaming + 32%, downloads -6%</li> <li><strong>] money -</strong> bitcoin, coinbase,</li> <li><strong>] trifecta - content + community + commerce -</strong> ex houze - ecosystem for home renovation + design -</li> <li><strong>] mobile enabled -</strong> sensors + devices, uploading findable and shareble data</li> <li>] transparency -</li> <li>] patterns -</li> <li>] uploadable / shareable / findable / realtime data rising rapidly</li> <ol> <li>- photos(imgur,pinterest,instagram,flickr,fb,g+, twitter),</li> <li>- fitness(fitbit,myfitnesspal),</li> <li>- eventbrite(),</li> <li>- github(sw projects)</li> </ol> <li>]&nbsp;video - 2/3 consumed and produced by consumers, 4ZB in 2013, + from</li> <li>] sensors - more - s5 has 10 VS 3 in iphone 5s has 3 vs iphone oriignal with 1</li> </ol> <li>] screen + video growth - still early innings</li> <ol> <li>]</li> </ol> <li>] chinas epic share gains</li> <ol> <li>]</li> </ol> <li>] public company trends</li> <ol> <li>]</li> </ol> <li>] one more thing(s)</li> <ol> <li>]</li> </ol> <li>] ran out of time/thoughts</li> <ol> <li>]</li> </ol></ol> <h2>[WHERE]</h2> <ol> <li>] <a href="http://www.kpcb.com/internet-trends" target="_blank">http://www.kpcb.com/internet-trends</a>&nbsp;- online slide, also available as .pdf</li> </ol> <h2>[WHEN]</h2> <ol> <li>] 2014-05-28</li> </ol> <h2>[EXAMPLE]</h2> <ol> <li>]</li> </ol> <h2>[HOW-TO]</h2> <ol> <li>]</li> </ol> <h2>[REFERENCE]</h2> <ol> <li>] inflection point - (business) a time of significant change in a situation; a turning point.</li> <li>] <a href="http://www.cihi.ca/cihi-ext-portal/internet/en/document/spending+and+health+workforce/spending/release_30oct12" target="_blank">canadian healthcare spend @ 11.6% GDP in 2012</a>, decline</li> </ol> <h1 style="text-align: center;">&nbsp;</h1>