article

internet trends - 2014

[WHAT]

  1. ] Mary Meeker is an analyst at venture capital firm KPCB, she has been compiling and publishing a report of the annual 'trends' in the industry.
  2. ] We broke down ALL the trends into the following 8 categories of ... trends ....

[WHY]

  1. ] #1 key trends
    1. ] internet users - + < 10% YoY, growth is slowing
    2. ] smartphone subscribers - +20%, growth slowing
    3. ] tablets - + 52%, early stage rapid unit growth, growing faster then PC/laptops ever did
    4. ] mobile data - + 81%, accelerating growth, video is the driver
    5. ] mobile usage growth - very strong,
    6. ] smartphones - only 30% total mobile phones shipped, lots of upside yet,  1.1B smartphones shipped in 2013
    7. ] users by device - global = TV - 5.5 B, mobile phone - 5.2 B, smartphone - 1.6 B, laptop - .79 B, pc - .74 B, tablet - .44 B
    8. ] usage - mobile usage now 25% of total web usage globally, up from 14% last, slide 9 shows regional breakdown with Africa/Asia leading
    9. ] smartphone os - market share - ios + android + windows = 97%, up from 5% in 2005
    10. ] ads - internet - global =  + 16%, mobile +47%, mobile as % of total advertising = 11 %
    11. ] ads - revenue - by company, per quarter - google 45 B, facebook 7.25, twitter 3.5  
    12. ] ads - time spent on media VS ad $(B) spent (US) = print(5/19) , radio(12/10) , tv(38/45), internet(25/22), mobile(20/4), lots of upside in mobile ads
    13. ] mobile - app revenue >  ad revenue, 68% apps monetized by purchase
    14. ] mobile - secuity - threats increasing - threat groups up 4x since 2011, increased nation state activities, 95% networks compramised in some ways, as mobile grows directed attacks will rise 
  2. ] #19 status update  - tech stocks,
    1. ] tech stock valuation excess - yes, but lets look at the trends
    2. ] companies - global - # ipo's - 87% from 1999 peak, $ value - 73% from 1999 peak
    3. ] companies - us # recieveing venture financing - 50% from 2000 peak, financing amount -77% from 2000 peak
    4. ]
    5. #24] education = may be @ inflection point - education 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
    6. #30] healthcare = may be @ inflection point - costs up to 17% of gdp(us), waste = 27% spend, employers burden, individuals cost rising( >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
  3. ] # 33 re imagining continues
    1. ] messaging - both whatsApp, secret represent the phone book over the friend graph, back to the future
    2. ] messaging services - > 1 B users in < 5 years, whatsApp 400m, weChat 355m, line 280m, kakao ?, snapchat, viber 100m
    3. ] messaging evolution - fb/others - less messages to more users, msg svc like whatsapp - more messages to fewer people
    4. ] apps evolution - unbundling of multi-purpose apps, many apps are now single purpose VS one app multi purpose
    5. ] 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
    6. ] distribution channels & content - referral leaders = fb, pinterest, twitter, social distribution happens quickly - article reaches 1/2 audience in 6 hours via twitter, 9 hours via fb ,
    7. ] content delivery - ex buzzfeed - lists, quizzes, explainers, breaking, (delivery = video, mobile ) 
    8. ] day to day - matchmaking (tinder),
    9. ] airBnB, alibaba, grubhub, amazon fresh, instacart, // same day local delivery - next big thing,
    10. ] music - streaming + 32%, downloads -6%
    11. ] money - bitcoin, coinbase,
    12. ] trifecta - content + community + commerce - ex houze - ecosystem for home renovation + design -
    13. ] mobile enabled - sensors + devices, uploading findable and shareble data
    14. ] transparency -
    15. ] patterns -
    16. ] uploadable / shareable / findable / realtime data rising rapidly
      1. - photos(imgur,pinterest,instagram,flickr,fb,g+, twitter),
      2. - fitness(fitbit,myfitnesspal),
      3. - eventbrite(),
      4. - github(sw projects)
    17. ] video - 2/3 consumed and produced by consumers, 4ZB in 2013, + from
    18. ] sensors - more - s5 has 10 VS 3 in iphone 5s has 3 vs iphone oriignal with 1
  4. ] screen + video growth - still early innings
    1. ]
  5. ] chinas epic share gains
    1. ]
  6. ] public company trends
    1. ]
  7. ] one more thing(s)
    1. ]
  8. ] ran out of time/thoughts
    1. ]

[WHERE]

  1. ] http://www.kpcb.com/internet-trends - online slide, also available as .pdf

[WHEN]

  1. ] 2014-05-28

[EXAMPLE]

  1. ]

[HOW-TO]

  1. ]

[REFERENCE]

  1. ] inflection point - (business) a time of significant change in a situation; a turning point.
  2. ] canadian healthcare spend @ 11.6% GDP in 2012, decline

 

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ID: 3416

NAME: 2014-internet-trends

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

AUTHOR: article.author/s

EDITOR: article.editor/s

PUBLISHER: article.publisher/s

STATUS: Write

PRIORITY: 0

OWNER ID: 75

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