Every year, Mary Meeker produces a huge presentation (140 slides) on important trends in the internet. This year’s came out at the end of last week. It is well worth the time it takes to go through it. Here is the first slide, effectively the table of contents:
- Key Internet Trends
- Status Update: Tech Stocks / Education / Healthcare
- Re-Imagining Continues
- Screen + Video Growth = Still Early Innings
- China’s Epic Share Gains
- Public Company Trends
- One More Thing(s)…
- Ran Outta Time Thoughts / AppendixI am going to pick out a few slides to whet your appetite.
First let’s look at how fast tablets are growing compared to the historical growth of the PC market. They have already passed PCs in numbers and are still selling at an amazing pace, the line is close to vertical.
Next, the OS used in smartphones. Eight years ago they were all foreign (Blackberry from Canada, and Symbian from Finland primarily). Now the US has 97% market share between iOS, Android and WindowsPhone.
Finally, how international is the internet? Probably a lot more than you think. 86% of users are overseas, even for people like Google and Facebook never mind the big China-based internet companies like Baidu and Tencent.