INTERNET TRENDS – Mobile Internet exploding and Online ADS

Posted on June 13, 2010

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Mary Meeker of Morgan Stanley is an American Wall Street securities analyst  primarily associated with the Internet. On 7 Jun at the CM Summit in New York, she presented her insights into mobile, online advertising, ecommerce, cloud computing, and communications. Her 48 slides presentation can be viewed below/

Some highlights :

– Apple is trend leader since release of the iPhone 3 years ago. Apple attracted 86 million users for its iPhone and iPod Touch. As a comparison, in their first three years, Netscape attracted 18 million users and AOL had 8 million users. The Japanese company NTT Docomo’s I-mode attracted 31 million users.

– The iPad is one of the fastest-selling gadgets of all time (1 million in 28 days)
– Android smartphone shipments almost now equal iPhone shipments (Apple’s app leverage may disappear fast)

– Smartphone use will dominate – with mobile Internet users buying more smartphones (93 million) than basic-feature phones (90 million) by next year

– Global 3G wireless penetration just hit 20%, which is usually the inflection point to very rapid growth

– Mobile app and search usage is up 2X year over year

– iPad Internet usage is more similar to desktop usage than smartphone usage (more pageviews)

– Japan shows the potential for mobile advertising: Japan mobile ad spending now $11/user, up from $1 per user six years ago.

– Growth of Internet Advertising  – a US$50 billion opportunity. One measure of online advertising growth is paid clicks on Google’s advertising platform. The company brought in $12.95 billion from paid clicks in the first quarter of this year, up 15 percent from the same period in 2009. Yahoo’s display advertising revenues also increased 20 percent in the first quarter, to $444 million, from the first quarter of 2009. And sites like Facebook have massive advertising potential

Links :
http://www.businessinsider.com/mary-meeker-mobile-internet#mobile-will-be-bigger-than-you-think-1
http://www.readwriteweb.com/archives/mary_meeker_innovation_is_back.php
http://www.morganstanley.com/institutional/techresearch/cm_summit_june2010.html

MS Internet Trends 060710                                                                

Posted in: Business, Economics