Monday, December 31, 2012

My notes from the Internet Trends 2012 Update

I find Mary Meeker's reports on internet trends very interesting. They're packed with interesting data and insights. I've been following her work closely. She recently published an updated overview of 2012 and I thought I'd share my highlights with you at the end of this year.

sheet 9: stunning slide showing shipment of iPads, iPhones and iPods over 10 years compared. This slides is old(er), but it just underlines the interesting times we live in
sheet 10: You thought the ramp up of Apple products is huge, well Android ramp up is 6 times that of iPhone
sheet 12: 30% of US adults own a tablet, less than 3 years ago that was 3%
sheet 17: mobile advertising is growing rapidly; $0.7 billion in 2008, $19 billion in 2012
sheet 18: 24% of online shopping was done via tablets on Black Saturday, versus 6% 2 years ago
sheet 20: we are in the midst of a huge change powered by new devices + connectivity + UI + beauty. Meeker highlights the effects for the pc, photography, phone, knowledge, navigation, news, note taking, content organization, magazines, cash registers, lending money, idea building/funding, recruiting, product design, etc. market (and we are still in "spring training", Meeker says [sheet 58])
sheet 24: very interesting overview of the market share of Microsoft compared to others. Used to be 96% and is now just 35%.
sheet 61: I like how Meeker digs deeper into the consequences of the internet by addressing what it means for our space, time and money and how we balance these
sheet 77: Meeker mentions markets that still can be opened, such as the time spent in cars and watching TV, education and healthcare.

And here's her complete slidedeck:



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