“Queen of the Net” Gives Us “The State of the Net 2011″
Former Morgan Stanley chief Internet analyst, Mary Meeker, presented her annual Internet Report yesterday.
Meeker, who Barron’s famously bestowed the “Queen of the Net” title upon, is always worth listening to as she has great track record of spotting the big Internet trends going back to the mid 90′s.
The big trends documented in the report are:
- The Internet is going global
- The Internet is going mobile
- New User Interfaces are changing how we interact and connect with technology. Think touch screen. Next big thing – audio.
- e-Commerce has a ways to go.
The trajectory is for growth, growth, growth… - Ad $$ will continue to flow towards the media where people are spending more and more of their time – the Internet.
Most of the “big” trends she discusses in her report are well documented but she provides the analysis to support the thesis that these are trends that will impact us all and are not merely short term phenomena.
Some of my favorite nuggets.
- In 3 Years, China Added More Internet Users than Exist in USA.
- Smartphones Surpassed Feature Phone Shipments in W. Europe (Q2:10) / USA (Q1:11)
- For all those who are down on Apple today, look at the adoption of iPad vs iPhone vs iPod.
iPad Growth Leaves “Siblings” in Dust
- The following slide illustrates a point that I have been making for years – there is still a disconnect between where people are spending their time and where the ad $$ are going.
Time Spent with Various Media vs % of Ad $$ Spent on that Media
For the full report -
Mary Meeker (KPCB) Internet Trends (2011
