IDENTIFYING THE TOP GLOBAL TRENDS

Global Internet Trends, by Mary Meeker, Kleiner Perkins Caufield & Byers, May 2017

Top Tech Themes: Cloud Computing, Social, Mobile, Artificial Intelligence, Virtual Reality
Global Internet Users: 3.4 Billion People, or a 46% Penetration Rate
Online Advertising = Growth Accelerating, +22% Y/Y
Advertising $$ = Shift to Usage (Mobile) Continues; TV, Print and Radio all in decline
Total Internet Advertising = $73B, of which Mobile Advertising = $37B
Advertising $$ = Internet > TV within 6 Months
Google + Facebook = 85% (and Rising) Share of Internet Advertising Growth in the US
“A lot of the future of search is going to be about pictures instead of keywords.” -Ben Silberman, Pinterest Founder, April 2017
“Effective User-Generated Content can generate 6.9x higher engagement than brand-generated content” -Mavrck, February 2017
Strong Revenue Growth = Engaged Community + Higher Customer Satisfaction + Dynamic Customer Service
Global Internet Trends (continued)
eCommerce is Accelerating Again, 15% Y/Y; Parcel Growth is Accelerating, 9% Y/Y
“When I play a video game, it’s the only time I put away the phone and forget it exists. Video games command your attention that nothing else can or will.” -Gary Whitta, RogueOne
eSports Trending vs Traditional Sports = Very Strong with Younger Generations; 27% significant preference for eSports vs 27% for Traditional Sports
Cloud Computing: Amazon Web Services with 57% Market Share, Microsoft Azure with 34% Market Share, Google Cloud with 15% Market Share
China Service Sector = 52% GDP share Today vs 23%, 35 years ago
China Mobile Internet Usage Outpacing User Growth = +30% Y/Y for Usage
China Media = Internet @ 55% of Time Spent; Mobile > TV (2016)
China B2C eCommerce @ 15% of Retail Sales; Penetration Ramping Faster than Peers
China Online Advertising Revenue = +30% Y/Y @ $40B
India Internet Users = +28% vs 40% Y/Y Growth @ 27% Penetration; 355mm users
India Mobile Usage = A Global Leader vs Desktop; 80% of Internet Usage on Mobile