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