Download - Internet Trends 2014 - Redesigned
Internet Trends 2014R E D E S I G N E D
Picture from kpcb.com/internet-trends
Each year, Mary Meeker unveils her fascinating Internet Trends presentation.
And each year, her insights are inestimable and eagerly awaited.
Picture from kpcb.com/partner/mary-meeker
But each year, I have a problem with her slides.
As a presentation designer, I find them rough and busy.
To the point it makes them hard to understand.
So this year, here’s my humble attempt at redesigning them.
See “before & after” slides
Mobile App Revenue Still Trumps Mobile Ad RevenueApps Represent 68% of Mobile Monetization
Source: Global Mobile App revenue per Strategy Analytics; comprises virtual goods, in-app advertising, subscription, & download revenue. Global Advertising revenue per PWC; comprises browser, search & classified advertising revenue.
$0B
$10B
$20B
$30B
$40B
2008 2009 2010 2011 2012 2013
$2B $3B$6B
$14B
$24B
$38B
16
App AdvertisingGlobal Mobile Revenue : +
Source: Thomson One 22
0
25
50
75
100
125
’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13
77% less financing volume
$24B
$101B
$50B
0
2000
4000
6000
’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13
5,476
2,746
50% less companies financed
3,668
6,000
4,000
2,000# of FinancedTech Companies
Total Financingin $B
2013 Venture Financings (USA)Investment Volume Is 77% Below Peak Level
Remain Optimistic About Mobile Ad Spend GrowthPrint Remains Way Over-Indexed
Source: Advertising spend based on IAB data for full year 2013. Print includes newspaper and magazine. $30B+ opportunity calculated assuming Internet and Mobile ad spend share equal their respective time spent share. Time spent share data based on eMarketer 7/13 (adjusted to exclude outdoors/classified media spend). Arrows denote Y/Y shift in percent share. 15
38%
45%
25%
22%
20%
4%
12%
10%
5%
19%
Time Spent
Ad Spending
TV Internet Mobile Radio Print
Underspending on Internet and Mobile~30B+ opportunity in USA
x3.8x0.8x0.2x0.9x1.2
Embrace the Internet Trifecta
55
Critical Mass of Content + Community + Commerce
Content
1
Provided by Consumers & Pros
Community
2
Context & Connectivity Created by & for Users
Commerce
3
Products Tagged & Ingested for Seamless Purchase
* USA ranks behind Luxembourg/Switzerland/Norway. Source: OECD Programme for International Student Assessment, 2011 & 2012. The Institue for College Access & Success, 2014. Consumer Financial Protection Bureau. “Voice of the Graduate”, McKinsey/Chegg. 25
Education Facts (USA)
It is expensive
Secondary School Costs4th/32 among OECD Countries for expenditure per student*
71% of 4-year college grads
$30K Average Student Loan Debt$1T+ Total Debt (more than credit card & auto loan debt)
Results are often subpar
Higher Education Costs
Public Schools27th in Math
20th in Science17th in reading
College Job Prep1/3 of 4-year college graduates don’t feel well prepared for employment
Education is key but faces important realities
+
Source: Company Data 63
Uploadable / Sharable / FindableMojo Update
750MM+ cumulative Boards
30B+ cumulative Pins
+50% Pin growth vs. 2013
130MM MAUs
3B page views per month
1.5MM images uploaded per day
From 47B steps in 2011
To 2.4T steps in 2013
65MM registered users (+50% Y/Y)
100MM+ pounds lost by users
$1B gross ticket sales (+60% Y/Y)
58MM tickets sold (+61% Y/Y)
1M events in 187 countries
13MM repositories (x2 Y/Y)
10K users added per day
(=Earth to Saturn distance)
The Evolution of Messaging Brings New Social GraphsEdges Have Potentially More Value Than Nodes
37
BEFORE TODAY
Broadcasting few messages to many contacts
Sending many messages to few contacts
Ex: Facebook Ex: WhatsApp, Snapchat, WeChat
Consumers increasingly Expect to Watch TV Content...On Own Terms
37
CIRCA 1950 CIRCA 2014
TV Set (Live)100% of viewing
23%
10%
6%
4%
57%
TV Set (Live)
DVR/VOD/DVD
Connected TV
Computer
Mobile Device
Source: Horowitz Associates, State of Cable and Digital Media Report, 4/14.Note: Study based on 1,200 interviews in 1/14 among heads of households (18+) who watch any kind of TV.Live TV defined as watching linear programming that is not time-shifted from original programming time intended.TV Content defined as any type of video content. Computer includes desktop + notebook. Mobile includes smartphone + tablet.
Even if you are not a well-known venture capitalist,I would be happy to help you with your next presentation.
or contact me at : [email protected]
Visit www.emiland.me
Thanks !Font
Source Sans Pro by Paul D. Hunt
SymbolsStreamline Icons
Noun Project
Original IdeaBelinda Lanks
Visualization TipsCaroline Goulard
ProofreadingRaphaël KorachMathieu Goudot