Nuggets from the "Meeker" Report

We've been followers of the Mary Meeker Report for a number of years now. Mary used to do this report when she was at Morgan Stanley and is now at Kleiner Perkins. Think of it as a State of the Union address, but for the Web.

The report, co-authored by Kleiner digital team member Liang Wu, is an in-depth exploration of the global population online: what they’re doing, where they’re going and how they’re consuming the bits and bytes of the Web. This year’s version was released at the D10 conference in May.

It's 112 slides, but you can go through it fast, especially the interesting middle section on re-imagination.
http://kpcb.com/insights/2012-internet-trends

Some of our favorite nuggets:


Mobile use is exploding, and it can be leveraged for revenue.

Who’s online: According to Meeker’s presentation, there are 2.3 billion global Internet users in 2011 — an 8 percent year-over-year growth rate since 2008, largely driven by emerging markets. Meanwhile, there are 1.1 billion global mobile 3G subscribers. Of the top 10 countries addding users to the Web over the 2008-2011 period, China ranks first and India second — with the U.S. coming in 8th. However, the U.S. comes in second in terms of total Internet users in 2011.

Apple: In terms of mobile device sales in the Apple universe, the iPad left its “siblings in [the] dust,” according to the report, with sales growing at three times the pace of the iPhone and all but obliterating iPod sales — the device that started the iRevolution in Apple’s mp3/mobile product universe.

We're noting this also at Adva Mobile, and our soon to be released next version will deliver HTML5 mobile sites to render correctly on iPads.

Android: The report finds that global shipments of phones on the Android platform have grown four times faster than iPhone over the past 13 quarters. But mobile phones still dominate smartphones, with 6.1 billion mobile phone subscriptions in the world, relative to 953 million smartphone subscriptions.

This is why we're bigger proponents of Mobile Web than Apps - you need both, but there are 6 times as many people who can engage you if you have mobile web compared to just an App.

The tablet market grows: In the U.S. tablet ownership is on the rise, with 29 percent of U.S. adults owning a tablet — up from 2 percent less than three years ago.

Mobile, mobile, mobile...: The good news in the report? It’s all about mobile, which accounts for 10 percent of Internet traffic. (In December of 2009, mobile accounted for only one percent of Web traffic.) And with this growth comes cash, with mobile monetization “growing rapidly.”  And when it comes to getting the biggest bang for your advertising buck, the Web — particularly mobile — is where advertisers should turn. Where not to go? Print (of course).

Lot's more nuggets in the report, including the re-imagination section. And thanks to the fine article by Emi Kolawole in the Washington Post for organizing a summary of the key points.