Mary Meeker is an analyst at Morgan Stanley, and regularly publishes papers on internet trends. She recently published her latest presentation (document no longer available for download from the Morgan Stanley site).
While I have to say that the layout and design of Mary’s presentation leaves a lot to be desired, there’s no denying the strength of the content – even if the density of the information is way too in-your-face for my liking. Two interesting points for me were:
- Mobile internet (i.e. on portable devices such as cellphones) is going to be much much bigger than most people think and will continue to grow at a very fast pace. In fact, she maintains that the mobile internet is growing at a much faster rate than the desktop internet ever did. Global mobile internet traffic is likely to grow to SIXTY-SIX times todays figure by the end of 2013.
- Social Media platforms such as Facebook, YouTube and Twitter are strong drivers to the rapid adoption rate. In Japan, for example, mobile social networking is currently THREE TIMES greater (and rising) than desktop social networking.
The mobile internet is coming…and coming fast. How does your company plan to take advantage of the opportunity that online purchasing, location-awareness and social networking provide?