NEWSFLASH! Mary Meeker has launched her annual Internet Trends report, and presented her findings recently at the Vox/Recode Code Conference in Scottsdale, AZ.
If you are not following Mary and watching out for this in-depth research, you are skipping on critical trend data and research.
Meeker highlighted slowed growth in e-commerce sales, increased internet ad spending, data growth, as well as the rise of freemium subscription business models, telemedicine, photo-sharing, interactive gaming, the on-demand economy and more.
“If it feels like we’re all drinking from a data firehose, it’s because we are,” Meeker told the audience.
The “Queen of the internet” made references to Slack, Stripe, Spotify, Dropbox, Discord, Twitch, Zoom, Stitch Fix, Instagram and Bond portfolio company Canva as she reviewed her slides.
Download & access here: https://www.bondcap.com/report/itr19
Some highlights:
70M people globally listen to podcasts. It’s expected to double in the next 4 years.
2.4B interactive game players in the world, up by 6 percent over the last year. Fortnite alone has 250M users, as does the gaming social network Discord.
Around 51 percent (3.8B) of the world’s population now has access to the Internet, up from 49 percent (3.6B) in 2017.
7 out of world’s 10 most valuable companies by market cap are tech companies.
E-commerce sales are up by 12.4 percent over the last year, physical retail has grown only by percent.
Mobile advertising now accounts for 33 percent of advertisers’ ad purchases, up by 0.5% in 2010. Spending on print, TV, and radio ads has fallen as consumers spend far more time on mobile.
Google and Facebook make the majority of online ad revenue, but the growth of US advertising platforms like Amazon, Twitter, Snapchat, and Pinterest is outstripping the duopoly.
Google’s ad revenue grew 1.4X over the past 9 quarters and Facebook’s revenue grew by 1.9X. The combined group of all new players grew by 2.6X.
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