Mary Meeker delivered her increasingly famous annual internet trends report and analysis this morning at the D10 Conference
Below are the highlights. The impressive 112 page deck is below.
Mobile’s Hyper Trajectory – still with room to grow
– Tablet Growth Exponential
– iPhone set new records, Android Smartphones growing exponentially faster
Re-imagining EVERYTHING
– Several tangible examples of the re-wiring of society happening right now
Global Economy – Consumer Confidence
– Increasing – but still below traditional averages
USA Marketplace
– Biggest Peace Time Gap between revenue and expenses in history
– Debt and Spending Allocation a Big Issue
IPO Marketplace
– LinkedIn only recent flagship Tech IPO that has risen since opening
– Approximately 2% of companies created about 100% of wealth creation of 1,720 Tech IPOs in the USA between 1980 and 2002
THIS CYCLE OF TECH DISRUPTION IS MATERIALLY FASTER AND BROADER THAN PREVIOUS CYCLES!
