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Mary Meeker鈥檚 Internet Trends Report Reverts To Historical Patterns Of Slide Count Growth

It鈥檚 early June, and you know what that means, don鈥檛 you? Fun in the sun? Ice cream? First jaunts to the beach? Sure, all of those things. But for followers of the drifts and shifts in web tech and the businesses built upon it, today is tantamount to Christmas.

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It鈥檚 Internet Trends Report Day! If you just want to see the slides, check 鈥榚m out below, or view the document . An can also be found on Bond鈥檚 website. (Thanks to at TechCrunch for .)

by on Scribd

Here鈥檚 some of what we gathered from a quick skim of the report:

  • Over half the world’s population has some connection to the Internet. However, adoption of smartphones, a major catalyst of Internet adoption over the past decade, may be plateauing, with new phone shipments declining for the second consecutive year.
  • Countries in Africa, the Middle East, and the Asia-Pacific region are the last markets where Internet adoption remains below 50 percent. Accordingly, revenue and market capitalization growth among the world’s largest tech companies is starting to slow, likely exacerbated by recent geopolitical unease.
  • As a percent of U.S. retail, e-commerce now accounts for 15 percent of total spending. Powering that is online advertising, which has experienced a dramatic shift in spending from desktop to mobile, as we all spend more time with our handheld devices.
  • Google and Facebook still dominate online advertising, but relative underdogs like Amazon, Twitter, Pinterest, and Snap are accelerating revenue growth. Despite an abundance of advertising platforms and better targeting capabilities, the cost of converting folks into app users is also on the rise, which may not be sustainable.
  • Digital media like streaming video and podcast-listening are taking up more of our time, and time spent on mobile devices finally eclipsed TV. Over a quarter of U.S. adults are now online “almost constantly,” up from 21 percent three years ago.
  • Social media continues to be a megaphone, which carries its ups and downsides. Major platform providers are upping their efforts to moderate incendiary and unpalatable content; despite these efforts, overall belief that the Internet is good for society is on the decline. And so is global Internet freedom.
  • The Internet is also changing the ebbs and flows of supply and demand. In America, there are now millions of people supplying labor to gig-economy digital work platforms, and millions more consumers demanding these services.

Meeker (and whomever else helps to put this slide deck together) cites all statistics with their sources at the bottom of each slide.

At 334 slides in total, 鈥檚 2019 presentation on Internet trends is the second longest to date. Slide counts in this report is a sort of meta-trend we at 附近上门 News covered in June 2018 and 2017. 2019鈥檚 is the first such report Meeker released since launching her new late-stage venture firm, , after many years at .

Unfamiliar with the Internet Trends Report and the person behind it? Here鈥檚 the low-down.

Mary Meeker is a venture capital investor with a lot of successful investments under her belt. Some folks refer to her as 鈥渜ueen of the Internet,鈥 a title bestowed upon her in the early days of the WWW, when she was a research analyst at . In 1995, she and a colleague from Morgan Stanley published the first of what would become an annual series of reports about, well, the Internet.

Ergo 鈥淭he Internet Trends Report.鈥

Fast forward past the bust of the first Dot Com bubble to 2010, when Meeker departed Morgan Stanley to join Kleiner Perkins. According to from the time, 鈥淢s. Meeker and KPCB go back nearly two decades, having first worked together on the 1993 initial public offering of software company , which was funded by KPCB and taken public by Morgan Stanley.鈥 Meeker also served as principal analyst for the investment bank during Google鈥檚 IPO in 2004. , a partner at Kleiner Perkins, was on the board of Google, another connection.

At Kleiner Perkins, Meeker in its late-stage dealings with the likes of , , , , , and . Her last known deal with the firm was payment infrastructure provider , which was announced in December 2018.

As 附近上门 News covered at the time, Meeker鈥檚 Plaid deal was reportedly her last on behalf of Kleiner Perkins. Meeker in September 2018 that she would depart to start her own late-stage firm. In January 2019, reports surfaced that Meeker鈥檚 new firm would be called Bond Capital. In late April, the new firm said it had closed $1.25 billion for Bond鈥檚 first late-stage fund. Bond鈥檚 first reported investment was a raised by Australia-based web-first drag-and-drop design tool .

To this day, Meeker鈥檚 reports anchor her influence on the world of tech and venture capital. Which is all to say that it pays to leave a paper trail, and that there鈥檚 fortune to be found in stacking the (slide) deck higher over time.

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