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Mary Meeker's Presentation

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Guest hellsten

Thanks. Very interesting.


My notes:

Internet growth remains robuts, rapid mobile adoption still in early stages.


29% of adults in the USA own a table or ereader.


Mobile traffic 10% in 2012, 4% in 2010.


USA ecommerce growth 10-15% between 2008 and 2011.


153% CAGR between 2008-2012 in mobile advertising revenues.


eCPM 5 times lower on mobile than on desktop ($3.5 vs $0.75).


Top 3 mobile eCPM by category:

1. Weather - $1.24

2. Education - $1.17

3. Lifestyle - $0.89


Average revenue per user 1.7-5 times lower on mobile than on desktop.


~2% of companies accounted for ~100% of net wealth creation of 1,720 tech IPOs in the USA (1980-2002).


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