Mary Meeker's Presentation

[Guest valueInv]

Thought provoking:

 

http://www.scribd.com/fullscreen/95259089?access_key=key-mv1qbwlvykk5cacr6a7

 

 

[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).