This is Mary Meeker’s eye-popping, 20th annual Internet Trends report
Above: Kleiner Perkins partner Mary Meeker presents the 20th annual version of her Internet Trends report at the Code Conference, May 2015.
Image Credit: Dylan Tweney/VentureBeat
RANCHO PALOS VERDES, California — Mary Meeker, a longtime Internet analyst and current partner at legendary VC firm Kleiner Perkins Caulfield & Byers, dropped her annual information bomb on the crowd at the Code Conference here today.
This is the 20th anniversary of Meeker’s first report. You canview Meeker’s entire 2015 report here or via the embed at the bottom of this story.
As usual, this report is quite broad and covers some obvious trends. Keep that in mind as it jumps from one topic to the next. Now, let’s dive in.
Speaking on stage, Meeker details that there are now 2.8 billion Internet users globally, up 8 percent in 2014; and there are 2.1 billion smartphone users now, up 23 percent in 2014.
“Mobile remains compelling” for advertising and monetization, said Meeker. “We remain very optimistic about mobile ad spending, and print remains way over-indexed for the time spent,” she said.
“Increasingly, we’re looking at video on our small screens,” Meeker details.
Speaking of today’s messaging leaders, Meeker lists them as follows: WhatsApp, WeChat, Facebook Messenger, Kakao, and Snapchat. Meeker expects these apps to evolve into multi-purpose content hubs over time. We’re already seeing this with Snapchat (think: Discover) and Facebook (think: Facebook Instant Articles).
Moving on, Meeker notes the increasingly on-demand nature of the technology industry. “Consumers increasingly expect that they can get what they want when they want it…. This fundamentally changes the underpinnings of business,” Meeker said.
Regulatory focus on online marketplaces like Airbnb, Uber, Lyft is “evolving,” said Meeker. “We think there’s a shift going on here, where consumers are ‘voting’ by choosing to use these products.”
For context on this year’s report, check out our coverage of past Meeker Internet Trends reports for2014, 2013, and 2012.
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