Internet_Trends_2015 Mary Meeker .pdf

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1、INTERNETTRENDS2015–CODECONFERENCEMaryMeekerMay27,2015kpcb.com/InternetTrendsOutline1)Internet–Two-ThirdsofaGenerationIn...2)KeyInternetTrends3)Re-ImaginingContinues...4)America’sEvolvingWorkEnvironment...5)BigInternetMarkets=China/India6)Public/PrivateCompanyData7)OneMoreThing...8)RanOuttaTime

2、Thoughts/Appendix2INTERNETTRENDS–TWO-THIRDSOFAGENERATIONIN...TWO-THIRDSOFNEXTGENERATIONOUT...InternetUsers–19952014...<1%to39%PopulationPenetrationGlobally1995201435MM+InternetUsers2.8BInternetUsers0.6%PopulationPenetration39%PopulationPenetration10%21%5%22%23%12%61%0%19%28%USAChinaAsia(ex.Ch

3、ina)EuropeRestofWorldSource:Euromonitor,ITU,USCensus.4MobilePhoneUsers–19952014...1%to73%PopulationPenetrationGlobally1995201480MM+MobilePhoneUsers5.2BMobilePhoneUsers1%PopulationPenetration73%PopulationPenetration40%60%SmartphoneFeaturePhoneSource:Informa,WorldCellularInformationService(WCIS

4、).Assumesin1995,onemobilephonesubscriptionperuniqueuser(noduplication).Note:In2014,userbaseperKPCBestimatesbasedonMorganStanleyResearchandITUdata.Smartphoneusers&mobilephoneusersrepresentuniqueindividualsowningmobiledevices;mobile5subscribersbasedonnumberofconnections&maythereforeoverstatenumb

5、erofmobileusers.PublicInternetCompanyMarketCapitalizations–19952015...Top15CompaniesbyMarketCapitalization=1995@$17Billion2015@$2.4TrillionGlobalPublicInternetCompanies,RankedbyMarketCapitalizationAsofDecember,1995AsofMay,2015HomeMarketCap.HomeMarketCap.CompanyCountry($MM)CompanyCountry($MM)

6、1NetscapeUSA$5,4151AppleUSA$763,5672AppleUSA3,9182GoogleUSA373,4373AxelSpringerGermany2,3173AlibabaChina232,7554RentPathUSA1,5554FacebookUSA226,0095Web.comUSA9825Amazon.comUSA199,1396PSINetUSA7426TencentChina190,1107NetcomOn-LineUSA3997eBayUSA72,5498IAC/InteractiveUSA3268BaiduChina71,5819Copar

7、tUSA3259Priceline.comUSA62,64510WavoCorporationUSA20310Salesforce.comUSA49,17311iStarInternetCanada17411JD.comChina47,71112FirefoxCommunicationsUSA15812Yahoo!USA40,80813StorageComputerCorp.USA9513NetflixUSA37,70014LiveMicrosystemsUSA861