【重磅互联网女皇】：2015年全球互联网趋势报告.pdf

《【重磅互联网女皇】：2015年全球互联网趋势报告.pdf》由会员上传分享，免费在线阅读，更多相关内容在教育资源-天天文库。

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

2、eMoreThing...8)RanOuttaTimeThoughts/Appendix2INTERNETTRENDS–TWO-THIRDSOFAGENERATIONIN...TWO-THIRDSOFNEXTGENERATIONOUT...InternetUsers–19952014...<1%to39%PopulationPenetrationGlobally1995201435MM+InternetUsers2.8BInternetUsers0.6%PopulationPenetration39%PopulationPen

3、etration10%21%5%22%23%12%61%0%19%28%USAChinaAsia(ex.China)EuropeRestofWorldSource:Euromonitor,ITU,USCensus.4MobilePhoneUsers–19952014...1%to73%PopulationPenetrationGlobally1995201480MM+MobilePhoneUsers5.2BMobilePhoneUsers1%PopulationPenetration73%PopulationPenetrati

4、on40%60%SmartphoneFeaturePhoneSource:Informa,WorldCellularInformationService(WCIS).Assumesin1995,onemobilephonesubscriptionperuniqueuser(noduplication).Note:In2014,userbaseperKPCBestimatesbasedonMorganStanleyResearchandITUdata.Smartphoneusers&mobilephoneusersrepresen

5、tuniqueindividualsowningmobiledevices;mobile5subscribersbasedonnumberofconnections&maythereforeoverstatenumberofmobileusers.PublicInternetCompanyMarketCapitalizations–19952015...Top15CompaniesbyMarketCapitalization=1995@$17Billion2015@$2.4TrillionGlobalPublicIntern

6、etCompanies,RankedbyMarketCapitalizationAsofDecember,1995AsofMay,2015HomeMarketCap.HomeMarketCap.CompanyCountry($MM)CompanyCountry($MM)1NetscapeUSA$5,4151AppleUSA$763,5672AppleUSA3,9182GoogleUSA373,4373AxelSpringerGermany2,3173AlibabaChina232,7554RentPathUSA1,5554Fac

7、ebookUSA226,0095Web.comUSA9825Amazon.comUSA199,1396PSINetUSA7426TencentChina190,1107NetcomOn-LineUSA3997eBayUSA72,5498IAC/InteractiveUSA3268BaiduChina71,5819CopartUSA3259Priceline.comUSA62,64510WavoCorporationUSA20310Salesforce.comUSA49,17311iStarInternetCanada17411J

8、D.comChina47,71112FirefoxCommunicationsUSA15812Yahoo!USA40,80813StorageComputerCorp.USA9513NetflixUSA37,70014LiveMicrosystemsUSA861