Mobile Taking Over the Internet

It’s that time of year when famed Morgan Stanley analyst Mary Meeker gives her annual state of the internet presentation. During this year’s Web 2.0 Summit in San Francisco, Mary presented some eye-popping stats, including the state of mobile (Apple and Google () are winning), the most under-monetized asset in online advertising (Facebook) and even the secret sauce of Steve Jobs (he has the mind of an engineer and the heart of an artist).

Some of Meeker’s more revealing analysis:
•    46% of Internet users live in five countries: the USA, Russia, Brazil, China and India.
•    There are 670 million 3G subscribers worldwide, 136.6 million in the U.S.
•    iOS devices reached 120 million subscribers in 13 quarters, far faster than Netscape, AOL or NTT docomo’s growth rates.
•    Nokia and Symbian used to own 62% of the smartphone market (units shipped). Now it’s only 37%, mostly due to Android () and iOS.
•    The average CPM for social networking sites is at only $0.55. Meeker thinks this will increase and normalize in the next few years. She also believes that inventory on Facebook is one of the most under-monetized assets on the web.
•    It took e-commerce 15 years to get to 5% of retail. Morgan Stanley predicts mobile should get to that same level in five years.
•    Streaming video is up to 37% of of Internet traffic during traditional “TV hours.” Netflix is the biggest contributor to this, followed by YouTube.
•    Seven of the companies that were in the top 15 publicly traded Internet companies in 2004 are not in that list in 2010.
•    Interest payments and entitlement spending is projected to exceed government revenue by 2025. In other words, the U.S. government is facing a real financial crisis soon.

A pdf of the entire presentation is below:

Internet+Trends+Presentation

11 Mind-Blowing Mobile Marketing Infographics


From HubSpot, a very impressive collection of infographics showing the rise of the mobile internet and all the implications.

59% of Adults in US Go Online via Mobile Devices

The Pew Research Center just released a report on the mobile internet and an astonishing 59% of Americans are using it. This is a 51% increase from those who said they did this at a similar point in 2009.

When you start looking at the multicultural landscape, there’s even more use of the mobile internet…64% of African-Americans and 63% of Latinos are wireless internet users.

Every activity you can do with your smart phones and laptops grew year over year as well.

Mobile – It’s Not Just For Out-Of-Home Anymore 06/22/2010


Do you graze on Twitter on your iPhone while you’re watching Friday Night Lights? Do you post on Facebook from your Droid during American Idol finals? If so, you’re not alone.

According to a new study of smartphone users by media agency Initiative, 60% of mobile web usage is taking place at home, while people are watching TV, listening to the radio or right before the nod off to sleep.

Nearly a third of smartphone users start their day connecting to the internet on their mobile device and 45% end their day that way.

MediaPost Publications Study: Mobile �

via Mobile – It’s Not Just For Out-Of-Home Anymore 06/22/2010.

The Future of the Internet IS Mobile

Just in case there was any doubt about how fast mobile internet usage is growing or how large it will become, according to Cisco, worldwide mobile data traffic will reach 40 exabytes per year by 2014…a 39-fold increase from where it currently is. An exabyte is 1 billion gigabytes. And that is really, really large.

Mobile Data Traffic Surge: 40 Exabytes by 2014.