Yesterday, at the Web 2.0 Summit in San Francisco, Morgan Stanley analyst Mary Meeker gave an incredibly paced presentation on the state of the Internet industry. Here’s some highlights from her presentation compiled by Ben Parr at Mashable:
- 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. and 106.3 million in Japan.
- 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.
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