2014 Internet Trends Report

英文版的2014年互联网趋势报告

INTERNET TRENDS 2014– CODE CONFERENCEMary Meeker May 28, 2014 http://doc.guandang.net/InternetTrends

英文版的2014年互联网趋势报告

Outline1) Key Internet Trends 2) Status Update– Tech Stocks/ Education/ Healthcare 3) Re-Imagining Continues 4) Screen+ Video Growth= Still Early Innings 5) China’s Epic Share Gains 6) Public Company Trends 7) One More Thing(s)... 8) Ran Outta Time Thoughts/ Appendix2

英文版的2014年互联网趋势报告

KEY INTERNET TRENDS

英文版的2014年互联网趋势报告

High-Level User/ Usage Trends* Internet Users<10% Y/Y growth& slowing...fastest growth in more difficult to monetize developing markets like India/ Indonesia/ Nigeria Smartphone Subscribers+20% strong growth though slowing...fastest growth in underpenetrated markets like China/ India/ Brazil/ Indonesia Tablets+52% early stage rapid unit growth Mobile Data Traffic+81% accelerating growth...video= strong driver*Details on Internet Users& Smartphone Subscribers in Appendix. Source: Tablet growth per Morgan Stanley Research, 5/14. Mobile traffic per Cisco Visual Networking Index, 5/14.

英文版的2014年互联网趋势报告

Mobile Usage Growth= Very Strong

英文版的2014年互联网趋势报告

Smartphone Users= Still Lots of Upside...@ 30% of 5.2B Mobile Phone User BaseGlobal Smartphone Quarterly Unit Shipments& Smartphone Users as% of Mobile Phone Users, 2009– 2013Global Smartphone Users as% of Mobile Phone Users6

400 Global Smartphone Quarterly Units Shipped (MM)315

40%

300244 233 203 170 102 104 113 134 159 172

291 266

30%

200

20%

10035 42 43

64 54 55

83

10%

0

0%

Smartphone Units Shipped

Smartphone Users as% of Mobile Phone Users

Source: Smartphone shipments per Morgan Stanley Research. User base per KPCB estimates based on Morgan Stanley Research and ITU data. Smartphone users& mobile phone users represent unique inpiduals owning mobile devices, as noted on slide 8; Mobile Subscribers based on number of connections& may therefore overstate number of mobile users.

英文版的2014年互联网趋势报告

Tablet Units= Growing Faster Than PCs Ever Did...+52%, 2013Global PC (Desktop/ Notebook) and Tablet Shipments by Quarter Q1:95– Q4:1380 Global Units Shipped (MMs)

60

40

20

0 Q1:95

Q1:97

Q1:99

Q1:01

Q1:03

Q1:05

Q1:07

Q1:09 Tablets

Q1:11

Q1:13

Desktop PCs

Notebook PCs

Source: Morgan Stanley Research. Note: Notebook PCs include Netbooks.

英文版的2014年互联网趋势报告

Tablet Users= Loads of Growth Ahead...@ 56% of Laptops/ 28% of Smartphones/ 8% of TVsGlobal Users of TVs vs. Mobile Phones vs. Smartphones vs. PCs vs. Tablets, 2013TV Mobile Phone Smartphone Laptop PC Desktop PC Tablet 0 789MM 743MM 439MM 1,000 2,000 3,000 4,000 5,000 6,000 1.6B 5.5B 5.2B Population Penetration 78% 73% 22% 11% 10% 6%

Global Users (MMs)Source: KPCB estimates based on Morgan Stanley Research and ITU data. TV Users is estimate for users with TVs in household, given 1.4B households with TVs in world.

英文版的2014年互联网趋势报告

Mobile Usage= Continues to Rise Rapidly...@ 25% of Total Web Usage vs. 14% Y/YMobile Usage as% of Web Usage, by Region, 5/1450%% of Page Views Coming From Mobile Devices

40%

37%

38%

30% 23% 20% 19% 11

% 10% 6% 8% 17% 16% 18% 17% 12%

25%

14%

0% North America South America Europe May-13 Asia Africa Oceania Global May-14

Source: StatCounter, 5/14.

英文版的2014年互联网趋势报告

Global Smartphone Operating Systems‘Made in USA’... 97% Share from 5% Eight Years AgoGlobal Smartphone Operating System Market Share (by Units Shipped), 2005 vs. 2010 vs. 2013100%

Market Share of Smartphone OS

80% Other OS 60% iOS Android Windows Phone 40% BlackBerry OS Linux Nokia Symbian 20%

0% 2005 2010 201310

Source: 2005& 2010 data per Gartner, 2013 data per IDC.

英文版的2014年互联网趋势报告

Each New Computing Cycle= 10x> Installed Base than Previous Cycle

Source: Morgan Stanley Mobile Internet Report (12/09)

英文版的2014年互联网趋势报告

Advertising/ Monetization= Mobile Especially Compelling

英文版的2014年互联网趋势报告

Internet Advertising= Remains Strong...+16%...Mobile+47% to 11% of TotalGlobal Internet Advertising, 2008– 2013$125 Global Internet Advertising ($B)$100$86$76$75$62$64 15%$116 25%

$100

20% Y/Y Growth13

$50

10%

$25

5%

$0 2008 2009 2010 2011 2012 2013

0%

Desktop AdvertisingSource: PWC Global Entertainment& Media Outlook, 2013.

Mobile Advertising

Y/Y Growth

英文版的2014年互联网趋势报告

ARPU Upside for Facebook+ Twitter... Google ARPU= 6x Facebook...Facebook= 2x TwitterAnnualized Ad ARPU ($)& Mobile% of MAUAnnualized Ad ARPU ($) Q1:12 Q2:12 Q3:12 Q4:12 Q1:13 Q2:13 Q3:13 Q4:13 Q1:14

Google ($) Y/Y Growth

$37 9%

$37 6%

$38 6%

$43 14%

$42 14%

$41 11%

$41 10%

$46 8%

$45 8%

Facebook ($) Y/Y Growth Mobile% of MAU

$4.00$4.28$4.43$5.15$4.60$5.65$6.14$7.76$7.24 1% (2%) 7% 12% 15% 32% 39% 51% 57% 54% 57% 60% 64% 68% 71% 74% 77% 79%

Twitter ($) Y/Y Growth Mobile% of MAU

$1.29 90% --

$1.50 134% --

$1.64 108% --

$2.15 93% --

$1.97 52% --

$2.22 48% 75%

$2.65 61% 76%

$3.65 69% 76%

$3.55 80% 78%

Source: SEC Filings& Comscore. ARPU= Average Revenue per User, defined as annualized revenue per Monthly Active User (MAU). Google ARPU is calculated using Google’s gross revenue& Comscore unique visitors.

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