meeker

Meeker releases "Internet Trends," says "wearable / driveable" computing is the future

Wednesday, May 29, 2013 - 12:45pm

Get ready for the next cycle in computing, which Mary Meeker calls "wearables / drivables / flyables / scannables."

Well-regarded tech analyst Mary Meeker (a partner at Kleiner Perkins Caufield & Byers) has released her always-anticipated Internet Trends report at the D11 conference (presented by The Wall Street Journal's D: All Things Digital in Rancho Palos Verdes, California).

She says consumers will soon adopt this "third cycle" technology (smartphones and tablets were the first two), driven by the need for "always on, constantly accessed" device usage: Her research reveals smartphone users reach to their phone about 150 times a day.

She offered an interestingly look at the shifting platform for Pandora usage. We know now over 75% of Pandora usage is on mobile devices. The KPCB report shows Pandora's "in-car/TV/applicance" usage (that is, non-desktop/smartphone/tablet), which is about 13% now, will likely surpass Pandora usage on PCs (about 21%) in the next two years (largely powered by Pandora car dashboard connections).

Interestingly, the growing adoption of tablet computing has been even more rapid than that of smartphones. The adoption of Apple's iPad is about three times that of the iPhone, Meeker reports, and shipments of tablets passed that of desktop/notebook PCs in the fourth quarter of last year. Apple is far and away the leader here (as opposed to the desktop/notebook segment).

You can see all the slides from Meeker's Internet Trends presentation here.

The smartphone disruption is just beginning, says Meeker

Thursday, December 6, 2012 - 1:25pm

Monday night former Wall Street analyst and now Kleiner Perkins venture capital partner Mary Meeker presented her latest report at an entrepreneurship event at Stanford.

Los Angeles Times coverage of the presentation summed it up as "Smartphones are huge. And as disruptive as smartphones have been, we're just at the start of that revolution."

Meeker says mobile devices now account for 13% of all Internet traffic. And the ratio of consumers' time spent with Internet and mobile media to the share of advertising on these media (see chart) reveals a $20 billion opportunity in the U.S. alone.

As ubiquitous as smartphones seem, just 1 in 5 mobile phones users around the world are smartphone users. That's huge upside for Apple, Google, Samsung -- and maybe even other carriers, and lots new potential mobile customers for publishers.

Last fall (here) Meeker demonstrated how quickly the mobile Internet is growing worldwide, and she predicted that audio-based technologies represent "the next big thing."

See all of Meeker's slides from her latest presentation here; and Los Angeles Times coverage here.

Mary Meeker's annual Internet Trends report: We're goin' mobile!

Thursday, May 31, 2012 - 12:10pm

Mary Meeker's annual "Internet Trends" report is out, and it appears the sun is shining on mobile (including revenue). Meeker, of venture capital firm Kleiner Perkins Caufield & Byers, every year reports on the Internet's global population and key trends. You can see the slides from yesterday's presentation of the report at the D10 conference here.

Mobile now accouts for 10% of Internet traffic, according to the report, up from 1% in December of 2009. "And with this growth comes cash," writes The Washington Post, "with mobile monetization 'growing rapidly'... And when it comes to getting the biggest bang for your advertising buck, the Web — particularly mobile — is where advertisers should turn." 

Of note, global shipments of Android phones have grown four times faster than iPhones over the past 13 quarters. And as much as we like to focus on smartphones (there are 953 million smartphone subscriptions), it's still a "feature phone" world, with 6.1 billion subscriptions worldwide.

Also interesting: 29% of U.S. adults own a tablet. Sales of Apple's iPad are growing at three times the pace of the Apple iPhone.

Again, check out the presentation slides here.

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