Internet Trends 2019 by Mary Meeker

June 11, 2019
https://www.bondcap.com/report/itr19/

INTERNET USERS = > 50% GLOBAL PENETRATION… NEW GROWTH REMAINS HARDER TO FIND

E-COMMERCE + ONLINE ADVERTISING = SOLID… BUT SLOWING GROWTH

           Effective + Efficient Marketing = One’s Own Product + Happy Customers + Recommendations

           The most important thing is to make sure the existing customer [is] happy rather than chasing after new prospects.

INTERNET USAGE = SOLID GROWTH… DRIVEN BY INVESTMENT + INNOVATION

           Internet / Technology Businesses = USA-Based Innovation Remains Robust…

           Internet / Technology Businesses = Non-USA-Based Innovation Remains Robust… Data-Driven / Direct Fulfillment, Financial Services Growing Rapidly…

           Usage = Images… Increasingly Relevant Way to Communicate

           Usage = Interactive Gaming… Increasingly Relevant Way to Communicate

FREEMIUM BUSINESS MODELS = GROWING & SCALING… STILL EARLY DAYS IN ENTERPRISE / CONSUMER

           Freemium Business Model Evolution = Gaming → Enterprise → Consumer

           Freemium Business Model Enabler = Cloud Deployment…

           Freemium / Subscription Business Model Enabler = Efficient Digital Payments

DATA GROWTH = CHANGING WAYS THINGS WORK… RAPIDLY & GLOBALLY

           Data Volume + Utilization = Evolving Rapidly / Broadly

           The data-driven world will be always on, always tracking, always monitoring, always listening & always watching – because it will be always learning.

           Traditional paradigms will be redefined (like vehicle or white goods ownership) & ethical, moral & societal norms will be challenged…

INTERNET USAGE = THERE ARE CONCERNS…THERE IS GOODNESS

           Usage Concern = Overload, Privacy, Problematic Content / Activity

           Open Internet = Can Be Messy, But Effective… Consumer / Business / Regulators = Key to Work Together to Amplify Good + Minimize Bad

WORK = STRONG ECONOMIC INDICATORS… INTERNET-ENABLED SERVICES / JOBS HELPING

           On-Demand Work = Creating Internet-Enabled Opportunities + Efficiencies

           Remote Work = Creating Internet-Enabled Work Opportunities + Efficiencies

ONLINE EDUCATION = BIG NUMBERS + BIG GROWTH

IMMIGRATION = IMPORTANT TO USA TECHNOLOGY LEADERSHIP

HEALTHCARE (USA) = DIGITAL IMPACT EXPANDING ACROSS ECOSYSTEM

           Healthcare Innovation = Internet Leaders Building Capabilities

CHINA INTERNET = INNOVATIVE PRODUCTS + BUSINESSES

           China Internet User / Usage Trends = Robust Usage Growth Primarily Driven by Short-Form Video

           China Innovation = Games Driving Transformation of… Payments / E-Commerce / Retail / Education