Thursday, November 9, 2006

Mary Meeker: Not So Meek


Mary Meeker of Morgan Stanley presented some great data today at the Web 2.0 Summit today. Last year, her talk was the highlight of the conference, and this year's presentation does not disappoint. Take a look!

The slides: The State of the Internet, Part 3

Comments:

  • It looks like the hard work that went into the Internet Bubble is finally starting to pay off. At least, for a few of the best companies, as it should be.

  • In public markets, about 2% of technology companies have created about 100% of net wealth. This is not Pareto's 80/20 principle. Expect the love to be shared more over the next few years.

  • About 60% of Internet traffic may be P2P file sharing of unmonetized video. No surprise here. Videos are huge, easy to rip, and easy to distribute. Don't expect this to change.

  • Mobile data services revenue ~$20B -- comparable to online ad revenue. Supports what I was saying in my article on Version.

  • Mobile: 2.5G and 3G Subscribers projected to be close to 2B in 2009. Big market? Um, yeah.

  • LOTS of room for Internet Ad Revenue opportunities. I would expect a big drop in Direct Telephone with a movement to Internet / Online in next 3 years.

  • It's no surprise that Microsoft has moved to selling their own audio hardware with the Zune. Apple showed them that the big money is made on the hardware devices ($14B in CQ3:06) and not in the sale/distribution of audio/video through iTunes ($1.8B in CQ3:06).


Richard MacManus does a nice summary with additional points.


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