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1/ Mary Meeker's 2019 Internet Trends is now out
You can find it here: file:///Users/ryanreeves/Downloads/44c7bad_Internet_Trends_2019%20(11).pdf
I'll be going through it and adding to this thread...
You can find it here: file:///Users/ryanreeves/Downloads/44c7bad_Internet_Trends_2019%20(11).pdf
I'll be going through it and adding to this thread...
2/ First year of declining new smartphone shipments
2017 = 0% growth
2018 = -4% growth
2017 = 0% growth
2018 = -4% growth
3/ Asia-Pac has the most potential with 53% of global internet users but only 48% penetration.
EMEA looks interesting with only 32% penetration.
EMEA looks interesting with only 32% penetration.
4/ China, India and the US make up 41% of total internet users
5/ E-commerce is still only 15% of US retail sales
6/ Freemium is great for conversion.
Spotify LTV/CAC: 3
Zoom LTV/CAC: 3.7
Spotify LTV/CAC: 3
Zoom LTV/CAC: 3.7
7/ A ton of private funding.
8/ Instagram and YouTube are growing the most for repeat daily usage
9/ Voice is taking off.
Amazon Echo base increased from ~ 31 million to about 45 million in one year.
Amazon Echo base increased from ~ 31 million to about 45 million in one year.
10/ Some outrageous numbers for Twitch
~ 25 million streaming hours
~ 4 million active broadcasters
~ 1 million peak concurrent viewers
~ 25 million streaming hours
~ 4 million active broadcasters
~ 1 million peak concurrent viewers
11/ Cloud only makes up 22% of enterprise workloads
12/ Social media usage is decelerating.
13/ Cyberattack stats.
14/ On-demand platform workers are increasing.
15/ Remote workforce apps that are growing the fastest.
16/ Top Coursera courses
1. Machine learning
2. Learning how to learn
3. Science of well-being
1. Machine learning
2. Learning how to learn
3. Science of well-being
17/ 4% non-degree unpaid learner completion rate for online courses. Sounds about right...
18/ The P&L for the USA
Revenue: $3.33 trillion
Expenses: $4.11 trillion
-23% net margin
Biggest driver of revenue: individual income taxes
Biggest driver of expenses: entitlements
Revenue: $3.33 trillion
Expenses: $4.11 trillion
-23% net margin
Biggest driver of revenue: individual income taxes
Biggest driver of expenses: entitlements
19/ Growing number of genomic tests ~ 11 million in 2018
20/
Summary:
- Smartphone usage has peaked
- Internet usage is growing but people are becoming more mindful
- E-commerce & cloud are still early
- Digital engagement is growing (ex. - streaming)
- Freemium is lowering CAC
- Healthcare is a burden on the US
Summary:
- Smartphone usage has peaked
- Internet usage is growing but people are becoming more mindful
- E-commerce & cloud are still early
- Digital engagement is growing (ex. - streaming)
- Freemium is lowering CAC
- Healthcare is a burden on the US
You can either copy-paste that link or go to the site (it loads more slowly): bondcap.com/report/itr19/
