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Meeker's 2014 report touches on mobile growth, Google/Facebook ARPUs

  • Whereas smartphone penetration in the 15 biggest developed markets was at 65% at the end of 2013, it was only 23% for the 15 biggest emerging markets, notes Mary Meeker in a mobile-centric 2014 Internet Trends Report.
  • Global smartphone penetration has reached 22%, well above 11% penetration for laptops and 10% penetration for desktops. Tablets are still only at 6%, and mobile phones in general at 73%. There were 2.61B global Web users at the end of 2013, and 1.79B smartphone subs.
  • Mobile made up 25% of Internet traffic as of May 2014, up from 15% a year ago and 10% two years ago. Asia and Africa are respectively at 37% and 38%. Mobile accounts for over 1/5 of online video time (favorable for YouTube).
  • Internet ad sales grew 16% last year to $116B. Google (GOOG) had a Q1 annualized ad ARPU of $45 (up $3 Y/Y), dwarfing Facebook's (FB) $7.24 (up $2.84), and Twitter's (TWTR) $3.55 (up $1.58). Mobile is estimated to account for 20% of media time spent, and just 4% of ad sales. For Internet, the figures are 25% and 22%.
  • Other details: 1) Tech firms account for 19% of the S&P 500's market cap - up from 11% 20 years ago, but well below a Dot.com bubble peak of 35%. 2) Web-connected TVs made up nearly 40% of 2013 shipments, up from <10% in 2010. 3) Facebook made up 21% of social media referral traffic in March (per Shareholic), and Twitter just 1%.
  • Tech ETFs: XLK, VGT, TECL, IYW, ROM, TDIV, TECS, IGM, RYT, QTEC, PSCT, FTEC, FXL, REW, MTK, PTF
  • Web/social media ETFs: PNQI, SOCL, FDN
     
Comments (6)
  • Island_Dweller
    , contributor
    Comments (477) | Send Message
     
    FB the clear winner in social media as it should be given the head start and effective platform acceptance worldwide. I think TWTR being a younger company has plenty of room to grow. I don't see it staying at 1% for the last data point.
    28 May 2014, 07:26 PM Reply Like
  • maalem666
    , contributor
    Comments (7) | Send Message
     
    I stopped trusting Mary meeker since she gave a whole presentation about Nokia being the telephone company of the century!!
    I followed her advice and lost a substantial amount of money
    29 May 2014, 06:55 AM Reply Like
  • Shaduc
    , contributor
    Comments (1831) | Send Message
     
    forgot to do your due diligence?!
    29 May 2014, 09:36 AM Reply Like
  • Bigisbetter
    , contributor
    Comments (935) | Send Message
     
    Twitter is FB 3 years younger.
    So in 3 years Twitter achieves FB growth.
    In less time Twitter finds ways to monetize like FB.
    29 May 2014, 08:33 AM Reply Like
  • papaduckduck1
    , contributor
    Comments (5) | Send Message
     
    Mark Zuckerberg will shortly be the richest man in the world!!!!
    29 May 2014, 12:37 PM Reply Like
  • C.N
    , contributor
    Comments (222) | Send Message
     
    Meeker, is this is the same Meeker from Morgan Stanley who used to build up dotcom stocks???????
    1 Jun 2014, 10:33 AM Reply Like
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