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 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%.


Web/social media ETFs: PNQI, SOCL, FDN

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Comments (6)
  • Island_Dweller
    , contributor
    Comments (683) | 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 (3005) | Send Message
    forgot to do your due diligence?!
    29 May 2014, 09:36 AM Reply Like
  • Bullmarketcall
    , contributor
    Comments (2112) | 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 (6) | 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 (263) | 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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