1、INTERNET TRENDS 2015 CODE CONFERENCE Mary Meeker May 27, 2015 2 1) Internet Two-Thirds of a Generation In. 2) Key Internet Trends 3) Re-Imagining Continues. 4) Americas Evolving Work Environment. 5) Big Internet Markets = China / India 6) Public / Private Company Data 7) One More Thing. 8) Ran Outt
2、a Time Thoughts / Appendix Outline INTERNET TRENDS TWO-THIRDS OF A GENERATION IN. TWO-THIRDS OF NEXT GENERATION OUT. 4 Internet Users 1995 2014. 1% to 39% Population Penetration Globally Source: Euromonitor, ITU, US Census. 10% 23% 28% 19% 21% USA China Asia (ex. China) Europe Rest of World 1995 35M
3、M+ Internet Users 0.6% Population Penetration 2014 2.8B Internet Users 39% Population Penetration 61% 0% 12% 22% 5% 5 Mobile Phone Users 1995 2014. 1% to 73% Population Penetration Globally Source: Informa, World Cellular Information Service (WCIS). Assumes in 1995, one mobile phone subscription per
4、 unique user (no duplication). Note: In 2014, user base per KPCB estimates based on Morgan Stanley Research and ITU data. Smartphone users mobile subscribers based on number of connections time spent with each medium includes all time spent with that medium, regardless of multitasking. 0.2 0.3 0.4 0
5、.3 0.3 0.3 0.3 0.4 2.2 2.3 2.4 2.6 2.5 2.3 2.4 2.4 0.3 0.3 0.4 0.8 1.6 2.3 2.6 2.8 2.7 3.0 3.2 3.7 4.3 4.9 5.3 5.6 0 1 2 3 4 5 6 2008 2009 2010 2011 2012 2013 2014 2015YTD Hours per Day Mobile Desktop / Laptop Other Connected Devices 42% of Total 7% of Total 51% of Total 80% of Total 9% of Total 12%
6、 of Total 15 Advertising time spent with each medium includes all time spent with that medium, regardless of multitasking; for example, 1 hour of multitasking on desktop/laptop while watching TV is counted as 1 hour for TV and 1 hour for desktop/laptop. 4.4 4.6 4.6 4.5 4.4 4.3 0.4 0.3 0.3 0.3 0.3 0.
7、4 2.4 2.6 2.5 2.3 2.4 2.4 0.4 0.8 1.6 2.3 2.6 2.8 7.6 8.2 9.0 9.4 9.6 9.9 0 3 6 9 12 2010 2011 2012 2013 2014 2015 Hours per Day Mobile Desktop / Laptop Other Connected Devices TV Vertical screens (29%) Horizontal screens (71%) .Vertical Viewing = 29% of View Time (Multi-Platform) vs. 5% Five Years
8、Ago, USA. 25 .Full-Screen Vertical Video Ads on Snapchat = 9x Higher Completion Rate vs. Horizontal Mobile Video Ads Source: Snapchat. Completion rate compared against industry standard horizontal ads, as measured by Nielsen. Image: Sprinkr blog, news sources. 26 Mobile Usage Evolved Rapidly. Text I
9、mages Videos All of Above. Buy Buttons Likely to Appear Just as Seamlessly RE-IMAGINING CONTINUES 28 Re-Imagining Enterprise Computing = Changing Business Process One Segment at a Time 29 Tweet from Aaron Levie. 30 While Consumer Internet Entrepreneurs Often Pursue Personal Passion. Enterprise Inter
10、net Entrepreneurs Often Pursue Prior Company Pain Points 31 Business Communications. Slack Stewart Butterfield Source: Slack, KPCB. Image: TVC Net support website (left), NY Times (right). THEN Email / Semi-Inflexible Messaging Tools NOW Slack Can reduce internal email traffic materially 32 Offline
11、Payments. Square Jack Dorsey / Jim McKelvey Source: Square. Image: Square (left and right). THEN Difficult to Set Up / Process Offline Payments NOW Square Allows merchants to accept credit card payments via their existing smartphone or tablet & run a sophisticated point of sale system 33 Online Paym
12、ents. Stripe Patrick Collison / John Collison Source: Stripe, 5/15. Image: Stripe (left and right). THEN Difficult to Set Up / Process Online Payments NOW Stripe Can dramatically reduce payment integration time for developers and allow them to take advantage of modern APIs, compared with time requir
13、ed to deploy traditional merchant account Stripe Alipay flow Kickstarter payment flow 34 Business Analytics. Domo Josh James Source: Domo. Image: Omvana (left), Domo (right). THEN Data Overload Without Easy Access for Execs NOW Domo Improved access to real-time data can help users save time & improv
14、e decision making 35 Document Signing / Transaction Management. DocuSign Tom Gonser Source: DocuSign. Image: Good Marketplace (left), PaperlessC (right). THEN Paper-Based Signatures NOW DocuSign Can reduce transaction costs & improve transaction times 36 Customer Communication. Intercom Eoghan McCab
15、e Source: Intercom. Image: Intercom (left and right). THEN Disconnected Point Solutions NOW Intercom In-app messages can be more engaging (based on reply rates) than traditional email marketing products 37 Customer Success. Gainsight Nick Mehta Source: Gainsight. Image: Salesforce (left), Gainsight
16、(right). THEN Transactional Sales Process with High Churn NOW Gainsight Typically improves net revenue retention 38 Customer Service. Directly Antony Brydon Source: Directly. Image: JaimeO (left), Directly (right). THEN In-House Support Center NOW Directly Can reduce customer response times & improv
17、e customer satisfaction 39 Human Resources. Zenefits Parker Conrad Source: Zenefits. Image: McBrayer (left), Zenefits (right). THEN Paper Files & Insurance Brokers NOW Zenefits Manages $700MM+ in annual benefits premiums across 10K customers in 48 states vs. traditional brokers which typically work
18、within a single state 40 Enterprise Planning & Performance Optimization. Anaplan Frederic Laluyaux Source: Anaplan. Image: The Oligarch (left), Anaplan (right). THEN Microsoft Excel NOW Anaplan Can improve ROI for customers that have replaced legacy planning solutions & spreadsheet-based processes 4
19、1 Recruiting. Greenhouse Daniel Chait Source: Greenhouse. Image: Market Wired (left), Greenhouse (right). THEN Reactive / Complex. Only Used by Recruiters NOW Greenhouse Can improve time-to-hire & decrease overall hiring costs 42 Background Checks. Checkr Daniel Yanisse Source: Checkr. Image: Nation
20、al Federation of Independent Business (left), Checkr (right). THEN Manual / Time Consuming Background Screenings NOW Checkr Typically reduces background check turnaround times 43 Employee Knowledge / Training. GuideSpark Keith Kitani Source: GuideSpark. Image: GuideSpark (left), GuideSpark (right).
21、THEN Static Hardcopy Manuals NOW GuideSpark Can reduce Human Resource support time & increase employee benefits plan participation 44 Visitor Management. Envoy Larry Gadea Source: Envoy. Image: APT Research (left), Envoy (right). THEN Sign-In Sheets NOW Envoy Over 1MM visitors checked-in across 1,00
22、0 companies worldwide since May 2013 45 Ten Years from Now, When We Look Back at How This Era of Big Data Evolved. We Will Be Stunned at How Uninformed We Used to Be When We Made Decisions Billy Bosworth, DataStax CEO (2015) 46 Re-Imagining Messaging. With Lots of Improvements / Change / Growth Ahea
23、d 47 Messaging Apps = Top Global Apps in Usage + Sessions 6+ of Top 10 most used apps globally = Messaging Apps Messaging Apps significant app sessions Source: Quettra, Q1:15. Data ranked based on usage. Quettra analyzes 75MM+ Android users spread out in more than 150 countries, collecting install and usage statistics of every application present on the device. Q1:15 data analyzed three months of data starting from 1/1/15. Data excludes Google apps and other commonly pre-installed apps to remove biases. Only apps with 10K+ installs worldwide and 100+ DAU are counted.
