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INTERNETTRENDS@STANFORD-BASESKICKOFF12/3/2012MaryMeekerOutline1)BasicStats–InternetGrowthRemainsRobust,RapidMobileAdoptionStillinEarlyStages2)Re-Imagination–ofNearlyEverything3)Asset-LightGeneration–FromHandtoCloud&Back…RiseoftheSharingEconomy4)‘USA,Inc.’–ALottobeExcitedAboutinTech,aLottobeWorriedaboutinOtherAreas2BASICSTATS–INTERNETGROWTHREMAINSROBUST,RAPIDMOBILEADOPTIONSTILLINEARLYSTAGES3INTERNETUSERS4RankCountry2008-2012InternetUserAdds(MMs)2012InternetUsers(MMs)Y/YGrowthPopulationPenetration1China28253810%40%2India8813726113Indonesia395558234Iran3542205555Russia33706496Nigeria314815307Philippines283432358Brazil27886459Mexico194293710USA1824437811Argentina1728576812Egypt1730113813Colombia1425395414Turkey1335174715Vietnam1231735Top156731,44715%34%World9022,4068%34%Note:*Dataasof6/12,2.4BglobalInternetusersand8%Y/Ygrowthratebasedonthelatestavailabledata.Source:UnitedNations/InternationalTelecommunicationsUnion,internetworldstats.com.2.4BGlobalInternetUsersin2012*–8%Y/YGrowth*,DrivenbyEmergingMarkets5MOBILEUSERS6Note:*JapandataperMorganStanleyResearchestimate.Source:Informa.GlobalSmartphoneStats:Subscribers=1,142MMPenetration=17%Growth=42%1.1BGlobalSmartphoneSubscribers,42%Growth,Q4:12–@Only17%ofMobileSubscribers7RankCountryQ4:12SmartphoneSubs(MM)Smartphoneas%ofTotalSubsSmartphoneSubY/YGrowthRankCountryQ4:12SmartphoneSubs(MM)Smartphoneas%ofTotalSubsSmartphoneSubY/YGrowth1China27024%50%16SaudiArabia1531%38%2USA172485017Philippines1514383Japan*78651118Mexico1514554Brazil55203519Thailand1417435India4445220Turkey1319526UK35453121Malaysia1232237Korea32593522SouthAfrica1118268Indonesia2793623Argentina1119559France26383324Netherlands9473710Germany25231925Poland9163011Russia2294426Sweden8542412Spain18301427Egypt784013Italy16192828Iran785314Australia16504429Taiwan7248015Canada15553830HongKong64848MODERNMOBILEDEVICEEVOLUTION805001,0001,5002,0002,5003,0003,5004,000012345678910GlobalUnitShipments(000)QuartersAfterLaunchiPadiPhoneiPod05,00010,00015,00020,00025,00030,00035,00040,000012345678910GlobalUnitShipments(000)QuartersAfterLaunchiPadiPhoneiPod020,00040,00060,00080,000100,000012345678910GlobalUnitShipments(000)QuartersAfterLaunchiPadiPhoneiPodFirst10QuartersCumulativeUnitShipments,iPodvs.iPhonevs.iPadSource:Apple,asofCQ3:12(10quarterspostiPadlaunch).iPodsChangedMediaIndustry…iPhonesRampedEvenFaster…iPadGrowth(3xiPhone)Leaves“Siblings”inDust90100200300400500600700012345678910111213141516GlobalCumulativeUnitShipments(MM)QuartersAfterLaunchAndroidiPhone0100200300400500600700012345678910111213141516GlobalCumulativeUnitShipments(MM)QuartersAfterLaunchAndroidiPhoneAndroid‘Phone’AdoptionHasRampedEvenFaster–Nearly6xiPhoneFirst16QuartersCumulativeGlobalAndroid&iPhoneUnitShipmentsSource:Gartner,MorganStanleyResearch,asofQ3:12.10DespiteTremendousRampSoFar,SmartphoneUserAdoptionHasHugeUpside01,0002,0003,0004,0005,0006,000SmartphoneMobilePhoneGlobalUsers(MM)GlobalSmartphonevs.MobilePhoneUsers,2012ESource:MorganStanleyResearchestimates.Note:Oneusermayhavemultipledevices.Thereforethenumberofactualsmartphoneandmobilephonedevicesinuseislikelyhigherthantheuserdatashownhere.1BSmartphoneUsers5BMobilePhoneUsers11Impressive29%+ofUSAAdultsOwnTablet/eReader,Upfrom2%LessThanThreeYearsAgo%ofUSAAdultsWhoOwnTabletComputersoreReaders,4/09–1/12Source:PewResearchCenter,1/12.0%5%10%15%20%25%30%35%4/099/095/109/1011/105/118/1112/111/12USAAdultsthatowntabletcomputersoreReaders(%)29%2%12iPad=48%ofAmericanKidsWantOneforChristmasWhile36%WantaMini…Source:Nielsen,11/1213InterestinBuyinginNext6MonthsAmongUSAKidsAges6-124%6%8%9%14%14%16%18%19%19%20%20%21%25%26%28%29%29%31%31%33%36%36%39%48%0%10%20%30%40%50%60%AppleTVMicrosoftSurfaceOtherMobilePhoneSamsungGalaxy(NoteorTab)PlayStationMovePlayStationVitaAndroidSmartphonePlayStationPortableSmartTVKindleFireSmartphoneotherthaniPhoneNintendoWiiE-ReaderMicrosoftXbox360SonyPlaystation3NintendoDS/DSLite/DSi/DSiXLTabletComputerotherthaniPadNintendo3DS/3DSXLComputerKinectforXbox360iPhoneiPodTouchiPadMiniNintendoWiiUiPadMOBILEMOJO14GlobalMobileTrafficGrowingRapidlyto13%ofInternetTraffic0%5%10%15%12/086/0912/096/1012/106/1112/116/12%ofInternetTrafficGlobalMobileTrafficas%ofTotalInternetTraffic,12/08–11/121%in12/094%in12/1013%in11/12Source:StatCounterGlobalStats,11/1215InIndia,MobileInternetTrafficSurpassedDesktopInternetUsageinMay,2012-OtherCountriestoFollow…0%20%40%60%80%100%12/086/0912/096/1012/106/1112/116/12%ofInternetTrafficDesktopInternetMobileInternetIndiaInternetTrafficbyType,Desktopvs.Mobile,12/08–11/12Source:StatCounterGlobalStats,11/1216Source:Gartner,eMarketer,StrategyAnalytics.CAGRiscompoundannualgrowthrate.Note:Applehaspaid$6.5B$’stodevelopersasof9/12,implyinggrossappmarketrevenueof$9Bin4years;GoogleindicatedduringCQ3earningscallthatitexpects$8.0Bmobileadrevenuein2012E,upfrom$2.5Bin2011.$0$5$10$15$20$2520082009201020112012EMobileAd+AppsSpending($B)MobileAppsMobileAdvertisingGlobalMobileApp+AdvertisingRevenue,2008vs.2012E$19B$0.7BMobileMonetizationGrowingRapidly(67%Apps,33%Ads)17Mobiles+Tablets=24%ofOnl