Mary Meeker’s 2016 Internet Trends Report: All The Slides, Plus Analysis
Yes its that time of year again where internet “guru” Mary Meeker puts out her yearly predictions for the future of the world and the tech media ogles over it – anyway since it is part of media culture we are obliged to deviate from this time honored American tradition – so without further to do see the video with Meeker, a short summary of the text from ReCode and then the full 213 pages of slides (take that Bill Ackman) below!
As recode Yes, it is a slide deck, but it’s also one of the most eagerly anticipated collections of facts in Silicon Valley. Mary Meeker is ready with her 2016 internet trends report, which she is delivering today at this year’s Code Conference.
At 213 pages, there’s a ton of data, but here are our Top 3 takeaways.
1) The internet itself is seeing slowing growth. In the past two decades, the internet economy was affected by macroeconomic trends, but it was external issues like the housing crisis and the financial crisis that were driving the slowdown. Now it is global internet growth itself that is slowing down.
2) Typing text into a search bar is so last year. In five years, at least 50 percent of all searches are going to be either images or speech.
3) The home screen has acted as the de facto portal on mobile devices since the arrival of the iPhone and even before. Messaging apps, with context and time, have a chance to rival the home screen as the go-to place for interaction.
Mary Meeker’s annual Internet Trends report key highlights
The 2016 edition of Mary Meeker’s annual Internet Trends report covers today’s Internet growth and an in-depth look at the following:
- Global Internet users have surpassed 3B; India has supplanted the US as the world’s second-largest Internet market.
- Internet user growth remains consistent (led by acceleration in India), while smartphone user and shipment growth have slowed.
- In the face of a slowing global economy, key macro growth drivers from the past 2 decades are less certain.
- Internet advertising (particularly via mobile) continues to grow, but so does ad-blocking, pushing the envelope on development of more innovative ad formats.
- New online-first brands have rapidly grown in popularity for the millennial generation with their focus on omni-channel and personalized distribution strategies.
- In communication, video and images shared are growing as a means of storytelling; creators, consumers, and advertisers are taking part.
- Messaging has evolved from simple, expressive conversation to business-focused use cases, with Asian platforms often leading the way.
- More efficient and often more convenient than typing, voice-based interfaces are ramping quickly and creating a new paradigm for human-computer interaction.
- Transportation is being re-imagined, as the rise of car computerization, autonomous driving, and sharing transform our understanding of mobility.
- Looking to China, Internet leadership continues, as the country boasts global innovation powerhouses in e-commerce, messaging, travel, financial services, and on-demand transportation.
- The proliferation of data generated by a multitude of devices has fostered tremendous business opportunity, but privacy concerns abound.
