Mary Meeker’s 2015 Internet Trend Report via KPCB
Global Internet User + Smartphone Subscription Growth = Good, But Growth Rate Continues to Slow
- Internet User Growth = Solid, But Slowing
@ 2.8B, +8% in 2014 vs. +10% in 2013, +11% in 2012
Net New User Additions = ~Flat @ ~200MM in 2014 / 2013 / 2012
China Users = +7%, USA = +2%, India = +33%, Japan = Flat, Brazil = +4%
- Smartphone Subscription Growth = Strong, But Slowing
@ 2.1B, +23% in 2014 vs. +27% in 2013, +65% in 2012
Net New Sub Additions = ~Flat @ ~370MM+ in 2014 / 2013
China Subs = +21%, USA = +9%, India = +55%, Japan = +5%, Brazil = +28
…Incremental Internet + Smartphone Users = Harder to Garner Owing to Dependence on Developing Markets
Developing Markets Tend to Have Lower GDP per Capita / Spending Power / Infrastructure
What can past market crashes teach us about the current one?
The markets have largely recovered since the March selloff, but most would agree we're not out of the woods yet. The COVID-19 pandemic isn't close to being over, so it seems that volatility is here to stay, at least until the pandemic becomes less severe. Q2 2020 hedge fund letters, conferences and more At the Read More
$44K = Average GDP Per Capita…
In 5 Countries with >50MM Population & ~ / >50% Smartphone Sub Penetration…
USA / Japan / Germany / UK / France
$13K = Average GDP Per Capita…
In 16 Countries* with >50MM Population & ~ / < 50% Smartphone Sub Penetration…
China / India / Brazil / Indonesia / Russia / Mexico / Philippines / Thailand / Italy / Turkey / Nigeria / Vietnam / Egypt / Iran / Pakistan / Myanmar
Global Internet Usage (Data Traffic) Growth Strong = +21% Y/Y Aided by Mobile + Video
Consumer Internet Traffic, Global = +21% in 2014 vs. +24% in 2013, +31% in 2012
Consumer Internet Video Traffic, Global = 64% of consumer traffic in 2014 vs. 62% in 2013, 57% in 2012
Mobile Data Traffic, Global = +69% in 2014 vs. +81% in 2013, +70% in 2012
Mobile Video Traffic, Global = 55% of mobile traffic vs. 52% in 2013, 50% in 2012
Mary Meeker – Cyber Attacks = Growing in Size / Complexity / Risk
Cyber Attacks = Growing Bigger / Faster…
- Insider Misuse = Significant Cause of Breaches
>20% of breaches come directly from insiders with malicious intent. In most breaches, attackers have foothold within internal networks & spread / steal data through privilege abuse / credential misuse.
- Mobile Devices = Increasingly Used to Harvest Data
Adware grew 136% to 410,000 apps between 2013 and first three quarters of 2014, giving attackers access to personal information such as contacts, which can subsequently be used to launch phishing attacks.
- Mobile Device Management = Critical in Preventing Breaches
22% of breaches reported by network security decision makers involve lost / stolen devices.
- Human Focus = Critical in Preventing / Remediating Attacks
Despite abundance of security products, breach response typically takes months. ~4 of 5 organizations don’t update their breach response plans to account for changing threat landscape and corporate processes. With proper technology, threat intelligence & expertise, detection to response times has been reduced by >90%.
- Security Skills = Biggest Gap in Enterprise Security Programs
Despite large investments in security technologies, lack of skilled experts continues to result in breaches. At least 30% of organizations cite a ‘problematic shortage’ of each of following: 1) cloud computing and server virtualization security skills; 2) endpoint security skills; 3) network security skills; 4) data security skills; 5) security analytics / forensic skills.
- Disclosures of Breaches = Coming from Outside Sources
In 69% of breaches, victim did not detect attack on own – they were notified by third party (like the press, law enforcement, etc.). This is forcing victims to disclose breaches outside their preferred terms / timing.
See full slides from Mary Meeker below.