Mary Meeker’s 2017 internet trends from the Code Conference.
Global Internet Trends = Solid User Growth… Slowing Smartphone Growth
1) Global Internet Users = 3.4B…Flat Growth +10% vs. 10% Y/Y…+8% vs. 8% Y/Y (ex. India)
2) Global Smartphone Shipments = Slowing +3% vs. +10% Y/Y
3) Global Smartphone Installed Base = Slowing +12% vs. +25% Y/Y
4) USA Internet Usage (Engagement) = Solid +4% Y/Y
Global Internet Users = 3.4B @ 46% Penetration… +10% Y/Y vs. +10%…+8% Y/Y vs. +8% (Ex-India)
Global Smartphone Unit Shipments = Continue to Slow… @ +3% Y/Y vs. +10% (2015) / +28% (2014)
Global Smartphone Installed Base = 2.8B… +12% Y/Y vs. +25% (2015) / +37% (2014)
Internet Usage (Engagement) = Solid Growth…+4% Y/Y… Mobile >3 Hours / Day per User vs. <1 Five Years Ago, USA
Online Advertising (+ Commerce) = Increasingly Measurable + Actionable
Ad Growth = Driven by Mobile
Online Advertising = Growth Accelerating, +22% vs. +20% Y/Y… Mobile $ > Desktop (2016) on Higher Growth, USA
Advertising $ = Shift to Usage (Mobile) Continues
Advertising $ = Internet > TV Within 6 Months, Global
Google + Facebook = 85% (& Rising) Share of Internet Advertising Growth, USA
Ad Measurability = Can Be Triple-Edged…
When Things Are Measured = People Don’t Always Like What They See… Users Don’t Always Like Data Collected
Advertisers = Like Measurable Engagement Metrics But… Some Find Measuring ROI Challenging (as with Offline)
Ad Blocking = Growth Continues…Especially in Developing Markets… Users Increasingly Opt Out of Stuff They Don’t Want
Leading Platform Ad Offerings = Rapidly Improving with Back-End Data + Front-End Measurement Tools + Targeted Delivery of Ads Users Increasingly Want
Leading Online Ad Platforms = Providing More Ways to Target + Measure Ads
See the full PDF below.
