Mary Meeker’s Annual Internet Trends

Mary Meeker is a badass researcher, famous in some circles. Her annual internet trends report is understood to be a sort of “State of Affairs.” She’s known for covering a huge breadth of research every year in under 20mins (she advertises “1 trend/minute” but runs over a little :-) She presented her 2012 findings in June at the All Things D Conference.

I became of her work through my own work—my former colleagues at O’Reilly Media and I produced this video of her at the 2011 Web 2.0 Summit.

A year later, it’s clear that her analysis is spot-on.

Anyway, tonight at Stanford, BASES, Meeker updated her 2012 presentation to include year-end trends. It’s a fast-moving world, and a lot happens in 6 months. Fascinating stuff (if you give a shit, which I do :-), including…

  • 78% of the US is online, compared to 45% of Brazil and 37% of Mexico
  • Nine nations (including ones I wouldn’t expect, like Belgium and Japan) have national debts that exceeding that of the US.
  • global mobile Internet traffic is 13% of overall Internet traffic, up 10% from earlier this year (plus a whole lotta people went mobile for Black Friday :-)
  • iOS + Android = 45% of Operating System Global Market Share, leaving 35% to Windows
  • The adoption rate of Android phones in the first 16 quarters after launch is 6 x’s that of iPhones, selling more than 600 million handsets compared with Apple’s 100 million
  • Tablet growth leaves smart phone Growth in the dust (3 x’s as fast), which had dusted iPod growth

Below the full presentation is embedded. I combed through these 88 slides with great curiosity, but you may want to just check out other summaries like the coverage from CNET, VentureBeat, or TechCrunch.

2012 KPCB Internet Trends Year-End Update from Kleiner Perkins Caufield & Byers