Economy + Internet Trends 2009; iPhone/iPod Touch Fastest Growing Platform Ever

Mary Meeker, Scott Devitt & Liang Wu [1.5MB PDF]:

Mary Meeker, Scott Devitt & Liang Wu [1.5MB PDF]:

Financial Market + Economy Update / Dashboard

1. Financial Markets Have Rebounded, Technology Sector = Relatively Impressive.
2. Leading Economic Indicators Seem to Have Turned Corner, Coincident / Lagging Indicators Still Weak.

Mobile = Incremental Driver of Internet User / Usage Growth

1. Mobile Internet Usage Is and Will Be Bigger than Most Think.
2. Apple Mobile Share Should Surprise on Upside Near-Term.
3. Next Generation Platforms (Social Networking + Mobile) Driving Unprecedented Change in Communications + Commerce.
4. Mobile in Japan + Desktop Internet Provide Roadmaps for Mobile Growth + Monetization.
5. 3G Adoption / Trends Vary By Geography.
6. Carriers in USA / W. Europe Face Surging Network Demand But Uncertain Economics.
7. Regulators Can Help Advance / Slow Mobile Internet Evolution.
8. Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth.

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