Internet Trends

Mary Meeker, Scott Devitt, Liang Wu: 1.2MB PDF.

Henry Blodget comments:

Some key points:

The iPad is one of the fastest-selling gadgets of all time (1mm in 28 days)

Android smartphone shipments almost now equal iPhone shipments (Apple's app leverage may disappear fast)

Global 3G wireless penetration just hit 20%, which is usually the inflection point to very rapid growth

Mobile app and search usage is up 2X year over year

iPad Internet usage is more similar to desktop usage than smartphone usage (more pageviews)

Japan shows the potential for mobile advertising: Japan mobile ad spending now $11/user, up from $1 per user six years ago.

Japan shows potential for mobile commerce: 19% of Rakutan's sales now from mobile.

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