Mary Meeker’s Internet Trends report is one of the most eagerly anticipated collections of facts Globally.
Here we summarize the 355 page 2017 Internet Trends Report into key takeaways:

GLOBAL INTERNET TRENDS

• Solid Internet users growth numbers, but slowing Internet user growth at a flat rate of 10% yoy
• Global Smartphone shipment growth rate is slowing at 3% yoy
• People are spending more and more time online. >3 hours a day per user. The maximum increase has been on Mobile devices.

ONLINE ADVERTISING

• More measurable and actionable than ever.
• Mobile advertising is growing at 22% yoy
• Internet Ad Spend has crossed the TV Ad Spend
• Ad blockers have been rapidly growing both on desktop and Mobile. Users increasingly opt out of stuff they don’t want.
• Advertisers are increasing Ad efficiency. Right [email protected] time.

E-COMMERCE

• Online retail sales accelerating in USA at 15% yoy
• Real Time online customer conversions are rising rapidly.
• Personalized recommendations, augmented reality are boosting sales.
• Retail stores closing at a record high.
• Amazon is becoming a leading supplier of consumer products like baby wipes and batteries in the USA.

GAMES

• 2.6 Billion gamers, Revenues at $100 B growing 9% yoy. Still early days.
• Average age of a gamer is 35 years
• Machine Learning fine tuning the difficult to keep the users engaged.
• Daily time spent on Games is more than the Facebook ecosystem.
• Gaming Development tools and platforms are growing rapidly and speeding up the game development process.
• Online multiplayer gaming is evolving rapidly
• Esports are expanding the gaming ecosystem by engaging fans/spectators

MEDIA

• Size of Catalog and New music discovery are most important to users
• Free Trial and Ad free are the top two paid service conversion mediums
• Subscription and Stream > Download and play > Physical media
• Videos ramping up across all social media platforms
• Digital subscriptions are rising owing to massive user experience improvements.

CLOUD

• Private and Public Cloud adoption is rapidly increasing against private data centers.
• AWS is the largest cloud service provider with ~57% market share. Azure, Google, and IBM follow. Also growing rapidly.
• Data Security, cost uncertainty and vendor lock in biggest concerns to not to migrate to the cloud.
• Enterprise software migrating from On-prem to cloud and mobile based solutions. More emphasis on design and user experience than ever.
• Cyber threats and security issues rising. 94% of the Cloud apps are not enterprise ready.

INDIA

• 355 Mn Internet users, 28% growth, and 27% penetration. Strong Growth.
• #1 market for Android users time spend and Google play store downloads
• Smartphone cost and wireless data cost declining rapidly.mMontly data consumed 9x yoy.
• Broadband subscribers growing at 85% yoy
• 80% of Internet used is on mobile. Global average is 50%
• Government supporting online. Aadhar, eKYC, Payments.
• Paytm registered users at 215 Million.
• UPI monthly transaction volume at $359 Million. Leadership focussed on pro Digital policies.
• Indian Entertainment: Mobile time spent is 7x of TV
• #1 in K12 school system enrolled students @ 250 M. High demand for after school education. Low average age of schooling.
• <20% Insurance penetration with high demand. 90% expenditure is out of pocket.
• Online Health hubs and marketplaces for Direct to the consumer and hyperlocal fast emerging.

CHINA

• China’s service sector contributes to 52% of the GDP led by technology companies.
• China has ~700 Mn Internet users growing at 12% yoy. 30% yoy growth of Internet usage outpacing user growth.
• Ecommerce + Games fueling the Internet spend time.
• China #1 market in the world for game revenues
• China is #1 globally with 67% market share for on-demand market transportation.
• Mobile payment volume > $5000 B. Alipay 54%, WeChat 40% market share.
• E-commerce strong growth @24% yoy. @681 B GMV ,71% Mobile
• B2C Ecommerce at 15% of retail sales, growing faster than peers globally.
• China online advertising revenue growing 30% yoy @ $40 B

HEALTHCARE

• Rapid growth in Sources of Digital Health Data. Consumer Health and wellness data growing rapidly ~48% yoy.
• ~25% Americans own a wearable, 12% yoy
• Health and Fitness App Downloads, 5% yoy in the US, 15% growth yoy ROW
• Medical Research and knowledge doubling very 3.5 years
• Accumulation of Genomic data has led to 19x increase in genomic knowledge
• Healthcare is at a Digital Inflection point globally.

COMPANIES

• 40% of top 20 companies globally are tech companies, up from 20% in 2012. Combined market cap $7200 B
• Global tech Financing is strong, M&A robust growth.
• Compute Power and Human potential are the biggest growth drivers in this day and age.

Full Report Here:

[slideshare id=76530316&doc=internettrends2017report-170531162415]