Each year, Mary Meeker unveils her fascinating Internet Trends presentation. And each year, her insights are inestimable and eagerly awaited.
But each year, I have a problem with her slides. As a presentation designer, I find them rough and busy. To the point it makes them hard to understand.
So this year, here’s my humble attempt at redesigning them !
2. Each year, Mary Meeker unveils
her fascinating Internet Trends
presentation.
And each year, her insights
are inestimable and eagerly
awaited.
Picture from kpcb.com/partner/mary-meeker
12. Remain Optimistic About Mobile Ad Spend Growth
Print Remains Way Over-Indexed
Source: Advertising spend based on IAB data for full year 2013. Print includes newspaper and magazine. $30B+ opportunity calculated
assuming Internet and Mobile ad spend share equal their respective time spent share. Time spent share data based on eMarketer 7/13
(adjusted to exclude outdoors/classified media spend). Arrows denote Y/Y shift in percent share. 15
38%
45%
25%
22%
20%
4%
12%
10%
5%
19%
Time Spent
Ad Spending
TV Internet Mobile Radio Print
Underspending on Internet and Mobile
~30B+ opportunity in USA
x3.8x0.8x0.2x0.9x1.2
13.
14. Embrace the Internet Trifecta
55
Critical Mass of Content + Community + Commerce
Content
1
Provided by
Consumers & Pros
Community
2
Context & Connectivity
Created by & for Users
Commerce
3
Products Tagged & Ingested
for Seamless Purchase
15.
16. * USA ranks behind Luxembourg/Switzerland/Norway.
Source: OECD Programme for International Student Assessment, 2011 & 2012. The Institue for College Access & Success, 2014. Consumer
Financial Protection Bureau. “Voice of the Graduate”, McKinsey/Chegg. 25
Education Facts (USA)
It is expensive
Secondary School Costs
4th/32 among OECD Countries
for expenditure per student*
71% of 4-year college grads
$30K Average Student Loan Debt
$1T+ Total Debt
(more than credit card & auto loan debt)
Results are often subpar
Higher Education Costs
Public Schools
27th in Math
20th in Science
17th in reading
College Job Prep
1/3 of 4-year college graduates
don’t feel well prepared for
employment
Education is key but faces important realities
+
17.
18. Source: Company Data 63
Uploadable / Sharable / Findable
Mojo Update
750MM+ cumulative Boards
30B+ cumulative Pins
+50% Pin growth vs. 2013
130MM MAUs
3B page views per month
1.5MM images uploaded per day
From 47B steps in 2011
To 2.4T steps in 2013
65MM registered users (+50% Y/Y)
100MM+ pounds lost by users
$1B gross ticket sales (+60% Y/Y)
58MM tickets sold (+61% Y/Y)
1M events in 187 countries
13MM repositories (x2 Y/Y)
10K users added per day
(=Earth to Saturn distance)
19.
20. The Evolution of Messaging Brings New Social Graphs
Edges Have Potentially More Value Than Nodes
37
BEFORE TODAY
Broadcasting few messages
to many contacts
Sending many messages
to few contacts
Ex: Facebook Ex: WhatsApp, Snapchat, WeChat
21.
22. Consumers increasingly Expect to Watch TV Content...
On Own Terms
37
CIRCA 1950 CIRCA 2014
TV Set (Live)
100% of viewing
23%
10%
6%
4%
57%
TV Set (Live)
DVR/VOD/DVD
Connected TV
Computer
Mobile Device
Source: Horowitz Associates, State of Cable and Digital Media Report, 4/14.
Note: Study based on 1,200 interviews in 1/14 among heads of households (18+) who watch any kind of TV.
Live TV defined as watching linear programming that is not time-shifted from original programming time intended.
TV Content defined as any type of video content. Computer includes desktop + notebook. Mobile includes smartphone + tablet.
23. Even if you are not a well-known venture capitalist,
I would be happy to help you with your next presentation.
or contact me at :
hello@emiland.me
Visit
www.emiland.me
24. Thanks !
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Source Sans Pro
by Paul D. Hunt
Symbols
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Noun Project
Original Idea
Belinda Lanks
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Caroline Goulard
Proofreading
Raphaël Korach
Mathieu Goudot