Internet Trends 2014R E D E S I G N E D

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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

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.

See “before & after” slides

Mobile App Revenue Still Trumps Mobile Ad RevenueApps Represent 68% of Mobile Monetization

Source: Global Mobile App revenue per Strategy Analytics; comprises virtual goods, in-app advertising, subscription, & download revenue. Global Advertising revenue per PWC; comprises browser, search & classified advertising revenue.

$0B

$10B

$20B

$30B

$40B

2008 2009 2010 2011 2012 2013

$2B $3B$6B

$14B

$24B

$38B

16

App AdvertisingGlobal Mobile Revenue : +

Source: Thomson One 22

0

25

50

75

100

125

’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13

77% less financing volume

$24B

$101B

$50B

0

2000

4000

6000

’89 ’90 ’91 ’92 ’93 ’94 ’95 ’96 ’97 ’98 ’99 ’00 ’01 ’02 ’03 ’04 ’05 ’06 ’07 ’08 ’09 ’10 ’11 ’12 ’13

5,476

2,746

50% less companies financed

3,668

6,000

4,000

2,000# of FinancedTech Companies

Total Financingin $B

2013 Venture Financings (USA)Investment Volume Is 77% Below Peak Level

Remain Optimistic About Mobile Ad Spend GrowthPrint 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

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

* 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 Costs4th/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 Schools27th in Math

20th in Science17th in reading

College Job Prep1/3 of 4-year college graduates don’t feel well prepared for employment

Education is key but faces important realities

+

Source: Company Data 63

Uploadable / Sharable / FindableMojo 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)

The Evolution of Messaging Brings New Social GraphsEdges 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

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.

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

Thanks !Font

Source Sans Pro by Paul D. Hunt

SymbolsStreamline Icons

Noun Project

Original IdeaBelinda Lanks

Visualization TipsCaroline Goulard

ProofreadingRaphaël KorachMathieu Goudot