10 things I learnt from Mary Meeker’s slides
Posted on October 23, 2009
Filed Under Advertising, Mobile, Social Media
- Apple iPhone + iPod Touch + Apps is the new ecosystem. Apple Mobile share of market will surprise on the upside in near-term.
- Mobile Internet will outpace desktop Internet and grow faster than most people expect.
- Facebook, and other social networks, on mobile will explode.
- Celcos will face serious bandwidth/traffic issues as mobile Internet use explodes.
- Celco portals and walled gardens (Maxis, Digi take note) may die in favour of apps from App Store, Android Market and direct browsing.
- Mobile and online ad spending will grow in 2010.
- Mobile users will pay for premium services.
- Location-based services will be the ‘secret sauce’, as real-time, cloud-based mobile services grow rapidly.
- Mobile Internet revs will mirror that of Japan’s mix today with mobile ecommerce*, paid services* and advertising growing faster than mobile data.
- There is moolah in mobile – it’s an ATM in your pocket, and it’s a very, very deep pocket.
Link: Mary Meeker’s presentation
*Mobile ecommerce = retail sales of physical and digital goods ie. music, games, ringtones, wallpapers, avatars. Mobile paid services = real-time banking, brokerage, hotel + travel booking
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