Ten Questions Internet Execs Should Ask & Answwe *****

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Ten Questions

Internet Execs Should Ask & Answe

November 16, 2010

Web 2.0 Summit – San Francisco, CA

mary.meeker@ms.com / scott.devitt@ms.com / liang.wu@ms.com

http://www.morganstanley.com/techresearch

1)Globality

2)Mobile

3)Social Ecosystems

4)Advertising

5)Commerce

6)Media

7)Company Leadership Evolution

8)Steve Jobs

9)Ferocious Pace of Change in Tech

10)Closing Thoughts

Question Focus Areas

1.Globality

Do you know which players in which countries

do what you do better (or at least differently) than you d

Do you study / implement it?

Top Internet Markets – 46% of Users in 5 Countries –

China, USA, Brazil, India, Russia

USA

240MM users, +4% Y/Y

76% penetration*

Brazil

76MM users, +3% Y/Y

39% penetration*

Russia

60MM users; +31% Y/Y

42% penetration*

India

61MM users; +18% Y/Y

5% penetration*

China

384MM users; +29% Y/Y

29% penetration*

2009 – 1.8B Global Internet Users, +13% Y/Y(1); 18.8T Minutes Spent, +21% Y/Y(2)

http://www.scribd.com/doc/42793400/Internet-Trends-Presentation

 

http://www.scribd.com/doc/42793400/Internet-Trends-Presentation

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