KPCB’s 2012 Internet Trends report
Mary Meeker of venture capital giant Kleiner Perkins Caufield Byers just published the latest version of KPCB's Internet Trends report (PDF). Here are a few bits from its 112 pages that I found particularly interesting:
- The average revenue per user is roughly 2 to 5 times lower for the mobile Internet versus the desktop Internet (p. 20)
- The global Internet ad revenue for 2011 was about $73 billion, or about $49 per user (p. 25)
- The number of landlines peaked globally at 1.3 billion in 2006 and there have been more mobile users than non-mobile users since 2002 (p. 30)
- The graph on page 31 that shows how the sales of the Encylopedia Brittanica decreased over time due to electronic competitors is worth looking at and thinking about
- Internet ad revenue passed newspaper ad revenue in 2010 (p. 32)
The data in this report seems like it's probably fairly accurate (something that you don't always get from industry analysts), and the trends that it describes are probably worth thinking about. Downloading it and reading it is probably a good use of a few minutes of your time.