Mary Meeker · consulting-deck
2019 Bond Cap Internet Trends 2019
334 pages · 3 arc beats · 0 loops
2019 Bond Cap Internet Trends 2019
Mary Meeker arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 41 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 13 hits — 0/4 slides
50% 2/4 slides — 0/4 slides
100% 4/4 slides — 0/4 slides
Industry Trends 13 slides 100% 13/13 slides 100% 13/13 slides · 61 hits — 0/13 slides
7.7% 1/13 slides — 0/13 slides
100% 13/13 slides · 26 hits — 0/13 slides
Key Insights 24 slides 100% 24/24 slides 100% 24/24 slides · 113 hits — 0/24 slides
12.5% 3/24 slides 4.2% 1/24 slides 100% 24/24 slides · 37 hits — 0/24 slides
Slide inventory
334 every slide · same image gating as the playbook
05
This slide serves as an introductory context setting for the 'Internet Trends 2019' report.establish_context
06
This slide serves as an introductory context setting for the 2019 Internet Trends report by Bond.establish_context
07
This is a classic 'thesis' slide from the Mary Meeker Internet Trends report.summarize
Open slide detailBeat · Key Insights
08
The chart uses a combination of bar and line to show volume vs. rate of change.summarize
Open slide detailBeat · Industry Trends
09
The chart uses a dual-axis combination of a stacked bar chart for shipment volume and a line chart for Y/Y growth.analyze_data
Open slide detailBeat · Industry Trends
10
Part of the Bond Internet Trends 2019 report.quantify_impact
Open slide detailBeat · Industry Trends
11
The chart highlights the penetration gap in regions like Asia Pacific, Africa & Middle East, and Latin America.analyze_data
Open slide detailBeat · Industry Trends
12
The chart highlights the penetration gap in large population countries like China, India, and Nigeria.analyze_data
Open slide detailBeat · Industry Trends
13
The table highlights the dominance of USA and China in the global internet market.analyze_data
Open slide detailBeat · Industry Trends
14
The slide highlights the dominance of USA-based companies and the technology sector in the top 30 global market cap rankings.analyze_data
Open slide detailBeat · Industry Trends
15
The chart uses a combination of bar (revenue) and line (growth) to show the trend of slowing growth despite revenue fluctuations.analyze_data
Open slide detailBeat · Industry Trends
16
The chart uses a combination of bar (revenue) and line (growth) to visualize the trend.analyze_data
Open slide detailBeat · Industry Trends
19
The chart uses a combination of bar (sales) and line (growth rate) to visualize the relationship between absolute volume and percentage growth.analyze_data
Open slide detailBeat · Industry Trends
20
The chart uses a combination of a bar chart for absolute sales and a line chart for growth percentage.analyze_data
Open slide detailBeat · Industry Trends
21
The chart shows a clear upward trend in e-commerce penetration over nearly two decades.analyze_data
Open slide detailBeat · Key Insights
24
The chart uses a combination of stacked bars for absolute spend and a line for growth percentage.analyze_data
Open slide detailBeat · Key Insights
25
The chart uses a combination of bar (revenue) and line (growth) to visualize the trend.analyze_data
Open slide detailBeat · Key Insights
26
The slide uses trend arrows to highlight growth multipliers (+1.4x, +1.9x, +2.6x) over the 2-year period.analyze_data
Open slide detailBeat · Key Insights
27
The slide highlights the shift toward programmatic buying in digital display advertising.summarize
Open slide detailBeat · Key Insights
29
The chart includes a trend line indicating an overall increase in acquisition costs over the period.analyze_data
Open slide detailBeat · Key Insights
30
This is a minimalist slide from the Bond Internet Trends 2019 report.summarize
Open slide detailBeat · Key Insights
32
Data from 2019 Bond Internet Trends report, citing a BrightCove/YouGov survey.quantify_impact
33
Includes a quote from Barry McCarthy (CFO, Spotify) and data sourced from Morgan Stanley.quantify_impact
34
The slide uses a quote from Eric Yuan to explain the product-led growth strategy.illustrate_case
35
The slide highlights the importance of word-of-mouth and recommendations in subscription box acquisition.analyze_data
36
Uses a quote from the CEO to frame the business model, paired with a growth chart.illustrate_case
38
The slide uses a quote to illustrate the business impact of privacy headwinds.summarize
39
The slide uses a combination of consumer behavior statistics and financial performance data to argue for the effectiveness of multi-platform ad targeting.quantify_impact
40
This is a transition or summary slide from the Bond Internet Trends 2019 deck.summarize
42
Data shows a clear shift from desktop/laptop usage to mobile dominance over the decade.analyze_data
45
The chart uses a combination of stacked bars for financing/IPO volume and a line graph for the NASDAQ index.analyze_data
47
Data is non-deduped, meaning multitasking is counted for both mediums.analyze_data
48
Source: Global Web Index Survey of 50K+ Global Internet users aged 16-64 (3/2017-12/2018).analyze_data
49
The chart highlights the growing share of digital video, which reached 28% of total daily video time by 2018.analyze_data
50
The chart illustrates the rapid adoption of short-form video features across Facebook's ecosystem.quantify_impact
51
The slide uses a line chart to show growth and a numbered list to show market leaders.establish_context
52
The slide highlights the rapid adoption and ecosystem growth of Amazon Echo.quantify_impact
53
The chart illustrates a doubling of the user base over a four-year period.size_opportunity
54
The slide uses a line chart to show user growth and a horizontal bar chart to show spending distribution.size_opportunity
56
The slide uses a combination of a product screenshot, a line chart showing growth rate differentials, and a list of key metrics regarding Square Capital's impacquantify_impact
59
The chart is a simple line graph showing growth from 2015 to 2018.illustrate_case
60
The slide uses a growth chart to illustrate the success of digitizing a manual delivery ecosystem.illustrate_case
61
Includes a quote from the CEO and a dual-axis chart showing merchant growth vs. delivery speed.illustrate_case
64
The chart shows a sharp inflection point in data usage starting around FY16/FY17.illustrate_case
65
This is a transition or summary slide from the Bond Internet Trends 2019 deck.summarize
67
Includes a quote from the CEO and a growth chart of user acquisition.illustrate_case
68
Includes a quote from Nikolay Storonsky and screenshots of the Revolut app.illustrate_case
69
The slide uses a line chart to demonstrate exponential growth in customer base over a 4-year period.illustrate_case
71
The slide uses a combination of product screenshots and a growth chart to demonstrate the impact of the GrabPay platform.illustrate_case
80
The slide uses a chronological sequence to illustrate product evolution.present_framework
81
The slide uses a chronological sequence to illustrate product maturity.present_framework
84
The chart shows a sharp upward trend in views of user-generated lenses from late 2018 to early 2019.quantify_impact
86
The slide uses a circular flow to represent the product lifecycle.present_solution
88
The text block is a repetitive paragraph about Mallard ducks, likely used as a humorous example of 'wall of text' vs. a single image.filler
91
The slide uses a split-screen approach to show two different facets of innovation: engine development and live-service content cadence.illustrate_case
92
This slide serves as a conceptual definition or thesis statement for the section on gaming.summarize
93
The slide uses a timeline-integrated line chart to correlate product milestones with user acquisition.illustrate_case
94
The slide uses a combination of a product screenshot and a line chart to demonstrate market traction.size_opportunity
95
The slide uses a dual-axis chart format (bar for absolute volume, line for Y/Y growth) to illustrate rapid scaling.analyze_data
103
Includes a quote from Andrew Gower explaining the business model pivot.illustrate_case
104
Includes a quote from Tim Sweeney and a line chart showing revenue growth from 2017 to 2018.illustrate_case
105
The slide uses a dual-axis chart format (bar for absolute paid users, line for percentage of total users) to illustrate monetization trends.analyze_data
106
The slide uses a simple arrow-based process flow to illustrate the evolution of a business model.summarize
107
The slide contrasts the 'Free' product interface with the 'Premium' growth trajectory of paid customers.illustrate_case
108
The slide uses a combination of product screenshots and a growth chart to explain the conversion mechanism.illustrate_case
109
The slide uses a dual-axis chart (bar for absolute paid users, line for percentage of total users) to demonstrate the growth of the freemium model.illustrate_case
111
The slide uses a dual-column layout to contrast the 'Free' product experience with the 'Paid' growth metrics.illustrate_case
112
The chart combines a bar chart for MAUs and a line chart for designs created.illustrate_case
113
The slide uses a 2x2 grid layout to compare four different companies' growth metrics.illustrate_case
117
The chart combines absolute revenue (stacked bars) with a growth rate (line) on a dual-axis plot.analyze_data
118
The slide highlights the growth of cloud adoption relative to other historical technology adoption curves.analyze_data
121
The chart uses a bracket to aggregate multiple digital payment categories into a single '59% = Digital' metric.analyze_data
122
This is a classic 'big idea' slide from the Mary Meeker Internet Trends report.summarize
125
The chart shows a hockey-stick growth curve for IBM revenue between 1935 and 1960.illustrate_case
126
The slide uses a quote from Phil Knight to illustrate the 'customer-centric' approach of early Nike.illustrate_case
127
The slide contrasts qualitative research findings with quantitative revenue growth.illustrate_case
128
Includes a historical photo of user testing and a line chart showing revenue growth from 1984 to 1994.illustrate_case
131
The slide uses a historical quote from a 1996 annual report to explain the strategic shift toward data-driven marketing.illustrate_case
132
Includes a quote from the 1997 Amazon Annual Report and a screenshot of the 'Frequently bought together' feature.illustrate_case
134
The slide uses a simple hierarchical list structure to categorize business benefits of data infrastructure.present_framework
135
The slide uses a 2x2 layout to contrast the two companies' value propositions and growth metrics.illustrate_case
136
The slide uses a split-screen layout to contrast Salesforce's platform capabilities with Adidas's application of those capabilities.illustrate_case
137
The slide uses a 2x2 layout to contrast two different companies' approaches to billing and customer management.illustrate_case
138
The slide uses a 2x2 layout to contrast the two companies' roles and growth metrics.illustrate_case
139
The slide uses a 2x2 layout to contrast Slack's internal communication focus with HelloFresh's external feedback monitoring.illustrate_case
141
The slide uses a dual-case study format to demonstrate the value proposition of Segment.illustrate_case
142
The slide uses a 2x2 layout to contrast the two companies' value propositions and growth metrics.illustrate_case
143
The slide uses a 2x2 layout to contrast Confluent's growth with Accor's operational scale, supported by quotes from leadership.illustrate_case
144
The slide uses a 2x2 layout to contrast two different business models and their respective growth trajectories.illustrate_case
145
The slide uses a 2x2 layout to contrast the benefits for the technology provider (UiPath) and the client (Sumitomo Mitsui).illustrate_case
149
Data from Accenture survey of 8,000 consumers across 7 countries.quantify_impact
152
The chart uses an area-stacked style to distinguish between 'Original Data' and 'Replicated Data'.analyze_data
153
The diagram uses a concentric circle layout to show the relationship between different computing environments.present_framework
154
The chart highlights 2018 as a pivotal year where cloud storage began its rapid ascent, crossing enterprise and consumer shares.analyze_data
155
Source: IDC 'Digitization of the World From Edge to Core White Paper'. 2018 is marked as the last full year before the report release.analyze_data
157
Famous 'Astro Teller' chart from Bond Internet Trends 2019, originally inspired by Thomas Friedman.frame_problem
158
This is a classic 'Bond Internet Trends' slide using a visual metaphor to set the stage for a section on data overload.establish_context
162
The chart displays survey results from 1,479 British teens regarding the perceived impact of social media on their health.analyze_data
163
Data sources: Deloitte Mobile Consumer Survey (11/18) and Pew Research (7/15 + 1/18).analyze_data
165
The chart uses a combination of bar (time spent) and line (growth rate) to visualize the trend.analyze_data
166
This is a transition or emphasis slide from the Bond Internet Trends 2019 report.summarize
167
The chart uses a line to connect two data points (64% and 52%) across a timeline, with text boxes highlighting specific privacy-related news events.analyze_data
168
The slide uses a split-screen layout to contrast government-led regulation with corporate-led user interface changes.compare_options
169
The slide uses a stacked area chart for MAUs and a line chart for web traffic encryption trends.analyze_data
178
The chart shows a clear upward trend in journalistic reliance on social media sources over the 6-year period.analyze_data
181
The slide uses a quote to illustrate the psychological mechanism of echo chambers in online conspiracy groups.summarize
182
The chart shows the shift from overlapping political distributions to bimodal distributions over time.establish_context
183
Dual-axis charts showing volume of removals (bars) and proactive detection percentage (lines).compare_peers
184
The chart shows a steady upward trend in the number of fact-checking organizations.summarize
185
The slide presents two distinct perspectives on the progress of social media content moderation.summarize
189
The slide uses quotes from industry experts to frame the problem of internet fragmentation and regulatory intervention.establish_context
190
Data from Freedom House 'Freedom on the Net' report. Slide 189 from Bond Internet Trends 2019.analyze_data
191
Describes the three categories of internet freedom: Free, Partly-Free, and Not-Free.present_framework
192
The slide uses a color-coded legend to indicate the intensity of regulation (green=limited, yellow=moderate, red=strong).compare_options
193
The slide uses a 2x2 grid layout to contrast different geopolitical approaches to internet governance.establish_context
197
The chart shows exponential growth in total host/guest reviews from 2013 to 2018.illustrate_case
199
The slide uses a 'Reveal / Action / Reaction' framework to show the efficacy of Twitter in real-world humanitarian scenarios.illustrate_case
202
This slide acts as a concluding thought or transition in the Bond Internet Trends deck.summarize
204
The slide references a 2019 Vox article and a tweet from Jack Dorsey regarding algorithmic accountability.summarize
206
The slide contrasts Western liberal views on free speech with the Chinese government's approach to internet regulation.summarize
209
The slide combines a qualitative case study (FireEye/Mandiant) with quantitative industry data (Uptime Institute).illustrate_case
210
The chart shows a flat trend in 2FA adoption across global sites from 2014 to 2018.analyze_data
213
This slide acts as a section divider or a thematic summary slide within the Bond Internet Trends 2019 deck.summarize
214
The chart highlights the relative decline of Europe's GDP share compared to the rise of China and India.analyze_data
216
The chart highlights a significant gap between global sentiment and US sentiment regarding unemployment concerns.compare_peers
218
Data source: Ipsos / Reuters Surveys. The slide highlights the specific trend of 'Unemployment & Jobs' in red text across three years.analyze_data
219
The chart uses a dashed line to represent the long-term average of 88.analyze_data
222
The slide uses two line charts to demonstrate growth trajectories for two major payment processors.quantify_impact
225
Source: Emergent Research (2015-2018) + Intuit (2017). Note: On-demand workers defined as online marketplace workers including transportation and/or logistics fanalyze_data
228
The slide uses dual-axis charts to overlay growth of supply-side participants (lines) against platform volume metrics (bars).quantify_impact
231
Includes a quote from Wade Foster and a table of top apps used by remote teams on Zapier.illustrate_case
232
Source: Buffer in partnership with Doist, Hubstaff, Remote-How, RemoteYear, Trello, Workfrom & We Work Remotely, State of Remote Work 2019. N = 2,471 respondentanalyze_data
238
The slide uses a stacked area chart for enrollment trends and a line chart for the percentage of offline-only students.analyze_data
240
The slide uses a clear segmentation strategy to show the distribution of online enrollment across different types of higher education institutions.analyze_data
241
The slide highlights the acceleration of university partnerships with Coursera for degree programs.illustrate_case
243
The chart shows a steady upward trend in cumulative classes broadcast from 2015 to 2019.illustrate_case
245
Includes a quote from Co-Founder Eren Bali and a dual-axis chart showing student and instructor growth.illustrate_case
246
The slide highlights the alignment of incentives between the school and students, contrasting it with traditional higher education.illustrate_case
247
The chart on the right is a line chart showing growth from 2015 to 2018, though the Y-axis values are implied by the 2MM and 4MM markers.illustrate_case
250
The slide uses a split-screen visual to represent the remote nature of the service alongside a line chart showing growth.illustrate_case
251
The chart shows a steep growth trajectory in paying students over a 3-year period.illustrate_case
254
The slide highlights the dominance of job-relevant skills in Coursera's revenue model.analyze_data
255
The chart shows a steady upward trend in the number of enterprise partners.summarize
257
The chart highlights a significant disparity in completion rates between unpaid learners (4%) and paid degree learners (89%).analyze_data
259
Includes a quote from Michael Crow, President of ASU, regarding the shift to student-centric learning.illustrate_case
261
Data source: CapIQ as of 6/7/19. Includes footnotes regarding specific founder origins and company history.analyze_data
263
The chart uses a stacked area for population (Foreign-Born vs USA-Born) and a red line for the percentage of foreign-born individuals.analyze_data
265
The slide uses a standard financial statement format to analyze government fiscal health over three decades.analyze_data
267
The chart uses a grouped bar chart to compare 1988 and 2018 data across four categories of entitlement spending.analyze_data
268
The slide uses a dual-axis chart combining a stacked bar chart for spending categories and a line chart for interest rates.analyze_data
269
The slide uses a simple chronological comparison to highlight the increase in entitlement reliance over 30 years.quantify_impact
271
Data source: USA Federal + State & Local Healthcare expenditures per the Center for Medicare / Medicaid Studies. Total USA Government expenditures per USA Bureaanalyze_data
272
Data source: Kaiser Family Foundation analysis of Census Bureau's American Community Survey (2008-2017).analyze_data
273
The slide uses a dual-chart layout to contrast health outcomes (preventable deaths) with administrative overhead (spend).compare_peers
276
The slide uses a split-screen layout to compare qualitative research findings on the left with quantitative market growth data on the right.establish_context
277
The slide uses a dual-chart layout to show maturity (adoption) vs. future requirements (physician wants).analyze_data
278
The slide uses a dual-axis chart (bar + line) to correlate acute visits with collective insights.illustrate_case
279
The slide uses a 'win/win' framing to describe the value proposition for both providers and patients.illustrate_case
280
The slide uses a quote from the CEO to humanize the value proposition alongside a growth chart showing cumulative savings.illustrate_case
282
The slide uses a dual-chart layout to contrast macro industry trends with company-specific growth.establish_context
283
The slide uses a testimonial/anecdote on the left and a growth chart on the right to illustrate the value proposition of the Doximity network.illustrate_case
284
The slide uses a split-screen layout: left side for qualitative narrative (CEO quote) and right side for quantitative growth (line chart).illustrate_case
285
The slide uses a dual-panel approach: a product screenshot on the left and a growth chart on the right.quantify_impact
288
Data source: Rock Health Digital Health Consumer Adoption Survey, 2018. Note that the survey question was only asked to the 11% of total respondents who answerequantify_impact
289
The slide uses a quote to frame Apple's strategic shift into healthcare.illustrate_case
290
The slide uses a split-screen layout to contrast the strategic vision (left) with a practical application (right).illustrate_case
291
The slide uses a split-screen layout to contrast the strategic vision (left) with a practical application (right).illustrate_case
292
Includes a quote from Jeff Wilke regarding the acquisition/partnership.illustrate_case
293
The slide uses a line chart for historical trends and a stacked bar chart for international benchmarking.analyze_data
297
The chart uses a Z-score proxy based on household loans, consumer confidence index, car sales, air traffic, and catering consumption.analyze_data
298
The chart illustrates a long-term upward trend in the service sector's contribution to China's GDP.analyze_data
299
The green box highlights the recent period of rapid growth for China relative to other nations.compare_peers
300
The chart uses a combination of bar (income) and line (growth) to visualize economic trends.analyze_data
301
The chart illustrates the shift from a goods-dominated surplus to a narrowing current account balance driven by service deficits (tourism).analyze_data
302
The chart uses two lines: a 12-month trailing sum (blue) and a 3-month trailing sum (red).analyze_data
304
The chart uses a combination of bar (users) and line (growth rate) to visualize the trend.analyze_data
305
The chart uses a combination of bar (consumption) and line (growth) to illustrate the acceleration of data usage.quantify_impact
306
The slide highlights the dominance of short-form video in the Chinese mobile internet landscape.analyze_data
307
The chart illustrates the expansion of total time spent, with short-form video (the top pink layer) emerging as a significant driver of growth starting around 2analyze_data
309
The slide uses a 'before-after' or 'catalyst-result' structure to show how a single entry point led to multiple diverse use cases.illustrate_case
310
The slide uses screenshots of the app to explain the user journey and provides key performance metrics.illustrate_case
311
The slide uses screenshots of the Pinduoduo app to demonstrate the 'gamified discount' mechanism.illustrate_case
312
The slide displays four mobile app screenshots categorized by user role (Store Managers vs. Store Associates).illustrate_case
313
The slide uses a 'three-column' layout to present case studies of gamified learning.illustrate_case
315
This is a classic 'big idea' slide from the Bond Internet Trends report.summarize
316
The slide uses a linear process flow to show the user experience of using WeChat for a transaction.illustrate_case
318
This is a transition or thesis slide from the Bond Internet Trends 2019 report.summarize
319
The slide uses a central smartphone UI as a hub to map various service categories to their respective US-based competitors.compare_peers
320
The chart demonstrates that newer cohorts (e.g., 2016) are reaching higher transaction frequencies faster than older cohorts (e.g., 2013).analyze_data
321
The slide uses a combination of a product screenshot (UI) and a line chart to demonstrate the 'Super App' thesis.illustrate_case
322
The slide uses screenshots of mobile applications to illustrate the convergence of service offerings.illustrate_case
325
The slide uses a comparative structure to categorize different e-grocery players based on their fulfillment and delivery models.present_framework
326
The slide uses a grid layout to categorize different retail sectors (Grocery, Electronics, Fashion, Home Improvement, Delivery, Rural, Mom-&-Pop) under the 'Newpresent_solution
327
The slide uses a linear process flow to demonstrate a digital-to-physical-to-digital customer journey.present_solution
328
The slide uses screenshots of mobile interfaces to illustrate digital transformation in retail.illustrate_case
331
The slide uses screenshots of mobile applications to demonstrate the user interface and content types of popular Chinese ed-tech platforms.illustrate_case