{
  "docId": "019dd923-5e88-73ef-bd5d-b315287f7ee1",
  "docSlug": "fc0c90c9b630fa00",
  "documentTitle": "2014 Bond Cap Internet Trends 2014",
  "authorId": "BondCap",
  "authorName": "Mary Meeker",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "vc_research",
  "sourceTypeLabel": "VC research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.333,
  "pageNumber": 139,
  "pageCount": 165,
  "prevPage": 138,
  "nextPage": 140,
  "slideType": "data_table",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 80,
  "notes": "Colors denote current market value relative to Y/Y market value. Green = higher. Red = lower. Purple = newly public.",
  "elementsJson": [
    "data_table",
    "headline_text"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-b315287f7ee1/139",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1#slide-139",
  "components": [
    {
      "bbox": null,
      "kind": "metric",
      "text": "2014 Market Value: $1,787B",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5642-7795-a9f4-de916acfd2b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.15,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Source: CapIQ. 2014 market value data as of 5/23/2014. Note: Colors denote current market value relative to Y/Y market value. Green = higher. Red = lower. Purple = newly public.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "55381d32-56e2-412b-9e7a-ac205a642822",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.7,
        "w": 0.9,
        "x": 0.05,
        "y": 0.18
      },
      "kind": "table",
      "text": "Rank, Company, Region, 2014 Market Value ($B), 2013 Revenue ($MM)",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fb1fd8e5-0023-4346-b9be-deba818a3ee5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.8,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "Global Internet Public Market Leaders = Apple / Google / Facebook / Amazon / Tencent...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fe4447f1-6c8d-43f6-ac56-667f3a5378f9",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Color Strategy",
      "slug": "color-strategy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de7cf-aa6b-74d5-9e75-b941ff80d3b4",
      "evidence": "Green/red color-coding on market-value cells",
      "confidence": 78
    },
    {
      "name": "Data Story Arc",
      "slug": "data-story-arc",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "b7b6fd15-4b90-417e-bd7f-cfe83fb208e8",
      "evidence": "The slide presents data in a structured table, telling a story about global internet public market leaders.",
      "confidence": 0.7
    },
    {
      "name": "Visual Hierarchy",
      "slug": "visual-hierarchy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de7cf-aa91-75b9-b671-ee7ad67480a9",
      "evidence": "Ranked top-20 table with totals row",
      "confidence": 70
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 163,
      "from": 92,
      "beatId": "019de7cf-84eb-7098-b595-9043500cd24d",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Implications",
      "beatSlug": null,
      "evidence": "Screen/video shift, China gains, public-co M&A, USA Inc. follow as consequences",
      "position": 5,
      "confidence": 72,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 163,
      "from": 138,
      "beatId": "019de7cf-85da-703a-9578-e0d3e0eb8187",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Action (Now What)",
      "beatSlug": null,
      "evidence": "Public-co leaders, M&A, USA Inc., immigration spell investor/policy actions",
      "position": 3,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 140,
      "from": 138,
      "name": "Benchmark Gap",
      "slug": "39-benchmark-gap",
      "bestFor": "Performance improvement, competitive analysis, target setting",
      "matchId": "019de7cf-8ae4-71f7-85e0-ef45d9f789d8",
      "evidence": "p.139 top-20 market-cap table, p.140 M&A activity by Google/FB/Tencent/Alibaba",
      "position": 23,
      "objective": "Rank global internet leaders + show their aggressive M&A",
      "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
      "confidence": 68,
      "description": "Compare performance against best-in-class to quantify the opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}