{
  "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": 158,
  "pageCount": 165,
  "prevPage": 157,
  "nextPage": 159,
  "slideType": "data_table",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 90,
  "notes": "Red circle around 65% penetration for Top 15.",
  "elementsJson": [
    "headline_text",
    "data_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-b315287f7ee1/158",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-b315287f7ee1#slide-158",
  "components": [
    {
      "bbox": null,
      "kind": "metric",
      "text": "Smartphone Penetration: 65%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-5642-7795-a9f6-aecf3977d567",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.5,
        "x": 0.15,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Source: Informa. Note: Japan data per Gartner, Morgan Stanley Research, and KPCB estimates.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e8bf66ec-f1bf-4ab9-8a33-e2cdab9b39a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.94,
        "x": 0.03,
        "y": 0.22
      },
      "kind": "table",
      "text": "Rank, Country, 2013 Subs, Growth, Penetration, Total Pop, 2014E Growth",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "97d647ec-c51f-4d5c-b75d-f193f194297d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.94,
        "x": 0.03,
        "y": 0.03
      },
      "kind": "title",
      "text": "Established 'Big' Smartphone Markets (USA / Japan / UK / Germany / Korea) = +17% Growth in 2013 = Slowing, Well Past 50% Penetration",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "19f9e4ef-5f48-4397-9113-00c81882b638",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.32,
        "x": 0.34,
        "y": 0.16
      },
      "kind": "title",
      "text": "Markets with >45% Penetration",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e4e0d4e-7925-4bd6-b3d0-7da7d9491f9f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019de7cf-ad96-7679-8a7c-073b4ae7a567",
      "evidence": "Red circle on 65% aggregate penetration",
      "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": 159,
      "from": 155,
      "name": "Segmentation Split",
      "slug": "34-segmentation-split",
      "bestFor": "Customer analysis, market research, resource allocation",
      "matchId": "019de7cf-8bb0-746d-a0c1-85bfda2b1c62",
      "evidence": "p.156 established markets +7% slowing, p.157 emerging +20%, p.158-159 same split for smartphones",
      "position": 26,
      "objective": "Split mature vs emerging markets to show where growth still lives",
      "structure": "The Aggregate View -> Segment A Behavior -> Segment B Behavior -> The Insight in the Difference",
      "confidence": 76,
      "description": "Divide a whole into meaningful segments to reveal hidden patterns"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}