{
  "docId": "019dd923-5e88-73ef-bd5d-bd77826b2230",
  "docSlug": "9f887ebe7e9bc626",
  "documentTitle": "2017 Bond Cap Internet Trends 2017",
  "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": 159,
  "pageCount": 356,
  "prevPage": 158,
  "nextPage": 160,
  "slideType": "impact_sizing",
  "function": "quantify_impact",
  "density": "dense",
  "nDataPoints": 18,
  "notes": "The chart uses a dual-axis approach to correlate subscriber growth with revenue share growth.",
  "elementsJson": [
    "headline_text",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-bd77826b2230/159",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-bd77826b2230",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-bd77826b2230.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-bd77826b2230#slide-159",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Q4:16 Monthly ARPU = €5.80 ($6.10)",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e58-72bf-a86c-d038276002fc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.8,
        "x": 0.1,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Dual-axis line chart showing Spotify Paid Subscribers (MM) and Share of Global Music Revenue (%)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c5a991f9-1054-431b-8c41-d1fc76a457dd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Global Music Revenue Share: 20%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e58-72bf-a86c-d6628b8b657d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.1,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Spotify, IFPI 2017 Global Music Report\n* Subscribers as of 3/2017, when Spotify announced they had reached the 50 million subscriber mark.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a9c8f011-79c4-45af-860e-e6b34b4c86ff",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.03
      },
      "kind": "title",
      "text": "...Spotify = 20% of Global Music Industry Revenue vs. 0% in 2008",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "42924a42-6291-49fc-9454-f4da23907c0f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.6,
        "x": 0.2,
        "y": 0.16
      },
      "kind": "title",
      "text": "Spotify Subscribers (MM), 2008 – 2016*, Global\nQ4:16 Monthly ARPU = €5.80 ($6.10)",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5d63de0-c95b-40f1-8d4c-a60856f16398",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 333,
      "from": 4,
      "beatId": "019de7e0-c523-7666-bff1-a849bfac7344",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Facts (What)",
      "beatSlug": null,
      "evidence": "Sections 1-9 (Global, Ads, Games, Media, Cloud, China, India, Healthcare, Companies) present trend data.",
      "position": 1,
      "confidence": 60,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 178,
      "from": 80,
      "beatId": "019de7e0-c642-74fe-8295-9316bcd95785",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Is",
      "beatSlug": null,
      "evidence": "Gaming + Media current realities and pain points.",
      "position": 3,
      "confidence": 50,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 178,
      "from": 152,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "019de7e0-c980-77c9-ad16-43fe6f965833",
      "evidence": "Spotify 0->50MM subs (158), Netflix +669% vs network -10% (161), pay-TV decline (174-175).",
      "position": 14,
      "objective": "Streaming displaces traditional cable/network media",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 85,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}