{
  "docId": "019dd923-5e88-73ef-bd5d-c4ba81e7f2fd",
  "docSlug": "28690baad9250d50",
  "documentTitle": "2019 Bond Cap Internet Trends 2019",
  "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": 62,
  "pageCount": 334,
  "prevPage": 61,
  "nextPage": 63,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 3,
  "notes": "Part of the Bond Internet Trends 2019 report.",
  "elementsJson": [
    "headline_text",
    "screenshot",
    "line_chart",
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5d-c4ba81e7f2fd/62",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5d-c4ba81e7f2fd",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5d-c4ba81e7f2fd.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5d-c4ba81e7f2fd#slide-62",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Shopee's ability to grow rapidly over a short period of time is a testament to its focus on building a mobile-centric, socially engaging marketplace with emphasis on high margin products from a highly diverse seller base.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-4e55-75b2-9bd9-279dc42abef7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.35,
        "x": 0.55,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Gross Merchandise Value, Southeast Asia",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1415f1b8-c9de-407e-9149-8ba982d6081c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.325,
        "w": 0.155,
        "x": 0.172,
        "y": 0.257
      },
      "kind": "image",
      "text": "Shopee mobile app interface",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ce6a1084-2ce0-4664-9fa7-a3ac8ca6854c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Gross Merchandise Value: $10B",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-4e55-75b2-9bd9-2dafddb38efe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.35,
        "x": 0.08,
        "y": 0.625
      },
      "kind": "paragraph",
      "text": "Shopee's ability to grow rapidly over a short period of time is a testament to its focus on building a mobile-centric, socially engaging marketplace with emphasis on high margin products from a highly diverse seller base.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ce8ca1df-a0f4-4480-9068-a0e0f52c5b22",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.35,
        "x": 0.08,
        "y": 0.77
      },
      "kind": "quote",
      "text": "...Shopee has combined its marketplace offering with integrated payments, logistics infrastructure & a comprehensive set of services. Forrest Li – CEO, SEA Limited, 2/19",
      "attrs": null,
      "subkind": "pull-quote",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "afc14d9d-e5cb-44ff-8e18-1cb8ea5545d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "…Shopee has combined its marketplace offering with integrated payments, logistics infrastructure & a comprehensive set of services. Forrest Li – CEO, SEA Limited, 2/19",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-4e55-75b2-9bd9-28075b51dc53",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Source: Sea Limited Q1:19 Earnings (2/19). Goldman Sachs Investment Research . Sea Limited operates commerce in Malaysia, Singapore, The Philippines, Thailand, Taiwan, Indonesia & Vietnam.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d845ac86-a462-4a69-b309-e883a66bf9f0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.96,
        "x": 0.02,
        "y": 0.02
      },
      "kind": "title",
      "text": "Southeast Asia (Shopee) = Mobile-First Social Commerce... $10B in Gross Merchandise Value + ~2x in One Year",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e4ddf845-0a21-40b3-84d5-7ca0599e10cb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.26,
        "x": 0.37,
        "y": 0.15
      },
      "kind": "title",
      "text": "Sea Limited / Shopee",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f6f1eb2f-4f58-4c9a-9ae8-3efe41a27d33",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}