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The chart shows a clear trend of Google Android and Facebook mobile users growing at a faster rate than Apple iOS and Amazon accounts.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The slide highlights that reach does not equate to value, likely implying that the segments shown have different monetization potentials.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The chart illustrates the dominance of different mobile platforms (iPhone, Android, Blackberry, WP) in various global markets.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The chart illustrates the rapid adoption of mobile applications on both major platforms.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The chart illustrates the fragmentation of Android compared to the concentration of iOS on current versions.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The chart uses a downward sloping curve to represent the inverse relationship between the size of the user base and the value/engagement per user.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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The slide uses a pie chart to illustrate market segmentation by platform, with annotations describing the characteristics of specific user groups.2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2013 Benedict Evans 2013 Mobile is Eating the World2013 Benedict Evans 2013 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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The slide uses a simple visual layout to highlight four key areas of disruption.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First Layer1 hit
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The chart illustrates the historical growth of ecommerce as a small slice of total US retail revenue.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart categorizes retail sectors into 'Could be parcels', 'Could be custom delivered or collected', and 'Can't be delivered (?)'.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart uses a stacked bar approach to show the ecommerce component within Parcels, Delivery & collection, and Cars.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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2020 Benedict Evans 2020 December The Great Unbundling2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart highlights that while general ecommerce is dominated by parcel shipping, food retail relies significantly more on delivery and collection models.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart highlights the growth of delivery spending relative to traditional dining channels.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart shows a clear divergence and rapid growth in delivery employment relative to warehousing in the final year of the dataset.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart highlights the significant acceleration in revenue growth in recent years.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart uses a stacked bar format to show the total retail market split by delivery type, with ecommerce as a subset.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart segments US retail into 'Could be parcels' and 'Could be custom delivered or collected', with Amazon's revenue shown as a small slice of the former.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The slide uses a stacked bar chart to illustrate the difference between 'parcels' and 'custom delivered or collected' retail models.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The chart illustrates the shift in Amazon's business model towards a marketplace platform.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit