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The chart uses a Marimekko (mosaic) plot to represent both the relative population size of regions and the penetration levels within them.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Why Now1 hit
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The chart uses an area-stacked approach for mobile and smartphone users, with a line for PCs and a line for total adults.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Why Now1 hit
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The chart illustrates the shift in dominant tech industry players over a 25-year period.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart uses a dual-bar comparison across three time-period markers on the x-axis.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart uses indexed market cap values to compare the relative dominance of top companies across two distinct time periods.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart illustrates the massive increase in infrastructure investment by major tech firms over a 15-year period.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
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The chart highlights Amazon's significant headcount growth compared to other tech giants, with a caveat regarding warehouse and retail staff.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Tale Two Worlds1 hit
32
The chart illustrates the 'universal sensor' thesis by showing the decline/stagnation of the 'Camera' segment relative to others.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · Zoom In1 hit
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The chart illustrates the dominance of mobile apps over time.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The chart tracks four categories: Mobile browser, Facebook app, Mobile app, and Desktop.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · Core InsightLoop · Before After1 hit
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The slide uses a line chart to illustrate the growth trajectory of ecommerce vs Amazon's specific share.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Iceberg1 hit
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The chart illustrates the shift in ad spend composition over time, highlighting the emergence of digital channels.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
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The chart uses the S-curve concept to frame historical retail growth.2016 Benedict Evans 2016 Mobile is Eating the World · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
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The chart illustrates the S-curve adoption pattern for different computing platforms.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Pattern Hunter1 hit
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The chart illustrates the S-curve adoption pattern for various computing technologies.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Pattern Hunter1 hit
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The chart highlights Amazon's exponential growth in headcount compared to other tech giants, likely due to its retail and logistics operations.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the structural shift in the advertising industry from traditional print media to digital platforms.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The chart illustrates the revenue gap between a traditional retail giant and a newer e-commerce competitor.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Precedent1 hit
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The slide uses a simple S-curve metaphor to illustrate the evolution of a technology.2017 Benedict Evans 2017 Ten Year Futures · Benedict Evans
Consulting deck Independent analyst Beat · New BlissLoop · Zoom In1 hit
33
The chart visualizes the relationship between revenue scale and growth rate for Facebook, Google, Amazon, and Apple.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Tale Two Worlds1 hit
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The chart uses a bubble plot to visualize the relationship between revenue, growth, and user scale for five major tech companies.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Tale Two Worlds1 hit
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The chart uses bubble size to represent a third dimension (users), making it a multivariate analysis.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Tale Two Worlds1 hit
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The chart uses a grouped bar format to show two distinct metrics per country.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What IsLoop · Zoom In1 hit
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The chart illustrates the shift in product mix as Model 3 production ramps up significantly by mid-2018.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
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The chart highlights the discrepancy between high viewership and low revenue for E-Sports compared to traditional sports.2018 Benedict Evans 2018 The End of the Beginning · Benedict Evans
Consulting deck Independent analyst Beat · What Could BeLoop · Pattern Hunter1 hit
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The chart illustrates the 'pull-forward' effect of the pandemic on digital adoption.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The chart uses a stacked bar format to visualize the composition of retail sales over time.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · 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 · Surface ObservationLoop · Pattern Hunter1 hit
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Data source: Ofcom. The chart compares pre-lockdown (Feb 2020) vs. mid-lockdown (May 2020) usage.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit
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The chart illustrates a sharp decline in employment across all three sectors in 2020.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Surface ObservationLoop · Pattern Hunter1 hit