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Data from Goldman Sachs Research, BPI survey (12/15, n=1,000, UK only).2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Data from TiVo Q4 2016 Video Trends Report.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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2017 Bond Cap Internet Trends 20172017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Data source: Recording Industry Association of America. Part of Kleiner Perkins Internet Trends 2017 report.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The chart uses a dual-axis approach to correlate subscriber growth with revenue share growth.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The slide attributes the growth to the recommendation engine.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The chart uses arrows to indicate percentage change, with Netflix showing a massive increase while most traditional networks show a decline.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The chart uses a dual-axis approach to correlate subscriber growth with revenue growth over time, annotated with major business model shifts.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The slide highlights the shift from search-based discovery to algorithmic recommendation-based discovery.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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2017 Bond Cap Internet Trends 20172017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Data source: Sandvine Global Internet Phenomena Report (2H 2012 and 2016).2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The chart compares growth trajectories of different Facebook-owned platforms normalized by months since founding.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Part of the Kleiner Perkins Internet Trends 2017 deck.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Part of the Kleiner Perkins Internet Trends 2017 report.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Data source: Nielsen Total Audience Report Q4:16. The chart highlights the inverse relationship between age and digital media consumption.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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Part of the Kleiner Perkins Internet Trends 2017 deck.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Before After2 hits
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The chart illustrates the declining share of traditional data center spend relative to the growth of cloud infrastructure.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)2 hits
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The slide uses blue boxes to highlight specific categories that are increasing or decreasing in concern.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)2 hits
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The slide highlights a trend of decreasing developer-to-designer ratios, indicating more design-heavy product development teams.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds2 hits
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The chart shows a significant upward trend in spam volume, particularly in the latter half of 2016.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Tale Two Worlds2 hits
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The chart highlights a recovery in both indices starting around the second quarter of 2016.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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Data sourced from Morgan Stanley Research and MSCI.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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The chart highlights the shift from state-owned to private enterprise dominance in the Chinese public market.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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2017 Bond Cap Internet Trends 20172017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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The chart highlights a 12% Y/Y growth rate for 2016, circled in red.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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The chart uses a dual-axis combination of a bar chart for absolute time spent and a line chart for year-over-year growth rates.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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The chart uses a dual-axis approach: left axis for total minutes (stacked bars) and right axis for internet penetration percentage (red line).2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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The chart highlights the dominance of Tencent in mobile time spent, with Alibaba and Baidu as secondary players.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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The slide uses a red circle to highlight the 2016 China data point.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits
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Part of the Kleiner Perkins Internet Trends 2017 report.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In2 hits