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26,881-26,910 of 110,387

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129
The slide contrasts the high cost of historical air travel with the massive growth in volume over time.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
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The chart uses a dual-axis approach to correlate increasing volume with decreasing risk.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
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The chart illustrates the decoupling of travel volume and safety risk, highlighting improvements in vehicle safety and efficiency.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · ImplicationsLoop · Precedent1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is1 hit
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The chart uses 2019 dollars for inflation adjustment.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart uses two lines to show the growth of total addressable retail vs ecommerce over two decades.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart uses a red bar to emphasize the USA's position.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart illustrates rapid, consistent growth in GMV over a 6-year period.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart uses a line with markers to illustrate consistent growth.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
22
The chart highlights the divergence between total revenue and ecommerce-specific revenue starting around 2014.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses two red circles to represent the 'tax' paid by companies to platforms like Amazon and Google.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses a simple visual comparison to show that digital-native companies and traditional retailers both rely on paid placement.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses a series of circles to present examples of companies paying for visibility/traffic.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The slide uses a three-stage process flow to illustrate market commoditization.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · What Is (Part 3)1 hit
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The chart illustrates the decline of traditional department stores against the rise of ecommerce and the steady growth of warehouse clubs.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart uses a stacked bar to show the binary view vs a more granular breakdown of retail categories.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart illustrates the trend of 'cord-cutting' or unbundling in the US television market.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart illustrates the 'cord-cutting' phenomenon by contrasting incumbent pay TV decline with Netflix growth.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
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The chart illustrates a clear trend of cord-cutting or shift in media consumption habits among the teen demographic.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst 1 hit
43
The chart tracks the rapid growth of Twitch, a key player in live game streaming.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
44
The slide uses a framing technique ('glass half empty, or half full?') to present the same data point in two different ways.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart compares a stacked bar for US streaming services against a stacked bar representing the aggregate of the top 5 European markets.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart highlights digital platforms (red) versus traditional broadcasters (grey).2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
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2020 Benedict Evans 2020 January Shoulders of Giants2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a process-like flow to show historical context leading to a current data point.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · Agitate (Make it worse)1 hit
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The chart illustrates the normalization of online interaction in personal life.2020 Benedict Evans 2020 January Shoulders of Giants · Benedict Evans
Consulting deck Independent analyst Beat · Agitate (Make it worse)1 hit