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Mary Meeker, Morgan Stanley’s ‘Queen of the Net’: Economy + Internet Trends

Morgan Stanley has just published a comprehensive 147 page presentation on their views of the economy and Internet trends.  The presentation is embedded below.  The report was primarily authored by Mary Meeker.  According to Wikipedia “Mary is an influential Wall Street securities analyst and investment banker primarily associated with dot coms and the 1990s internet bubble.  Meeker became known as “Queen of the Net” after being dubbed so by Barron’s Magazine in 1998.

The presentation does an excellent job summarizing where the market opportunities are now in the Internet space.  The author’s conveniently summarized the deck into the following simple points:

  • Economy
    • Recession -a long time coming, how long will it last?
    • Advertising Spending -closely tied to GDP growth
  • Technology / Internet
    • Digital Consumer -Undermonetized social networks / video / VoIP driving powerful usage growth + material disruptions for traditional players that may accelerate in recession
    • Mobile -Innovation in wireless products / services accelerating
    • Emerging Markets -Pacing next wave of technology adoption
    •  Cloud Computing -Access / storage need / virtualization driving change
  • Companies with cogent business models that provide consumer value should survive / thrive -consumers need value more than they have needed it in a long time…

 In terms of social media, the authors believe it has the absolutely greatest growth potential of any Internet category in the coming years:

 ms-sn-growth-curve

 Here’s the entire presentation:

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