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Mary Meeker Internet Trends October 2009

Morgan Stanley’s Mary Meeker delivered another edition of her infamous Internet Trends presentation at the Web 2.0 Summit.  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.  In March of 2009 she delivered another presentation entitled “Economy & Internet Trends” where she explored the root causes of the current recession as well as perceived Internet growth opportunities, especially social media.  In this presentation Mary recaps various economic trends and indicators that she believes are precursors to the economic recovery.  She explores in depth what she sees as the major new opportunity in the tech space – Mobile Internet.

As TechCrunch’s MG Siegler noted in his post on the presentation:

“Meeker thinks we’re in a new computing cycle with the mobile web. Meeker believes Apple’s iPhone and iPod touch are leading the way here, big time. She thinks the mobile web will be 10 times as big as the more traditional desktop Internet, and that it will grow much faster.

She also notes that the technologies around it are exploding: Wi-Fi, GPS, 3G, Bluetooth, etc. And all of this is exploding in a recession, she notes.

Other key points:

  • Location-based services are the “secret sauce” of what makes the mobile web interesting.
  • The iPhone/iPod touch is the fastest growing piece of hardware the world has ever seen.
  • And usage share versus market share of the iPhone is incredible, meaning it will only grow.
  • Facebook is becoming the multimedia repository, and it will allow you to do so much.
  • Companies absolutely need to be on board with the mobile web. They have some time, but they need to act.”

Mary identifies 8 key themes that describe the mobile Internet opportunity:

mmeeker1

The entire presentation is embedded below.  Additionally, a copy of Mary’s presentation from March 2009 is included as well.

 For comparison purposes, here is Mary’s presentation from March of this year.

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