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Morgan Stanley Internet Trends: CM Summit Presentation Highlights

020_morganstanley

  posted by 12 June 2010

This great presentation developed by Mary Meeker at Morgan Stanley and delivered at the CM Summit in NY this week gives an excellent overview of market trends, forces and where we stand now on technology and innovation.  Among the many important points re: current technology innovation are (thx @hblodget):

Android smartphone shipments almost now equal iPhone shipments: Apple’s app leverage may disappear fast, app developers need to focus on Mobile platforms beyond iPhone

Global 3G wireless penetration just hit 20%, which is usually the inflection point to very rapid growth

iPad Internet usage is more similar to desktop usage than smartphone usage (more pageviews)

We are also struck by figures confirming some important facts regarding the state of innovation.  US companies continue to drive innovation globally, no discussion.  Equally important, is the balance of innovation coming from established companies AS WELL AS new ventures:

You can view the entire presentation here:

Internet Trends 2010 by Morgan Stanley Research

View more presentations from CM Summit: Marketing in Real Time.

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