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Kleiner Perkins Caufield Byers (KPCB) Internet Trends - Code Conference

Kleiner Perkins Caufield Byers

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  • 1 INTERNET TRENDS 2014 CODE CONFERENCE Mary Meeker May 28, 2014 kpcb.com/InternetTrends
  • 2. 2 Outline 1) Key Internet Trends 2) Status Update Tech Stocks / Education / Healthcare 3) Re-Imagining Continues 4) Screen + Video Growth = Still Early Innings 5) Chinas Epic Share Gains 6) Public Company Trends 7) One More Thing(s) 8) Ran Outta Time Thoughts / Appendix
  • 3. 3 KEY INTERNET TRENDS 3
  • 4. 4 Internet Users 10% Y/Y growth & slowing fastest growth in more difficult to monetize developing markets like India / Indonesia / Nigeria Smartphone Subscribers +20% strong growth though slowing fastest growth in underpenetrated markets like China / India / Brazil / Indonesia Tablets +52% early stage rapid unit growth Mobile Data Traffic +81% accelerating growth...video = strong driver *Details on Internet Users & Smartphone Subscribers in Appendix. Source: Tablet growth per Morgan Stanley Research, 5/14. Mobile traffic per Cisco Visual Networking Index, 5/14. High-Level User / Usage Trends*
  • 5. 5 Mobile Usage Growth = Very Strong
  • 6. 6 Global Smartphone Quarterly Unit Shipments & Smartphone Users as % of Mobile Phone Users, 2009 2013 35 42 43 54 55 64 83 102 104 113 134 170 159 172 203 244 233 266 291 315 0% 10% 20% 30% 40% 0 100 200 300 400 GlobalSmartphoneUsersas%ofMobile PhoneUsers GlobalSmartphoneQuarterlyUnits Shipped(MM) Smartphone Units Shipped Smartphone Users as % of Mobile Phone Users Source: Smartphone shipments per Morgan Stanley Research. User base per KPCB estimates based on Morgan Stanley Research and ITU data. Smartphone users & mobile phone users represent unique individuals owning mobile devices, as noted on slide 8; Mobile Subscribers based on number of connections & may therefore overstate number of mobile users. Smartphone Users = Still Lots of Upside @ 30% of 5.2B Mobile Phone User Base
  • 7. 7 Global PC (Desktop / Notebook) and Tablet Shipments by Quarter Q1:95 Q4:13 0 20 40 60 80 Q1:95 Q1:97 Q1:99 Q1:01 Q1:03 Q1:05 Q1:07 Q1:09 Q1:11 Q1:13 GlobalUnitsShipped(MMs) Desktop PCs Notebook PCs Tablets Tablet Units = Growing Faster Than PCs Ever Did +52%, 2013 Source: Morgan Stanley Research. Note: Notebook PCs include Netbooks.
  • 8. 8 Global Users of TVs vs. Mobile Phones vs. Smartphones vs. PCs vs. Tablets, 2013 439MM 743MM 789MM 1.6B 5.2B 5.5B 0 1,000 2,000 3,000 4,000 5,000 6,000 Tablet Desktop PC Laptop PC Smartphone Mobile Phone TV Global Users (MMs) Population Penetration 73% 22% 11% 10% 6% 78% Tablet Users = Loads of Growth Ahead @ 56% of Laptops / 28% of Smartphones / 8% of TVs Source: KPCB estimates based on Morgan Stanley Research and ITU data. TV Users is estimate for users with TVs in household, given 1.4B households with TVs in world.
  • 9. 9 11% 6% 8% 23% 18% 12% 14% 19% 17% 16% 37% 38% 17% 25% 0% 10% 20% 30% 40% 50% North America South America Europe Asia Africa Oceania Global %ofPageViewsComingFromMobile Devices May-13 May-14 Mobile Usage as % of Web Usage, by Region, 5/14 Mobile Usage = Continues to Rise Rapidly @ 25% of Total Web Usage vs. 14% Y/Y Source: StatCounter, 5/14.
  • 10. 10 2005 2010 2013 0% 20% 40% 60% 80% 100% MarketShareofSmartphoneOS Other OS iOS Android Windows Phone BlackBerry OS Linux Nokia Symbian Global Smartphone Operating System Market Share (by Units Shipped), 2005 vs. 2010 vs. 2013 Global Smartphone Operating Systems Made in USA 97% Share from 5% Eight Years Ago Source: 2005 & 2010 data per Gartner, 2013 data per IDC.
  • 11. 11 Each New Computing Cycle = 10x Installed Base than Previous Cycle Source: Morgan Stanley Mobile Internet Report (12/09)
  • 12. 12 Advertising / Monetization = Mobile Especially Compelling
  • 13. 13 $62 $64 $76 $86 $100 $116 0% 5% 10% 15% 20% 25% $0 $25 $50 $75 $100 $125 2008 2009 2010 2011 2012 2013 Y/YGrowth GlobalInternetAdvertising($B) Desktop Advertising Mobile Advertising Y/Y Growth Global Internet Advertising, 2008 2013 Internet Advertising = Remains Strong +16%...Mobile +47% to 11% of Total Source: PWC Global Entertainment & Media Outlook, 2013.

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Kleiner Perkins Caufield Byers

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Kleiner Perkins Caufield & Byers (KPCB) is a venture capital firm located on Sand Hill Road in Silicon Valley. The Wall Street Journal and other media have called it one of the world's most prestigious VC firms.  

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