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Mary Meeker’s 2017 Internet Trends Teport: All the Slides, Plus Analysis

By Recode
June 2, 2017
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Kleiner Perkins Caufield & Byers partner Mary Meeker is delivering her annual rapid-fire Internet trends report right now at Code Conference at the Terranea Resort in California.

Here's a first look at the most highly anticipated slide deck in Silicon Valley. This year's report includes 355 slides and tons of information, including a new section on healthcare that Meeker didn't present live.

Here are some of our takeaways:

• Global smartphone growth is slowing: Smartphone shipments grew 3% year over year last year, versus 10% the year before. This is in addition to continued slowing internet growth, which Meeker discussed last year.
• Voice is beginning to replace typing in online queries. Twenty percent of mobile queries were made via voice in 2016, while accuracy is now about 95%.
• In 10 years, Netflix went from 0 to more than 30% of home entertainment revenue in the U.S. This is happening while TV viewership continues to decline.
• Entrepreneurs are often fans of gaming, Meeker said, quoting Elon Musk, Reid Hoffman and Mark Zuckerberg. Global interactive gaming is becoming mainstream, with 2.6 billion gamers in 2017 versus 100 million in 1995. Global gaming revenue is estimated to be around $100 billion in 2016, and China is now the top market for interactive gaming.
• China remains a fascinating market, with huge growth in mobile services and payments and services like on-demand bike sharing. (More here: The highlights of Meeker's China slides.)
• While internet growth is slowing globally, that's not the case in India, the fastest growing large economy. The number of internet users in India grew more than 28% in 2016. That's only 27% online penetration, which means there's lots of room for internet usership to grow. Mobile internet usage is growing as the cost of bandwidth declines. (More here: The highlights of Meeker's India slides.)
• In the U.S. in 2016, 60% of the most highly valued tech companies were founded by first- or second-generation Americans and are responsible for 1.5 million employees. Those companies include tech titans Apple, Alphabet, Amazon and Facebook.
• Healthcare: Wearables are gaining adoption with about 25% of Americans owning one, up 12% from 2016. Leading tech brands are well-positioned in the digital health market, with 60% of consumers willing to share their health data with the likes of Google in 2016.

 

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