Mary Meeker, partner at Kleiner Perkins, never ceases to amaze us with her stat-filled slides that put the Internet world into perspective. Here are my top 10 highlights of her slide, along with her slide below.
Number 1: Mary's list of top global Internet brands, based on market cap, shows Amazon at No. 3.
Apple: $373 billion in market cap, and $76.3 billion in revenue
Google: $177 billion in market cap, and $29.3 billion in revenue
Amazon: $108 billion in market cap, and $34 million in revenue
Facebook: $77 billion in market cap
Baidu: $46 billion in market cap, and $1.2 billion in revenue
Number 2: In three years, China added 246 million Internet users. That's more Internet users than the 224 million that exist in US. (slide 7)
Number 3: Smartphone usage still has tremendout upside. There an estimated 835 million smartphone subscribers in 2011 vs 5.6 billion phone subs. (slide 13)
Number 4: iPad growth leaves iPod and iPhone growth in the dust. (slide 14)
Number 5: Android phone adoption ramped faster than iPhone adoption. (slide 16)
Number 6: Since people started searching on mobile phones in 2007, mobile search has grown 4x in four years. (slide 19)
Number 7: Global mobile app + advertising revenue is estimated to hit $12 billion in 2011, up 17x in 3 years. (slide 21)
Number 8: Media time spent vs ad spending is still out of whack. There’s a $20 billion opportunity in Internet and mobile (slide 36)
Number 9: Advertising follows eyeballs. Global Internet ad revenue was $55 million in 1995. Today it’s $73 billion. Global Internet users in ’95 was 6 million vs. 1.5 billion today. (slide 37)
Number 10: In June 2011, time spent on social networking sites surpassed portals. (slide 39)