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KPCB Internet Trends 2013

KPCB Internet Trends 2013

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The latest edition of the annual Internet Trends report finds continued robust online growth. There are now 2.4 billion Internet users around the world, and the total continues to grow apace. Mobile usage is expanding rapidly, while the mobile advertising opportunity remains largely untapped. The report reviews the shifting online landscape, which has become more social and content rich, with expanded use of photos, video and audio. Looking ahead, the report finds early signs of growth for wearable computing devices, like glasses, connected wrist bands and watches – and the emergence of connected cars, drones and other new platforms
The latest edition of the annual Internet Trends report finds continued robust online growth. There are now 2.4 billion Internet users around the world, and the total continues to grow apace. Mobile usage is expanding rapidly, while the mobile advertising opportunity remains largely untapped. The report reviews the shifting online landscape, which has become more social and content rich, with expanded use of photos, video and audio. Looking ahead, the report finds early signs of growth for wearable computing devices, like glasses, connected wrist bands and watches – and the emergence of connected cars, drones and other new platforms

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Categories:Types, Research
Published by: Kleiner Perkins Caufield & Byers on May 29, 2013
Copyright:Attribution Non-commercial

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Smartphones = Extraordinary Attributes -

Connected + Excited + Curious / Interested + Productive

Source: IDC, 3/13. Facebook-sponsored research asked smartphone owners how an array of social and
communication activities on their phones made them feel. Most owners use ~7.4 social and communications apps on
their phones. Responses are indexed above.

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0

2

4

6

8

Relative Sentiment Index

(10 = Strongest, 0 = Weakest)

USA Smartphone User Relative Sentiment Index (10 = Strongest, 0 = Weakest), 3/13
When Asked How Social and Communication Activities on Smartphones Made You Feel

Mobile Traffic as % of Global Internet Traffic =

Growing 1.5x per Year & Likely to Maintain Trajectory or Accelerate

0%

5%

10%

15%

20%

25%

30%

12/08

12/09

12/10

12/11

12/12

12/13

12/14

% of Internet Traffic

Global Mobile Traffic as % of Total Internet Traffic, 12/08 – 5/13
(with Trendline Projection to 5/15E)

0.9%
in 5/09

2.4%
in 5/10

15%
in 5/13

Source: StatCounter Global Stats, 5/13. Note that PC-based Internet data bolstered by streaming.

32

6%
in 5/11

10%
in 5/12

Trendline

E

E

China –

Mobile Internet Access Surpassed PC, Q2:12

0%

20%

40%

60%

80%

100%

6/0712/076/0812/086/0912/096/1012/106/1112/116/1212/12

% of Total Internet Users in China

via Desktop PC
via Mobile Phone

28%

71%

75%

96%

% of Chinese Internet Users Accessing the Web
via Desktop PCs vs. via Mobile Phones, 6/07 – 12/12

Source: CNNIC, 1/13.

33

1/113/115/117/119/1111/111/123/125/127/129/1211/121/133/13

NHN Search Query (Indexed)

PC Query

Mobile Query

S. Korea –

Mobile Search Queries Surpassed PC, Q4:12

Source: NHN Corporate Presentation, as of 5/13.

34

NHN Korea Search Query Trend (Indexed), PC vs. Mobile, 1/11 – 3/13

0%

10%

20%

30%

40%

50%

1/11

4/11

7/11

10/11

1/12

4/12

7/12

10/12

1/13

Groupon North America Transactions

Completed on Mobile (%)

% of Groupon North America Transactions Completed on Mobile,
1/11 – 3/13

Groupon N. America –

45% of Transactions on Mobile, Up from <15% Two Years Ago

35

Source: Groupon, as of 3/13.

14%

45%

Facebook – Mobile Has Helped Drive Users & Revenue,

Q1 Growth =Revenue +43% Y/Y, Mobile Users +54% (to 68%), ARPU +15%

Q2:11 Q3:11 Q4:11 Q1:12 Q2:12 Q3:12 Q4:12 Q1:13

Ad Revenue ($MM)

$776 $798 $943 $872 $992 $1,086 $1,329 $1,245

Y/Y Growth

83% 77% 44% 37% 28% 36% 41% 43%

% from Mobile

--

--

--

--

--

14% 23% 30%

Mobile Active Users
(MAUs) (MM)

325 376 432 488 543 604 680 751

Y/Y Growth

110% 92% 76% 69% 67% 61% 57% 54%

% of Total MAUs

44% 47% 51% 54% 57% 60% 64% 68%

Annualized Ad ARPU ($) $4.37 $4.15 $4.59 $4.00 $4.28 $4.43 $5.15 $4.60

Y/Y Growth

18% 19%

1%

1% (2%)

7% 12% 15%

Q/Q Growth

11% (5%)

11% (13%)

7%

4% 16% (11%)

Source: Facebook. 36

Facebook =

Rising Mobile ARPU Has Offset Declining Desktop ARPU, So Far

0

$2

$4

$6

3/11

6/11

9/11

12/11

3/12

6/12

9/12

12/12

3/13

Annualized Ad ARPU ($)

Desktop Ad ARPU

Mobile Ad ARPU

Overall Ad ARPU

Facebook Annualized Ad ARPU, Desktop vs. Mobile, 3/11-3/13

Source: Facebook.

37

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