via Corante, Emergic.
Mary Meeker, the venerable analyst at Morgan Stanely presented at the AD:TECH conference in San Francisco. According to Meeker, the Internet has “nowhere to go but up.” The session was packed with datapoints:
- Google:5b global searches (+62% YOY, 2/05); 355m global unique visitors(+36% YOY, 2/05)
- Broadband:135m global subscribers (+51% YOY); 35m in America; 63m in Asia
- Yahoo!:917m multimedia streams; 40m My Yahoo! users
- Digital Music:300m cumulative iTunes; 16m iPods
- Blogging:27% of US Internet users read blogs
- Wireless Internet:196m messaging subscribers in China; No. 1 in world
- VoIP:33m registered users (4/05)
- Shanda Networking:2m peak concurrent online gamers in China
- PayPal:72m accounts (+57% YOY); 22m users
- Broadband:S Korea broadband penetration of 70%; No. 1 in world
- Ad Spend: Internet Ad Spend at $120 per home vs. $898 for Newspapers
However, the Big Media Channels are Going down:
- Music: 2004 sales down 21% from 1999 peak
- TV:Network TVs audience share down by 1/3 since 1985
- Radio:Listener-ship at lowest level in 25 years
- Newspapers:Circulation declining
- Magazines:Circulation peaked in 2000; now at 1994 levels