The 10 top internet themes for 2017, as outlined by Brian Fitzgerald, Jefferies equity analyst, mostly center on enterprise apps, advertising and media and internet of things.
A couple of important changes will affect the U.S. industry, including network neutrality rules and foreign earnings repatriation.
Among the enterprise themes, fulfillment and last mile logistics, the travel sharing economy are key.
In the advertising and media area, online advertising, mobile sports, video games and virtual reality are top of mind.
In the IoT area, personal technology and autonomous driving are important.
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