Thursday, February 24, 2011

Mary Meeker on Mobile



If you have an hour, and really want to learn something, here's Mary Meeker's full presentation. You'll learn a lot:

Half of U.S Broadband Homes Have Video Stored on PCs

Nearly 50 percent of U.S. broadband households report that they store their electronic video home library on their desktop PC. Some 30 percent use their notebook PCs.

Smaller percentages store electronic video on their gaming devices, portable media players, Flash devices, and mobile handsets.

Digital video usage models are now a mix of physical discs, free content, video on demand, streaming and rental models, in addition to outright purchases, says says Keith Nissen, Principal Analyst.

Nevertheless, downloading and storing video is a growing and important element in the overall mix. By 2015, collectively, U.S. broadband households will be storing over 4.5 million GBs of professional video content. This translates to up to 65GBs stored per household.

How Netflix Beat Blockbuster

How Netflix is Destroying Blockbuster
Source: Online MBA Programs

U.S. Mobile Banking Population Doubles

U.S. mobile banking adoption has experienced rapid growth in the past three years, more than doubling from five percent of online adults in 2007 to 12 percent in the second quarter of 2010.

By 2015, Forrester predicts that one in five U.S. adults will be using mobile banking. Much of that activity will be "informational," with consumers checking balances, for example.

Apple to launch iPad 2, Sources Say

Apple is poised to launch the second-generation of its popular iPad mobile tablet device on March 2, 2011, according to reports. The iPad 2 is said to be thinner, lighter, pack more memory and use a faster processor.

Motorola Xoom Launch

Tablets Displacing Smartphones and Netbooks in Enterprise Market?

The global tablet market was the hardware segment that had the highest growth rates in 2010, according to Frost & Sullivan. Almost 100 new tablets were launched in 2011, but Apple's iPad sold 18.3 million tablets in 2010, about 90 percent of all such devices sold globally.

In Brazil, about five percent of tablets were purchased by business enterprises. But Frost & Sullivan projects 30 percent of sales will be by businesses in 2015. The pioneer verticals in the use of the tablets are pharmaceutical, construction and consumer goods industries.

The logical question is whether tablets might, at least for a time, become the device that accounts for the bulk of new enterprise device buying, not smartphones or netbooks or other PC devices.

Directv-Dish Merger Fails

Directv’’s termination of its deal to merge with EchoStar, apparently because EchoStar bondholders did not approve, means EchoStar continue...