The technology marketplace has changed in the 10 years since Netscape 1.1 was first released. Some relatively new internet technology-based companies now service more customers than their 'more established' non-internet counterparts.
Mary Meeker's presentation looks at data points that help us understand what has happened in the internet industry within the last few years, and the most likely places for substantial growth in the next phase of this industry.
Meeker shows why communication is key to the continued growth in the internet industry and how the Broadband Internet and Mobile Internet areas will lead the way in the next 10-year computing cycle. For example, Google and Yahoo!'s combined revenue from advertising is now supporting a huge ecosystem of other internet-based companies. The data in this presentation illustrates how the US is lagging behind other countries, and how the biggest growth in the internet-related market is just starting.
Meeker describes some of the $4 Billion deals that happened towards the end of 2005 and why these deals and the huge capital expenditure of the internet market leaders are necessary. She also talks about where the Broadband and Mobile markets make their money and what this may mean for companies moving from one of these markets into the other. The presentation ends with an illustration of how the internet is becoming pervasive and what this means for future developments that will drive continued growth and increased sales.
