Internet Trends archive: https://www.bondcap.com/#archive
Highlights:
Global Internet Users 3.8B (51% of world population), Growth Slowing: +6% vs. +7% Y/Y
Top 30 Global Internet Market Capitalization Leaders: USA 18 of 30, China 7 of 30
Top 30 Global Market Capitalization Leaders: USA 23 of 30, technology 9 of 30
USA E-Commerce as % of All Retail Sales: 15% vs. 14% Y/Y
Media Time vs. Advertising Spending: Mobile @ Equilibrium (2018), Desktop (2015)
Internet Ad Revenue Growth Decelerating: +20% vs. +29% at Leading USA Platforms (Y/Y Q1 vs. Q4). Internet Ad Buying: Programmatic Gains vs. Direct, Negatively Impacting Pricing.
Effective + Efficient Marketing = One’s Own Product + Happy Customers + Recommendations
USA Digital Media Usage Growth Accelerating: +7% vs. +5% Y/Y; More time spent on Mobile devices than TV.
Usage: Images Increasingly Relevant Way to Communicate, e.g., Twitter: >50% of Tweet Impressions include Images / Video / Other Media.
Interactive Gaming Players Accelerating: 2.4B +6% vs. +5% Y/Y. Interactive Gaming =
Real-Time Play + Talk / Text + Watch… Social in Nearly All Ways.
Freemium Business Evolution Started in Gaming, Evolving / Emerging in Enterprise + Consumer…All In… Just Getting Started.
Cloud Deployment Revenue +58% Y/Y
Digital Payments >50% of Day-to-Day Transactions
Data Collection + Analysis + Utilization Evolving From Humans to Humans / Computers: Data is now fundamental to how people work & the most successful companies have intelligently integrated it into everyone's daily workflow… Data is the new application--Frank Bien, CEO & President, Looker, June, 2019. Consumers + Businesses + Regulators Increasingly Drinking from Data Firehose.
"Problematic" Internet Content: Media Maxim "People Prefer Negative News."
World Wide Web v. Webs of Worlds Driven by Local Regulation.
Cyber Attacks Sophistication + Scope Continue to Rise, Particularly State Sponsored
Global Relative GDP (Current $): China + USA + India Rising, ... Europe Falling
Cross-Border Trade is 29% of Global GDP.
USA Consumer Confidence Index High & Rising @ 97 vs. 88 Sixty-Five Year Average
Economy / Employment (USA): Unemployment @ 19 Year Low… Job Openings @ All-Time High and Wages Rising.
ONLINE EDUCATION = BIG NUMBERS + BIG GROWTH
Areas prime for innovation in USA: 1. Healthcare; 2. Government.
See also tweets at @bondcap.