Here are some of the highlights - this is the data I found most interesting.
iPhone GrowthThe growth of iPhone + iTouch outpaces that of Netscape, i-mode, and AOL. It's more explosive than anything we've seen so far.
iPhone and iPod Touch are growing at the same rate This slide was meant to demonstrate the explosiveness of the iPhone platform, but another thing it demonstrates is how iPhone and iPod Touch sell around the same number of units, and have done so consistently even through the introduction of the 3G and 3GS.
Web UsageUnproductive sites are increasing their addiction levels. Online global time spent is trending heavily toward Facebook and YouTube. MSN and Yahoo are shrinking away while Google (probably the most work-related of all these sites) is holding steady. I wonder about the effect of all this on global GDP.
Google now makes $20 per user per year in ads. I still remember when my friends were asking "Who clicks on all those ads anyway?" Somebody does. Google's annualized revenues per user have increased from $10.22 / year in 2005 to $20.06 in 2009. That's a large chunk of the total ad revenue per user on the Internet, which is $46.41. Wow.
PS: Morgan Stanley has done an outstanding job in assembling all this data. I just wish they'd hired a graphic designer for their slides - they do look a bit busy, especially pasted at small sizes.