Wednesday, December 30, 2009

The Mother Lode of Data on the Mobile Internet

Browsing the Internet this morning, I found this Morgan Stanley report on the Mobile Internet. Depending on which version you look at, you'll find hundreds of slides packed with data and insights on mobile internet usage. I recommend you at least flip through the this short 92-slide version.

Here are some of the highlights - this is the data I found most interesting.

iPhone Growth

The 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 Usage

Unproductive 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.

1 comment:

DSL said...

Thanks for sharing the information on Mobile internet I was looking for such stats..I am planing to opt mobile internet service and gathering knowledge related to it so that no confusion remains before opting it..You cleared lots of doubts..