I have had the privilege to see Henry do his “Mary Meeker” impersonation as he effectively flies through 200 slides in less than 1 hour and it’s very impressive. He is articulate, clear and to the point.
His new report on the current trends is fantastic. In brief:
- Half the world is online
- Smartphone penetration is increasing rapidly globally, especially in emerging markets
- Android is the clear platform winner
- People are consuming media and doing transactions on multiple screens with smartphones and tablets taking share away from PCs and the web
- The rise of mobile is helping create new opportunities, but you should be “mobile, too” rather than “mobile only”
- TV revenues have not been displaced yet, but may be next on the list as eyeballs move to other platforms
- Wearable and the Internet of things are the next big thing
Read all the slides at: http://www.businessinsider.com/the-future-of-digital-2013-2013-11?op=1