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State Of The Internet: 2012

State Of The Internet: 2012. Henry Blodget CEO & EIC, Business Insider. The commercial Internet is now ~20 years old. So, how are we doing?. 2+ billion people online. 2/3 of the world left to go. US “New media” stock value 3X “old media”. (When you include Apple). Market Value .

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State Of The Internet: 2012

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  1. State Of The Internet: 2012 Henry Blodget CEO & EIC, Business Insider

  2. The commercial Internet is now ~20 years old.

  3. So, how are we doing?

  4. 2+ billion people online

  5. 2/3 of the world left to go

  6. US “New media” stock value 3X “old media”

  7. (When you include Apple) Market Value

  8. As ever, power is very concentrated… “New Media” “Old Media” $366 Billion Market Value $1,089 Billion Market Value

  9. And now to the actual businesses…

  10. MEDIA

  11. U.S. Digital Advertising is making huge gains

  12. And now accounts for ~20% of total ad spend

  13. Among the largest media companies, more than one-third of ad spending is now online. Online Offline

  14. TV still biggest. Online close behind. Print getting smashed. Google

  15. Newspaper ad revenue has collapsed

  16. TV may be next.

  17. “Over-the-top” video is real and growing fast.

  18. Pay TV subscriptions are trending down. Source: Bernstein Research, BI Intelligence estimates

  19. In online ads, Google is completely dominant. Facebook’s gaining steam… Google

  20. Facebook has already blown past AOL, Microsoft, and Yahoo

  21. Google, Facebook and ahandful of new companiesare winning, portals losing.  80% share!

  22. “Display” ad growth is flattening.

  23. And new companies taking share from portals…YouTube, Hulu, Glam, Twitter, Demand, et al.

  24. SOCIAL

  25. Americans now spend more time on social networks than portals

  26. 1/7th of the world’s population use Facebook

  27. Within social, Facebook dominates.

  28. So, will Facebook be bigger than Google?

  29. Unlikely.

  30. Google is the best ad product in the history of the world… because it’s like advertising at a store.

  31. Facebook, meanwhile, is like advertising at a party.

  32. Social referrals to commerce sites are still tiny Facebook referrals up 92% year-over-year…

  33. eCOMMERCE

  34. E-Commerce continues to take share…

  35. New “pure-plays” launched in last few years… Pure-Play "Social Commerce"

  36. … And they’re growing fast.

  37. MOBILE

  38. Something profound happened last year…

  39. Smartphone sales overtook PC sales

  40. And will soon dwarf them We are here

  41. PC sales, meanwhile, are in a stall

  42. Tablets will also blow past PC sales in afew years We are here

  43. So the future is mobile

  44. Where are we in themobile revolution?

  45. Globally, we’re early. We are here

  46. The U.S., however, is more than halfway there

  47. Growth slows after hitting 50% penetration

  48. In the US, we’ve hit that point.

  49. Most of the under-penetrated segments in US are older and poorer Source: Nielsen

  50. So the focus is on China, which now accounts for a quarter of smartphone sales.

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