Mary Meeker’s PowerPoint slide presentations, delivered for Morgan Stanley always cut to the chase with beauty and clarity. Zahid Ghadialy of the 3G/4G Wireless Blog has posted Meeker’s latest PowerPoint here on Slide Share.
Meeker has 8 key themes:
- Wealth creation/desctuction is material in new computing cycles. We are in the 5th cycle.
- Mobile is ramping faster than the desktop internet and will be bigger than most people think.
- Apple is leading in Mobile innovation and impact for now. Pricing and other factors will determine long term winners.
- Game changing platforms emerge rapidly (mobile + social networking)
- Growth/Monetization roadmaps can be provided by looking at Japan.
- Massive data growth is driving carrier and equipment changes.
- Compelling opportunities in emerging markets
- Regulators can help or slow mobile internet evolution.
