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State of the Consumer Internet
#SVIXP
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Internet users
2,000,000,000
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Internet users are not in the US
1996
2010
0 10 20 30 40 50 60 70 80 90 100
US ROW
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They are in Asia
EuropeNorth AmericaLatin AmericaMiddle EastAsia
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In China actually and their number grew 30% last year (US = 10% growth)
China
United States
Japan
Germany
Russia
France
India
UK
Brazil
0 50 100 150 200 250 300
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And where is the activity growth?
E-mail Social Networking0
200
400
600
800
1000
1200
2009 Users (million) 2010 Users (million)2009 Minutes (billion) 2010 Minutes (billion)
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Global social networkers (in millions)
15-24 25-34 35-44 45-54 55+0
50
100
150
200
250
300
350
400
450
Male Female
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US Market
213 million users
– 10% user growth
– 20% user visit growth
– 7% user minutes growth
Average = 32 hours/month
Portals (-15%)Email (3%)Social Networks (9%)IM (-3%)Conversational media (4%)Entertainment (-5%)
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US Market
92% of US users searched for something
82% of US users viewed a video
– 201 videos/month (71% growth)
– Guys spend 2x time than women
Comm
unity
Lifes
tyles
Photo
s
Newsp
aper
s
Resea
rch …
Beaut
y
Politic
s
Job
sear
ch0
20
40
60
80
100
Number of site visits (index)
10
Search and mobile
Search
– 1584bn per year = 132bn per month = 50k per second (17% growth)
– 45% = site search, 55% = search engine
– US = 37% search
– Google = 75%
Mobile
– 30% just voice, 30% voice + text, 40% voice + text + data
– Smartphones pushing over 20%
– Activity: Search = E-mail = Social networks = 45% of users
Weather = news = 35% of users
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Commerce
Currently at $210bn
– $90bn travel = 43%
Top sites in millions of visitors
– Amazon = 77 with average $200 per unique user per year
– Walmart = Apple = 37
– Target = 28
– Netflix = 21
Advertising = $24bn (note GOOG’s total revenue is $22bn )
– 50% search
– 25% banner ads
– 10% classifieds
– 5% video
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Consumer Internet
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Consumer Internet
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Why is Facebook so important?
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Zynga’s games: (WWZD?)
Cityville got to 75m players in 3 months
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Etsy + FB Connect
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Etsy + FB Connect
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eBay + FB Connect
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eBay + FB Connect
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eBay + FB Connect
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eBay + FB Connect
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eBay + FB Connect
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eBay + FB Connect
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eBay + FB Connect
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