Marie Meeker Report from Code Conference: Highlights

Photo source: Recode.net Marie Meeker,

partner at venture capital firm Kleiner Perkins Caufield & Byers, shared her super report at the Code Conference in California.

The site Recode.net (organizers of the conference) prepared a quick overview of one of the most anticipated reports of Silicon Valley. This year's report included 355 slides and tons of information, including a new section on healthcare, which Marie, however, did not present live.

Several reference points of the report:

• The global development of smartphones is slowing down: smartphone shipments grew by 3% compared to last year - last year this percentage was 10%. In addition, it continues to slow down the growth of the Internet as a whole, which Meeker talked about last year .
• Voice replaces typed input in online queries. With the help of voice, 20% of mobile requests were made in 2016, while their accuracy at the moment is 95%.
• Over the past 10 years, Netflix’s share of the total US home entertainment industry revenue has risen from 0 to 30%. At the same time, the TV audience continues to decline.
• Meeker notes that entrepreneurs often turn out to be gamers and cite Ilon Musk, Raid Hoffman and Mark Zuckerberg. International interactive gaming is becoming mainstream - in 2017, there are already 2.6 billion gamers, compared to 100 million in 1995. The industry’s total revenue is estimated at $ 100 billion for 2016. China (expected) is the main market for interactive gaming.
• China remains the most interesting market with tremendous growth in mobile services, payments, and services such as demand-sharing bike sharing.
• While the growth of the Internet is slowing down all over the world, India, with its fastest growing economy, does not concern these processes at all. The number of Internet users has grown by more than 28% in 2016 - and this is only 27% of the total online penetration, which means a huge scope for the growth of the Internet audience. Mobile Internet is also growing, as the cost of broadband connection is reduced.
• In 2016, in the United States, 60% of the most highly rated companies in the high-tech market were founded by Americans in the first or second generation. These companies employ over 1.5 million employees. These companies include giants such as Apple, Alphabet, Amazon and Facebook.
• Healthcare: wearable gadgets are gradually being rubbed into trust - now already 25% of Americans have purchased at least one device (compared to 12% in 2016). Leading high-tech brands have already established themselves in the digital healthcare market, and more than 60% of consumers are willing to share their health data with certain companies like Google and Microsoft.

Read the full report (in English) and watch the video from the presentation of Meeker by reference .