Sunday, June 1, 2008

Update- Morgan Stanley Internet Trends '08!

I was able to find the '08 version to the Morgan Stanley Internet Trends Report (published just in March) and I've embedded it for your viewing pleasure.



Some interesting things that catch the eye:
  • A quote from Google's CIO saying that consumer software is now better than enterprise software in terms of reliability, security and speed.
  • 15% of internet traffic belongs to social networking- a category that did not even exist in the report 3 years ago! (Youtube + Facebook have more page views than Google and Yahoo combined)
  • Online ad spending per household is still significantly lower than newspaper spending but has grown 26% Y/Y while Newspaper advertising fell 7%.
  • Some interesting insights on how Facebook's interface has made it more successful in growing than myspace (slide 15)
  • The mobile platform is a growing opportunity, especially outside the western countries where developing landlines have skipped building landlines in favor of wireless services.

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