State of the Consumer Internet#SVIXP
Internet users2,000,000,000
Internet users are not in the US
They are in Asia
In China actually and their number grew 30% last year (US = 10% growth)
And where is the activity growth?
Global social networkers (in millions)
US Market213 million users10% user growth20% user visit growth7% user minutes growthAverage = 32 hours/month
US Market92% of US users searched for something82% of US users viewed a video201 videos/month (71% growth)Guys spend 2x time than women
Search and mobileSearch1584bn per year = 132bn per month = 50k per second (17% growth)45% = site search, 55% = search engineUS = 37% searchGoogle = 75%Mobile30% just voice, 30% voice + text, 40% voice + text + dataSmartphones pushing over 20%Activity: Search = E-mail = Social networks = 45% of usersWeather = news = 35% of users
CommerceCurrently at $210bn$90bn travel = 43%Top sites in millions of visitorsAmazon = 77 with average $200 per unique user per yearWalmart = Apple =  37Target = 28Netflix = 21Advertising = $24bn (note GOOG’s total revenue is $22bn )50% search25% banner ads10% classifieds5% video
Consumer Internet
Consumer Internet
Why is Facebook so important?
Zynga’s games: (WWZD?)Cityville got to 75m players in 3 months
Etsy + FB Connect
Etsy + FB Connect
eBay + FB Connect
eBay + FB Connect
eBay + FB Connect
eBay + FB Connect
eBay + FB Connect
eBay + FB Connect
eBay + FB Connect

SVIXP 11 - The state of the consumer internet