Today, Kleiner Perkins partners Mary Meeker (the former Internet analyst-turned-venture-capitalist) and Matt Murphy are giving a presentation at Google’s thinkmobile conference for its biggest 200 advertisers. The complete slideshow is above, and it goes through ten mobile trends Kleiner is following and investing in. Meeker’s slideshows are always insightful, and she’s been focusing on mobile the past few years.
But in particular the first three slides are real eye-openers. The first one shows the acceleration of mobile device adoption from the iPod to the iPad. In the first three quarters after the introduction of the iPod, 236,000 units were shipped. When the iPhone came out, it hit 3.7 million units shipped in its third quarter, but then the iPad blew both of its predecessors out of the water with 14.8 million devices shipped.
This second slide shows why iTunes needs to be renamed to simply the App Store. There have been 10 billion apps downloaded from iTunes versus only about 624 million songs. ‘Nuff said.
Finally, Android is no slouch either. More than 70 million Android phones have been shipped so far, with Android now outpacing iPhone shipments. And in the fourth quarter, overall shipments of smartphones and tablets surpassed PC shipments for the first time. Global mobile data traffic is projected to grow 26 times over the next five years. Welcome to the new era.
Mary Meeker has joined the Kleiner Perkins Caufield & Byers as a partner. Previously she joined Morgan Stanley in 1991 as the Firm’s PC Software/Hardware & New Media analyst. Earlier, she served as a Technology Research Analyst at Cowen and at Solomon Brothers. She received an MBA in Finance from Cornell University in Ithaca, New York (1986), and a BA in psychology from DePauw University, in Greencastle, Indiana (1981) . Meeker’s work has been recognized in various Wall Street Analyst...
Matt Murphy is a Partner at Kleiner Perkins Caufield & Byers; he joined in 1999. His focus areas of investment include mobile applications and communications/computing infrastructure. Matt is either a Director or works closely with the management teams of Autonavi, Dash, Pelago, M2Z, IPUnity, Kodiak Networks, RGB Networks, Stoke, Aerohive Networks, Ocarina, Xsigo, and eASIC. Previously Matt was a board observer at Google (from initial investment to IPO) and director at Peakstream (acquired by Google). Prior to KPCB, Matt led...
Kleiner Perkins Caufield & Byers (KPCB) is a well known Silicon Valley venture capital firm, due in large part to their past success. They were early investors in many significant companies, including Amazon, AOL, Compaq, Electronic Arts, Google, Intuit, Macromedia, Netscape, Segway, and Sun Microsystems. The name of the firm comes from the four founding partners: Eugene Kleiner, Tom Perkins, Frank J. Caufield, and Brook Byers. In March 2008, KPCB announced the iFund, a $100M investment initiative focused on ideas...
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