Morgan Stanley's March Internet Trends Report: Social Applications Dominating
Morgan Stanley’s Internet Trends report from last month takes a big turn from previous reports – the focus is nearly 100% on social applications and how they are taking over the Internet (Yahoo apparently read it). Key takeaways:
- YouTube + Facebook page views > Google or Yahoo page views (and may be bigger than both combined)
- 6/10 top internet sites are social (youtube, live.com, facebook, hi5, wikipedia, orkut); none were on the list in 2005
- YouTube has 258 million users, 50% visit weekly or more
- >50% of Facebook users log in daily, 95% of Facebook users have used at least one third party application
- Skype revenue is $1.67/user/year, up 9% Y/Y
- 14 million photos uploaded daily on Facebook
- Google + Yahoo = 61% of U.S. Online Ad Revenue
- Google: $4.4b ad revenue in Q4, paid out $1.4 billion to partners
- Yahoo: $1.6 billion in ad revenue in Q4, paid out $429 million to partners
Compare this report to the previous one from October 2007:
![](data:image/svg+xml;charset=utf-8,<svg height="419" width="560" xmlns="http://www.w3.org/2000/svg" version="1.1"/>)
![](data:image/svg+xml;charset=utf-8,<svg height="418" width="560" xmlns="http://www.w3.org/2000/svg" version="1.1"/>)
![](data:image/svg+xml;charset=utf-8,<svg height="105" width="187" xmlns="http://www.w3.org/2000/svg" version="1.1"/>)
![](data:image/svg+xml;charset=utf-8,<svg height="98" width="187" xmlns="http://www.w3.org/2000/svg" version="1.1"/>)
![](data:image/svg+xml;charset=utf-8,<svg height="125" width="187" xmlns="http://www.w3.org/2000/svg" version="1.1"/>)
