Mary Meeker Mobile Internet Report Notes
December 16th, 2009
-466M YouTube users (+35% y/y), 42M Hulu users (+77% y/y), 521M Skype users (+41% y/y), 430M Facebook (+137% y/y), iPhone/iTouch 57M (+163% y/y)
-Apps: Facebook 350K, iPhone 100K+, Android 15K, Blackberry 3.5K, Palm 525, Nokia 6K, Samsung 3.7K, LG 1.4K, SonyEricsson 3.7K
-58M Twitter users (12X y/y), 50M LinkedIn users
-Zynga $67M revenue 2009E, 183M active monthly users, 36 apps
-Playfish $30M revenue 2009E, 60M active users, 10 apps
-Zynga’s Farmville went from 354 users in 6/20/09 to 29M in 8/09
Net-net: Apple iPhone, Facebook, and Google Android are the long-term winners. RIMM, Nokia, SonyEricsson, and Nintendo not so much
Categories: Blog