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INTERNET TRENDS@ STANFORD-BASES KICKOFF12/3/2012Mary Meeker Outline1)Basic Stats –Internet Growth Remains Robust,Rapid Mobile Adoption Still in Early Stages2)Re-Imagination –of Nearly Everything3)Asset-Light Generation –From Hand to Cloud amp; Back…Rise of the Sharing Economy4)‘USA, Inc.’ –A Lot to be Excited About in Tech, a Lot to be Worried about in Other Areas2 BASIC STATS –INTERNET GROWTH REMAINS ROBUST, RAPID MOBILE ADOPTION STILL IN EARLY STAGES3 INTERNET USERS4 2.4B Global Internet Users in 2012* –8% Y/Y Growth*, Driven by Emerging Markets2008-2012 Internet User 2012 Internet Population RankCountryAdds (MMs)Users (MMs)Y/Y GrowthPenetration1Chin40%2Indindonesia395558234Iran3542205555Rusia3706496Nigeria314815307Philippines283432358Brazil2786459Mexico194293710USA1824437811Argentina1728576812Egypt1730113813Colombia1425395414Turkey1335174715Vietnam1231735Top 156731,44715%34%World9022,4068%34%Note: *Data as of 6/12, 2.4B global Internet users and 8% Y/Y growth rate based on the latest available data.Source: United Nations / International Telecommunications Union, .5 MOBILE USERS6 1.1B Global Smartphone Subscribers, 42% Growth, Q4:12 –@ Only 17% of Mobile SubscribersQ4:12 Smartphone Smartphone Q4:12 Smartphone Smartphone Smartphone as % of Sub Y/Y Smartphone as % of Sub Y/Y RankCountrySubs (MM)Total SubsGrowthRankCountrySubs (MM)Total SubsGrowth1China27024% 50% 16Saudi Arabia1531% 38% 2USA172485017Philippines1514383Japanexico1514554Brazil5203519Thailand1417435India4445220Turkey1319526Ualaysia1232237Koreouth Africa1118268Indonesia2793623Argentina1119559Francetherlands9473710Germanoland9163011Russia2294426Sweden8542412Spaigypt784013Italran785314Australiaiwan7248015Canadong Kong64848Global Smartphone Stats: Subscribers = 1,142MM Penetration = 17% Growth = 42%Note: *Japan data per Morgan Stanley Research estimate. Source: Informa.7 MOD