Nothing But Net 2009 Internet Investment Guide potx

... J.P. Morgan Internet, Media and Entertainment Team Imran Khan Imran Khan is a Managing Director and the Head of Global Internet Research at J.P. Morgan. In addition to his Internet coverage, ... non-securities-related services. • Investment Banking (past 12 months): JPMSI or its affiliates received in the past 12 months compensation for investment banking services from Ninetow...

Ngày tải lên: 15/12/2013, 10:15

... Global Equity Research 05 January 2009 Nothing But Net 2009 Internet Investment Guide Global Internet Imran Khan AC (1-212) 622-6693 imran.t.khan@jpmorgan.com ... 12/30 2008E 2009E 2010E '07/'08E '08/09E 09/10E 2008E 2009E 2010E 2008E 2009E 2010E 2008E 2009E 2010E '07/'08E '08/09E '09/10E 2008E 2009E 2010E 2008E 2009E 2010E...

Ngày tải lên: 15/12/2013, 10:15

... subset of mobile Internet users, usage drastically trails that on PCs. Nielsen Online reports that the PC Internet user visits more than 100 domains per month, whereas mobile Internet users visit ... We think mobile Internet adoption will not accelerate until the introduction of better phones and technologies. 3G networks perform up to 6x faster than prior mobile Internet netwo...

Ngày tải lên: 15/12/2013, 10:15

... will be driven by an increase of 2.5% in Internet users and an increase of 3.9% in usage per Internet user. We are modeling RPMs to be roughly flat in 2009, driven by a 2% decline in sell-through, ... 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 (down from 7.2% in 2008) as social networking sites and blogs begin to mature and reach saturated penet...

Ngày tải lên: 15/12/2013, 10:15

... media companies have also moved onto the Internet by offering TV episodes online and with Internet designed webisodes. However, monetization of Internet videos has trailed its growth. Various ... the publisher network will likely limit its scale, this premium network will offer a point of differentiation from competitive networks. Figure 18: DRIVEpm Ad Network DRIVEpm Network Top...

Ngày tải lên: 15/12/2013, 10:15

... Bookings 58% penetration 37% penetration 13% penetration 17% penetration 20% penetration 23% penetration 40% penetration Source: PhoCusWright reports and J.P. Morgan estimates But Eastern Europe ... eCommerce growth than slower forms of Internet access. Other factors include: (1) continued rises in online shopping penetration in Western Europe, (2) continued investments by online re...

Ngày tải lên: 24/12/2013, 17:15

... increased awareness of mobile Internet capabilities. With a handset geared toward improving mobile Internet use, consumers significantly increased their use of mobile Internet services. Nielsen Mobile ... users access the mobile Internet, making them 5x as likely to do so as the average mobile user. Table 31: Top Devices Amongst Mobile Internet Users % of mobile Internet user...

Ngày tải lên: 24/12/2013, 17:15

... print, TV, radio, Internet, or in-venue. This product helps leverage existing ads with an interactive call to action and a method for success reporting. mSnap mSnap is a mobile ad network, enabled ... feature sets. 70 Global Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 Social Networks Primer Key Takeaways • Runaway usage gro...

Ngày tải lên: 24/12/2013, 17:15

... 286.4% All Social Nets 23.9% 32.1% 9.3% 9.3% All Internet 14.3% 9.9% 5.6% 4.5% Source: comScore Networks, J.P. Morgan estimates Key Sites Some of the notable social networking sites worldwide ... 15.2% Play games 14.2% Career networking 10.9% Source: J.P. Morgan Internet Team 2008 Consumer Survey When it comes to filling this user need, we believe social networks have two key...

Ngày tải lên: 24/12/2013, 17:15

... Equity Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com The Challenges for Online Video Online video, like social networking, is an Internet medium that has taken ... Research 05 Januar y 2009 Imran Khan (1-212) 622-6693 imran.t.khan@jpmorgan.com 2009 Cloud Computing Outlook Why “Cloud”? The name serves as a metaphor for the Internet, with pro...

Ngày tải lên: 24/12/2013, 17:15