This deck appeared on business insider last week. It was presented by Henry Blodget, the CEO of business insider.
Link is below, but here are the advertising hilights (ie mostly excluding ecommerce, gaming and device makers):
- New media stock value is worth 3x old media stock value
- The digital advertising market is growing like crazy
- Digital advertising accounts for ~20% of total US ad spend
- US dd rev breakout by medium: 42% TV, 38% online, 9% Print, 7% Radio, 4% Outdoor. Online is gaining ground on TV.
- Newspaper ad rev fell off a cliff after 2000; TV may be next
- Digital ad revenue for video is growing fast
- Pay TV subscriptions are trending downwards
- In US online ads, market share is this: Google 62%; Facebook 11%, All Other 27%
- Facebook US ad rev exceeds each Microsoft, Yahoo, and AOL
- Smpartphone and tablet sales will soon eclipse PC sales, so the future is in mobile
- With mobile, people do pretty much the same stuff they do online: consume content, shop, watch movies and tv, listen to music, use email, pay for stuff,
- There is a big gap between time spent on mobile devices and ad revenue on mobile devices. For other channels, the ad spend is proportional to time spent. This is why some people say that there is a big mobile advertising market opportunity. BUT there could be a good reason for that gap: the screen is small. It's not a great way to do ads. Mobile ARPU and CPMs are much lower than desktop.
http://www.businessinsider.com/state-of-internet-slides-2012-10#
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