4. People
Business Technology
Life Sciences
W
ork/Life Shift
Acceleration
Youth
Unemployed
Education
Re-Engineering
Global
Mobility
Free
Agency
End of
Retirement
Emerging Models
Outrageous
Outsourcing
Marketing
Megatrend
Innovation
Imperative
Speed & Size
Cloud
Computing
Robots
Rise
Coworking &
Collaboration
Mobile
Madness
Internet of
Things
Big Data
8. People
Business Technology
Life Sciences
W
ork/Life Shift
Acceleration
Age Gap
Education
Re-Engineering
Global
Mobility
Free
Agency
End of
Retirement
Transparency
Practice
Management 2.0
Marketing
Megatrend
Innovation
Imperative
Speed & Size
Cloud
Computing
Robots
Rise
Coworking &
Collaboration
Mobile
Madness
Security
Scare
Big Data
42. “Dr. Parkinson is perhaps the most
prominent of the city’s 2.0 doctors, who
are rethinking the health care model
along 21st-century lines.”
- The New York Times
47. Ultra-Sensitive Electrical Biosensor Unlocks
Potential for Instant Diagnostic Devices
Source: University of California, Santa Barbara April 17, 2012
55. People
Business Technology
Life Sciences
W
ork/Life Shift
Acceleration
Youth
Unemployed
Education
Re-Engineering
Global
Mobility
Free
Agency
End of
Retirement
Emerging Models
Outrageous
Outsourcing
Marketing
Megatrend
Innovation
Imperative
Speed & Size
Cloud
Computing
Robots
Rise
Coworking &
Collaboration
Mobile
Madness
Security
Scare
Big Data
56. How Big is Mobile Today?
7B People in the World
6.8B Mobile Subscribers
1.5B 3G/LTE Subscribers
57. 20
40
60
80
100
120
Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19
Quarters Since Launch
Subscribers(MM)
iPhone + iTouch NTT docomo i-mode AOL Netscape
8
iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape Users
First 20 Quarters Since Launch
Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates
~65MM+ netbooks have shipped in first 11 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.
Desktop Internet
AOL*
v 2.0 Launched 9/94
Mobile Internet
NTT docomo i-mode
Launched 6/99
Mobile Internet
iPhone + iTouch + iPad
Launched 6/07
~120MM+
~32MM
~9MM
Desktop Internet
Netscape*
Launched 12/94
~27MM
Apple iPhone + iTouch + iPad Ramp –
The Likes of Which We Haven’t Seen Before
58. 20
40
60
80
100
Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19
Quarters Since Launch
Subscribers(MM)
iPhone + iTouch NTT docomo i-mode AOL Netscape
7
iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape Users
First 20 Quarters Since Launch
Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates
~50MM netbooks have shipped in first 10 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.
Desktop Internet
AOL*
v 2.0 Launched 9/94
Mobile Internet
NTT docomo i-mode
Launched 6/99
Mobile Internet
iPhone + iTouch
Launched 6/07
~85MM
~31MM
~8MM
Desktop Internet
Netscape*
Launched 12/94
~18MM
Mobile Internet Ramping Faster than Desktop Internet Did –
Apple Leading Charge
380M
59. 20
40
60
80
100
Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19
Quarters Since Launch
Subscribers(MM)
iPhone + iTouch NTT docomo i-mode AOL Netscape
7
iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape Users
First 20 Quarters Since Launch
Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates
~50MM netbooks have shipped in first 10 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.
Desktop Internet
AOL*
v 2.0 Launched 9/94
Mobile Internet
NTT docomo i-mode
Launched 6/99
Mobile Internet
iPhone + iTouch
Launched 6/07
~85MM
~31MM
~8MM
Desktop Internet
Netscape*
Launched 12/94
~18MM
Mobile Internet Ramping Faster than Desktop Internet Did –
Apple Leading Charge
380M
60. 20
40
60
80
100
Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19
Quarters Since Launch
Subscribers(MM)
iPhone + iTouch NTT docomo i-mode AOL Netscape
7
iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape Users
First 20 Quarters Since Launch
Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates
~50MM netbooks have shipped in first 10 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.
Desktop Internet
AOL*
v 2.0 Launched 9/94
Mobile Internet
NTT docomo i-mode
Launched 6/99
Mobile Internet
iPhone + iTouch
Launched 6/07
~85MM
~31MM
~8MM
Desktop Internet
Netscape*
Launched 12/94
~18MM
Mobile Internet Ramping Faster than Desktop Internet Did –
Apple Leading Charge
468M