The State of the Internet driven by power of mobile

Morgan Stanley has published a very concrete mega trend report on the power of mobile overwhelming the desktop as being the defacto internet device moving forward. Taking into account various communication channels, physcographic behavior of different online consumer profiles, trends across sectors like gaming, social networking vs email, online shopping amongst others the report has some clear take aways.

1. Mobile Ramping Faster than Desktop Internet Did and Will Be Bigger Than Most Think – 5 Trends Converging (3G + Social Networking + Video + VoIP + Impressive Mobile Devices)

2. Apple’s iPhone + iTouch + App Store Launches Over Past ~3 Years Created the Spark for Mobile Internet Liftoff as Microsoft’s Launch of Windows 3.0 did for the PC in 1990 and the Netscape Browser (and its IPO) did for the Desktop Internet in 1995

3. Massive Data Growth Driving Carrier / Equipment Transitions

4. Rapid Ramp of Mobile Internet Usage Will be a Boon to Consumers and Some Companies Will Likely Win Big (Potentially Very Big) While Many Will Wonder What Just Happened

You can download the report here

In conclusion, when consumers are empowered by the Internet, usage changes can occur very quickly

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