This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

3 of Wall Street's Future $100 Stocks

NEW YORK ( TheStreet) -- I'm not sure if you're allowed to say this on the Internet, but times do exist when you've got to go all HBO on people to illustrate the appropriate impact: Kleiner Perkins partner Mary Meeker absolutely kicked ass with her Internet Trends presentation on Wednesday at All Things Digital's "D10" gathering in Palos Verdes, Calif.

Because I could hardly do Meeker justice and also because you need ample time and the proper environment to digest her slideshow, I will not get too deep into the details. Later tonight, relax with a few Guinness pints (or whatever does it for you) and dissect her entire talk, point-by-enlightening-point.

In this article, I pull Meeker's key insights regarding the growth of mobile and mobile monetization. Someday we'll look back on the doubt surrounding companies that rely on mobile users and it will all seem funny.

Explosive Growth Portends Explosive Growth

Just to qualify . . . I am taking Meeker's data, presenting it objectively and then running with it. I am not sure at which juncture she departs from my thinking, but my guess is it's somewhere around where this article's headline idles. In any event, I connect some dots that Mary may or may not agree with. I would love to know.

Meeker used Apple (AAPL - Get Report) to detail something we all sort of know, but may not realize the magnitude of until we see it sketched out: iPad adoption dwarfs the pace at which consumers took to iPods and iPhones. In fact, according to Meeker, over the first eight quarters of each product's life, iPad growth outpaced iPhone growth by three times.

Meeker than detailed the explosive growth in mobile Internet traffic as well as an exponential increase in mobile monetization. A clear correlation can be expected between the Apple adoption numbers and mobile uptake.

She cautions, however, that a majority of mobile revenue comes in the form of revenue generated from apps (71%), not advertising (29%). While projecting a $20 billion opportunity in domestic mobile ad revenue alone, Meeker concedes that desktop CPM, today, dwarfs mobile CPM by nearly five times.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
AAPL $132.54 0.88%
P $18.33 -0.81%
ZNGA $2.93 -1.35%
FB $80.54 0.07%
GOOG $540.11 -0.44%

Markets

DOW 18,232.02 -53.72 -0.29%
S&P 500 2,126.06 -4.76 -0.22%
NASDAQ 5,089.3620 -1.4320 -0.03%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs