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Quick Fade of Top Originals
misc · 2022 · industry_trends
Quick Fade of Top Originals
 Acquired – Strong and Steady
misc · 2022 · data_table
Acquired – Strong and Steady
 Quick Fade of Top Movies
misc · 2022 · industry_trends
Quick Fade of Top Movies
 Global Internet Users @ 3B
BondCap · context
Global Internet Users @ 3B
9% — Y/Y growth
 Global Internet Users = 3B @ 42% Penetration... +9% vs. +9% Y/Y...+7% (Excluding India)
BondCap · industry_trends
Global Internet Users = 3B @ 42% Penetration... +9% vs. +9% Y/Y...+7% (Excluding India)
3B — Global Internet Users
 India Internet User Growth Accelerating = +40% vs. +33% Y/Y... @ 277MM Users... India Passed USA to Become #2 Global User Market Behind China
BondCap · key_takeaways
India Internet User Growth Accelerating = +40% vs. +33% Y/Y... @ 277MM Users... India Passed USA to Become #2 Global User Market Behind China
40% — Internet user growth
 India Internet Users = 277MM @ 22% Penetration... +40% vs. +33% Y/Y
BondCap · market_landscape
India Internet Users = 277MM @ 22% Penetration... +40% vs. +33% Y/Y
277MM — Internet Users
 Global Smartphone Users Slowing = +21% vs. +31% Y/Y Global Smartphone Unit Shipments Slowing Dramatically = +10% vs. +28% Y/Y
BondCap · key_messages
Global Smartphone Users Slowing = +21% vs. +31% Y/Y Global Smartphone Unit Shipments Slowing Dramatically = +10% vs. +28% Y/Y
+10% — Y/Y growth rate
 Global Smartphone User Growth Slowing... Largest Market (Asia-Pacific) = +23% vs. +35% Y/Y
BondCap · industry_trends
Global Smartphone User Growth Slowing... Largest Market (Asia-Pacific) = +23% vs. +35% Y/Y
2.5bn — Smartphone Users
 Global Smartphone Units Slowing Dramatically... After 5 Years of High Growth @ +10% vs. +28% Y/Y
BondCap · industry_trends
Global Smartphone Units Slowing Dramatically... After 5 Years of High Growth @ +10% vs. +28% Y/Y
+10% — Y/Y Growth
 Android Smartphone Share Gains Continue vs. iOS... Android ASP Declines Continue...Delta to iOS @ ~3x
BondCap · market_landscape
Android Smartphone Share Gains Continue vs. iOS... Android ASP Declines Continue...Delta to iOS @ ~3x
81% — Unit Shipments
 New Internet Users = Continue to be Harder to Garner Owing to High Penetration in Developed Markets
BondCap · context
New Internet Users = Continue to be Harder to Garner Owing to High Penetration in Developed Markets
 With Already High Mobile Penetration in More Developed / Affluent Countries... New Users in Less Developed / Affluent Countries Harder to Garner, per McKinsey
BondCap · framework_other
With Already High Mobile Penetration in More Developed / Affluent Countries... New Users in Less Developed / Affluent Countries Harder to Garner, per McKinsey
82% — Internet penetration
 Smartphone Cost in Many Developing Markets = Material % of Per Capita Income... 15% (Vietnam) / 10% (Nigeria) / 10% (India) / 6% (Indonesia), per McKinsey
BondCap · market_landscape
Smartphone Cost in Many Developing Markets = Material % of Per Capita Income... 15% (Vietnam) / 10% (Nigeria) / 10% (India) / 6% (Indonesia), per McKinsey
47.6 — Cost of smartphone as a % of GNI per capita
 Global Economic Growth = Slowing
BondCap · section_divider
Global Economic Growth = Slowing
 Global GDP Growth Slowing = Growth in 6 of Last 8 Years @ Below 20-Year Average
BondCap · industry_trends
Global GDP Growth Slowing = Growth in 6 of Last 8 Years @ Below 20-Year Average
3.8% — Global Real GDP Growth
 Commodity Price Trends = In Part, Tell Tale of Slowing Global Growth
BondCap · transition
Commodity Price Trends = In Part, Tell Tale of Slowing Global Growth
 Commodity Prices Down = -39% Since 5/14 vs. -8% Annual Average (5/11-4/14) & +6% (1/00-4/11)
BondCap · market_landscape
Commodity Prices Down = -39% Since 5/14 vs. -8% Annual Average (5/11-4/14) & +6% (1/00-4/11)
-39% — Bloomberg Commodity Index
 Global Growth Engines = Evolve Over Time
BondCap · section_divider
Global Growth Engines = Evolve Over Time
 Global Growth Engines @ ~2/3 of Global GDP Growth... 1985 = N. America + Europe + Japan 2015 = China + Emerging Asia
BondCap · industry_trends
Global Growth Engines @ ~2/3 of Global GDP Growth... 1985 = N. America + Europe + Japan 2015 = China + Emerging Asia
63% — GDP growth contribution
 China's Gross Capital Formation (Capital Equipment / Roads / Buildings...) Past 6 Years > Previous 30 Years
BondCap · context
China's Gross Capital Formation (Capital Equipment / Roads / Buildings...) Past 6 Years > Previous 30 Years
 China Gross Capital Formation = Slowing... Sum of Past 6 Years > Previous 30 Years
BondCap · market_landscape
China Gross Capital Formation = Slowing... Sum of Past 6 Years > Previous 30 Years
$21T+ — Gross Capital Formation
 Shanghai Area Over Past 2+ Decades = Illustrates Magnitude of China (& Emerging Asia) Growth
BondCap · case_study
Shanghai Area Over Past 2+ Decades = Illustrates Magnitude of China (& Emerging Asia) Growth
 Re-Imagination of China Over Past 3+ Decades – World’s Population Leader + #3 in Land Mass – Helped Drive Incremental Global Growth of Likes Which is Difficult to Repeat
BondCap · section_divider
Re-Imagination of China Over Past 3+ Decades – World’s Population Leader + #3 in Land Mass – Helped Drive Incremental Global Growth of Likes Which is Difficult to Repeat
 Interest Rates Have Fallen to Historically Low Levels = Interest Rate Trends = Can be Indicative of Perception for Growth Outlook
BondCap · section_divider
Interest Rates Have Fallen to Historically Low Levels = Interest Rate Trends = Can be Indicative of Perception for Growth Outlook
 USA 10-Year Treasury Yield = Low by Historical Standards
BondCap · context
USA 10-Year Treasury Yield = Low by Historical Standards
 Global 10-Year Treasury Yields = Have Trended Down
BondCap · industry_trends
Global 10-Year Treasury Yields = Have Trended Down
 Total Global Debt Loads Over 2 Decades = High & Rising Faster Than GDP
BondCap · context
Total Global Debt Loads Over 2 Decades = High & Rising Faster Than GDP
 Global Government Debt @ 66% Average Debt / GDP (2015) & Up... +9% Annually Over 8 Years vs. +2% GDP Growth* for 50 Major Countries
BondCap · financial_analysis
Global Government Debt @ 66% Average Debt / GDP (2015) & Up... +9% Annually Over 8 Years vs. +2% GDP Growth* for 50 Major Countries
$208T — Global Debt
 Total Debt-to-GDP Ratios = High & Up in Most Major Countries... @ 202% Average vs. 147% (2000)*
BondCap · market_landscape
Total Debt-to-GDP Ratios = High & Up in Most Major Countries... @ 202% Average vs. 147% (2000)*
202% — Debt-to-GDP ratio
 Demographic Trends = Slowing Population Growth... Slowing Birthrates + Rising Lifespans
BondCap · section_divider
Demographic Trends = Slowing Population Growth... Slowing Birthrates + Rising Lifespans
 World Population Growth Rate Slowing = +1.2% vs. +2.0% (1975)
BondCap · industry_trends
World Population Growth Rate Slowing = +1.2% vs. +2.0% (1975)
+1.2% — Y/Y Growth Rate
 Global Birth Rates = Down 39% Since 1960 (1% Annual Average Decline)
BondCap · industry_trends
Global Birth Rates = Down 39% Since 1960 (1% Annual Average Decline)
39% — Birth rate per 1,000 people
 Global Life Expectancy @ 72 Years = Up 36% Since 1960 (0.6% Annual Average Increase)
BondCap · industry_trends
Global Life Expectancy @ 72 Years = Up 36% Since 1960 (0.6% Annual Average Increase)
72 — Life Expectancy
 Net, Net, Economic Growth Slowing + Margins for Error Declining = Easy Growth Behind Us
BondCap · key_messages
Net, Net, Economic Growth Slowing + Margins for Error Declining = Easy Growth Behind Us
 5 Epic Growth Drivers Over Past 2 Decades = Losing Mojo
BondCap · industry_trends
5 Epic Growth Drivers Over Past 2 Decades = Losing Mojo
 Several Up / Down Cycles in Past 2 Decades = Internet 1.0 (2000)...Property / Credit (2008)...
BondCap · industry_trends
Several Up / Down Cycles in Past 2 Decades = Internet 1.0 (2000)...Property / Credit (2008)...
 Adjusting to Slower Growth + Higher Debt + Aging Population Creates Rising Risks... Creates Opportunities for Businesses that Innovate / Increase Efficiency / Lower Prices / Create Jobs – Internet Can Be @ Core of This...
BondCap · key_messages
Adjusting to Slower Growth + Higher Debt + Aging Population Creates Rising Risks... Creates Opportunities for Businesses that Innovate / Increase Efficiency / Lower Prices / Create Jobs – Internet Can Be @ Core of This...
 Online Advertising = Mobile + Majors + Newcomers Continue to Crank Away
BondCap · section_divider
Online Advertising = Mobile + Majors + Newcomers Continue to Crank Away
 USA Internet Advertising Growth = Accelerating, +20% vs. +16% Y/Y... Owing to Mobile (+66%) vs. Desktop (+5%)
BondCap · industry_trends
USA Internet Advertising Growth = Accelerating, +20% vs. +16% Y/Y... Owing to Mobile (+66%) vs. Desktop (+5%)
$60 — USA Internet Advertising ($B)
 Google + Facebook = 76% (& Rising) Share of Internet Advertising Growth, USA
BondCap · market_landscape
Google + Facebook = 76% (& Rising) Share of Internet Advertising Growth, USA
76% — Internet Advertising Revenue
 @ Margin... Advertisers Remain Over-Indexed to Legacy Media
BondCap · market_landscape
@ Margin... Advertisers Remain Over-Indexed to Legacy Media
$22B — Advertising Spend Opportunity
 Online Advertising Efficacy = Still Has Long Way to Go
BondCap · industry_trends
Online Advertising Efficacy = Still Has Long Way to Go
93% — Ad blocking consideration
 Adblocking @ ~220MM Desktop Users (+16% Y/Y)...~420MM+ Mobile (+94%)... Majority in China / India / Indonesia = Call-to-Arms to Create Better Ads, per PageFair
BondCap · industry_trends
Adblocking @ ~220MM Desktop Users (+16% Y/Y)...~420MM+ Mobile (+94%)... Majority in China / India / Indonesia = Call-to-Arms to Create Better Ads, per PageFair
420MM+ — Global Adblocking Users
 Video Ads that Work = Authentic / Entertaining / In-Context / Often Brief
BondCap · case_study
Video Ads that Work = Authentic / Entertaining / In-Context / Often Brief
26MM+ — Views
 Commerce + Brands = Evolving Rapidly By / For This Generation
BondCap · section_divider
Commerce + Brands = Evolving Rapidly By / For This Generation
 Each Generation Has Slightly Different Core Values + Expectations... Shaped by Events that Occur in Their Lifetimes
BondCap · section_divider
Each Generation Has Slightly Different Core Values + Expectations... Shaped by Events that Occur in Their Lifetimes
 Consumer Preference / Value Evolution by Generation, USA… Millennials = More Global / Optimistic / Tolerant…, per Acosta
BondCap · comparison_table
Consumer Preference / Value Evolution by Generation, USA… Millennials = More Global / Optimistic / Tolerant…, per Acosta
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