Explore

Slice the corpus on any axis.

Filter by firm, year, function, metric or slide category — then see the result as a narrative arc, a treemap of slide types, or a catalog of slides.

clear
51,416 slides across 1229 decks match.
Treemap Arc Catalog
Enterprise Software (2000 -> 2017) = Users Expect Products to be as... Well Designed / Easy-to-Use / Reliable as Consumer Apps
BondCap · comparison_table
Enterprise Software (2000 -> 2017) = Users Expect Products to be as... Well Designed / Easy-to-Use / Reliable as Consumer Apps
 Design = Increasingly Core to Enterprise R&D... End-Users Demanding Consumer-Quality Product Experiences
BondCap · industry_trends
Design = Increasingly Core to Enterprise R&D... End-Users Demanding Consumer-Quality Product Experiences
 Security = More Applications → More Vulnerabilities
BondCap · context
Security = More Applications → More Vulnerabilities
 Cloud-Enabled App Use in Enterprises = Rising Rapidly... Cheaper to Build / Easier to Adopt / Harder to Secure...
BondCap · industry_trends
Cloud-Enabled App Use in Enterprises = Rising Rapidly... Cheaper to Build / Easier to Adopt / Harder to Secure...
1,206 — Cloud apps per enterprise
 ...Network Breaches = Increasingly Caused by Email Spam / Phishing... Spam +350% vs. Q1:15 Monthly Average...
BondCap · industry_trends
...Network Breaches = Increasingly Caused by Email Spam / Phishing... Spam +350% vs. Q1:15 Monthly Average...
+350% — Spam volume growth
 ...Cyber Threats Severity Rising = 10MM+ Identities Exposed in... 15 Breaches in 2016...vs. 11 in 2014
BondCap · industry_trends
...Cyber Threats Severity Rising = 10MM+ Identities Exposed in... 15 Breaches in 2016...vs. 11 in 2014
15 — Number of breaches with 10MM+ identities exposed
 CHINA INTERNET = GOLDEN AGE OF ENTERTAINMENT + TRANSPORTATION
BondCap · section_divider
CHINA INTERNET = GOLDEN AGE OF ENTERTAINMENT + TRANSPORTATION
 China Macro = Positive Trends
BondCap · section_divider
China Macro = Positive Trends
 China Macro = Confidence Improving Since CH2:16
BondCap · industry_trends
China Macro = Confidence Improving Since CH2:16
 China Macro = Service Sector @ 52% GDP Share vs. 23% Thirty-Five Years Ago
BondCap · industry_trends
China Macro = Service Sector @ 52% GDP Share vs. 23% Thirty-Five Years Ago
52% — Service Sector % of GDP
 China Macro = Private (Non-SOEs) Enterprises... Increasingly Driving Wealth Creation + Economic Growth + Jobs
BondCap · market_landscape
China Macro = Private (Non-SOEs) Enterprises... Increasingly Driving Wealth Creation + Economic Growth + Jobs
48% — MSCI China Market Cap share
 China Macro = Technology Companies Lead Public Market Wealth Creation
BondCap · industry_trends
China Macro = Technology Companies Lead Public Market Wealth Creation
 China Internet Users + Usage = Healthy User Growth... Usage Outpacing Users
BondCap · transition
China Internet Users + Usage = Healthy User Growth... Usage Outpacing Users
 China Mobile Internet Users = @ ~700MM, +12% Y/Y vs. 11% in 2015
BondCap · industry_trends
China Mobile Internet Users = @ ~700MM, +12% Y/Y vs. 11% in 2015
700MM — Mobile Internet Users
 China Mobile Internet Usage Outpacing User Growth = +30% Y/Y for Usage...+12% for Users
BondCap · industry_trends
China Mobile Internet Usage Outpacing User Growth = +30% Y/Y for Usage...+12% for Users
30% — Y/Y Growth
 China Entertainment = Online Innovation Driving Robust User + Usage + Monetization Growth
BondCap · section_divider
China Entertainment = Online Innovation Driving Robust User + Usage + Monetization Growth
 China Media = Internet @ 55% of Time Spent...Mobile > TV (2016)
BondCap · industry_trends
China Media = Internet @ 55% of Time Spent...Mobile > TV (2016)
55% — Internet as % of Total Media
 China Entertainment = Key Driver of Mobile Time Spent... eCommerce + Games = Monetize Best Per Time Spent...
BondCap · industry_trends
China Entertainment = Key Driver of Mobile Time Spent... eCommerce + Games = Monetize Best Per Time Spent...
 China Online Entertainment = Consumers Increasingly Willing to Pay... Led by Games + Livestreaming + Video
BondCap · market_landscape
China Online Entertainment = Consumers Increasingly Willing to Pay... Led by Games + Livestreaming + Video
 Global Interactive Game Revenue = China #1 Market in World* > USA (2016)
BondCap · market_landscape
Global Interactive Game Revenue = China #1 Market in World* > USA (2016)
 China Online Gaming = Tencent + NetEase...Mobile MOBA + MMORPG Game Leaders...
BondCap · market_landscape
China Online Gaming = Tencent + NetEase...Mobile MOBA + MMORPG Game Leaders...
50MM+ — DAU
 ...China Online Gaming = Tencent + NetEase Driving Mobile Innovation + Revenue
BondCap · market_landscape
...China Online Gaming = Tencent + NetEase Driving Mobile Innovation + Revenue
 China Livestreaming = High Consumer Engagement + Willingness to Pay...
BondCap · industry_trends
China Livestreaming = High Consumer Engagement + Willingness to Pay...
 ...China Livestreaming = Compelling Monetization
BondCap · market_landscape
...China Livestreaming = Compelling Monetization
 China On-Demand Transportation = #1 Global Market... Cars + Bikes
BondCap · key_messages
China On-Demand Transportation = #1 Global Market... Cars + Bikes
 China On-Demand Transportation (Cars + Bikes) = Global Leader @... ~67% Global Share (10B+ Annualized Trips, + >2x Y/Y)
BondCap · market_landscape
China On-Demand Transportation (Cars + Bikes) = Global Leader @... ~67% Global Share (10B+ Annualized Trips, + >2x Y/Y)
67% — Quarterly Completed Trips
 China On-Demand Bike Sharing = Mobile Innovation Driving Significant Usage Ramp
BondCap · industry_trends
China On-Demand Bike Sharing = Mobile Innovation Driving Significant Usage Ramp
¥1 — Cost per 30 minutes
 China On-Demand Bike Sharing =… @ 20MM+ MAU…100%+ M/M Accelerating Growth
BondCap · industry_trends
China On-Demand Bike Sharing =… @ 20MM+ MAU…100%+ M/M Accelerating Growth
20MM+ — Monthly Active Users (MAU)
 China On-Demand Bike Sharing = High Frequency… 2/3 Users Ride 3+ Times Per Week
BondCap · industry_trends
China On-Demand Bike Sharing = High Frequency… 2/3 Users Ride 3+ Times Per Week
66% — Usage frequency
 On-Demand Bike Sharing = Positive Environmental Impact + High Customer Satisfaction
BondCap · case_study
On-Demand Bike Sharing = Positive Environmental Impact + High Customer Satisfaction
11MM — Registered Users
 China On-Demand Bike Sharing = Complements On-Demand Cars... @ 75% Shorter Trip Distance & 80% Lower Cost per Mile
BondCap · comparison_table
China On-Demand Bike Sharing = Complements On-Demand Cars... @ 75% Shorter Trip Distance & 80% Lower Cost per Mile
80% — Cost per Mile
 China Mobile Payment Infrastructure = Enabling Rapid Growth + Monetization of Internet Usage
BondCap · section_divider
China Mobile Payment Infrastructure = Enabling Rapid Growth + Monetization of Internet Usage
 China Mobile Payment Volume = +2x Y/Y to $5T+ Led by AliPay + WeChat Pay
BondCap · market_landscape
China Mobile Payment Volume = +2x Y/Y to $5T+ Led by AliPay + WeChat Pay
$5T+ — Mobile Payment Volume
 China Mobile Payments = Convenience vs. Cash & Bank Cards... Small Transactions Growing Especially Fast (<100RMB / $15)
BondCap · market_landscape
China Mobile Payments = Convenience vs. Cash & Bank Cards... Small Transactions Growing Especially Fast (<100RMB / $15)
 AliPay + WeChat Pay on Mobiles = Digitizing Micro Payments On + Offline
BondCap · market_landscape
AliPay + WeChat Pay on Mobiles = Digitizing Micro Payments On + Offline
 China Mobile Payments = Low Relative Cost… Helped by Regulated Interchange Rates…
BondCap · benchmark_peers
China Mobile Payments = Low Relative Cost… Helped by Regulated Interchange Rates…
 Mobile Payments = Gateway for China Internet Leaders to... Become Diversified Financial Services Platforms
BondCap · comparison_table
Mobile Payments = Gateway for China Internet Leaders to... Become Diversified Financial Services Platforms
600MM — Cumulative Users
 China eCommerce + Advertising = Innovation + Growth
BondCap · section_divider
China eCommerce + Advertising = Innovation + Growth
 China eCommerce = Strong Growth +24% Y/Y @ $681B GMV...71% Mobile
BondCap · industry_trends
China eCommerce = Strong Growth +24% Y/Y @ $681B GMV...71% Mobile
$681B — GMV
 China B2C eCommerce @ 15% of Retail Sales… Penetration Ramping Faster Than Peers
BondCap · industry_trends
China B2C eCommerce @ 15% of Retail Sales… Penetration Ramping Faster Than Peers
15% — % eCommerce Penetration
 Alibaba = Massive Scale + Engagement + Innovation...
BondCap · case_study
Alibaba = Massive Scale + Engagement + Innovation...
3x — GMV from recommendations
 JD.com = World Class Fulfillment + Delivery...91% / 58% Orders* Delivered Within 2 Days / 1 Day, Up from 68% / 47% Four Years Ago
BondCap · data_table
JD.com = World Class Fulfillment + Delivery...91% / 58% Orders* Delivered Within 2 Days / 1 Day, Up from 68% / 47% Four Years Ago
91% — Percentage of orders delivered within 2 days
 China Online Advertising Revenue = +30% Y/Y @ $40B
BondCap · market_sizing
China Online Advertising Revenue = +30% Y/Y @ $40B
$40B — Online Advertising Revenue
 Algorithmic Mobile Newsfeeds = Driving Usage + Advertising Growth (Toutiao / Baidu / Weibo / Tencent...)
BondCap · industry_trends
Algorithmic Mobile Newsfeeds = Driving Usage + Advertising Growth (Toutiao / Baidu / Weibo / Tencent...)
$6,000M — Mobile Newsfeed Advertising Revenue
 China Internet = Golden Age of Entertainment + Transportation
BondCap · key_messages
China Internet = Golden Age of Entertainment + Transportation
 INDIA INTERNET = COMPETITION CONTINUES TO INTENSIFY... CONSUMERS WINNING
BondCap · section_divider
INDIA INTERNET = COMPETITION CONTINUES TO INTENSIFY... CONSUMERS WINNING
 India Economy (GDP) = Fastest Large Grower… +7% Y/Y @ #7 Global GDP Rank
BondCap · market_landscape
India Economy (GDP) = Fastest Large Grower… +7% Y/Y @ #7 Global GDP Rank
6.8% — GDP Growth
 India Internet Users = +28% (2016-June) vs. 40% Y/Y Growth... @ 27% Penetration...355MM Users...#2 Behind China
BondCap · industry_trends
India Internet Users = +28% (2016-June) vs. 40% Y/Y Growth... @ 27% Penetration...355MM Users...#2 Behind China
355MM — Internet Users
Next page →