Morgan stanley says 2019 could be the year for space. Driven by falling handset prices and rise in smartphone penetration, data subscribers in india are likely to grow an average 25% every year to reach 519 million by 2018 fiscal, a report by morgan stanley said. Mobile data interactive graphicsmetrics compiled and presented by mobile active. The morgan stanley wealth management mobile application is the only mobile solution designed exclusively for morgan stanley wealth management clients. The corley group at morgan stanley is a group of financial professionals with diverse talents and a common mission. Mobile internet report summary from morgan stanley. For example, 11 quarters after the launch of the iphone and ipod, approximately 85 million users were accessing the mobile web on these devices compared to just 8 million aol subscribers 11 quarters after the launch of. Oct 18, 2011 kleiner perkins partner and former morgan stanley analyst mary meeker has taken the stage here at web 2. The rise of chinas silicon dragon 1 when it comes to china the numbers are usually big and digital is no exception. Material wealth creation destruction should surpass earlier computing cycles.
Explore more ideas and research, or contact your morgan stanley representative for the full report. Jan 19, 2012 new yorkbusiness wire morgan stanley nyse. Morgan stanley quick rundown of the big tablet milestones coming up this year. The mobile internet report morgan stanley research dec. The morgan stanley analysts, led by oliver chang, said that tightened lending standards will continue to hamper home sales next year. Dec 08, 2010 the morgan stanley analysts, led by oliver chang, said that tightened lending standards will continue to hamper home sales next year. Morgan stanley says 2019 could be the year for space, listing key milestones and catalysts that we expect to develop. Investors should consider morgan stanley research as only a single factor in making their investment decision. Industry imperatives mobile broadband transforming how we live and work 3g is key to success of mobile internet. Morgan stanley mobile internet report pdf 2009, morgan stanley. We believe more users may connect to the internet via mobile devices than desktop pcs within five years, said mary meeker, leader of morgan. Morgan stanley released a 92 slide presentation summary of its december, 2009 mobile internet report that offers the most comprehensive, mindblowing information about mobile growth ive ever seen. We believe more users may connect to the internet via mobile devices than desktop pcs within five years, said mary meeker, leader of morgan stanleys. Morgan stanley does and seeks to do business with companies covered in morgan.
The report includes data and analysis on the major trends shaping the internet, consumer behavior and cultural. For analyst certification and other important disclosures, refer to the disclosure section, located at the end of this report. Alibaba holds the world record for the largest opening day ipo, and tencents wechat achieved more mobile transactions over chinese new year than paypal did in all of 2015. Mobile applications, augmented reality, gesturebased. Morgan stanley online digital capabilities and the morgan stanley mobile app provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. Morgan stanley s global technology and telecom analysts set out to do a deep dive into the rapidly changing mobile internet market. Access their morgan stanley accounts, including balances, holdings and recent activity. Xbox 360 video game console, bing internet search, business software, and software for mobile devices. Morgan stanleys mobile internet report summary 2010 published on 17012010 17102014 by ben malbon this is a 92slide taster from the fullblown report which seems to have around slides.
Original chart black text from morgan stanleys internet retailing report, published in 1996. We see the trough occurring in 2012 instead of our previous call of 2011, chang told bloomberg news, during a phone interview recently. View the ms annual company financial performance report by date. Morgan stanley research published a blue paper, the internet of things is now. The mobile internet cycle, the 5th cycle in 50 years, is just starting. The mobile internet report ramping faster than desktop internet, the mobile internet will be bigger than most think. Morgan stanley releases the mobile internet report morgan. Our analysts, economists and strategists have earned this reputation through timely, indepth analysis of companies, industries, markets and the. Click the button below to request a report when hardcopies become available.
Launched 607 launched 1294 subscribers mm 60 mobile internet 31mm ntt. Morgan stanley blue papers focus on critical perspectives across industry sectors, regions, or asset classes. Kleiner perkins partner and former morgan stanley analyst mary meeker has taken the stage here at web 2. Morgan stanley is a leading global financial services firm providing a wide range of investment banking. Sample morningstar equity research reports table of.
This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to. Morgan stanleys mobile internet report summary 2010 bbh. Morgan stanley has released a couple of bulky documents about the mobile internet. The morgan stanley mobile app provides clients with access to their accounts in just a few taps. These questions, and more, are answered in morgan stanleys the internet report. Mary meekers 2011 presentation on internet trends slides. Morgan stanley does not currently have any hardcopy reports on. A look at morgan stanley research with global director simon bound morgan stanley investment research is one of the financial industrys dominant thought leaders in equity and fixedincome investing.
Find a financial advisor to discuss your investment goals and strategy. We wanted to create a datarich, themebased framework for thinking about how the market may develop. Meekers internet trends report is one of the most highly anticipated annual reports for tech investors. Sms quick start guide pdf compiled by kiwanja, ashoka changemakers, and frontline sms. Apr 21, 2011 the dividend is payable on may, 2011 to common shareholders of record on april 29, 2011. Global mobile traffic as % of total internet traffic, 1208 512. Last week, comscore released its mobile app report, which we covered. Morgan stanley wealth management is the trade name of morgan stanley smith barney llc, a registered brokerdealer in the united states. Original chart black text from morgan stanley s internet retailing report, published in 1996. As marc andressen, the cofounder of netscape, said, whether you are an investor, user, creator, or observer, the internet report offers critical insight into both the internet and the markets it will affect. Ms released the mobile internet report, a comprehensive overview of the rapidly changing mobile internet market composed by our global technology and telecom analysts. Morgan stanley analysts led by benjamin swinburne released a research report wednesday on internet media. Nov 07, 2014 this is an executive summary from morgan stanley blue paper, a global research product that addresses longterm, structural business changes that are reshaping the fundamentals of entire economies.
An overview of the big three chinese internet and e. Ceo steve ballmer has done a capable job of managing microsofts growth over the last decade. Wireless industry at an inflection point staying ahead. According to a morgan stanley report on the state of the mobile web, growth of the mobile web far outpaces desktop internet. China internet user mobile vs desktop 0 500 1,000 1,500 2,000 2,500 07 08 09 10e 11e 12e e 14e 15e source. This is an executive summary from morgan stanley blue paper, a global research product that addresses longterm, structural business changes. At morgan stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. We believe more users may connect to the internet via mobile devices than desktop pcs within five years, said mary meeker, leader of morgan stanley s. Morgan stanley profit falls 48% the new york times. The roberts mouligne group newport, ri morgan stanley. Morgan stanley internet report jan 2010 linkedin slideshare. We help address the challenges in managing great wealth so you may enjoy the opportunities it affords. The mobile internet report, a 424page report which explores eight major themes.
These questions, and more, are answered in morgan stanley s the internet report. The dividend is payable on may, 2011 to common shareholders of record on april 29, 2011. Morgan stanley presentation on internet trends slideshare. We help individuals reach their longterm financial goals.
Please fill out the form below and click place order to complete your order. Morgan stanley releases the mobile internet report. For details on morgan stanley s financial information. An overview of the big three chinese internet and ecommerce. She has published it every year since 1995 when she was a tech analyst at morgan stanley. Dec 16, 2009 morgan stanley has released a couple of bulky documents about the mobile internet. India to have 519 million mobile internet users by fy18. The morgan stanley mobile app provides clients with access to their accounts in just a.
Morgan stanley is a leading global financial services firm. Morgan stanleys mobile internet report summary 2010 bbh labs. It provides anyone with a valid morgan stanley online login the ability to. The report contained many interesting findings, but its big. Mary meeker morgan stanley internet trends october 2009. Winners in each cycle often create more market capitalization than in the last.
In case you dont have time to read mary meekers amazing 424page mobile internet report but you want more than our 4. Cnnic accelerated growth of mobile internet global internet user mobile vs desktop desktop mobile desktop mobile mn mn. However, it is clear microsoft has lost many intangibles ever since bill gates started disengaging from the company in the late 90s. The corley group menlo park, ca morgan stanley wealth.
Sample morningstar equity research reports table of contents. Annual reports morgan stanley holding companys annual reports annual report bilingual form 10k. Regarding pace of change, we believe more users will likely connect to the internet via mobile devices than desktop pcs within 5 years. Meekers mobile internet report, published in december 2009, claims more users may connect to the internet via mobile devices than desktop pcs within five years.
890 51 1348 1398 1115 508 1260 32 333 1090 698 1225 1319 1291 845 664 1543 1376 1225 808 200 296 180 99 456 1126 926 251 1254 864 707 1379 359 280 507 847