The latest Internet Trends report is up from Morgan Stanley’s Mary Meeker, who presented at the CN Summit today in New York. David Kaplan covered the session in tweets here. here. I’ve pulled a few highlights from my first read; the full 53-slide presentation is embedded below:
— iPad usage is much closer to desktop than smartphones using monthly page views as a gauge.
— internet/mobile media time spent is still out of whack compared to ad spend: 28 percent of time spent but only 13 percent of ad dollars.
— Meeker sees potential upside in lower online CPMs but will it ever hit the broadcast-cable heights?
— She says Japan shows the potential for mobile advertising: up to $11 per mobile ad user in 2009 from $1 in 2003.