【英文】2019互联网趋势报告 Internet Trends（344页）

We use data to tell stories of business-related trends we focus on. We hope others take the ideas, build  on them & make them better. At 3.8B, the number of Internet users comprises more than half the world’s population. When markets  reach mainstream, new growth is harder to find as evinced by declining new smartphone shipments in  2018. 

While E-Commerce continues to gain share vs. physical retail, growth rates are slowing. While  Internet advertising growth is solid & innovation is healthy, there are areas where customer acquisition  costs may be rising to unsustainable levels. While Internet user growth is slowing, global innovation & competition continue to drive product  improvements, new types of usage & monetization – wearables, on-demand + local services & traditionally underserved markets. Outside of USA, we focus  on especially high growth & innovation in data-driven / direct fulfillment & financial services. 

We highlight  massive global usage changes related to the evolution of images & interactive gaming as  communications tools & the broad emergence of freemium businesses at scale. The rapid rise of gathered / analyzed digital data is often core to the holistic success of the fastest  growing & most successful companies of our time around the world. Context-rich data can help  businesses provide consumers with increasingly personalized products & services that can often be  obtained at lower prices & delivered more efficiently. This, in turn, can drive higher customer satisfaction.  Better data-driven tools can improve the ability for consumers to communicate directly & indirectly with  businesses & regulators. Core constituents (consumers / businesses / regulators) are increasingly drinking from a data firehose &  management challenges continue to rise for all parties. Broad awareness of challenges (& related  vigorous / heated debates) can be the first step in driving change.