The Mobile Internet Report
To receive a printed copy of The Mobile Internet Report, please contact your Morgan Stanley Representative. To purchase a copy, please click here.
For other Morgan Stanley Technology Research reports and presentations, please click here.
December 2009
Our global technology and telecom analysts set out to do a deep dive into the rapidly changing mobile Internet market. We wanted to create a data-rich, theme-based framework for thinking about how the market may develop. We intend to expand and edit the framework as the market evolves. A lot has changed since we published “The Internet Report” in 1995 on the web.We decided to create The Mobile Internet Report largely in PowerPoint and publish it on the web, expecting that bits and pieces of it will be cut / pasted / redistributed and debated / dismissed / lauded. Our goal is to get our thoughts and data into the conversation about what may be the biggest technology trend ever, one that may help make us all more informed in ways that are unique to the web circa 2009, and beyond.
We present our thoughts in three ways:
1) “The Mobile Internet Report Setup”– a 92-slide presentation that excerpts highlights of the key themes from the report (This presentation is also available in Simplified Chinese - 移动互联网研究报告摘要).
2) “The Mobile Internet Report Key Themes” – a 659-slide presentation that drills down on thoughts covered in “The Mobile Internet Report” (Note that the presentation is 40MB and may take some time to download).
3) “The Mobile Internet Report” – a 424 page report which explores 8 major themes in depth and includes the two aforementioned slide presentations + related overview text (Note that the report is 50MB and may take some time to download. If you prefer to download individual themes of the report, please click here. This report is also available in Simplified Chinese - 移动互联网研究报告.)
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