I have found this excellent “Internet Trends” presentation made by Morgan Stanley -the investment bank… big surprise!- where we can see how Internet usage patterns are changing. Among the most important I have found:

  • The fast grow of social networks that now have a privileged “position” on the industry with a large share of Internet traffic (YouTube and Facebook as top players).
  • New “connectivity” services and styles are emerging with social networks and communities: E-mail is becoming archaic and used more by an “older” audience.
  • The most important sources of information are the Internet and the “personal” ones, which confirms the power of the “social” side of the Internet information with communities and blogs with ratings, comments, opinions and reviews.
  • The Widget-ization of the Web that gives users more control of what they get and do online through modularization, integration among services and sites.
  • New online ad inventory with high potential Social Networks and Videos.

The presentation also shows the extraordinary Facebook growth and analyzes why it is growing faster than MySpace! (more personalization, better user interdace, and less intrusive ads? … go to slide No. 15!) … and the way it is monetizing word of mouth with its advertising platform.

In the presentation you can see more about online advertisement business, the mobile landscape, emerging countries with potential markets and even.. recession! But for that you will need to go through the whole presentation that has 72 slides… I highly recommend it though, as it has many interesting facts, figures and a sharp analysis:

You can also download the presentation in PDF from Morgan Stanley website.