global change institute - craig rispin keynote 1 nov '12

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Global Change Institute - Craig Rispin Keynote 1 Nov '12

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Page 1: Global Change Institute - Craig Rispin Keynote 1 Nov '12

@gcitweet/gciuq

Page 3: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 5: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

People

Business Technology

Life

SciencesWork/LifeShift

Glo

ba

lised

Ac

ce

lera

tion

Page 6: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 7: Global Change Institute - Craig Rispin Keynote 1 Nov '12

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Karl Fisch - TheFischBowl.blogspot.com

Page 8: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 10: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

People

Business Technology

Life

SciencesWork/LifeShift

Glo

ba

lised

Ac

ce

lera

tion

Age Gap

Education Re-Engineering

Global Mobility

End of Retirement

Un-Bell Curve

OutrageousOutsourcing

MarketingMegatrend

Virtual Business

InnovationImperative

Speed & Size

Cloud Computing

CoITRobots Rise

Coworking

UnbreakableTech

Mobile Madness

Free Agency

Page 11: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

People

Business Technology

Life

SciencesWork/LifeShift

Glo

ba

lised

Ac

ce

lera

tion

Age Gap

Education Re-Engineering

Global Mobility

Free Agency

End of Retirement

Un-Bell Curve

OutrageousOutsourcing

MarketingMegatrend

Virtual Business

InnovationImperative

Speed & Size

Cloud Computing

CoITRobots Rise

Coworking

UnbreakableTech

Mobile Madness

Page 12: Global Change Institute - Craig Rispin Keynote 1 Nov '12

http://www.flickr.com/photos/43533334@N07/5153726732

Your mobile phone has

all of NASA in 1969. more computing power than

Page 14: Global Change Institute - Craig Rispin Keynote 1 Nov '12

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Despite Tremendous Ramp So Far, Smartphone User Adoption Has Huge Upside

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

Smartphone Mobile Phone

Glo

bal S

ubsc

ript

ions

(MM

)

Global Smartphone vs. Mobile Phone Subscriptions, Q4:11

Source: Mobile phone subscriptions per Informa (as of Q4:11), Smartphone subscriptions estimate based on Morgan Stanley Research’s estimated smartphone user as % of total mobile user at the end of 2011 (16%).

Note: While there are 1B global 3G subscribers as of Q4:11, not all of them were smartphone users. One user may have multiple mobile subscriptions, therefore actual user #s may be lower than subscriber #s.

953MM Smartphone

Subscriptions

6.1B Mobile Phone Subscriptions

11

Page 15: Global Change Institute - Craig Rispin Keynote 1 Nov '12

20

40

60

80

100

120

Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19

Quarters Since Launch

Su

bsc

rib

ers

(MM

)

iPhone + iTouch NTT docomo i-mode AOL Netscape

8

iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape UsersFirst 20 Quarters Since Launch

Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates ~65MM+ netbooks have shipped in first 11 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.

Data as of CQ3:10.

Desktop Internet

AOL*

v 2.0 Launched 9/94

Mobile Internet

NTT docomo i-mode

Launched 6/99

Mobile Internet

iPhone + iTouch + iPad

Launched 6/07

~120MM+

~32MM

~9MM

Desktop Internet

Netscape*

Launched 12/94

~27MM

Apple iPhone + iTouch + iPad Ramp – The Likes of Which We Haven’t Seen Before

Page 16: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

20

40

60

80

100

Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19

Quarters Since Launch

Sub

scri

bers

(MM

)

iPhone + iTouch NTT docomo i-mode AOL Netscape

7

iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape UsersFirst 20 Quarters Since Launch

Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates ~50MM netbooks have shipped in first 10 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.

Desktop Internet

AOL*

v 2.0 Launched 9/94

Mobile Internet

NTT docomo i-mode

Launched 6/99

Mobile Internet

iPhone + iTouch

Launched 6/07

~85MM

~31MM

~8MM

Desktop Internet

Netscape*

Launched 12/94

~18MM

Mobile Internet Ramping Faster than Desktop Internet Did – Apple Leading Charge

380M

Page 17: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

20

40

60

80

100

Q1 Q3 Q5 Q7 Q9 Q11 Q13 Q15 Q17 Q19

Quarters Since Launch

Sub

scri

bers

(MM

)

iPhone + iTouch NTT docomo i-mode AOL Netscape

7

iPhone + iTouch vs. NTT docomo i-mode vs. AOL vs. Netscape UsersFirst 20 Quarters Since Launch

Note: *AOL subscribers data not available before CQ3:94; Netscape users limited to US only. Morgan Stanley Research estimates ~50MM netbooks have shipped in first 10 quarters since launch (10/07). Source: Company Reports , Morgan Stanley Research.

Desktop Internet

AOL*

v 2.0 Launched 9/94

Mobile Internet

NTT docomo i-mode

Launched 6/99

Mobile Internet

iPhone + iTouch

Launched 6/07

~85MM

~31MM

~8MM

Desktop Internet

Netscape*

Launched 12/94

~18MM

Mobile Internet Ramping Faster than Desktop Internet Did – Apple Leading Charge

468M

Page 18: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

0

200

400

600

800

1,000

1,200

1,400

0 1 2 3 4 5 6 7 8

Glo

bal U

nit S

hipm

ents

(000

)

Quarters After Launch

iPad iPhone iPod

0

5,000

10,000

15,000

20,000

0 1 2 3 4 5 6 7 8

Glo

bal U

nit S

hipm

ents

(000

)

Quarters After Launch

iPad iPhone iPod

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

0 1 2 3 4 5 6 7 8

Glo

bal U

nit S

hipm

ents

(000

)

Quarters After Launch

iPad iPhone iPod

First 8 Quarters Cumulative Unit Shipments, iPod vs. iPhone vs. iPad

Source: Apple, as of CQ1:12 (8 quarters post iPad launch).

iPods Changed Media Industry iPhones Ramped Even Faster iPad Growth (3x iPhone) Leaves “Siblings” in Dust

9

Page 19: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 20: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 21: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Money

Access

Body

Engines

Metering

Control

Security

Page 22: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

People

Business Technology

Life

SciencesWork/LifeShift

Glo

ba

lised

Ac

ce

lera

tion

Age Gap

Education Re-Engineering

Global Mobility

Free Agency

End of Retirement

Un-Bell Curve

OutrageousOutsourcing

MarketingMegatrend

Virtual Business

InnovationImperative

Speed & Size

Cloud Computing

CoITRobots Rise

Coworking

UnbreakableTech

Mobile Madness

Page 25: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Source: Cisco

Page 26: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 27: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 28: Global Change Institute - Craig Rispin Keynote 1 Nov '12
Page 29: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

People

Business Technology

Life

SciencesWork/LifeShift

Glo

ba

lised

Ac

ce

lera

tion

Age Gap

Education Re-Engineering

Global Mobility

Free Agency

End of Retirement

Un-Bell Curve

OutrageousOutsourcing

MarketingMegatrend

Virtual Business

InnovationImperative

Speed & Size

Cloud Computing

CoITRobots Rise

Coworking

UnbreakableTech

Mobile Madness

Page 34: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

The $100 PC - nComputing.com

enterprisepowerful computingfor powerful companies

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Looking for an all-inclusive, pre-tested and easy to deploy solution that willgive you the ability to virtualize your budget? With NComputing’s new In aBox solutions you are getting just that. Find out how you can reducemaintenance and support costs by 75%, reduce power and coolingrequirements by 90% and be a leader in your community with Greencomputing.

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Page 35: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

The $100 PC - nComputing.com

enterprisepowerful computingfor powerful companies

small & medium businesswhatever the size of yourbusiness we have a solution

educationinvest in solutions that givemore tools to your students

governmentget things running smoothlywith our computing power

NComputing is the fastest growing desktop virtualization company in theworld with over 20 million daily users in 140 countries. The company'saward-winning, patented technology lowers desktop computing costs,improves manageability, and reduces both energy consumption and e-waste.It is the perfect solution for leveraging the power and potential of PCs andcloud computing.

Looking for an all-inclusive, pre-tested and easy to deploy solution that willgive you the ability to virtualize your budget? With NComputing’s new In aBox solutions you are getting just that. Find out how you can reducemaintenance and support costs by 75%, reduce power and coolingrequirements by 90% and be a leader in your community with Greencomputing.

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Page 36: Global Change Institute - Craig Rispin Keynote 1 Nov '12

Up

The $100 PC - nComputing.com

enterprisepowerful computingfor powerful companies

small & medium businesswhatever the size of yourbusiness we have a solution

educationinvest in solutions that givemore tools to your students

governmentget things running smoothlywith our computing power

NComputing is the fastest growing desktop virtualization company in theworld with over 20 million daily users in 140 countries. The company'saward-winning, patented technology lowers desktop computing costs,improves manageability, and reduces both energy consumption and e-waste.It is the perfect solution for leveraging the power and potential of PCs andcloud computing.

Looking for an all-inclusive, pre-tested and easy to deploy solution that willgive you the ability to virtualize your budget? With NComputing’s new In aBox solutions you are getting just that. Find out how you can reducemaintenance and support costs by 75%, reduce power and coolingrequirements by 90% and be a leader in your community with Greencomputing.

Share this login blog languages