顶尖分析师：我们正向新一代平台转移

    不过，更有意思的或许是米克尔对于移动行业业务前景的描述。移动互联网仅占互联网总流量的15%。它意味着，随着无线设备的日益普及，移动行业仍有巨大的发展空间。目前全球移动互联网用户有15亿，去年一年就加了4亿，或者说增长了30%。最近一种比较流行的观点认为，移动广告市场将比传统互联网广告市场更加严峻。或许如此吧，但Facebook到目前而为止的表现似乎证明，移动广告至少在社交媒体环境中是可行的。米克尔称，Facebook第一季度的总收入增长了43%，而移动收入却增长了54%。Facebook每一位PC用户带来的平均收入有所减少，而移动用户所带来的平均收入却有所增加。米克尔称：“Facebook的转型非常成功。”

    移动设备业务仍将飞速增长，尤其是从全球角度来看。米克尔称：“移动设备的增长受益于新兴市场，”其中包括许多令人吃惊的地区，如尼日利亚、伊朗、印尼和菲律宾。

    同时，我们已经在向新一代平台转变，从智能手机和平板电脑向“可穿戴、可驾驶、可飞行和可扫描”的设备转变，比如谷歌眼镜、无人驾驶汽车、无人机（米克尔很快补充道：“当然是有益的那种，”）以及用于各种用途的扫描技术，如营养成分标签、零售付款和旅游等。（财富中文网）

    译者：刘进龙/汪浩

    Perhaps more immediately interesting in terms of business prospects, though, was Meeker's description of the mobile market. Mobile still makes up just 15% of Internet traffic. That means there's lots of room for growth as the world continues to port itself to wireless devices. There are now 1.5 billion mobile subscriptions worldwide, up by about 400 million in the past year, or a gain of nearly 30%. Until very recently, the popular notion was that mobile advertising would make for a much tougher market even than traditional Internet advertising. And that still might be the case, but Facebook's experience so far seems to show that mobile ads, at least in a social media environment, can work. Facebook's total revenue grew by 43% in the first quarter, Meeker said, while its mobile revenue grew by 54%. Average revenue per Facebook user is down for PC users, and up for mobile users. "They've managed this transition very well," Meeker said.

    The growth of mobile devices will continue apace, particularly from a global perspective. "Emerging markets are really driving a lot of that growth," Meeker said, including in some rather surprising places such as Nigeria, Iran, Indonesia, and the Philippines.

    Meanwhile, we're already seeing the beginnings of the next platform phases, from smartphones and tablets into "wearables, driveables, flyables, and scannables." Those are things like Google Glass, self-driving cars, drones ("of the good kind," Meeker was quick to say), and scanning technology for things like nutrition labels, retail check-out, and travel.