Social Applications dominating Morgan Stanley’s March Internet Trends Report

This month’s Internet Trends Report by Morgan Stanley is mainly focused on social applications. The report shows us that 6 out of the 10 top Internet sites are social (youtube,, facebook, hi5, wikipedia, orkut). For the information, none were on the list in 2005! Is email about to die???

  • YouTube + Facebook page views > Google or Yahoo page views (and may be bigger than both combined)
  • YouTube has 258 million users, 50% visit weekly or more
  • >50% of Facebook users log in daily, 95% of Facebook users have used at least one third party application
  • Skype revenue is $1.67/user/year, up 9% Y/Y
  • 14 million photos uploaded daily on Facebook
  • Google + Yahoo = 61% of U.S. Online Ad Revenue
  • Google: $4.4b ad revenue in Q4, paid out $1.4 billion to partners
  • Yahoo: $1.6 billion in ad revenue in Q4, paid out $429 million to partners