— Topic —
4 receipts tracked • 100% industry hit rate
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RECEIPT #MARK-Z
OCT 23, 2012
PREDICTION BY
Mark Zuckerberg“Over the long term, we believe that the opportunity to monetize mobile and feed-based ads is at least as big as, and likely bigger than, the opportunity we’ve had on desktop.”
FOLLOW-UP
Within several years, the majority of Facebook’s ad revenue came from mobile feed ads, exceeding desktop revenue, clearly realizing Zuckerberg's prediction.
ORIGINAL SOURCE
Facebook, Inc., Q3 2012 Earnings Call TranscriptRECEIPT #MARY-M
MAY 27, 2015
PREDICTION BY
Mary Meeker“There is a $25B+ opportunity in the U.S. for Internet — led by mobile and social — to gain share from print and other legacy media as ad spend catches up to time spent.”
FOLLOW-UP
Social platforms became core budget lines, and global and U.S. social ad spend grew far faster than most offline channels, validating the directional prediction of substantial share gain for social and mobile.
ORIGINAL SOURCE
2015 Internet Trends Report, KPCBRECEIPT #MARY-M
MAY 28, 2014
PREDICTION BY
Mary Meeker“Social and mobile are under-monetized relative to time spent, suggesting significant ad growth ahead.”
FOLLOW-UP
Social ad spend did grow rapidly and became one of the largest digital categories, consistent with Meeker's prediction of 'significant ad growth ahead'.
ORIGINAL SOURCE
2014 Internet Trends Report, KPCB, slide deckRECEIPT #DAN-SA
DEC 24, 2023
PREDICTION BY
Dan Salmon“While organic development and partnerships are the most likely path, online dating companies could accelerate advertising product development through small tuck-in acquisitions of mobile ad tech... With strong free cash flow generation, a company like Match has plenty of dry powder to execute transactions.”
FOLLOW-UP
Match Group (Tinder parent) made no mobile adtech tuck-in acquisitions in 2024. It focused on core product updates and cost-cutting amid flat ad revenue (~$1.8B), with no reported deals.
ORIGINAL SOURCE
www.businessinsider.comEVIDENCE
