Late afternoon landing in St Barth :-) Quite a stress this year to leave home, uneventful travel including luggage. Quite a windy afternoon (interesting landing with several strong turbulence over La Tourmente) but umhhhh aaahhhh, so warm here. :-) First known faces at the airport which is helping to enter the SBH groove. We got our Mini and went to our rented villa (this year at Marigot), first pictures – sunset. Wow. Then, a quick (good) diner at Le Bouchon and “un petit tour” at Lorient’s supermarket, as it’s open till 9pm. Some little rains, but you know, the warm ones! Good cigar (Montecristo) on the terrace with a first Rhum Vanille from La Gloriette eheh. Slowing down and fighting against jetlag. H a p p y!
Bye bye Saint Martin (nice renovation in the airport), first nice lights
You know you are at the end of the long journey when you see…
We arrived in the villa with *this* view (part of SBH groove)
Captured just before the night (I think we will have fun with this villa)
The end of a 14-year journey started with some slides presented at the Helvetia Group Executive Board in 2000. This period was full of nice and tough moments, bringing so much experience. I had the chance to meet so many great people (partners, customers, providers, competitors) and to work with/for them. To travel and discover new countries and new cultures: Russia, China, India, UAE/Dubai, Morocco, Italy, Spain, Germany, Austria, Denmark, … But specially I had such a great team around me, this is for sure what I’m the most proud of, and which is making my departure so complicated and emotional! You are the best, my colleagues and friends, my best wishes to all of you smile emoticon And thanks for your great gift (cf. picture), a book full of photos from our last 14 years events!
From Monday, I’m joining another great team at Boomerang Pharmaceutical Communications as Global Chief Operating Officer. I know this strong mid-size company since its foundation 17 years ago and I was working there as Board member for a long time. I’m very excited to integrate the Management Team there and to participate to the next steps of the growth of Boomerang!
The latest edition of the annual Internet Trends report includes: 1. Key Internet trends showing slowing Internet user growth but strong smartphone, tablet and mobile data traffic growth as well as rapid growth in mobile advertising. 2. Emerging positive efficiency trends in education and healthcare. 3. High-level trends in messaging, communications, apps and services. 4. Data behind the rapid growth in sensors, uploadable / findable / shareable data, data mining tools, and pattern recognition. 5. Context on the evolution of online video. 6. Observations about online innovation in China
Some notes from my side:
Internet Users: <10% Y/Y growth & slowing…fastest growth in more difficult to monetize developing markets like India / Indonesia / Nigeria
Smartphone Subscribers: +20% strong growth though slowing…fastest growth in underpenetrated markets like China / India / Brazil / Indonesia
Tablets : +52% early stage rapid unit growth
Mobile Data Traffic : +81% accelerating growth…video = strong driver
Smartphone Users = about 30% of 5.2B Mobile Phone User Base
Tablet Units = Growing Faster Than PCs Ever Did… +52%
Tablet Users = Loads of Growth Ahead… At 56% of Laptops / 28% of Smartphones / 8% of TVs
Population penetration and Global users:
TVs 78% / 5.5B
Mobile Phone 73% / 5.2B
Smartphone 22% / 1.6B
Laptop+Desktop 21% / 1.5B
Tablet 6% / 0.4B
Mobile Usage = Continues to Rise Rapidly… At 25% of Total Web Usage vs. 14% Y/Y
Average Revenue per User (ARPU) and Mobile % of Monthly Active User (MAU):
Facebook $7.2 / 79%
Twitter $3.6 / 78%
Healthcare Realities (USA)
Costs Up to 17% of GDP, at $2.8T in 2012, +2x as percent of GDP in 35 years
Waste = 27% of Spend, $765B of healthcare spend estimated from excess costs: $210B = unnecessary services; $190B = excess administrative; $55B = missed prevention opportunities; $310B = inefficient delivery of care / fraud / inflated prices (2009)
Individual Costs Rising, >25% of family income likely to go to healthcare spending in 2015E vs. 18% in 2005
Chronic Conditions = +75% of Spend, Most costly = cancer / diabetes / heart disease / hypertension / stroke…1 in 2 Americans has at least 1 chronic condition, 1 in 4 has 2+
Healthcare Realities (part II)
Digitization of Healthcare Happening
Providers Using Fully Functioning EHR (Electronic Health Record): 84% of Hospitals / Academic / Institutional practices
51% (& rising) of office-based practices
Consumers Happy to Communicate via Email: 62% for healthcare concerns
Digital Health Venture Investments Rising: +39% Y/Y to $1.9B (2013, USA)
Redbrick Health – employer engagement platform = 4:1 ROI savings per participant
Teladoc – employer focused telemedicine platform = $798 savings per consultation vs. office visit & ER over 30 days
Mango Health – adherence app = 84% Statin adherence vs. 52% market average
I’ve just read a quite interesting presentation from Eric Schmidt about “how Google works”. Have a look to the full slideset below, worth a read. I specially like the appraoch concerning Innovation and how they try to attract the people they need. They call them “smart creatives”:
In exactly 2 months from today, we will start our usual long travel to the Caribbean for our 14-days visit of our preferred little island.
We could reserve and rent a villa we wanted to go for quite a long time. For the first time in 14 trips that we have a direct access to the ocean and Marigot Bay, part of the marine nature reserve and well-known as one of the best place for snorkeling!
Vendredi soir, j’ai pu assister pour la première fois à l’entraînement des U9 du Mulhouse Water-polo. Incroyablement bluffant! Thierry Estebe (directeur sportif du Mulhouse Water-Polo), leur entraîneur, fait un travail exceptionnel avec les tous jeunes du club, vraiment super…. Nos “p’tits jeunes” sont tous très concentrés et impliqués tout au long de l’entraînement. Déjà de vraies postures de poloistes “comme les grands”! Et déjà 2 entraînements par semaine. Je suis jaloux, j’aurai bien aimé aussi commencer à cet âge, et pas à 42 ans, ahah! Entre les équipes de U9, U13, U15, U17, l’équipe 1 & 2 senior, et nous les “U65/loisir”, la boucle est bouclée!
L’équipe2 senior gagne nettement contre Dole en N3 19 à 4. Match bien maîtrisé de bout en bout!
L’équipe1 qui perd 11 à 13 contre Taverny en N1. Belle progression à nouveau malgré l’absence de Nicolas et Nicolas Il ne manquait pas grand chose encore une fois contre une belle équipe efficace et plus expérimentée. On y croit, ça avance!