Internet video consumption is booming and will continue to according to Cisco

Cisco just published their updated forecast for internet traffic going out to 2015.  It is no surprise they have pushed up their estimates from last year.  Fixed screen internet video – i.e. PC’s – is estimated to grow 71% this year.  Video watched on mobile devices –i.e. iPhones, iPads etc.- is expected to grow 151% this year and 131% next year.  This growth directly impacts multiple companies in our portfolio.   Jeb Terry, Sr. June 3, 2011

Source: Cisco Visual Networking Index Forecast

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