This set of visualizations present data drawn from across the Consumer Platforms and AI service, including the Share of Media Forecast, the Global Carrier Billing Forecast, Platform Strategy and Performance KPIs, the App Ecosystems Forecast, and the Funding and M&A Tracker.
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Consumer Platforms’ Share of Digital Media Forecast – 2022–28
Data / 11 Dec 2023 / Guillermo Escofet
This forecast quantifies the share of digital media revenue that consumer tech giants Alibaba, Amazon, Apple, ByteDance, Google, Meta, and Tencent have captured and will capture across advertising, app ecosystems, games, music, social media, and video.
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App Ecosystems Forecast: 2023–28
Data / 14 Mar 2024 / Guillermo Escofet
This dataset sizes and projects downloads and revenue (i.e., app-store-billed user spend, in-app advertising, and app-store advertising) in the mobile apps market by ecosystem, app type, subscription/one-time payments, and 74 territories.
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Global Carrier Billing Forecast: 2023–28
Data / 21 Jun 2024 / Guillermo Escofet
Forecast sizing and projecting revenue derived from third-party goods and services billed or resold via telcos—mobile, fixed, and pay TV. Covers both plain billing and telco–OTT bundling, in nine market verticals and 67 countries.
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Platforms Funding and M&A Tracker 2023
Data / 24 Jan 2024 / Seth Wallis-Jones
This database tracks funding and M&A activity for 16 platforms, with data including investors, business category, disclosed value, location, and descriptive notes. The 2023 update also categorizes AI- and VR/AR-related deals.
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