Consumer Platforms and AI Intelligence Service

Sizes and projects 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, broken out into nine market verticals and 67 countries.

This follow-up to 2022’s Big Tech Looks to New Worlds in the Metaverse tracks the progress made by the world’s largest tech platform companies in delivering the underlying elements of the metaverse as hype around the concept faded.

Analysis of the trends and assumptions behind the numbers in the App Ecosystems Forecast: 2022–27, which sizes user-spend and advertising revenue in the global mobile apps market and the potential impact of antitrust regulation.

This report cuts through the hype to provide a balanced view of generative AI: what the technology stack looks like, what is driving generative AI, the potential applications and the challenges it faces.

This forecast analyses downloads and revenue (derived from app store-billed user spend, in-app advertising, and Apple Search Ads) in the global mobile apps market by ecosystem, app type, and territory.

This forecast quantifies by region the share of digital media revenue that consumer tech giants Alibaba, Amazon, Apple, Google, Meta, and Tencent have captured and will capture across advertising, app stores, games, music, social media, and video.