Research by Nicholas Grous, ARK Analyst

  • Netflix-Streaming-Banner

    How Should We Be Thinking About Netflix & Original Content?

    by | Digital
    Mentioned Companies: AMZN, DIS, NFLX

    Video streaming has changed viewing habits and now is impacting the monetization and valuation of content. Following in the footsteps of broadband and cable, video streaming services are disrupting at-home entertainment. Netflix, Amazon, Disney, and other streaming companies are producing original content financed by monthly subscription fees instead of ticket sales, advertising, and other more […]

  • Smart-Speaker-Blog-Banner

    The Smart Speaker Conundrum (Part II)

    by | Digital
    Mentioned Companies: AAPL, AMZN, GOOG

    As discussed in Part I, smart speakers have not attracted significant developer interest and, therefore, lack a robust app store. Assuming an app store for smart speakers never were to take off, we wonder if a few smart speaker apps would be able to sustain the market. In Part II of The Smart Speaker Conundrum, […]

  • smart speakers, ark research, innovative speakers, voice, iot, data

    The Smart Speaker Conundrum (Part I)

    by | Digital
    Mentioned Companies: AAPL, AMZN, GOOG

    ARK’s research suggests that more than 50% of US households will have at least one smart speaker by this time next year.1 In other words, the adoption of smart speakers is happening at a record rate, with only 3 years between early adoption and mainstream adoption, as shown below. With such early success, many forecasters […]

  • Auto-Insurer-Blog-Banner

    Auto Insurers Should Fear: Autonomous Driving Networks Are Near!

    by | Digital

    During the next five to ten years, as riders may increasingly choose to travel on autonomous taxi networks, the auto insurance industry – a $220 billion market – will face the biggest threat in its history, a collapse in the number of drivers and accidents. ARK’s research on Mobility-as-a-Service suggests that roughly 57% of all automotive […]