About Nicholas Grous, ARK Analyst
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Research by Nicholas Grous, ARK Analyst
February 11, 2020 | by Nicholas Grous, ARK Analyst | Digital
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 […]December 04, 2019 | by Nicholas Grous, ARK Analyst | Digital
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, […]July 31, 2019 | by Nicholas Grous, ARK Analyst | Digital
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 […]May 08, 2019 | by Nicholas Grous, ARK Analyst | 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 […]