November 12, 2015 | by Sam Korus, ARK Analyst | Industrial
Friction in the labor market costs the U.S economy more than $630B per annum as shown in the chart below. Given ARK’s expectations for an acceleration in job turnover thanks to automation, this number should be expected to grow. Bad news? Not for everyone: these frictions present tremendous opportunity for companies that help firms reduce […]August 26, 2015 | by James Wang, ARK Analyst | Digital
The battle for the $600 billion global advertising market still rages, but the war is already over—digital has won. Over the next three years US digital advertising, driven by mobile, social, and video, is expected to surpass TV in revenue. At the same time, ad buying will become increasingly automated thanks to online programmatic exchanges. […]July 07, 2015 | by James Wang, ARK Analyst | Digital
The three most popular consumer social networks, Facebook , Twitter , and Instagram, have grown from scrappy upstarts to some of the most powerful communication platforms on earth. Despite the similarities of these platforms, users, celebrities, and companies are embracing them in different ways. To understand how they are evolving and performing, ARK researched engagement […]October 24, 2014 | by David Conway, ARK Analyst | Industrial
Automation improves productivity which, in the short-term, can hurt employment. Rapid changes in technology are beginning to impact every sector of the economy. Longer run, and counter-intuitively, automation should lead to a meaningful increase in employment, as opposed to the mass unemployment depicted in popular press. History offers reason for optimism for the U.S. workforce. Here […]April 23, 2014 | by Elizabeth Hamilton, ARK Analyst | Digital
The big internet companies are running out of untapped social media users. In order to maintain growth they will have to think outside the box. From 2006 to 2013, the population of social media users grew nine-fold to 1.8 billion. Business prospects have been similarly favorable: LinkedIn , Facebook , Twitter —to name a few—all enjoyed consistent […]April 07, 2014 | by Steven Dupler, ARK Analyst | Digital
Now two years into its planned 100-year lifespan, Google’s (GOOG) gDNA is an unprecedented and ambitious big data study that closely examines the lives and habits of 4,000 Googlers each year. Its goal is to understand how employees’ work lives interact with their personal ones, and how to help create more satisfied and productive workers.