October 16, 2018 | by James Wang, ARK Analyst | Digital
TV advertising, which has grown almost every year since its introduction in the 1940s1, is facing secular decline during the next decade. Among the forces causing this shift are a generational change in viewing habits, as shown below, and the growth of new digital video ad formats that are both engaging and measurable. TV ad […]March 16, 2015 | by Tasha Keeney, ARK Analyst | Industrial
Because only 40% of the world is connected to the Internet, six out of ten people don’t have access to Wikipedia, crop prices, live news headlines, streaming video, or email. For a global Internet content provider, this void represents a massive opportunity. Are Loon balloons the solution? While Google’s Project Loon plans to deliver Internet […]June 03, 2014 | by Elizabeth Hamilton, ARK Analyst | Digital
Earlier this year, Google acquired Nest Labs for $3.2B. That amount of money for a thermostat company seems expensive. But, so does $250 for a Nest thermostat when you can pick up a $30 programmable model at your local Home Depot . So, why might a consumer buy such a thing? (And why might Google […]April 28, 2014 | by David Conway, ARK Analyst | Industrial
Outer space is the newest investment frontier, and the lure of a virgin market has started a “space race” to commercialize it. New technology is helping to reduce rocket launch costs and is making satellite deployment more efficient. The sky is no longer the limit for disruptive innovation.