Strategic Analysis · Market Intelligence · Executive Briefings
This study analyzes consumer behavior on mobile commerce platforms across six markets (India, Indonesia, Mexico, Nigeria, Brazil, and Vietnam) using transaction data from 2.8 milli...
Over the last year of travel, I have eaten alone in restaurants in twelve cities across four continents. What I thought would be mildly uncomfortable logistics turned out to reveal...
Horizontal SaaS markets — CRM, ERP, general productivity — are mature and dominated by established players. The most attractive new opportunities are in vertical SaaS: software bui...
We develop a framework for analyzing platform trust as an economic asset with measurable contributions to transaction volume, unit economics, and competitive position. Trust functi...
An API (Application Programming Interface) is a way for one piece of software to interact with another. If you have ever wondered how your phone app shows your bank balance, or how...
The Asia-Pacific region accounts for over 55% of global digital entertainment revenue and continues to outpace other regions in growth rate. Driven by a combination of massive popu...
The acute semiconductor shortages that defined 2021-2023 have largely resolved. Lead times for most commodity chips have returned to pre-pandemic norms, though specific advanced no...
Corporate venture capital has moved from the periphery of corporate innovation to its center. CVC funds now participate in roughly 26% of all venture deals globally, up from 15% a ...
Industry context sourced from coverage that goes deeper than most mainstream publications.