BIG TECH IN TRANSPORTATION: Strategies legacy players can deploy to limit the threat to their market position
This is a preview of The Big Tech in Transportation research report from Business Insider Intelligence. Purchase this report. To check to see if you already have access to Business Insider Intelligence through your company, click here.
Big tech companies — specifically Google-parent Alphabet, Apple, and Amazon — have their eyes set on the transportation space, which is undergoing a rapid transformation. Across the globe, legacy transportation firms are contending with forces that are reducing the appeal of traditional gas-powered vehicles, including the rise of mobility companies like Uber and Lime, regulatory pushes for cleaner vehicles, and consumer demands for a more streamlined, digital in-car experience. These forces have made traditional transportation companies both more vulnerable to challengers and more willing to work with nontraditional players. Having already shown an ability to disrupt traditional industries by rapidly innovating, creating best-in-class user experiences, and earning the loyalty of consumers across the globe, big tech now appears poised to propel the transportation industry into a new era. This includes launching mobility services of their own, backing some of the world's most successful transportation startups, supporting alternative energy sources for vehicles, and bringing their popular tech products into vehicles. In the Big Tech in Transportation report, Business Insider Intelligence examines the moves that Alphabet, Apple, and Amazon are making to gain a larger foothold in the transportation industry. We outline potential next steps each may take based on those moves. Finally, we highlight the different strategies legacy auto firms will use to better compete as big tech companies raise their profiles in transportation. The companies mentioned in this report are: Alphabet, Amazon, Apple, Aurora, Automobile, Ford, GM, Google, Fiat Chrysler, Rivian, Volkswagen, Waymo. Here are some of the key takeaways from the report:
Within big tech, Google-parent Alphabet, Apple, and Amazon have been the most active firms to push into the transportation space. Alphabet has quickly ramped up its transportation efforts, becoming the most formidable big tech firm in the space. The company has focused its efforts in three core areas: autonomous driving technology, vehicle operating systems (OSs), and alternative mobility. Despite Apple being quite secretive in its efforts, we know that the iPhone maker is working on self-driving technology and is using its OS to enter the auto space. Amazon, renowned for disrupting countless industries, is deploying an early strategy that appears to be focused on capturing control of the in-car experience with its voice assistant and leveraging new transportation technologies to improve operations.
In full, the report:
Details the different avenues big tech firms are taking to build out a presence in the lucrative transportation space. Highlights how big tech will look to build out their transportation offerings going forward. Discusses the different strategies automakers can take to ensure they hold onto their respective market positions as big tech becomes a potential competitor.
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THE SVOD SHAKEOUT REPORT: A massive media shakeout is on the horizon — here are the key trends, players, and how we think it will play out
This is a preview of THE SVOD SHAKEOUT research report from Business Insider Intelligence. Purchase this...This is a preview of THE SVOD SHAKEOUT research report from Business Insider Intelligence. Purchase this report. To check to see if you already have access to Business Insider Intelligence through your company, click here. The streaming wars — the high-stakes competition among media and tech giants to attract subscribers or users to their streaming video services — have officially begun. In the space of nine months between November 2019 and July 2020, four major subscription video services will have come to market from traditional US media companies and tech giants, with Disney, AT&T/WarnerMedia, and Comcast/NBCUniversal (NBCU) each having launched its own major branded streaming service: Disney+, HBO Max, and Peacock, respectively. And the increasingly services-oriented tech giant Apple entered the fray with the launch of Apple TV+ in November 2019. Along with existing players like Netflix, Amazon Prime Video, Hulu, and countless niche SVOD services, subscribers will be harder to attract than ever. As consumers determine their preferred household entertainment mixes, a few dominant platforms will emerge as winners in the eventual shakeout — and the companies that win will likely be rewarded with stable positions in consumer households over the long term. The rise of streaming services has helped generate a flood of easy-to-access, high-quality content, but it has also caused market fragmentation that could confuse and fatigue consumers. In this crowded field, achieving primacy in consumer households will become a growing imperative, as consumers limit the number of subscriptions they maintain and how much they're willing to pay for them. In The SVOD Shakeout Report, Business Insider Intelligence details how each new-to-market streaming video service is positioning itself and predicts how services will fare in the SVOD shakeout to come. The companies mentioned in this report are: 21st Century Fox, AT&T, Amazon, Apple, Charter Communications, Comcast, DirecTV, Discovery Inc., Epic Games, Facebook, Google, Hulu, Lucasfilm, Marvel, NBCUniversal, Netflix, Pixar, Pluto TV, Quibi, Roku, Scripps Networks Interactive, Sony, The Walt Disney Co., Twitter, Verizon, ViacomCBS, WarnerMedia, WndrCo., YouTube. Here are a few key takeaways from the report: While the average streaming household is willing to subscribe to more than one service, there's likely to be a ceiling on the number of subscriptions a given household will pay for — and how much each will pay. In the US, SVOD subs average 2.8 services, per Ampere Analysis, or 3.4, according to Vindicia. Further, three-quarters (75%) of Americans aren't willing to pay more than $30 a month for streaming TV services, per The Trade Desk/YouGov. As appealing new services come to market, it's possible that households will expand their SVOD budgets to add new services — but they could also choose to cut existing subscriptions. Nearly two-thirds (64%) of US respondents who intend on subscribing to new a new video service from among new entrants said they would terminate or downgrade one or more of their existing subscriptions in order to make room for a new one, per PwC. In the battles over consumer attention and subscription dollars, content, and talent, each new-to-market service has its own strengths and weaknesses. For example, we expect Disney+ to rapidly grow subscribers thanks to its globally recognizable IP, rapid international expansion, ability to bundle domestically with Hulu and ESPN+, and cross-ecosystem marketing synergies. In full, the report: Analyzes the market forces that have led traditional media and distribution to direct-to-consumer (DTC) streaming and how those forces have radically reshaped the landscape. Discusses why the transition to DTC is a necessary risk for legacy players, and why it's a less risky proposition for tech giants. Identifies the key market challenges for all SVOD services on the market, the approaches aimed at mitigating those challenges, and the primary attributes of successful services. Examines the go-to-market strategies for new-to-market streaming services and how each is positioned, presenting the dominant advantages and potential challenges of Disney+, HBO Max, Apple TV+, and Peacock. Predicts how major services will fare in the streaming wars and expected shakeout to come, including for the aforementioned new entrants and streaming incumbents Netflix, Amazon Prime Video, and Hulu. Contains 71 pages and 38 figures. Interested in getting the full report? Here's how to get access: Purchase & download the full report from our research store. >> Purchase & Download Now Check to see if you already have access to Business Insider Intelligence through your company, or inquire about access if you don't. >> Check If You Have Enterprise Access Current subscribers can read the report here. Join the conversation about this story »
BIG TECH IN HEALTHCARE: Here's who wins and loses as Alphabet, Amazon, Apple, and Microsoft hone in on niche sectors of healthcare
This is a preview of The Big Tech in Healthcare research report from Business Insider Intelligence....This is a preview of The Big Tech in Healthcare research report from Business Insider Intelligence. Purchase this report. Business Insider Intelligence offers even more technology coverage with Connectivity & Tech Pro. Subscribe today to receive industry-changing connectivity news and analysis to your inbox. The Big Four tech companies — Alphabet, Amazon, Apple, and Microsoft — are accelerating their pursuit of the healthcare market, and they're starting to hone their strategies in on specific corners of the ecosystem. US healthcare players are being forced to move on their digital transformation efforts, and Alphabet, Amazon, Apple, and Microsoft are lending their data prowess and tech-savviness to become attractive partners for the job. Healthcare organizations have to contend with a population that's growing sicker, heightened costs, and shifting consumer demands for fast and convenient services. Further, the electronic health record (EHR) boom over the last decade has ushered in the need for organizations to revamp infrastructure and IT strategies. The Big Four have stepped in to alleviate these issues, bridging technological gaps that give health organization partners the opportunity to realize cost savings and bolster their top lines. These players are ramping up their efforts to reshape healthcare by developing and collaborating on new tools that could be a boon to consumers, medical professionals, and insurers. And they're zeroing in on specific areas within healthcare: For instance, Microsoft dropped its consumer-facing wearables and health record system to narrow its focus on its cloud offerings for health systems, Apple is knuckling down on clinical research initiatives via its wearables, Alphabet is focusing on its AI expertise to drive precision medicine, and Amazon is reaching across the board — from pharmacy to medical supply delivery to telehealth. And while their health plays have presented myriad opportunities for healthcare stakeholders, some of the tech giants' initiatives are encroaching on legacy players' businesses and upsetting incumbents. In this report, Business Insider Intelligence explores the key strengths and offerings the Big Four tech giants bring to healthcare — and how each is homing their healthcare strategy in on different corners of the market. We outline how their healthcare plays are causing a tidal change throughout the healthcare industry, examining how each player benefits and threatens healthcare incumbents. Finally, we lay out the barriers holding the Big Four back from reaching their full potential in healthcare. The companies mentioned in this report are: AbbVie, Adidas, Aetna, Allscripts, Alphabet, Amazon, Ancestry, Apple, Ascension, Berkshire Hathaway, Blue Cross Blue Shield, Bright Health, Calico, Cerner, Cleveland Clinic, Clover Health, Color, CVS, CVS Caremark, Deepmind, Devoted Health, Dexcom, Duke University Health, Eli Lilly, Emory Healthcare, Epic, Fitbit, Giant Eagle Pharmacy, Gilead Sciences, Google, GSK, Haven, Health Navigator, iRhythm, JPMorgan Chase, Mayo Clinic, Meditech, Microsoft, Moorfields Eye Hospital, New York-Presbyterian, Nike, Noom, Northwestern Medicine, Novartis, Nuance, Oasis Medical Group, Onduo, Optum, Orbita, Otsuka, Pfizer, PillPack, Premera, Providence St. Joseph Health, Quest Diagnostics, ResMed, Rite Aid, Sanofi, Seattle Children's Hospital, St. Jude Children's Research Hospital, Stanford University, Suki, Summit Pacific Medical Center, Surescripts, UnitedHealthcare, UnitedHealth Group, University of California, University of Chicago, Verily Life Sciences, and Walgreens. Here are some key takeaways from the report: Alphabet, Amazon, Apple, and Microsoft are gunning to carve out spaces within the healthcare market, and each is targetting its own set of sectors to transform or disrupt. Microsoft is focused on its race with Amazon and Google to lay claim to the healthcare cloud market, Apple is knuckling down on clinical research initiatives via its wearables, Alphabet is focusing on its AI expertise to drive precision medicine, and Amazon is shaping up to disrupt the pharmacy, virtual care, and telehealth realms. Their moves into healthcare are providing health systems with tech needed to patch up interoperability and data sharing gaps, giving healthcare payers a chance to collect a more comprehensive set of health data for members, and granting pharma companies the ability to streamline drug development and manufacturing. But tech giants' forward march into healthcare is, in some cases, troubling incumbents. Amazon's prescription delivery play has traditional pharmacies looking for ways to retain their customer bases, for instance, and Alphabet is building an ecosystem that we think could put it at odds with top dogs in the EHR industry. And their inroads into the healthcare space may be stymied by consumers' meager trust in tech companies handling their health information as well as a rampant cybersecurity crisis that could have healthcare firms holding off on tech investments. In full, the report: Provides an overview of Alphabet's, Amazon's, Apple's, and Microsoft's most prominent healthcare projects and plans. Highlights the persistent gaps in the US healthcare system that provide these companies and their cutting-edge technologies with entryways into the industry. Identifies the incumbent healthcare players that will benefit from and be threatened by big tech companies' foray into healthcare. Outlines the barriers that are still in place that are stifling tech giants' dive into the health space. Want to learn more about the fast-moving world of digital health? Here's how to get access: Purchase & download the full report from our research store. >> Purchase & Download Now Sign up for Digital Health Pro, Business Insider Intelligence's expert product suite keeping you up-to-date on the people, technologies, trends, and companies shaping the future of healthcare, delivered to your inbox 6x a week. >> Get Started Check to see if you already have access to Business Insider Intelligence through your company, or inquire about access if you don't. >> Check If You Have Enterprise Access Current subscribers can read the report here. Join the conversation about this story »
THE RISE OF CLOUD GAMING: Cloud-based streaming is the next frontier in the video gaming ecosystem — here’s why cloud service providers and telecoms are vying to tap the multibillion-dollar opportunity
This is a preview of The Rise of Cloud Gaming research report from Business Insider Intelligence. Purchase...This is a preview of The Rise of Cloud Gaming research report from Business Insider Intelligence. Purchase this report. Business Insider Intelligence offers even more technology coverage with Connectivity & Tech Pro. Subscribe today to receive industry-changing connectivity news and analysis to your inbox. A disruptive competitive dynamic is poised to shake up the gaming industry, and it's centered on the cloud. Cloud-based streaming has generated significant buzz in the entertainment business throughout the last decade, rocking the media and music industries with the likes of Netflix and Spotify. Now it's gaming's turn in the spotlight, with a number of cloud service providers and telecommunications companies revealing plans to enter the cloud gaming fray by launching their own services. These companies, each with unique advantages to disrupt the video gaming space, are largely driving the hype in the cloud gaming market. Cloud gaming, by nature, is also enough to turn heads: It expands the audience for premium games beyond the current console and PC audience by making them accessible anywhere, at any time, and on any device. That huge addressable market is creating a lucrative and growing opportunity for companies gearing up to enter the space, providing a long runway for growth. A convergence of technological and consumer behavioral forces is pushing cloud gaming to move the needle in the gaming industry, something it's failed to do in the past decade. Cloud gaming depends heavily on the cloud and connectivity — areas of strength for cloud service providers and telecoms that are launching their own services. And advancements in connectivity standards and hardware functionality, new benefits to the end user over traditional gaming experiences, and the ability to meet gamers' evolving tastes are playing — and will continue to play — a significant role in helping cloud gaming reach its full potential. In The Rise of Cloud Gaming, Business Insider Intelligence takes a deep dive into the evolving cloud gaming market. The report sizes the cloud gaming opportunity and examines the various drivers and barriers, identifies the most noteworthy big tech companies and telecoms poised to dominate the space, and discusses the distinct strategies they're undertaking to capture a piece of the multibillion-dollar market. The companies mentioned in this report are: Amazon, Google, LG Uplus, Microsoft, Nintendo, Nvidia, Sony, Tencent, and Verizon. Here are some of the key takeaways from the report: Several significant changes in the decade-plus since cloud gaming's emergence have led the gaming format to move from a futuristic what-if to a massive opportunity for companies outside the traditional gaming space. Cloud service providers and telecoms are investing in cloud gaming because their technological strengths are well suited to the new format and can help them corner off the immediately massive addressable market. But nontraditional gaming companies will have to consider several factors — like identifying target audiences and building and maintaining appealing content libraries — before and after launching their cloud gaming offerings. In full, the report: Examines how recent technological and consumer behavioral developments are playing — and will continue to play — a significant role in helping cloud gaming reach its potential. Explores the disruptive class of companies whose unique advantages position them to capture a large share of the burgeoning market. Identifies several factors that may be most inhibitive to consumer adoption of cloud gaming, and how new entrants to the space can work to overcome them. Interested in getting the full report? Here's how to get access: Purchase & download the full report from our research store. >> Purchase & Download Now Sign up for Connectivity & Tech Pro , Business Insider Intelligence's expert product suite keeping you up-to-date on the people, technologies, trends, and companies shaping the future of connectivity, delivered to your inbox 6x a week. >> Get Started Join thousands of top companies worldwide who trust Business Insider Intelligence for their competitive research needs. >> Inquire About Our Memberships Current subscribers can read the report here. Join the conversation about this story »