other
ARK Invest
Affiliated voices (2)
- Nicholas Grous
Affiliated · 1 receipts
- ARK Investment Management LLC
Affiliated · 2 receipts
— From this firm —
Filed receipts
2022
2 predictions- “global digital advertising market will grow at a 11% compound annual rate over the next eight years, surpassing $1 trillion in expenditures by the end of 2029 (from ~$440B end-2021, 62% of total ad market).”
While the prediction partially came true in its trajectory, the current projected actual figures for 2024 and 2025 are significantly below ARK's implied forecast for those years, indicating slower-than-expected growth. The $1T goal by 2029 remains possible but challenging given the early shortfall.
- “Our bullish estimate projects a 19% compound annual rate of growth to $410 billion in 2026 for US digital advertising (from ~$180B in 2021). Our research suggests a base-case scenario in which US digital advertising spending will grow at a compound annual rate of 9%, from roughly $180 billion in 2021 to $275 billion by 2026.”
Actual US digital ad spend reached ~$300B by 2025, tracking between the base and bull cases but below the $410B bull case. 2026 full-year data is pending, but growth slowed to ~12-15% CAGR amid economic pressures.
2021
1 prediction- “ARK forecasts that by 2030 the AR market could scale from under a $1 billion today to $130 billion (consumer software revenues). Also: AR & VR markets will grow at a 59% compound annual rate during the next five years, from $3 billion to $28 billion in 2025.”
AR/VR market was approximately $50B by 2025 (IDC estimates, including hardware/software), exceeding $28B but below trajectory for $130B by 2030 due to headset adoption delays (e.g., Apple Vision Pro underperformed sales forecasts).