Where do investors see the most AR & VR opportunity? What factors signal financial upside? What do they look for in a pitch? And what does it mean for the rest of us? We go deep in a new report.
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Enterprise AR & VR represent a nearer-term opportunity than consumer markets, due to clearer ROI and lack of stylistic barriers. But it's also rife with challenges like sales cycles, education and red tape. What's a startup to do?
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Apple’s app affinity is reflected in ARkit, while Google’s web DNA shapes ARCore. Google has a technical head start with years of IP in Tango, but Apple has more control over the hardware and sensor calibration. Where else do they differ and who has the goods?
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Mobile AR’s opportunity is its scale. There are 3.2 billion smartphones on the planet today, growing to 4.6 billion by 2020. Among those, half a billion are AR-compatible today, and 4.2 billion will be by 2020 (93 percent coverage).
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Local commerce is ripe for AR — everything from finding a place to eat to buying a car. These behaviors were transformed by smartphones, and represent $150B in U.S. ad spend. But how will they materialize in AR?
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AR today is similar in many ways to early iOS apps, according to Tim Cook. And like mobile apps today, AR apps of the future will be such that "you can't imagine your life without them," he says.
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