AR/VR technical benchmarks show how far we’ve come

October 2015

Usain Bolt celebrates

Digi-Capital has completed the first technical benchmarking across AR/VR head mounted displays (“HMD”) globally, and would like to thank the AR/VR CEOs and CTOs who made this possible. No single company achieved best-in-class across all benchmarks, and some lesser known companies achieved some of the best scores. There are almost as many approaches as there are systems, with engineering tradeoffs depending on target market and application. In terms of market readiness, VR is ahead of AR today.

There 26 benchmarks across 7 critical success factors of mobility, vision, immersion, usability, flexibility, wearability, and affordability. The full benchmarking gets into the technical weeds, so highlights are below. Remember, these are individual best-in-class benchmarks from different companies’ products, so don’t expect them in a single magical device just yet.

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Games deals ice age

October 2015

Penguins

The first 9 months of the year were brutal for games deal makers, with total deal value (i.e. dollars) across investments, mergers and acquisitions (M&As), and IPOs down 82% on last year. Of that decline, games investments fell the least at 35% below last year, games M&As deals dropped 74% and the games IPO market evaporated.

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Mobile exits drop below investments for first time since 2013

August 2015

Exit-way-out-sign

It’s been party time for mobile, with massive growth and disruption helping VCs to raise huge funds, entrepreneurs to raise massive rounds, and valuations to skyrocket. With 89 mobile internet unicorns now worth almost $1 trillion, it’s no surprise that folks from Silicon Valley to Shanghai are asking what’s going on with return on investment (“ROI”). While there are many ways to measure ROI, let’s look at the ratio of exits to investments, the total amount invested, and ROI across all 27 mobile sectors for the last 5 years. The analysis is extracted from Silicon Valley based tech advisor Digi-Capital’s quarterly Mobile Internet Report.

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CNBC interviews Digi-Capital about mobile valuation bubble

August 2015

Extract from CNBC interview of Silicon Valley based tech advisor Digi-Capital’s Tim Merel about rising mobile unicorn valuations.

Full detail of 89 mobile internet unicorns adding $44 billion to hit $831 billion shareholder value by sector, country, value added (or lost) and ranking in Digi-Capital’s quarterly Mobile Internet Report.

Average mobile unicorn now worth over $9 billion

August 2015

Slide1It’s not surprising that mobile unicorns are multiplying, with mobile internet revenue forecast to hit $850 billion by 2018.  What is staggering is that the 89 mobile unicorns across 18 sectors and 15 countries in Silicon Valley based tech advisor Digi-Capital’s new Mobile Internet Report Q2 2015 are now worth an average $9.3 billion, after adding $44 billion in Q2 to hit $831 billion total shareholder value. Even mid-range (i.e. median) mobile unicorns are worth almost $3 billion, so “only” $1 billion valuations might be losing their mythical status.

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