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Vertical Market Intelligence publishes reports and notes covering major publicly-traded companies in the digital media and e-commerce spaces. For information on how to receive our reports, please refer to our Contact Us page.

Flagship Reports

Vertical Market Intelligence's quarterly Flagship Reports feature an in-depth analysis of current quarter trends at key public media and advertising companies as well as outlooks for revenue growth and future revenue expansion opportunities. These reports include rich quantitative data sets on key predictive metrics integrated with deep qualitative context and color from the media industry ecosystem.

Flagship reports cover digital media companies such as Google, Facebook, Snapchat, Twitter, Roku, Alibaba, JD.com and national television companies like CBS, Disney, Comcast, and Fox. Vertical Market Intelligence initiated coverage of  Online Travel Agencies Booking Holdings and Expedia Group in January 2019.

Click on the titles below to view samples or our prior Flagship Reports.

Google: Strong Retail, Real Estate, Political Spending Offsetting Slowing Travel Growth (So Far) (published on March 9, 2020)

ROKU: Limited Effect from Advertiser Pullbacks So Far (published on April 2, 2020)

Despite Strong 4Q Spending Trend, Dissatisfaction Mounting with TTD (published on January 23, 2020)

Topic Driven Notes

Vertical Market Intelligence Group's Topic-Driven Notes report on timely developments such as emerging competitive dynamics, new product adoption, controversies, acquisitions, management changes, and other developments among media companies, across Silicon Valley, and beyond.

Companies discussed in these topic-driven notes include Pandora, Sirius XM, Spotify, Trade Desk, Rubicon, comScore, Activision, Electronic Arts, and Take-Two Interactive.

Click on the titles below to view samples or our prior Topic Driven Notes.

Digital Advertising Update: Covid-19 Impact (published on March 18, 2020)

Not All Brands Shutting Down Advertising (published on March 31, 2020)

Weekly Newsletter

Vertical Market Intelligence Group publishes a weekly newsletter that discusses breaking news in the digital media and advertising industries.

Vertical Market Intelligence Group also publishes a biweekly China-focused newsletter which discusses new developments in the Chinese market, many of which are unreported on in the English-speaking media.

Click on the title below to view a sample of a prior newsletter.

On Our Radar: Weekly Recap of Key Media Developments (published on February 28, 2020)

E-Commerce and Mobile Payments

Vertical Market Intelligence Group provides dedicated and regular reports on mobile payments and merchant services, including in-depth looks at trends for Shopify (SHOP), PayPal (PYPL), Square (SQ) and Etsy (ETSY).

Our research on payments platforms looks at large and small merchant adoption of various mobile platforms, qualitatively and quantitatively tracking mobile payment application usage, identifying the strengths, weaknesses, share dynamics, take rate and volume growth trends (TPV) of each major platform with merchants (including both payments processing and advanced merchant services such as mobile point-of-sale (POS) transactions, inventory, payroll, mobile banking credit and loans.

Among the focal topics of coverage are merchant perspectives on PayPal's One Touch, Pay with Venmo, Smart Button, Customer Choice and Hyperwallet and Square’s Cash App, Instant Deposit, Square Capital, Square Inventory and Square Stand and Fiserv’s Clover.

Click on the Titles Below to view Samples of our prior E-Commerce and Mobile Payments notes.

PayPal Holdings Inc.: PayPal Extending Merchant Footprint on Strong Product, Service Pipeline (published on February 26, 2020)

Global Research

With our network of researchers around the world, we take a deep dive into how international markets are evolving and changing to provide institutional investors with impartial and actionable intelligence. With a presence in Hong Kong and New York, we work on the ground to predict how global consumers and marketers are leveraging ecosystems to interact with one another.