1º Analyst Reports 6th May

Analyst reports:

  • Global smartphone shipments fell 14.6% YoY to 268.6M in Q1 2023, the seventh consecutive quarter of decline; Samsung fell 18.9%, Apple 2.3%, and Xiaomi 23.5% (IDC)
  • Synergy: enterprise cloud spending grew 19% YoY to $63B in Q1 2023, vs. 32% growth in Q1 2022; Amazon took 32% market share, Microsoft 23%, and Google 10% (Ron Miller / TechCrunch)
  • Strategies of the fintech sector and payments in the face of an economic recession. (By Stripe)
  • State of Private Markets: Q1 2023 : The venture capital industry faced significant declines in both capital raised and deal count in the first quarter of 2023 compared to the same period last year. The quarter saw the slowest capital raised and deal count since 2017. There was a decline in total rounds across all stages. Other notable Q1 events include a spike in down rounds and an increase in startups opting for bridge rounds. There was a 20% increase in the number of venture-backed companies acquired or merged with another company with the majority of those deals valued at $10 million or less. (Link)
  • Gartner: SaaS Will Still Grow 18% in 2023 & 2024 (1 minute read): Jason Lemkin has noted that while SaaS and cloud growth is slower than it was one to two years ago, it is still expanding. Have you had to revise your growth projections recently? (Gartner)
  • Netflix may have lost 1m users in Spain as it cracked down on password-sharing. Link
  • As part of the EU’s mandated DSA platform disclosure, Apple gave MAU numbers for each of its app stores in the EU: 101m for the iPhone store, 23m for the iPad and much less for the others. Earlier this year Apple disclosed 650m global weekly store users - the monthly global number might be 8-900m, implying the EU would be 10-15% of the base. Link
  • UK ad spend for 2022. Link
  • Newzoo’s annual global gamer survey. Link
  • $1B+ Market Map: The world’s 1,206 unicorn companies in one infographic: The number of new unicorns in tech hit a 6-year low in Q1'23. Our market map visualizes the 1,206 private companies worth $1B+ across artificial intelligence, e-commerce, fintech, and more. (CBINSIGHTS)
  • PitchBook Analyst Note: Applications for Synthetic Biology in Agriculture. Modifying the genetic codes of plants sounds like the experiments of a mad scientist, but it could in fact be the key that unlocks the future of farming. That’s according to our latest analyst note, which explains how synbio startups are revolutionizing the agriculture industry. (Pitchbook)
  • Chinese VCs dominate as most-active semiconductor investors: The US has been investing an unprecedented amount into the semiconductor industry. With the passage of legislation to encourage design and manufacturing domestically, the US has spurred on a new race with its rivals to ensure access to the best silicon on the market. But it's a race that, at least from a venture capital perspective, the US is losing. (PitchBook)
  • Q2 2023 - Emerging Tech Future Report: Generative AI. A new dawn in tech has arrived: The generative AI craze has taken hold—and it’s showing no sign of letting up. What does this new epoch mean for investors and the companies into which they pour their capital? Our latest analyst note, the Emerging Tech Future Report: Generative AI, dives into how the new technology may transform a range of verticals. PitchBook analysts who cover health, ecommerce, fintech, climate tech, and more weigh in on the opportunities in generative AI. (PitchBook)
  • Q1 2023 - Information Security Report: The information security vertical is weathering the storm, yet there’s plenty of opportunity for investors. Our latest Emerging Tech Research shows how IT categories are most immune to budget reduction as adoption and funding trends remain consistent. (Pitchbook)
  • Global Fund Performance Report (as of Q3 2022 with preliminary Q4 2022 data). Private equity and venture capital funds are generating lower returns on their investments with both strategies lagging far behind their 10-year averages on performance. Preliminary data from Q4 2022 shows PE and VC funds’ quarterly horizon IRR at -0.2% and -0.8%, respectively. (PitchBook)
  • Q1 2023 - Agtech Report. Agtech investors are concentrating on larger deals in later-stage companies that seem like safe bets as overall funding keeps dropping, according to our latest report on the space. (PitchBook)

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