Tim Merel Blog | Talkmarkets | Page 1
Digi-Capital Managing Director
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Tim is Founder and Managing Director of Digi-Capital (VR/AR M&A adviser). Tim is a software engineer, investment banker and lawyer, and hosts Digi-Capital’s quarterly Reality Check forum for VR/AR CEOs, corporate divisional ... more

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Is Apple, Facebook Or Microsoft The Future Of Augmented Reality?
Apple is seen by some as critical to the future of augmented reality, despite limited traction for ARKit so far and its absence from smartglasses. Yet Facebook, Microsoft and others are arguably more important to where the market is today.
Virtual Reality And Augmented Reality Startup Valuations Hit $45 Billion (On Paper)
Despite early stage virtual reality market and augmented reality market valuations softening in a transitional period, total global AR/VR startup valuations are now at $45 billion globally.
Despite Short-Term Questions, Games Software/Hardware To Top $200 Billion By 2023
There has been some negative sentiment on the games industry recently, with stock prices of public games companies in question in both the US and China.
AR/VR Investment Stabilized In Q4 2018
The first three quarters of 2018 saw massive growth of investment in China, together with a significant decline in the US.
Tencent Dominated $22 Billion Games Deals Market In Last 12 Months
In games deal making there’s Tencent, then there’s everyone else. Tencent led or participated in over $4 of every $10 invested in games companies worldwide in the 12 months to Q1 2018.
AR/VR Startups Raise Record $3.6 Billion In Last 12 Months As Market Transition Accelerates
AR/VR startups raised a record over $3.6 billion from VCs and corporates in the last 12 months to the end of Q1 2018. Over three-quarters of a billion dollars was invested in the first 3 months of this year alone.
$1 Billion AR/VR Investment In Q4, $2.5B This Year So Far
The cooling of VC investment sentiment in VR earlier this year has now been counterbalanced by AR (particularly mobile AR) focused thinking.
AR/VR Investment: $1.8B In Last Twelve Months
Where sentiment on Virtual Reality softened in the first half of 2017, VC/corporate investors are now actively looking for mobile Augmented Reality investment opportunities.
The Four Waves Of Augmented Reality (That Apple Owns)
Consumer technology waves are not all the same. Some are ripples, others start small and swell to great heights, and there’s an occasional tsunami.
Games Software/Hardware Over $150B In 2017, $200B By 2021, Record $2.8B Invested
Games software/hardware combined are set to drive more than $150 billion revenue for the first time ever in 2017, with software taking around three-quarters and hardware around one-quarter of the total.
EC Mobile AR To Top A Billion Users And $60 Billion By 2021
Where mobile AR hardware from Apple, Samsung, Huawei and others could deliver an installed base over 400 million users by 2021, Facebook, Tencent, Snap and others could drive an user base in the hundreds of millions next year, and billions by 2021.
The Reality Of VR/AR M&A
Despite Facebook’s blockbuster $3 billion Oculus acquisition in 2014, VR/AR has been too early stage for large scale mergers and acquisitions (M&A) so far. But that’s set to change in the next 18 months, so let’s look at what could drive M&A deals.
The Reality Of AR/VR Competition
How does AR/VR compete with TVs, phones and tablets? AR faces more technical challenges than VR.
1 to 13 of 13 Posts