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I N T E L L I G E N C E

Intelligence Reports

The streaming market decoded

TEASER FEB 22

Vertical Invasion 2026

$11BMARKET 2025
$26BBASE CASE 2030
300+ACTIVE APPS
1,000+DATA POINTS

The structural shift in mobile entertainment. Production economics, IP velocity, and capital allocation in the $11B micro-drama market. 300+ apps, $12K-$300K per IP experiment, and why the IP Factory Engine will outlast the app layer.

344 pages 27 chapters 11 annexes 23 figures 94 sources
Micro-Drama 9:16 Format IP Factory AI Production ReelShort
Teaser Feb 22 → Full report April 2026
Contact for pricing Available under license
Book a call → v2.4.0
TEASER MARCH

Africa Streaming 2026

$4.68BOTT MARKET
1.1%SVOD PENETRATION
3.92%CARD PENETRATION
$601M+CAPITAL DESTROYED

The next billion viewers. Payment architecture, content economics, and capital allocation in Africa's $4.68B OTT market. Why $601M+ has been destroyed — and which operators will capture the growth.

506+ pages 17 chapters 15 annexes 49 figures 95+ sources
SVOD AVOD Mobile Money Telcos Nollywood
Teaser March → Full May 2026
Contact for pricing Available under license
Book a call → v3.15.2

Reports available in English and French

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