The definitive intelligence report on the $14B micro-drama revolution. 27 chapters. 1,200+ data points. From ReelShort to TikTok PineDrama.
$14B global market 2026 (Omdia), US alone $1.5B. ReelShort hit $1.2B revenue in 2025 (+119% YoY). Micro-dramas now overtake Netflix on US mobile engagement (35.7 vs 24.8 min/day).
TikTok launched PineDrama as a standalone app (Jan 2026). Disney+ announced a vertical feed at CES. Nippon TV created a dedicated vertical studio. This is not experimentation.
$12K–$300K per IP experiment. 30 series/month production pace (MyDrama). The unit economics favor volume. Apps come and go — the production machine is the moat.
Mansa targets 7 markets (US/UK/Nigeria/Kenya/Uganda/SA/Brazil). Watch Club combines micro-drama with social, backed by GV. The addressable audience is global.
"The vertical video market grew from near-zero to a projected $26B+ by 2030. This isn't a TikTok trend. It's a structural shift in how entertainment is produced, distributed, and monetized."
Deal flow signals, unit economics, IC-hostile claims with kill shots
Production economics, IP velocity, genre performance, format migration
Market sizing, competitive landscape, expansion playbooks, 49 company profiles
Scenario modeling, geographic arbitrage, regulatory mapping, financial projections
Executive summary, market sizing, and key signals from all 27 chapters. EN + FR.
Download Strategic TeaserThe next billion viewers. Payment architecture, content economics, and capital allocation in Africa's $4.68B OTT market. 506+ pages, 161 companies.