ARtillery Intelligence

"Hardware comes first and leads in revenue share, which is then outpaced by software spend. This happens as a larger installed base of in-market hardware accumulates; and as software ARPU grows." artilleryiq.com/reports/xr-glo…

"Passthrough AR includes devices like Quest 3 and Apple Vision Pro (and technically, any smartphone-based AR)." artilleryiq.com/reports/slim-s…

"the “spatial spectrum” deserves more nuanced analysis as there are varying growth curves across AR and VR, as well as their convergence in a new batch of passthrough-AR-based mixed reality devices." artilleryiq.com/reports/annual…

“Enterprise VR revenue potential stems from broad applicability – everything from finance (data visualization) to manufacturing (safety training).” artilleryiq.com/reports/vr-glo…

"These factors continue to attract new users, which then attract developers. As game & app libraries build in this way, a virtuous cycle – or flywheel effect – gradually ratchets up the VR market." artilleryiq.com/reports/vr-usa…

"Beyond AR's appeal among creative professionals to have more dimension and creative capacity, there’s a real business case for immersive marketing." artilleryiq.com/reports/ar-mar…

"Vision Pro's influence in moving AR markets could take time, given its price tag and long evolutionary path." artilleryiq.com/reports/realit…

"The XR world is broad and contains several moving parts." artilleryiq.com/reports/annual…

"Ray-Ban Meta Smartglasses (RBMS) set the bar for headworn devices that are supported by AI. Among other advantages, this limits reliance on graphical dimensionality as a selling point. " artilleryiq.com/reports/realit…

VR revenue: How much is being made today? What's the future outlook? And what are the strategic takeaways? artilleryiq.com/reports/vr-glo…

"There’s ample anticipation for AR glasses in the tech press and broader culture... but also a looming reality check." artilleryiq.com/reports/xr-glo…

What did we learn in the last year in XR and what's the outlook for the next year? We break it down in part 2 of this ARtilery Intelligence report. artilleryiq.com/reports/realit…

"AR as a Service" platforms enable companies to build AR for internal productivity (B2B), or for consumer-facing experiences (B2B2C). artilleryiq.com/reports/mobile…

In addition to cyclical dynamics facing all tech startups, XR startups are impacted by a cycle of their own: the hangover from the metaverse hype cycle artilleryiq.com/reports/follow…

How do consumers really feel about AR? In partnership with Thrive Analytics, we asked them directly. The result is Wave 9 of our AR consumer survey. artilleryiq.com/reports/mobile…

Headworn AR Global Revenue Forecast: 2024-2029 @arinsider artilleryiq.com/reports/headwo…

One of AR’s biggest revenue categories is marketing. We’ve projected it to grow from $6.1 billion in 2024 to $11.2 billion by 2029. artilleryiq.com/reports/ar-mar…

"Tech startups don’t have the negotiating leverage, stratospheric valuations, and quantity of suitors that they enjoyed circa-2021." artilleryiq.com/reports/follow…

How do consumers feel about AR? Who’s using it? How often? And what do they want to see next? artilleryiq.com/reports/mobile…

"Though this is slight year-over-year growth, the good news is that VR continues to show high satisfaction levels and usage frequency. artilleryiq.com/reports/vr-usa…