New at Red Chalk Blog
A collection of stories about our industries, capabilities, research, and the evolution of our firm.
Evolution of macro trends in the Life Sciences (LS) industry (e.g., IoT, emerging economies) has resulted in an expansion of the R&D pipeline for pharmaceuticals (small molecule) and biologics (large molecule) over the past decade (e.g., ...
Based on the significant emissions profile of commercial buildings (35% of US emissions) and energy-intensive systems usage (e.g., large-scale refrigeration and HVAC units), commercial building operators are leading initiatives to reach Net ...
Access control has experienced an evolution across applications and sectors, shifting from traditional physical keys / credentials, and driving technology / digital enhancements towards mobile-enhanced credentials and biometric ...
The in-vehicle dashboard ecosystem has evolved, driven by technology advancements in the connected car landscape, resulting in development in the infotainment system via vehicle operating systems (e.g., Automotive Grade Linux, Android ...
Across the industrial automation and component supplier landscape, acquisitive players have pursued M&A since 2018, addressing sector trends that underpin the automation environment. Secular trends include the digitization of the plant ...
Based on the rapid growth / expansion of e-commerce and logistics, software has become a critical enabler and nexus for the automation of warehousing. Given the data-centric environment of the warehouse efficiency, accuracy, and real-time ...
Given the sector transformation taking place across the automotive and mobility industry value chain, significant growth in VC capital has reflected the ongoing adoption curve and maturation of enabling technologies (e.g., battery, electric ...
Based on interest / investment in renewable energy, sustainability efforts, and technology evolutions, the Power / Electricity Value Chain is undergoing significant shifts to support the future needs of a Sustainability-focused ...
Based on the expected growth of electric vehicle (“EV”) demand and investments by Auto OEMs in vehicle electrification, EV battery production has elevated as a critical strategic supply chain challenge for car makers. The OEMs have pursued ...
Driven by broader automation / technology trends in Discrete (e.g., Automotive, Electronics) and Hybrid industries (e.g., Food & Beverage), IIoT / Industry 4.0, and pursuit of operational efficiencies / optimization, industrial end-users ...
The bidding war for 20th Century Fox will result in a shake-up of the film studio landscape, with both Disney and NBCU vying to become the box office leader.
The traditional media and entertainment ecosystem, threatened by the rise of ...
The NBA has discreetly piloted a microtransaction-based model for access to select games – while nascent, this model represents another method to engage fans and monetize content.
Recently, the NBA has been quietly testing a new way for ...
Sports broadcast contract values have ballooned in the past decade – and players like ESPN may end up holding the bag.
The Crown Jewels of Content
It seems as if no matter where you turn, the end of Pay-TV is nigh. Myriad factors, ...
Fox’s aggressive bid for Thursday Night Football rights confirms that the NFL is still the top media property – but will it stay that way?
The King of Content
Looking across the content landscape, live sports remains the most lucrative – ...
At their 4th annual Oculus Connect event, Facebook formally announced a long-rumored expansion to their family of VR products – the Oculus Go, set to launch in early 2018. The Go is a standalone VR headset, meaning it does not need to be ...
For years, ESPN has been hailed as the “crown jewel” or “golden goose” of Pay TV; the unassailable asset that would continuously grow and churn out profits for Disney. Even as recently as 2011, ESPN hit new subscriber records, with over 100 ...
Consumer and operator interest in the skinny bundle arena is heating up – while services like Sling TV and Playstation Vue launched in 2015, other players in the Media and Entertainment ecosystem appeared to take a wait-and-see approach to this ...