Transportation Technology Sector Overview – Q1 2018

We’ve seen a lot of funding and exit activity in Transportation Technology over the past few years. The Transportation Technology sector includes companies that revolutionize the way people move around. It also includes technology companies that enable people to interact with their transportation options.

What are the different components of Transportation Technology? How do they make up this startup ecosystem? On our transportation technology research platform, we have classified the companies into 17 categories. This blog post examines these categories and how they compare with one another.

Automotive Telematics Is the Largest Transportation Technology Category

Let’s start off by looking at the Sector Map for the Transportation Technology sector. As of March 2018, we have classified 1,238 Transportation Technology startups into 17 categories that have raised $117 billion in funding. The Sector Map highlights the number of companies in each category. It also shows a random sampling of companies in each category.

Transportation Technology Sector Map
Transportation Technology Sector Map

We see that Automotive Telematics is the largest category with 210 companies. This category contains companies that collect, analyze, and distribute car data. This data is used by owners to optimize their automotive use. Their products include on-board data readers, diagnostic tools, and notifications to mobile devices. Some example companies in this category are Zubie, Otonomo, Airbiquity, and CloudCar.

We have seen what the different categories making up this sector are and the number of companies in each category. What about their funding and maturity in relation to one another? Let’s look at our Innovation Quadrant to find out.

Most of the Transportation Technology Categories Are Pioneers

Our Innovation Quadrant divides the Transportation Technology categories into four different quadrants.

Transportation Technology Innovation Quadrant
Transportation Technology Innovation Quadrant

We see that Pioneers quadrant has the most Transportation Technology categories with 11. The Pioneer categories are in the earlier stages of funding and maturity. 5 categories are in the Established quadrant for having reached maturity with less financing. Ride Hailing is a Disruptor for acquiring significant financing at a young age.

We’ve now seen the Transportation Technology categories and their relative stages of innovation. How do these categories stack up against one another in total funding? Let’s look at the Total Funding and Company Count Graph.

Ride Hailing Startups Have the Most Funding

The graph below shows the total amount of venture funding and company count in each category.

Transportation Technology Total Funding and Company Count
Transportation Technology Total Funding and Company Count

As the above graphic implies, the Ride Hailing category leads in funding with $61 billion. Its funding is almost 250% of the funding of the next category, Smart City. Most notably, about 67% of Ride Hailing funding ($41 billion) comes from two companies: Uber and Didi Chuxing.

Ride Hailing companies enable consumers to schedule a ride either in real time or in the future. They include transportation network companies, white label mobile applications, and website booking portals. Some example companies in this category are Uber, Didi Chuxing, Lyft, and Ola Cabs.

Conclusion: Automotive Telematics and Ride Hailing Lead the Sector

The analysis above highlights that the Automotive Telematics category leads the sector in total companies, and the Ride Hailing category in total funding. Most of the other categories are Pioneers and their growth potential will be determined in the coming years.

What are your thoughts on this? Let us know in the comments section below.

To learn more about our complete Transportation Technology report and research platform, visit us at www.venturescanner.com or contact us at info@venturescanner.com.

Venture Scanner Sector Maps (Part 2 of 2)

Our sector maps are snapshots of emerging technology sectors. They show what the different categories in a sector are and how many startups are within each category. They also present a small sampling of the current startups that are innovating in each category.

Last week, we kicked off our sector map update with Part 1. You can read that blog post here.

This post is the second of a two-part series. Below you will find sector maps for Artificial Intelligence, Internet of Things, Marketing Technology, Real Estate Technology, Retail Technology, Security Technology, Transportation Technology, and Virtual Reality.

Artificial Intelligence: 13 categories, 2161 companies, $32B in funding

Artificial Intelligence Sector Map
Artificial Intelligence Sector Map

Internet of Things: 20 categories, 2151 companies, $52B in funding

Internet of Things Sector Map
Internet of Things Sector Map

Marketing Technology: 15 categories, 1771 companies, $33B in funding

Marketing Technology Sector Map
Marketing Technology Sector Map

Real Estate Technology: 12 categories, 1649 companies, $48B in funding

Real Estate Technology Sector Map
Real Estate Technology Sector Map

Retail Technology: 21 categories, 1746 companies, $59B in funding

Retail Technology Sector Map
Retail Technology Sector Map

Security Technology: 14 categories, 1063 companies, $25B in funding

Security Technology Sector Map
Security Technology Sector Map

Transportation Technology: 17 categories, 1238 companies, $117B in funding

Transportation Technology Sector Map
Transportation Technology Sector Map

Virtual Reality: 13 categories, 750 companies, $10B in funding

Virtual Reality Sector Map
Virtual Reality Sector Map

To learn more about our complete report and research platform, visit us at www.venturescanner.com or contact us at info@venturescanner.com.

Transportation Technology Funding Seeing Significant Growth

As we have previously shared, the Transportation Technology startup sector is seeing a lot of activity. How have its funding trends evolved over time? On our Transportation Technology research platform, we have analyzed the data through 2017 and can conclude that the investments in transportation tech are growing at a significant clip.

We have come to this conclusion from the following three takeaways:

  • Transportation tech funding amounts are growing exponentially
  • The number of transportation tech deals are increasing steadily
  • The number of investors in the space are trending upward

We will illustrate these takeaways with a series of graphics to show the trend of transportation tech investments over time.

Annual Transportation Tech Funding Amounts Growing Exponentially

Let’s start off by examining the annual transportation tech funding amounts, stacked by quarters.

Transportation Technology Funding by Quarter - Stacked
Transportation Technology Funding by Quarter – Stacked

This graph illustrates that transportation tech funding saw explosive growth at the annual level. Specifically, the funding in 2017 was 193% of that in 2016. In addition, the CAGR in funding amounts from 2012 to 2017 is an astonishing 103%.

We have seen that transportation tech funding is showing strong growth, but what about the total number of deals?

Transportation Tech Funding Events Increasing Steadily

The following graph shows us the annual number of transportation tech startup funding deals, stacked by quarters.

Transportation Technology Funding Count by Quarter - Stacked
Transportation Technology Funding Count by Quarter – Stacked

The above graphic illustrates that the number of transportation tech funding events increased steadily over the past few years. In fact, the CAGR in funding events from 2012 to 2017 is 18%. Moreover, the last 4 years have seen more than 300 funding events in each.

We have seen that transportation tech funding amounts skyrocketed and its funding events have shown overall steady growth. Let’s now analyze the investor interest in the sector to complete the picture on the state of transportation tech investments.

Transportation Tech Investor Interest on Upward Trend

To gauge how investors are feeling, let’s look at the total number of transportation tech investors who participated in each financing round.

Transportation Technology Investor Activity by Quarter
Transportation Technology Investor Activity by Quarter

This graph shows that transportation tech investor interest has been on a general upward trend for the past few years. The CAGR in the number of participating investors from 2012-2017 is 25%, and the 2017 total has increased from the 2016 total by 20%.

Conclusion: Investments in Transportation Technology Have Grown Significantly Over Time

In summary, the above graphics show that Transportation Technology funding amounts grew exponentially year over year. In addition, both its funding events and investor interest have been on a general upward trend as well. These takeaways lead us to conclude that transportation tech funding has experienced significant growth over time. The large growth in funding amounts paired with a steady count in funding events implies that the average deal size is growing. It’ll be interesting to see if this trend continues in 2018.

What are your thoughts on this? Let us know in the comments section below.

To learn more about our complete Transportation Technology research platform, visit us at www.venturescanner.com or contact us at info@venturescanner.com.

Transportation Technology Exit Activity Rising Over Time

The Transportation Technology sector has seen a lot of activity over the past few years. How does its overall exit activity trend over time? On our Transportation Technology research platform, we have analyzed the data through 2017 and can conclude that transportation tech exit activity continues to rise over time.

This observation was derived from two takeaways:

  • Transportation tech exit activity shows strong growth at the annual level
  • At the quarterly level, transportation tech exit activity is also on an upward trend for most quarters

We’ll illustrate these takeaways with two graphics that show transportation tech exit activity trends over the years.

Annual Transportation Technology Exit Activity Showing Strong Growth

Let’s start off by examining the transportation tech exit events from 2011 to 2017. Exit events include both acquisitions and IPOs. The below graph highlights the number of transportation tech exit events by year stacked by quarters.

Transportation Technology Exits by Quarter - Stacked
Transportation Technology Exits by Quarter – Stacked

This graph illustrates that Transportation Technology exit activity is showing strong consistent growth at the annual level. Specifically, the CAGR in exit activity from 2012 to 2017 is 59%. In addition, the number of exits in 2017 was 105% of that in 2016.

Let’s now see if the exit activity’s growth trend holds at the quarterly level as well.

Quarterly Transportation Technology Exit Activity On Upward Trend for Most Quarters

Let’s now look at the graph of transportation tech exit events by quarter.

Transportation Technology Exits by Quarter - Cluster
Transportation Technology Exits by Quarter – Cluster

The above graph shows that transportation tech exit activity is on an upward trend for most quarters. As expected, there were some outlier spikes and dips from quarter to quarter.

Conclusion: Transportation Technology Exit Activity Continues to Rise Over Time

In summary, we can conclude that transportation tech companies are getting acquired and going public at an increasing pace over time–both at the annual and quarterly levels. It’ll be interesting to see if this trend continues in 2018.

What are your thoughts on this? Let us know in the comments section below.

To learn more about our complete Transportation Technology report and research platform, visit us at www.venturescanner.com or contact us at info@venturescanner.com.

Where in the World Are Transportation Technology Startups? – Q3 2017

The analyses below summarize where Transportation Technology innovations are occurring. The graphic includes data through August 2017.

Transportation Technology Company Count by Country
Transportation Technology Company Count by Country

The above map shows the number of Transportation Tech companies located in different countries. The United States ranks as the top country with around 550 companies.

Transportation Technology VC Funding by Country
Transportation Technology VC Funding by Country

The above map shows the amount of total Transportation Tech startup venture capital funding in different countries. The United States has the most VC funding at around $40B.

We are currently tracking 1189 Transportation Technology companies in 17 categories across 66 countries, with a total of $94.9B in funding. Click here to learn more about the full Transportation Technology market report.

Transportation Technology Companies Founded by Year – Q3 2017

The following graph shows the founding year distribution in the Transportation Technology sector. The graphic includes data through August 2017.

Transportation Technology Companies Founded by Year
Transportation Technology Companies Founded by Year

The above graph summarizes the number of Transportation Technology companies founded in a certain year. 2014 ranks at the top with 111 companies founded in that year. 2013 is the runner-up with 109 companies founded in that year.

We are currently tracking 1186 Transportation Technology companies in 17 categories across 66 countries, with a total of $94.4 Billion in funding. Click here to learn more about the full Transportation Technology market report.

Transportation Technology Funding Trends – Q3 2017

The following graphs highlight recent trends in Transportation Technology startup funding activity. The graphics include data through August 2017.

Transportation Technology Funding by Year
Transportation Technology Funding by Year

The above graph summarizes the total funding raised by Transportation Technology startups for each year. 2016 has the most funding to date at $24B.

Transportation Technology Funding by Vintage Year
Transportation Technology Funding by Vintage Year

The above graph summarizes the total amount of funding raised by Transportation Technology companies founded in a certain year. Companies founded in 2012 have raised the most funding at over $23B.

We are currently tracking 1179 Transportation Technology companies in 17 categories across 66 countries, with a total of $92 Billion in funding. Click here to learn more about the full Transportation Technology market report.