This blog post examines the different components of the transportation technology ecosystem. We will illustrate what the categories of innovation are and which categories have the most companies. We will also compare the categories in terms of their funding and maturity.
Automotive Telematics Is The Largest Transportation Technology Category
Let’s start off by looking at the Sector Map. We have classified 1430 transportation technology startups into 17 categories. They have raised $163B from 2710 investors. The Sector Map highlights the number of companies in each category. It also shows a random sampling of companies in each category.
We see that Automotive Telematics is the largest category with 213 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...
Here is our Q1 2019 summary report on the transportation technology startup sector. The following report includes a sector overview and recent activity.
For this quarter's funding analysis, let's examine how average funding event sizes in the transportation technology sector are evolving. The graphic below shows the transportation technology average funding event size over time by quarter.
As the graphic demonstrates, transportation technology average funding event size in Q1 2019 was at $115M, which increased by 47% from the $78M last quarter. The average funding size has been on a general upward trend, with the average funding size last quarter about twice as large as it was 5 years ago. The top three funding events in Q1 2019 include a $1.5B round from Chehaoduo, a $1.46B round from Grab, and a $940M round from Nuro.
The transportation technology industry has seen $158B in total all time funding. Let's now examine the investors financing the transportation technology sector and identify the most active firms.
The graphic below highlights transportation technology investors based on the number of investments made in the sector. If an investor participates in two investment rounds in the same company (such as a Series A and Series B), that would qualify as two investments for this analysis.
As the graphic demonstrates, Y Combinator has made the most investments in the transportation technology sector with 42 investments. Sequoia Capital follows with 41 investments. Examples of companies that Y Combinator has invested in include Convoy, Embark Trucks, Skip Scooters, and Automatic. The three CVCs rounding out the list include Tencent Holdings, BMW i Ventures, and Qualcomm Ventures.
Here is our Q4 2018 summary report on the transportation technology startup sector. The following report includes a sector overview and recent activity.
We previously highlighted that transportation technology funding has remained stable in recent quarters. This blog post will take a closer look at the funding trends within the individual transportation technology categories. Per our analysis, we notice two important observations:
- The Smart Mobility category leads the sector in Q3 funding
- The Ride Hailing category leads the sector in all-time funding
We’ll highlight these observations with some graphics and discussions below.
The Smart Mobility Category Leads Transportation Technology In Q3 Funding
To start off, let’s review the amount of funding raised this quarter per category within transportation technology.
The above graphic highlights that the Smart Mobility category leads the sector in Q3 funding with $4.4B. The Ride Hailing category follows in the second place with $2.8B.
Smart Mobility companies provide solutions for increasing sustainability in conducting transportation within cities. These solutions...
Here is our Q3 2018 summary report on the transportation technology startup sector. The following report includes a sector overview and recent activity.
To learn more about our complete transportation technology report and research platform, visit us at www.venturescanner.com or contact [email protected].
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...
Here is our Q4 2017 summary report on the Transportation Technology startup sector. The following report includes an overview, recent activity, and a category deep dive.
To learn more about our complete Transportation Technology report and research platform, visit us at www.venturescanner.com or contact [email protected].