{"license":"https://creativecommons.org/licenses/by/4.0/","dataset":"markets","count":4,"filters":{"sector":"Digital platforms","geography":null,"class":null,"vintage":null,"status":null,"confidence":null,"matchedMarkets":4},"rows":[{"id":"mkt-search","slug":"us-search-engine-usage","name":"U.S. search engine usage","shortName":"Search engines","geography":"United States","sector":"Digital platforms","dataVintage":"2026","naicsCode":"518210","industryHref":"/industries/518210","crosswalkHref":"/markets/economy?bridgeMarket=us-search-engine-usage&bridgeNaics=518210#market-industry-crosswalk","latestHhi":7359,"concentrationClass":"highly_concentrated","cr4":99.4,"topFirmShare":85.16,"hhiAtOrAbove2500":true,"hhiDisclosureGap":false,"dataStatus":"estimated_public","confidenceLevel":"medium","sourceCount":1,"policySourceCount":2,"policyEventCount":3,"reportCount":3,"briefAction":"Test whether the dominant firm controls access, switching, pricing, defaults, distribution, or other chokepoints that weaken consumer choice.","briefActionLevel":"Immediate review","briefChange":"HHI fell by 591 points from 2023 to 2026, moving from 7,950 to 7,359.","briefComparisonDelta":-591,"briefComparisonDirection":"decreased","briefComparisonFromYear":2023,"briefComparisonMetric":"hhi","briefComparisonToYear":2026,"briefEvidence":"3 records in the evidence custody chain, 7 latest share rows, 3 linked official records, and 3 related briefs support this profile. Status is estimated public with medium confidence.","briefEvidenceState":"measured_hhi","briefGuardrail":"This brief summarizes the observatory's published market screen. It does not define a legal antitrust market, establish market power, identify anticompetitive conduct, estimate consumer harm, or convert descriptive concentration into a causal claim.","briefHeadline":"Search engines: highly concentrated, with observed HHI down 591 points.","briefHref":"/markets/us-search-engine-usage#overview","briefQuestion":"Does the observed usage structure persist in revenue, switching, access, quality, and conduct evidence under a legally relevant market definition?","briefSourceIds":"statcounter-search-us-2026|doj-google-search-case-2020|doj-google-search-remedies-2025","briefStructure":"The latest 2026 screen reports HHI 7,359, classified as highly concentrated. Google Search leads the sourced distribution at 85.2%. The four largest named participants account for 99.4%."},{"id":"mkt-ai-chatbot","slug":"us-ai-assistant-usage","name":"U.S. generative AI assistant usage","shortName":"AI assistants","geography":"United States","sector":"Digital platforms","dataVintage":"2026","naicsCode":"518210","industryHref":"/industries/518210","crosswalkHref":"/markets/economy?bridgeMarket=us-ai-assistant-usage&bridgeNaics=518210#market-industry-crosswalk","latestHhi":4804,"concentrationClass":"highly_concentrated","cr4":94.8,"topFirmShare":67.13,"hhiAtOrAbove2500":true,"hhiDisclosureGap":false,"dataStatus":"estimated_public","confidenceLevel":"medium","sourceCount":1,"policySourceCount":2,"policyEventCount":2,"reportCount":2,"briefAction":"Test whether the dominant firm controls access, switching, pricing, defaults, distribution, or other chokepoints that weaken consumer choice.","briefActionLevel":"Immediate review","briefChange":"The profile currently has one comparable concentration snapshot, so no direction is assigned.","briefComparisonDelta":null,"briefComparisonDirection":"unavailable","briefComparisonFromYear":null,"briefComparisonMetric":null,"briefComparisonToYear":null,"briefEvidence":"3 records in the evidence custody chain, 6 latest share rows, 2 linked official records, and 2 related briefs support this profile. Status is estimated public with medium confidence.","briefEvidenceState":"measured_hhi","briefGuardrail":"This brief summarizes the observatory's published market screen. It does not define a legal antitrust market, establish market power, identify anticompetitive conduct, estimate consumer harm, or convert descriptive concentration into a causal claim.","briefHeadline":"AI assistants: highly concentrated in the latest public screen.","briefHref":"/markets/us-ai-assistant-usage#overview","briefQuestion":"Does the observed usage structure persist in revenue, switching, access, quality, and conduct evidence under a legally relevant market definition?","briefSourceIds":"statcounter-ai-chatbot-us-2026|ftc-ai-partnerships-report-2025|doj-google-search-remedies-2025","briefStructure":"The latest 2026 screen reports HHI 4,804, classified as highly concentrated. ChatGPT leads the sourced distribution at 67.1%. The four largest named participants account for 94.8%."},{"id":"mkt-mobile-os","slug":"us-mobile-operating-system-usage","name":"U.S. mobile operating-system web usage","shortName":"Mobile operating systems","geography":"United States","sector":"Digital platforms","dataVintage":"2026","naicsCode":"513210","industryHref":"/industries/513210","crosswalkHref":"/markets/economy?bridgeMarket=us-mobile-operating-system-usage&bridgeNaics=513210#market-industry-crosswalk","latestHhi":5337,"concentrationClass":"highly_concentrated","cr4":100,"topFirmShare":63.08,"hhiAtOrAbove2500":true,"hhiDisclosureGap":false,"dataStatus":"estimated_public","confidenceLevel":"medium","sourceCount":1,"policySourceCount":0,"policyEventCount":0,"reportCount":1,"briefAction":"Test whether the dominant firm controls access, switching, pricing, defaults, distribution, or other chokepoints that weaken consumer choice.","briefActionLevel":"Immediate review","briefChange":"HHI rose by 180 points from 2023 to 2026, moving from 5,157 to 5,337.","briefComparisonDelta":180,"briefComparisonDirection":"increased","briefComparisonFromYear":2023,"briefComparisonMetric":"hhi","briefComparisonToYear":2026,"briefEvidence":"1 record in the evidence custody chain, 9 latest share rows, 0 linked official records, and 1 related brief support this profile. Status is estimated public with medium confidence.","briefEvidenceState":"measured_hhi","briefGuardrail":"This brief summarizes the observatory's published market screen. It does not define a legal antitrust market, establish market power, identify anticompetitive conduct, estimate consumer harm, or convert descriptive concentration into a causal claim.","briefHeadline":"Mobile operating systems: highly concentrated, with observed HHI up 180 points.","briefHref":"/markets/us-mobile-operating-system-usage#overview","briefQuestion":"Does the observed usage structure persist in revenue, switching, access, quality, and conduct evidence under a legally relevant market definition?","briefSourceIds":"statcounter-mobile-os-us-2026","briefStructure":"The latest 2026 screen reports HHI 5,337, classified as highly concentrated. iOS leads the sourced distribution at 63.1%. The four largest named participants account for 100.0%."},{"id":"mkt-social-referral","slug":"us-social-media-referral-traffic","name":"U.S. social-media referral traffic","shortName":"Social referrals","geography":"United States","sector":"Digital platforms","dataVintage":"2026","naicsCode":"519290","industryHref":"/industries/519290","crosswalkHref":"/markets/economy?bridgeMarket=us-social-media-referral-traffic&bridgeNaics=519290#market-industry-crosswalk","latestHhi":4995,"concentrationClass":"highly_concentrated","cr4":94.4,"topFirmShare":68.94,"hhiAtOrAbove2500":true,"hhiDisclosureGap":false,"dataStatus":"estimated_public","confidenceLevel":"medium","sourceCount":1,"policySourceCount":0,"policyEventCount":0,"reportCount":1,"briefAction":"Test whether the dominant firm controls access, switching, pricing, defaults, distribution, or other chokepoints that weaken consumer choice.","briefActionLevel":"Immediate review","briefChange":"HHI rose by 1,602 points from 2023 to 2026, moving from 3,393 to 4,995.","briefComparisonDelta":1602,"briefComparisonDirection":"increased","briefComparisonFromYear":2023,"briefComparisonMetric":"hhi","briefComparisonToYear":2026,"briefEvidence":"1 record in the evidence custody chain, 12 latest share rows, 0 linked official records, and 1 related brief support this profile. Status is estimated public with medium confidence.","briefEvidenceState":"measured_hhi","briefGuardrail":"This brief summarizes the observatory's published market screen. It does not define a legal antitrust market, establish market power, identify anticompetitive conduct, estimate consumer harm, or convert descriptive concentration into a causal claim.","briefHeadline":"Social referrals: highly concentrated, with observed HHI up 1,602 points.","briefHref":"/markets/us-social-media-referral-traffic#overview","briefQuestion":"Does the observed usage structure persist in revenue, switching, access, quality, and conduct evidence under a legally relevant market definition?","briefSourceIds":"statcounter-social-referral-us-2026","briefStructure":"The latest 2026 screen reports HHI 4,995, classified as highly concentrated. Facebook leads the sourced distribution at 68.9%. The four largest named participants account for 94.4%."}]}