{"license":"https://creativecommons.org/licenses/by/4.0/","dataset":"reports","count":3,"filters":{"sector":"Software","geography":null,"class":null,"vintage":null,"status":null,"confidence":null,"matchedMarkets":1},"rows":[{"id":"rep-us-competition-landscape-2026","slug":"us-competition-landscape-2026","title":"The U.S. Competition Landscape","subtitle":"State of Competition 2026: five evidence systems, no single score","summary":"A national briefing that aligns defined-market signals, industry structure, state and local geographic concentration screens, merger activity, and enforcement records without collapsing their different scopes.","body":"Public evidence does not support a single national competition score. The clearest picture comes from five bounded systems. Among eight curated markets, four current profiles publish highly concentrated readings while four withhold HHI because public shares are incomplete or aggregate. The 2022 Economic Census publishes revenue-based HHI for 679 of 899 detailed six-digit industries, with a median of 284 among published rows; strict 2017-2022 comparisons remain a separate history lens. KFF's 2024 individual-market data place median state HHI at 3,414 and 36 of 51 jurisdictions above 2,500. A separately bounded 2025 FDIC screen places median statewide branch-deposit HHI at 903, with 5 of 51 jurisdictions above 2,500. A deeper FDIC layer publishes 3,104 county and county-equivalent branch-deposit screens with a median HHI of 2,826; 1,792 exceed 2,500 and 187 contain one reported organization. Banking markets are often local, but county boundaries may not match them, so both FDIC layers remain screens rather than legal market definitions. USDA's historical national beef-packer CR4 adds a buyer-side concentration anchor while remaining distinct from individual packer shares, regional cattle procurement markets, and the related Census slaughtering-industry revenue screen. The FY2025 HSR report records 2,006 reported transactions and a 2.1% Second Request rate among adjusted transactions. Dated enforcement records add procedure and institutional context, not causal proof. Read together, these systems identify where scrutiny and public disclosure are most valuable. Read as one composite, they would erase market definition, geography, vintage, and legal meaning. This report therefore presents a national competition landscape with explicit handoffs to the underlying markets, industries, state and local screens, merger series, policy records, and source dossiers.","coverImageUrl":"/generated-assets/report-cover-us-competition-landscape.png","publishedAt":"2026-07-19","relatedMarketIds":["mkt-wireless","mkt-airlines","mkt-housing","mkt-search","mkt-browser","mkt-pbm","mkt-ai-chatbot","mkt-meatpacking"],"sourceIds":["fcc-2024-cmr","bts-transtats-2026","jchs-rental-housing-2026","statcounter-search-us-2026","statcounter-browser-us-2026","ftc-pbm-interim-2024","statcounter-ai-chatbot-us-2026","usda-ers-meatpacking-2024","census-ecnsize-concentration-2022","census-ecnsize-concentration-2017","kff-individual-insurance-market-2024","fdic-sod-2025","ftc-doj-hsr-report-2025","doj-google-search-case-2020"],"sourceBasis":"2022 and 2017 U.S. Economic Census industry concentration tables, USDA ERS historical meatpacking CR4, KFF 2024 state individual-market HHI, FDIC 2025 statewide and county Summary of Deposits screens, the FY2025 FTC/DOJ HSR report, and source-backed market and enforcement records.","tableOfContents":["Executive synthesis","Defined market signals","Industry structure","Geographic concentration","Merger pipeline","Enforcement record","Public evidence agenda"],"preview":"A source-backed state-of-competition briefing across markets, industries, state systems, local banking screens, mergers, and enforcement, with every system kept in its own analytical universe.","publicationType":"state_of_competition","seriesTitle":"State of Competition","seriesNumber":"AR-SC-2026-01","authorName":"Antitrust Radar Research Team","version":"1.0","updatedAt":"2026-07-19","publicationStatus":"current","revisionNote":"Initial public edition.","canonicalCitation":"Antitrust Radar Research Team. (2026, July 19). The U.S. Competition Landscape: State of Competition 2026: five evidence systems, no single score. State of Competition, AR-SC-2026-01 (Version 1.0). Antitrust Radar. https://antitrustradar.org/reports/us-competition-landscape-2026","citationDownloads":{"bibtex":"/reports/us-competition-landscape-2026/citation/bibtex","ris":"/reports/us-competition-landscape-2026/citation/ris"},"sourceProfileHrefs":["/sources/fcc-2024-cmr","/sources/bts-transtats-2026","/sources/jchs-rental-housing-2026","/sources/statcounter-search-us-2026","/sources/statcounter-browser-us-2026","/sources/ftc-pbm-interim-2024","/sources/statcounter-ai-chatbot-us-2026","/sources/usda-ers-meatpacking-2024","/sources/census-ecnsize-concentration-2022","/sources/census-ecnsize-concentration-2017","/sources/kff-individual-insurance-market-2024","/sources/fdic-sod-2025","/sources/ftc-doj-hsr-report-2025","/sources/doj-google-search-case-2020"]},{"id":"rep-hhi-primer","slug":"hhi-primer","title":"How HHI Helps Explain Market Concentration","subtitle":"A public primer for reading concentration dashboards","summary":"An open explainer on HHI, CR4, effective number of firms, and why source coverage matters.","body":"HHI is the sum of squared market shares. It is useful because it gives larger firms more weight, but it is not a legal conclusion. This observatory reports HHI only when public sources provide enough reliable shares or when a public agency reports the metric directly. Market definition, geography, vintage, and missing firms can change interpretation. The mobile wireless profile uses FCC-reported HHI, while search and browser profiles use public usage-share tables with clear limitations.","coverImageUrl":null,"publishedAt":"2026-05-16","relatedMarketIds":["mkt-wireless","mkt-search","mkt-browser"],"sourceIds":["fcc-2024-cmr","statcounter-search-us-2026","statcounter-browser-us-2026"],"sourceBasis":"FCC source-reported HHI and StatCounter public usage-share tables.","tableOfContents":["What HHI measures","Where CR4 helps","Why source notes matter"],"preview":"A short public-interest guide to reading descriptive concentration metrics.","publicationType":"methodology_primer","seriesTitle":"Methods and Measures","seriesNumber":"AR-MM-2026-01","authorName":"Antitrust Radar Research Team","version":"1.0","updatedAt":"2026-05-16","publicationStatus":"current","revisionNote":"Initial public edition.","canonicalCitation":"Antitrust Radar Research Team. (2026, May 16). How HHI Helps Explain Market Concentration: A public primer for reading concentration dashboards. Methods and Measures, AR-MM-2026-01 (Version 1.0). Antitrust Radar. https://antitrustradar.org/reports/hhi-primer","citationDownloads":{"bibtex":"/reports/hhi-primer/citation/bibtex","ris":"/reports/hhi-primer/citation/ris"},"sourceProfileHrefs":["/sources/fcc-2024-cmr","/sources/statcounter-search-us-2026","/sources/statcounter-browser-us-2026"]},{"id":"rep-digital-gateways","slug":"digital-gateways-brief","title":"Five Digital Gateways","subtitle":"U.S. platform concentration across five separately bounded usage systems","summary":"A source-backed research brief tracing search, browser, mobile operating-system, social-referral, and AI-assistant concentration without collapsing them into one platform market or ecosystem score.","body":"U.S. digital-platform activity is not one market. This report tracks five separately bounded public systems: search referrals, browser page views, mobile operating-system page views, social-media referrals, and AI-assistant usage. At the latest published anchor, search usage reports HHI 7,359; browser page views 3,612; mobile operating-system page views 5,337; social referrals 4,995; and AI assistants 4,804. Those values share an HHI formula but not a denominator, participant universe, month, or legal meaning, so the report never averages or ranks them into a platform-power score. Four systems publish April 2023-April 2026 histories. Search HHI changed by -591 points, browsers by -52, mobile operating systems by +180, and social referrals by +1,602; AI assistants currently provide one May 2026 baseline. Official product-attribution records place Google-labeled products across five systems, Microsoft-labeled products across three, and Apple-labeled products across two. That recurrence is a research route into distribution, defaults, interoperability, multihoming, and switching, not a combined share or control conclusion. Stronger public evidence would add revenue, default-placement, installed-base, unique-user, engagement, enterprise and API usage, compute-access, and remedy-outcome measures while keeping every denominator explicit.","coverImageUrl":"/generated-assets/report-cover-concentration.png","publishedAt":"2026-07-20","relatedMarketIds":["mkt-search","mkt-browser","mkt-mobile-os","mkt-social-referral","mkt-ai-chatbot"],"sourceIds":["statcounter-search-us-2026","statcounter-browser-us-2026","statcounter-mobile-os-us-2026","statcounter-social-referral-us-2026","statcounter-ai-chatbot-us-2026"],"sourceBasis":"Five StatCounter U.S. public usage-share sources: April 2023-April 2026 search, browser, mobile operating-system, and social-referral anchors, plus the May 2026 AI-assistant baseline. Official product-attribution records remain a separate evidence layer.","tableOfContents":["Executive findings","Five-system evidence","Operator recurrence","Public evidence agenda","Methodology and limits"],"preview":"Five system histories, exact share rows, official product-attribution paths, and a public research agenda with every denominator kept separate.","publicationType":"research_brief","seriesTitle":"Competition Research Briefs","seriesNumber":"AR-RB-2026-02","authorName":"Antitrust Radar Research Team","version":"1.0","updatedAt":"2026-07-20","publicationStatus":"current","revisionNote":"Initial public edition.","canonicalCitation":"Antitrust Radar Research Team. (2026, July 20). Five Digital Gateways: U.S. platform concentration across five separately bounded usage systems. Competition Research Briefs, AR-RB-2026-02 (Version 1.0). Antitrust Radar. https://antitrustradar.org/reports/digital-gateways-brief","citationDownloads":{"bibtex":"/reports/digital-gateways-brief/citation/bibtex","ris":"/reports/digital-gateways-brief/citation/ris"},"sourceProfileHrefs":["/sources/statcounter-search-us-2026","/sources/statcounter-browser-us-2026","/sources/statcounter-mobile-os-us-2026","/sources/statcounter-social-referral-us-2026","/sources/statcounter-ai-chatbot-us-2026"]}]}