Antitrust Radar
Public research / current evidence

Competition Insights Desk

Read the change. Audit the boundary.

Short research findings drawn from changes in published data. Each dispatch identifies the evidence, its limitations, and the questions the change leaves open.

Editorial signal field7 current dispatches
  1. 01
    Market change field8 up / 7 down
  2. 02
    Industry shifts10 up / 6 down / 1 flat
  3. 03
    Geographic screens1 up / 5 down
  4. 04
    Business dynamism6 of 6 lower
  5. 05
    Merger review2 of 2 lower
Every signal traceableUpdated Jul 21, 2026
Current dispatches
7
5 complete / 2 focused
Unique signals
46
62 dispatch links
Evidence domains
5
separate units and universes
Public sources
12
linked custody records

Editorial synthesis, evidence intact. Competition Insights are editorial summaries of exact, source-custodied Competition Monitor rows. A dispatch may inventory several signals, but it does not average unlike measures, create a composite score, rank research importance, establish a legal market, identify a cause, or prove market power, competitive harm, liability, or enforcement performance.

Audit the standard

Cross-dispatch analysis atlas

Seven publications, one reproducible research system.

Compare what reproduces directly, inspect declared relationships, or enter the exact source workspace without collapsing unlike measures.
25declared analytical routes
Direct series
43 / 62
signal memberships with exact indicator anchors
Source-system
19 / 62
specialized aggregate memberships
Figure routes
11
shareable VizBuilder states
Exact relationships
5
declared same-period pair contracts
  1. Market change fieldAR-CI-2026-01 / Domain readout
    15 direct / 0 system
    Figures
    2
    Pairs
    1
    Systems
    1
    Open lab
  2. Digital gatewaysAR-CI-2026-02 / Focused note
    12 direct / 0 system
    Figures
    3
    Pairs
    1
    Systems
    1
    Open lab
  3. Industry shiftsAR-CI-2026-03 / Domain readout
    0 direct / 17 system
    Figures
    0
    Pairs
    0
    Systems
    2
    Open lab
  4. Geographic screensAR-CI-2026-04 / Domain readout
    4 direct / 2 system
    Figures
    1
    Pairs
    0
    Systems
    2
    Open lab
  5. Broadband scalesAR-CI-2026-05 / Focused note
    4 direct / 0 system
    Figures
    1
    Pairs
    0
    Systems
    1
    Open lab
  6. Business dynamismAR-CI-2026-06 / Domain readout
    6 direct / 0 system
    Figures
    2
    Pairs
    2
    Systems
    1
    Open lab
  7. Merger reviewAR-CI-2026-07 / Domain readout
    2 direct / 0 system
    Figures
    2
    Pairs
    1
    Systems
    1
    Open lab

Routing, not scoring. A direct series means both displayed monitor anchors match the indicator registry on entity, year, value, and source. Specialized aggregates remain in their native analytical system.

Compare dispatches
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Current desk

7 dispatches in view

62 exact signal memberships / no synthetic score
  1. 01 / Domain readout

    Defined markets

    Latest market-structure signals moved in both directions.

    Fifteen HHI, CR4, and leading-share comparisons preserve their own product boundary, denominator, source, and observed interval.
    Readout
    8 up / 7 down
    definition-stable signals
    Signals
    15
    7 entities
    Sources
    7
    2026 latest anchor

    Next questionWhich entry, exit, share, switching, price, quality, capacity, or transaction records can explain each movement inside its exact market boundary?

    Observed change fieldEach row retains its own unit and scale
    1. Beef meatpackingCR4199581.000%201985.000%+4.000 ppIncrease
    2. BrowsersCR4202593.610%202693.760%+0.150 ppIncrease
    3. BrowsersHHI20253,72020263,612-108 HHIDecrease
    4. BrowsersLeader share202552.320%202650.030%-2.290 ppDecrease
  2. 02 / Focused note

    Defined markets

    Four digital usage systems traced four different structural paths.

    Browser, mobile operating-system, search-engine, and social-referral shares are read side by side without turning them into one platform-power score.
    Readout
    4 systems
    separate usage denominators
    Signals
    12
    4 entities
    Sources
    4
    2026 latest anchor

    Next questionWhich defaults, distribution arrangements, switching paths, product changes, and participant-share movements account for each system's latest direction?

    Observed change fieldEach row retains its own unit and scale
    1. BrowsersCR4202593.610%202693.760%+0.150 ppIncrease
    2. BrowsersHHI20253,72020263,612-108 HHIDecrease
    3. BrowsersLeader share202552.320%202650.030%-2.290 ppDecrease
    4. Mobile operating systemsCR4202599.960%2026100.000%+0.040 ppIncrease
  3. 03 / Domain readout

    Census industries

    Broad-sector concentration medians did not move as one economy.

    Seventeen strict 2017-2022 Census sector medians point back to the exact six-digit matched rows that make each screen possible.
    Readout
    10 up / 6 down / 1 flat
    sector medians
    Signals
    17
    17 entities
    Sources
    2
    2022 latest anchor

    Next questionWhich six-digit industries account for each sector median movement, and where does deeper product- and geography-specific market research become warranted?

    Observed change fieldEach row retains its own unit and scale
    1. Accommodation and food servicesMedian HHI201714.9202214.3-0.6 HHIDecrease
    2. Administrative and support and waste management and remediation servicesMedian HHI2017140.42022168.8+28.4 HHIIncrease
    3. Arts, entertainment, and recreationMedian HHI2017132.22022113.7-18.5 HHIDecrease
    4. ConstructionMedian HHI201713.3202219.4+6.1 HHIIncrease
  4. 04 / Domain readout

    Broadband geographies

    Geographic concentration screens point in different directions at different scales.

    Six FCC and FDIC comparisons retain their own geography, ownership rule, reporting universe, and time interval.
    Readout
    1 up / 5 down
    geographic screens
    Signals
    6
    6 entities
    Sources
    2
    2025 latest anchor

    Next questionWhich provider, ownership, entry, exit, acquisition, technology, and local-boundary records explain the distinct national and subnational paths?

    Observed change fieldEach row retains its own unit and scale
    1. Median census tractTract medianDec 20235,859Dec 20245,504-355 HHIDecrease
    2. Median countyCounty medianDec 20235,356Dec 20244,599-757 HHIDecrease
    3. Median stateState medianDec 20232,994Dec 20242,937-57 HHIDecrease
    4. Statewide branch-deposit screensState median HHI20159582025903-55 HHIDecrease
  5. 05 / Focused note

    Broadband geographies

    National fixed-broadband HHI rose while three geographic medians fell.

    One FCC release provides a useful scale comparison, but the national value and medians of area-level HHIs remain different summary statistics.
    Readout
    1 up / 3 down
    same-source scale paths
    Signals
    4
    4 entities
    Sources
    1
    2024 latest anchor

    Next questionWhich provider connection shares and full area-level distributions explain why the national HHI and state, county, and tract medians moved differently?

    Observed change fieldEach row retains its own unit and scale
    1. Median census tractTract medianDec 20235,859Dec 20245,504-355 HHIDecrease
    2. Median countyCounty medianDec 20235,356Dec 20244,599-757 HHIDecrease
    3. Median stateState medianDec 20232,994Dec 20242,937-57 HHIDecrease
    4. U.S. fixed broadband connectionsNational HHIDec 20231,195Dec 20241,501+306 HHIIncrease
  6. 06 / Domain readout

    Business dynamics

    Every national business-flow rate in the monitor was lower in 2023 than in 2022.

    Six Census BDS rates describe establishment and job flows inside one national private-sector universe; none is a concentration or market-power measure.
    Readout
    6 of 6 lower
    national BDS rates
    Signals
    6
    1 entities
    Sources
    1
    2023 latest anchor

    Next questionWhich sectors, firm ages, places, financing conditions, demand shifts, technologies, regulations, or ownership changes account for the national movement?

    Observed change fieldEach row retains its own unit and scale
    1. United States business dynamicsEntry rate202211.651%202310.608%-1.043 ppDecrease
    2. United States business dynamicsExit rate20229.512%20239.396%-0.116 ppDecrease
    3. United States business dynamicsJob creation202216.577%202313.592%-2.985 ppDecrease
    4. United States business dynamicsJob destruction202211.153%202311.059%-0.094 ppDecrease
  7. 07 / Domain readout

    Federal merger activity

    Reported HSR volume and the Second Request rate both moved lower in FY2025.

    Two federal program measures preserve their fiscal-year denominator and procedural meaning without converting review activity into a judgment about transactions or agency performance.
    Readout
    2 of 2 lower
    FY2025 HSR measures
    Signals
    2
    1 entities
    Sources
    1
    2025 latest anchor

    Next questionHow did transaction size, industry mix, thresholds, exemptions, clearance, agency allocation, and review practice change across the two fiscal years?

    Observed change fieldEach row retains its own unit and scale
    1. Hart-Scott-Rodino programReview rateFY20243.000%FY20252.100%-0.900 ppDecrease
    2. Hart-Scott-Rodino programTransaction volumeFY20242,031FY20252,006-25Decrease

Institutional publication register

Every dispatch has a stable research identity.

Series numbers, edition dates, authorship, versions, canonical citations, and machine-readable exports travel with the evidence.
Research RSS
Current editions
7
one permanent reader each
Series
AR-CI
Competition Insights
Citation forms
3
canonical / BibTeX / RIS
Initial edition
2026
versioned public research
  1. AR-CI-2026-01

    Domain readout / Defined markets

    Latest market-structure signals moved in both directions.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    15 signals / 7 sources
    BibTeXRIS

  2. AR-CI-2026-02

    Focused note / Defined markets

    Four digital usage systems traced four different structural paths.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    12 signals / 4 sources
    BibTeXRIS

  3. AR-CI-2026-03

    Domain readout / Census industries

    Broad-sector concentration medians did not move as one economy.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    17 signals / 2 sources
    BibTeXRIS

  4. AR-CI-2026-04

    Domain readout / Broadband geographies

    Geographic concentration screens point in different directions at different scales.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    6 signals / 2 sources
    BibTeXRIS

  5. AR-CI-2026-05

    Focused note / Broadband geographies

    National fixed-broadband HHI rose while three geographic medians fell.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    4 signals / 1 sources
    BibTeXRIS

  6. AR-CI-2026-06

    Domain readout / Business dynamics

    Every national business-flow rate in the monitor was lower in 2023 than in 2022.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    6 signals / 1 sources
    BibTeXRIS

  7. AR-CI-2026-07

    Domain readout / Federal merger activity

    Reported HSR volume and the Second Request rate both moved lower in FY2025.

    Antitrust Radar Research Team
    Published
    Version
    1.0 / current
    Evidence
    2 signals / 1 sources
    BibTeXRIS

Evidence-to-publication workflow

A short dispatch is still an auditable research object.

Build a briefing
  1. 01
    Observe

    Start from exact prior and latest source rows.

  2. 02
    Interpret

    State only what the bounded comparison establishes.

  3. 03
    Question

    Name the missing evidence needed to test a mechanism.

  4. 04
    Publish

    Carry signals, sources, caveats, and routes together.