To enlighten investors on the impact of these breakthroughs and the opportunities they should create, we began publishing Big Ideas in 2017. This annual research report seeks to highlight

Drones Could Deliver A Substantial 
Share Of E-Commerce Shipments 
By 2030
18%
32%
20%
13%
40%
82%
55%
40%
2020
2025
2030
Rest of Retail
Ecommerce (Drone Delivered)
Ecommerce (Non-Drone)
45%
60
%
Global E-Commerce Share of Retail 
With Drones
$15
$115
2025
2030
Global Parcel Drone
Delivery Revenue 
(Billions, USD)

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Forecasts are inherently limited and cannot be relied upon. 
Source: ARK Investment Management LLC, 2020 based on data sourced from: https://secondmeasure.com/datapoints/food-delivery-services-grubhub-uber-eats-doordash-postmates/
76
Drone Delivery
Online food delivery sales grew more than 40% globally in 2020. According to ARK’s research, drone delivery will account for 
nearly half of the ~40% of food prepared outside of and delivered to the home.
Drones Should Accelerate The Shift To Food Delivery
$18
$116
2025
2030
Global Food Delivery Revenue
(Billions, USD) 
2%
13%
22%
4%
19%
0%
10%
20%
30%
40%
50%
2020
2025
2030
Global Food Delivery as a Share of Food Away From Home
Additional Share Gain With Drones
Food Delivery as a % of Food Away From Home

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•
Forecasts are inherently limited and cannot be relied upon. 
Source: ARK Investment Management LLC, 2020
77
Drone Delivery
$30