ReelShort · real screenshotIntensity is not audience scale
The February update raised the global model to $14 billion and made the U.S. ex-China concentration explicit; its engagement comparison needs equally careful reading.
The ledger / Source chronology
A record of the shift.
Company moves, capital commitments and measurements worth keeping. Every entry links to its evidence.
Dates below identify original sources or announcements, not when Vertical Ledger published. Original drafts were prepared on 16 September; selected backfill was revised and source-checked on 19 September 2026.
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ReelShort · real screenshot
Holywater Tech · real screenshotCapital for a storytelling portfolio
The January 2026 financing attached capital to vertical series, digital books, AI streaming and ad-supported distribution; company growth claims require separate treatment.
DramaBox · real screenshotWhat the $11B model counts
The useful information in Omdia's 2025 forecast is its broader geography and monetization framing — and the reason it should not be merged with Sensor Tower IAP data.
My Drama · real screenshotFox puts a slate behind My Drama
The disclosed number was more than 200 planned titles over two years; the undisclosed number was the size of Fox's equity stake.
DramaBox · real screenshotDramaBox joins Disney's accelerator
DramaBox entered Disney's 2025 accelerator cohort. The announcement validates program participation; it does not announce Disney content, investment or an operating partnership.
Sensor Tower's original Q1 chart · source graphicA near-fourfold IAP expansion
Sensor Tower measured nearly $700 million in Q1 app-store purchases, but the number is a channel-specific indicator rather than industry revenue.
ReelShort · real screenshotThe app-acquisition boom
Sensor Tower's 2024 measures show a category growing through mobile distribution at a scale that makes paid acquisition part of the operating model.
Vigloo · real screenshotKrafton backs the Vigloo rollout
The September 2024 transaction was a disclosed non-gaming investment and paired capital with a stated U.S. and Japan expansion aim.
Sensor Tower · source artworkRevised backfill · source checked
850 million downloads is a scale signal, not an audience count
Sensor Tower's June 2026 report measures a rapidly expanding app category. Installs, purchases and people still need separate columns.
Google · source artworkRevised backfill · source checked
Veo 3 moved sound inside the generation workflow
Google's May 2025 announcement established a native-audio capability. It did not establish the cost of a finished vertical-drama episode.
Omdia / Sensor Tower data · source artworkRevised backfill · source checked
Read both axes before declaring an attention winner
A companion to our Omdia market record: why minutes per user and audience size cannot stand in for one another.
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