3 things I noticed (not sure if it affects the conclusions):

1. Interesting that neither article (this or the WSJ post) seems to include data on mobile carriers or handset providers. Not sure why that is.

2. Entertainment seems to be the only category that's primarly B2C companies. Almost seems like it doesn't fit. If you're going to include video game makers, why can't you also include Netflix and other such companies.

3. I wonder how much acquisitions have affected these numbers.