Market Intelligence Briefings

We've all seen the demos. "Build a SaaS tool in 20 seconds using Lovable." It's impressive. It's flashy. But is it actually moving the needle in the European hosting landscape? How many of these shiny new Apps actually make it online on a domain name?

At ShareShift, we've been monitoring 55M domains across 19 European ccTLDs. Here is the hard data on how Hosters have been affected by the "AI App" surge:

Drop in the ocean: Vercel, the default choice for hosting Lovable apps, currently sits at just 0.1% market share. Despite the hype, the "mass market" isn't building web apps with AI yet.

Growth is real: While the overall market is flat, Vercel grew +31% over the last 3 months. It's taking share in a stagnant market, but it's not coming from "new" users.

Share shift in action: Vercel is NOT stimulating new demand. Our data shows a steady acceleration in transfers since mid-January. Vercel is growing by cannibalizing existing contracts from Hostinger, GoDaddy, and IONOS — albeit at a small scale.

All in all, vibe-coding is currently a niche migration trend, not an existential threat. It is likely to benefit the hosting ecosystem; especially technical edge vendors like Cloudflare. The global giant is already gaining from Vercel at 2x the speed that Cloudflare domains switch over to Vercel. Because when the vibe-coded app becomes reality and starts hitting tier limits or needs enterprise-grade network capabilities, Cloudflare becomes the obvious choice.

If you're a European operator, the threat isn't that your customers will build "better" apps. The threat is that they are "graduating" out of your ecosystem into the edge or onto hyperscalers.

The current consumer barrier is likely still the technical skill required to migrate a dynamic app with separate frontend and backend built with Lovable, Bolt.new, v0, or Cursor AI. Once that becomes easy, will your customer stay?