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GlobalData
GlobalData

Strategic Intelligence

Suspension of Blue subscription service shows Musk’s Twitter gamble is not paying off, says GlobalData

Following the news that Twitter Blue has been removed from Twitter’s iOS app, GlobalData analysts offer their view: Daniel Clarke, Analyst in Thematic Intelligence at GlobalData, comments: “Musk’s cavalier management style has proved effective in industrial sectors, but social media requires more delicacy. User safety and content moderation underpin Twitter’s revenue streams, and Musk’s heavy-handed […]
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Coinbase will need more than a Twitter account if it wants to avoid conflict with Washington, says GlobalData

Following the release of Q3 2022 earnings by Coinbase; Suneet Muru, Analyst at Thematic Intelligence Team at GlobalData, a leading data and analytics company, offers his view: “It’s been a cold crypto winter for Coinbase, but it should weather the storm. The crypto-exchange’s broad product offering is now its greatest asset. Exchanges need moonshots to diversify their revenue sources […]
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Tesla and CATL: Vertical integration of mining companies to be popular method of avoiding purchasing Chinese EV/battery materials, says GlobalData

Following the news that Chinese battery maker Contemporary Amperex Technology (CATL) has agreed to buy an almost 25% stake in cobalt producer CMOC for around $3.7 billion and Tesla is in talks to buy a stake in Glencore; Dr Lil Read, Senior Analyst in Thematic Intelligence at GlobalData, a leading data and analytics company, offers her view: […]
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Twitter’s blue tick subscription is a bold move that may risk some misinformation and could deter some advertisers, says GlobalData

Following Elon Musk’s announcement of an $8 subscription for a blue tick on Twitter; Rachel Foster Jones, Thematic Analyst at GlobalData, a leading data and analytics company, offers her view: “Twitter is dealing with a tough macroeconomic environment which has led to a weak advertising market and so Musk’s revamp of Twitter’s existing subscription model […]
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Antitrust penalties will eclipse Alphabet’s strong cloud performance unless it can comply with regulation, says GlobalData

Following the release of Alphabet’s Q3 2022 earnings; Suneet Muru, Analyst at Thematic Intelligence Team at GlobalData, a leading data and analytics company, offers his view: “Alphabet’s underperformance in Q3 2022 shows that it must continue to shift its primary revenue stream from advertising to cloud. “The fast-growing Google Cloud Platform (GCP) remains a key business segment. […]
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Most robots won’t take on a human form as industrial robots set to make up 35% of the market, says GlobalData

The industrial robot industry will be worth $352 billion by 2030, a tenfold increase from 2022 Implementing customizable robots will free human workers from repetitive and dangerous tasks and fill gaps in the workforce of aging societies Robots’ shape and size will vary by use case Science fiction often speculates about robots that are virtually […]
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China will continue to dominate the electric vehicle market by 2030 despite Biden’s new US EV tax credit, says GlobalData

China will account for 60% of the world’s electric vehicle (EV) fleet by 2030 China’s dominance over the battery supply chain will continue to hinder investment into US battery manufacturing for leading EV manufacturers Since the EV Tax Credit announcement, one-third of all EV-related deals in the US have been associated with batteries Biden’s new […]
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Edtech market set to grow to $538.5 billion by 2030 as classrooms transform into fully digital learning spaces, says GlobalData

Teachers will be able to wave goodbye to textbooks and paper activity sheets by 2030, as technologies such as artificial intelligence (AI), cloud computing, 5G, blockchain, and the metaverse, transform the classroom into fully digital learning spaces, according to GlobalData, a leading data and analytics company. Virtual classrooms to become the norm to support hybrid […]
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US college sport is no longer amateur due to legislative changes allowing student athlete sponsorship, says GlobalData

Star American student athletes could be earning money comparable to their professional counterparts In August 2022, the Big Ten conference finalized a media rights deal with Fox, CBS, and NBC worth over a billion dollars each year Student athletes have historically been prohibited from generating money from their work on the field The days of […]
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Global computer vision market will reach nearly $33 billion by 2030 driven by larger data sets and more advanced deep learning models, says GlobalData

Key drivers are the explosion in the volume of visual data, advanced deep learning models, and the availability of AI chips. China’s computer vision leadership is likely to be hindered by limited access to advanced Western chip manufacturing technology. The global computer vision (CV) market will be worth $32.8 billion in 2030, up from $12.5 […]
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