GlobalData
GlobalData

Strategic Intelligence

Data center operators, water companies, and councils all face pressure as water resources dry up, says GlobalData

Following the news that Thames Water is reviewing data centers’ water usage; David Bicknell, Principal Analyst in the Thematic Intelligence Team at GlobalData, a leading data and analytics company, offers his view: “We have reached an environmental crunch point in the resources needed to run data centers. Switching to water cooling can cut a data […]
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Risk of further energy price rises unless energy companies can address cybersecurity vulnerabilities, says GlobalData

With rising global energy prices already causing concern to struggling households, GlobalData warns that there is another risk factor that could push prices even higher: cybersecurity. The leading data and analytics company notes that many energy companies ushered in technology upgrades to their systems and processes, spurred by the COVID-19 pandemic. However, these were not necessarily adequately protected from cyberattack. Further, rising geopolitical tensions globally have increased the risk of cyberattack […]
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Disney overcomes streaming market’s slump, but the imbalance between subscriber stats and revenue continues, says GlobalData

Following the news that Disney added 14.4 million subscribers to its Disney+ service last quarter; Francesca Gregory, Thematic Analyst at GlobalData, a leading data and analytics company, offers her view: “Disney has now amassed 221 million subscribers across its streaming services, overtaking Netflix and providing some reassurance to investors. However, the company is not immune […]
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Amazon aims to take consumer robots mainstream with acquisition of iRobot, says GlobalData

Following the news that Amazon has acquired iRobot; Snigdha Parida, Senior Analyst at GlobalData, a leading data and analytics company, comments: “Despite iRobot’s longevity and brand leadership in high-tech home robots, it has remained a mid-sized enterprise. It has also experienced supply chain disruption throughout the pandemic. Amazon’s sophisticated logistics ecosystem will help iRobot overcome […]
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Meta’s disappointing Q2 results signal urgency in boosting ad business, says GlobalData

Following the news that Meta reported its first-ever year-over-year drop in revenue; Rachel Foster Jones Thematic Analyst at GlobalData, a leading data and analytics company, offers her view: “Meta is facing the perfect storm, from slashed advertising budgets due to inflation, Apple’s crackdown on privacy, competition with TikTok, and economic uncertainty, all of which are […]
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Cloud acquisitions drive M&A deal activity in TMT sector in Q2 2022 as deal value rises by 15%, says GlobalData

Amid rising competitive pressures and economic uncertainty, companies are turning towards cloud technology to stay ahead, according to GlobalData. The leading data and analytics company notes that the cloud market will see the most deal activity out of all tracked themes in 2022 and beyond. GlobalData’s Thematic Research team analyses the most disruptive themes—from ‘Artificial […]
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UK ‘pro-innovation’ draft AI guidelines suggest no real pressure on big tech, says GlobalData

The UK government’s latest draft guidelines for regulating artificial intelligence (AI) are too vague and simply seek to appease big tech, according to GlobalData. The leading data and analytics company notes that the proposal to be “proportionate and adaptable” and that regulators should “consider lighter touch options” suggests there will be no real pressure on […]
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Defense supply chains most targeted and vulnerable point of access for cyberattacks, says GlobalData

Cybersecurity has become a key issue to consider for all sectors in the wake of the growing connectivity between physical and digital systems. The sensitive nature of defense data and the consequential national security concerns elevate the importance of data security for defense manufacturers. Suppliers in the chain often work with multiple companies. This makes […]
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Heatwaves in Europe putting IT at risk, effective cooling systems needed to avoid outage of services, says GlobalData

Following the news that Tuesday’s record-breaking temperatures in the UK caused a Google Cloud data center in London to experience outages due to cooling issues, impacting customers; Sarah Coop, Thematic Analyst at GlobalData, a leading data and analytics company, comments: “Rising temperatures, such as those experienced in Europe this week, aren’t good news for our […]
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Netflix’s new monetization strategy is a belated response to industry headwinds as it continues to shed subscribers, says GlobalData

Following the news that Netflix lost almost a million subscribers in Q2 2022; Francesca Gregory, Thematic Analyst at GlobalData, a leading data and analytics company, offers her view: “Netflix’s dismal year continues, with churn rates hit by market saturation and a deepening cost of living crisis in its core markets. The company’s subscriber stats paint […]
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