Strategic Intelligence

Nvidia shows strength in AI but fierce competition expected as potential customers develop their own chips, says GlobalData

Following Nvidia’s earnings realease on February 16, 2022; Dr Lil Read, Analyst in the Thematic Research Team at GlobalData, a leading data and analytics company, offers her view: “Nvidia’s latest earnings confirm that it is in a strong position to benefit from mega-themes such as artificial intelligence (AI) and the metaverse. Nvidia’s AI chip business is […]

Metaverse discussions are rife as companies work out their place in this new digital world, says GlobalData

Following the news that JP Morgan has entered the metaverse and Disney has appointed an executive to oversee metaverse strategy; Rebecca Panks offers GlobalData’s view on company activity in the developing metaverse: “The metaverse train is speeding ahead, and plenty of companies are seeking to get ahead of the game. GlobalData expects that enterprises will […]

Strategic Intelligence

NFTs will be key to the future of fashion in the metaverse, says GlobalData

Following an exciting month for fashion that saw Victoria’s Secret filing trademark applications in the metaverse; Gucci having purchased a plot of land in The Sandbox, a virtual world on the Ethereum blockchain; and now Roksanda debuting an NFT* collection at the upcoming London Fashion Week; Amrit Dhami, Thematic Analyst at GlobalData, a leading data […]

Strategic Intelligence

Regulatory crackdown shrinks China share in global TMT IPO market by 9% in 2021, finds GlobalData

China’s regulatory onslaught has negatively impacted the tech, media, and telecom (TMT) IPO market in the country in 2021. As a result, the share of TMT listings on Chinese exchanges in the total IPO proceeds raised worldwide year-on-year fell sharply from 24% to 15%, reveals GlobalData, a leading data and analytics company. Swati Verma, Associate […]

Strategic Intelligence

Cisco’s takeover offer for Splunk sets the tone for more cybersecurity M&As in 2022, says GlobalData

Following the news that cybersecurity company Cisco has made a $20billion offer to buy Splunk; Sapana Maheria, Practice Head of Thematic Research at GlobalData, a leading data and analytics company, offers her view: “Cisco’s acquisition offer shows us that cybersecurity will continue to be a key driver of mergers and acquisitions (M&A) in 2022. This […]

Strategic Intelligence

Tower Semiconductor is a useful addition for Intel, but investors await its take on the metaverse, says GlobalData

Following the news that Intel will acquire Tower Semiconductor: David Bicknell, Principal Analyst in the Thematic Research Team at GlobalData, a leading data and analytics company, offers his view: “Intel’s proposed acquisition of Tower Semiconductor will bolster its production of trailing edge chips, something that is vital for many companies, particularly automakers. Tower Semiconductor will […]

Strategic Intelligence

US and Europe ‘Netflix’d out’, says GlobalData

The US and Europe are ‘Neflix’d out’, according to leading data and analytics company GlobalData, and Netflix needs to turn to ‘emerging’ markets such as India if it wants to stop its falling new subscriber numbers and plummeting share price. Francesca Gregory, Associate Analyst at GlobalData, comments: “Netflix’s results may have come at a surprise […]

Strategic Intelligence

Meta’s Q4 earnings flop exemplifies the burden of Zuckerberg’s passion for metaverse, says GlobalData

Following the news on Meta’s Q4 2021 earnings results; Rachel Jones, Associate Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers her view: “Meta is sacrificing its core business model for its fascination with the metaverse. Betting big on the metaverse isn’t a bad thing—the technology is set to be […]

Strategic Intelligence

Data privacy and misinformation will continue to haunt Meta in the metaverse, says GlobalData

Meta’s disappointing Q4 2021 results have put even more pressure on the social media giant to get its metaverse experiment right. More than three years after the Cambridge Analytica scandal, Meta still falls short of a credible strategy on data privacy and misinformation and these issues will continue to dog the company as it enters […]

Banking, Strategic Intelligence

PayPal is past its prime and losing out to younger, flashier competitors, says GlobalData

Following PayPal’s earnings release, Amrit Dhami, Thematic Analyst at GlobalData, a leading data and analytics company, comments: “PayPal was one of those companies that rode the crest of the COVID-19 wave. However, it is now coming back down to Earth as the world opens back up—it is not alone, we have seen the same with […]

Strategic Intelligence

Intel’s rebirth could see it become the US national chip champion, says GlobalData

Following the publication of Intel’s Q4 and full-year 2021 financial results, analysts at GlobalData, a leading data and analytics company, give their comments on the results: Dr Lil Read, Analyst in the Thematic Research Team at GlobalData, offers her view: “Intel hasn’t got the metaverse memo, leaving Nvidia in pole position to shape the evolving […]

Strategic Intelligence, Technology

Activision Blizzard deal progress will drive narrative around Microsoft, says GlobalData

Following the publication of Microsoft’s second quarter fiscal 2022 results; David Bicknell, Principal Analyst in the Thematic Research Team at GlobalData, a leading data and analytics company, offers his view: “Microsoft’s latest results were overshadowed by its $69 billion acquisition of Activision Blizzard. Tech acquisitions are now under increasing regulatory scrutiny, so getting the biggest […]

Strategic Intelligence

‘K-pop metaverse’ on the horizon as South Korea has metaverse leadership in its sights, says GlobalData

Following the South Korean Ministry of Science and ICT’s announcement that the government will invest $7.5 billion into digital technologies—with almost 9% devoted to South Korea’s metaverse industry and cloud services; Rory Gopsill, Graduate Analyst at GlobalData’s Thematic Team, a leading data and analytics company, offers his view: “South Korea is putting its money where […]

Strategic Intelligence

Apple’s lack of metaverse focus not to be confused for ignorance, as company focuses on what it does best, says GlobalData

Following today’s news on Apple’s Q1 2022 earnings results, Emilio Campa, Associate Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “Apple has an uncanny ability to take a technology that is already widely used and innovate. From smartphones and smartwatches, to services such as the App Store […]

Strategic Intelligence

No winners in the ARM-Nvidia flop, but ASML-inspired private equity deal might offer a way out of the maze, says GlobalData

Following the news that Nvidia is likely to walk away from its acquisition of Arm; Dr Lil Read, Analyst in the Thematic Research Team at GlobalData, a leading data and analytics company, offers her view: “Nvidia no longer needs Arm. It has a new, shinier toy: the metaverse. The Nvidia-Arm deal was announced when the […]

Strategic Intelligence

Investing in machine learning, data science and conversational platforms should be AT&T’s top priority for 2022, says GlobalData

Following the release of AT&T’s Q4 earnings; Vladimir Ryazantsev, Senior Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “AT&T’s underperformance, when compared to the NASDAQ Telecommunication Index, was mainly due to the struggling pay-TV business and slower growth in mobile data revenues—caused by increasing trends of working […]

Strategic Intelligence

LG Energy IPO could untie Western reliance on Chinese batteries, says GlobalData

Following the news that South Korean company LG Energy launched a record-breaking IPO; Daniel Clarke, Analyst on the Thematic Research Team at GlobalData, comments on the LG Energy IPO: “LG Energy’s initial public offering (IPO) has come at a perfect time. With US-China tensions remaining high, and Western governments and automakers waking up to the […]

Strategic Intelligence

2021 was a standout year for M&A, with over 38,000 deals worth $3.8 trillion, says GlobalData

With 2022 having already seen the huge Microsoft merger—a deal that GlobalData analysts note is the biggest tech merger ever—2022 is set to follow 2021’s trend of high-value deals, says GlobalData. The leading data and analytics company notes that the number of merger and acquisition (M&A) deals valued over $1 billion rose by a staggering […]

Strategic Intelligence

TikTok learns from Facebook’s mistakes with TikTok Transparency Forum, says GlobalData

Following today’s TikTok Transparency Forum, where TikTok outlined platform risks, and safety and security policies; Sarah Coop, Analyst in the Thematic Research Team at GlobalData offers her view: “Being a leader in safety and security is the only future for successful social media platforms. Following a history of letting user-created harmful, unsafe, violent, or even […]

Strategic Intelligence

Britishvolt gigafactory: one down but several more needed, says GlobalData

Following the news that Britishvolt has secured funding to build the UK’s first battery gigafactory in Northumberland in the north west of the United Kingdom; Daniel Clarke, Analyst on the Thematic Research Team at GlobalData, a leading data and analytics company, offers his view: “As an electrified world becomes more inevitable by the day, Western […]

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