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GlobalData
GlobalData

Strategic Intelligence

Tesla’s change from baby crypto steps to testing acceptance of Dogecoin signals it is serious about this disruptive theme, says GlobalData

Following the news (December 14) that Tesla will accept cryptocurrency Dogecoin as payment for merchandise, on a test basis; Dr Lil Read, an Analyst in the Thematic Research Team at GlobalData, a leading data and analytics company, offers her view: “We are used to seeing companies such as Tesla taking baby steps when it comes […]
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2022 predictions: Checkout-free stores set for rapid international expansion, the addition of more non-food stores, and increased competition for Amazon, says GlobalData

Also known as ‘ambient commerce’, checkout-free shopping allows customers to walk straight out with the items they want, as a range of technology tracks their movements and automatically charges their accounts. According to company filing analytics by GlobalData, the number of mentions of ambient commerce in retail company filings more than doubled from 157 in […]
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Future of work in 2022 predicted to focus on reshoring, the gig economy, and flexible working, says GlobalData

The COVID-19 pandemic significantly disrupted typical working habits in 2020 and 2021, and there is much speculation about how things are going to settle down moving forward. In its latest report, ‘TMT Predictions 2022’, leading data and analytics company GlobalData offers its view on the future of work. The report reveals that reshoring—when the production […]
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IBM shows progress but full-scale, fault-tolerant quantum computing still at least 30 years away, says GlobalData

Following the news that IBM has claimed to make a big advancement in quantum computing; Mike Orme, Consultant on the Thematic research team at GlobalData, comments: “While IBM’s 127-bit quantum processor represents marked progress, full-scale, fault-tolerant quantum computing may be 30 years away – or even more – simply due to the fiendishly difficult physics and […]
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Baidu finds strength in AI and autonomous vehicles but must not follow China’s lack of focus in ESG, says GlobalData

Following Baidu’s Q3 2021 earnings announcement; Emilio Campa, Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers her view: “Baidu is a strong player in both artificial intelligence (AI) and autonomous vehicles themes – scoring five and five, respectively, in GlobalData’s automotive thematic scorecard. Further, these themes are integral to […]
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Bezos-backed Rivian’s meteoric rise represents a fundamental change in the valuation of automotive stocks, says GlobalData

Investment banks and retail investors both understand that electric vehicles (EVs) are the future of the automotive industry The Rivian value debate demonstrates how investors can be split into two categories: those that make decisions based on recognizing future themes and those that invest based on traditional financial performance metrics Jeff Bezos, a shareholder in […]
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Edtech is revolutionizing education, says GlobalData

Education technology – or ‘edtech’ – is set to revolutionize education worldwide, says GlobalData. The leading data and analytics company notes that global edtech is now one of the fastest-growing areas, with revenues expected to reach $538.5bn by 2030. This 14%* compound annual growth rate (CAGR) has been kickstarted by the COVID-19 pandemic, which demanded […]
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Western weaknesses in lithium-ion supply chains will slow electric vehicle adoption and demonstrate China’s dominance of the EV market, says GlobalData

Electric vehicle (EV) production is set to skyrocket to 12.76 million cars produced each year by 2026, with over half coming from China. China dominates the lithium-Ion battery supply chain, specifically in terms of battery cells, cathode and anode production, and chemical refining With lithium prices set to rise throughout the next decade, the EV […]
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Tencent retains its lead in the gaming sector despite regulatory challenges, says GlobalData

Following Tencent’s Q3 2021 earnings announcement; Emilio Campa, Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “No matter what Chinese regulators throw at the games industry, Tencent’s continued growth demonstrates its market domination. Tencent tops GlobalData’s gaming thematic scorecard, in which 43 companies are scored against the […]
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