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GlobalData
GlobalData

Strategic Intelligence

Etsy catapults to top of GlobalData’s ecommerce thematic scorecard following Depop acquisition, says GlobalData

Following the news that Etsy is acquiring Depop for $1.62bn, leading data and analytics company GlobalData has adjusted its ecommerce thematic scorecard, which now sees Etsy at the top above players such as Apple and JD.com. GlobalData’s thematic scorecards predict future winners by ranking their performance in the ten most important themes shaping their industry. […]
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Regulatory crackdown on China’s edtech sector will disrupt its IPO landscape, says GlobalData

Following the news that China’s recent regulatory crackdown on the edtech market may impact the timing of Chinese edtech companies’ planned initial public offerings (IPOs); David Bicknell, Principal Analyst of Thematic Team at GlobalData, a leading data and analytics company, offers his view: “Tougher regulation of China’s fast-growing edtech sector will have financial consequences for […]
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JBS ransomware demonstrates the larger issue of effective cybersecurity in retail and foodservice, says GlobalData

Following today’s news (June 2) that a cyberattack has hit meat supplier JBS; Ramsey Baghdadi, Consumer Analyst at GlobalData, a leading data and analytics company, offers his view: “This latest cyberattack demonstrates the larger issue of cybersecurity, a trend that is keeping CEOs in FMCG awake at night. As industry players increasingly adopt internet of […]
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Paytm’s IPO to strengthen its position in Indian mobile payments market, says GlobalData

Following Paytm’s announcement of its plan to raise US$3bn through an initial public offering (IPO); Swati Verma, Associate Project Manager of Thematic Research at GlobalData, a leading data and analytics company, offers her view: “Paytm faces intense competition from Google, Amazon and Flipkart in the Indian mobile payments market. It was the undisputed leader at […]
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Regulatory inconsistency may still scare off crypto investors following India’s backtrack, says GlobalData

Following the news that the Reserve Bank of India (RBI) has clarified that a 2020 Supreme Court ruling overruled a 2018 circular that caused many banks to warn customers to avoid cryptocurrencies; Danyaal Rashid, Thematic Analyst at GlobalData, a leading data and analytics company, offers his view: “Recently, one of the biggest criticisms of cryptocurrencies […]
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Amazon gears up for the content war as MGM acquisition strengthens Prime Video portfolio, says GlobalData

Following today’s news (26 May) that Amazon has officially announced the acquisition of MGM for $8.45bn; Danyaal Rashid, Thematic Analyst at GlobalData, a leading data and analytics company, offers his view: “While Amazon boasts many top-tier titles, leading originals such as Bosch and The Man in the High Castle, and has secured exclusive content such […]
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FMCG drags its feet over AI initiatives but platform revenue will reach $3.5bn by 2024, says GlobalData

With the consumer goods sector being so saturated, no company in this space can afford to forget about artificial intelligence (AI), says GlobalData, a leading data and analytics company. These companies have been slow to integrate AI into their business processes so far; pilot projects have been popular, but few companies have created comprehensive AI […]
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Construction industry is ripe for AI adoption as AI platform spending in construction set to grow to $1bn by 2024

Following the news that AI-powered construction software company Procure has filed for an IPO (initial public offering); Dr Lil Read, Thematic Research Analyst at GlobalData, a leading data and analytics company, offers her view: “Procore is the embodiment of ‘right company at the right time’. While COVID-19 initially postponed Procore’s IPO, it could now be […]
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RSA conference must reset business and government confidence that the cybersecurity industry can help fight off sophisticated cyberattacks, says GlobalData

As the RSA Security conference gets underway today (17 May 2021), analysts from GlobalData, a leading data and analytics company, offer their views: David Bicknell, Principal Analyst, Thematic Research at GlobalData comments: “This week’s conference is arguably the most important in the cybersecurity industry’s recent history. With cyberattacks getting more daring and sophisticated – but […]
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Colonial Pipeline attack will concentrate government and operators’ minds on the ransomware threat, says GlobalData

Following the disclosure of a cyberattack on the Colonial Pipeline; David Bicknell, principal analyst, Thematic Research at GlobalData, a leading data and analytics company, offers his view: “The economic impact wrought by this cyberattack will bring home to government and energy operators the vulnerabilities in critical infrastructure. This is not the first ransomware cyberattack on […]
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Apple’s privacy changes will dramatically impact the online advertising industry, says GlobalData

Following the news that Apple is releasing its long-awaited update to restrict tracking by advertisers; Laura Petrone, Senior Analyst in the Thematic Research team at GlobalData, a leading data and analytics company, offers her view: “Apple’s iOS 14.5 update will dramatically impact the whole online advertising industry, as many people are unlikely to allow apps […]
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GCHQ boss right to recognise quantum threat, says GlobalData

Following Jeremy Fleming’s Vincent Briscoe Lecture 2021, where he spoke about the geopolitical competition in technology and its ramifications for the UK; Sam Holt, Analyst, Thematic Research at GlobalData, a leading data and analytics company, offers his view: “Quantum computing – and indeed quantum technology more generally – is rapidly becoming critical for companies and […]
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Digital transformation speeds ahead in insurance market as AI platform spending to grow by almost a quarter each year between 2019 and 2024, says GlobalData

The changing customer landscape due to the COVID-19 pandemic has necessitated innovation within the insurance industry. Not only are incumbent firms at threat from insurtechs using technology to personalize the insurance experience, but the shift towards digital insurance has been hastened. Data and analytics company GlobalData forecasts that AI platform revenues in the insurance sector […]
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