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GlobalData
GlobalData

Strategic Intelligence

Gaming software leads TMT industry with 130% year-on-year growth in M&A activity in 2020, finds GlobalData

Among all the technology, media and telecom (TMT) sectors, the gaming software saw the highest year-on-year growth of 130% in M&A activity, in terms of deal volume (deals with value greater than or equal to US$50m), reveals GlobalData, a leading data and analytics company. GlobalData’s latest report, ‘Mergers and Acquisitions in Tech, Media and Telecom […]
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Union Budget 2021 will boost mobile payments market in India, says GlobalData

The COVID-19 pandemic has disrupted the global financial markets and the digital payments space is no different. Amid the rising fears of infection and the subsequent imposition of lockdown measures and travel restrictions, people preferred digital mode of payments. Against this backdrop, the Indian government’s decision to provide INR15bn (US$0.2bn) will further facilitate the growth […]
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Jeff Bezos’s departure highlights Amazon’s shift from a retailer to a tech company, says GlobalData

Following the publication of Amazon’s Q4 2020 results; David Bicknell, Principal Analyst in the Thematic Team at GlobalData, a leading data and analytics company, offers his view: “Amazon’s decision to hand Andy Jassy, head of the Amazon Web Services (AWS) cloud computing business, the job of replacing Jeff Bezos as Amazon’s chief executive, completes Amazon’s […]
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Intel made the right call on manufacturing as the company is a vital US strategic asset, says GlobalData

Following the news that Intel has said it will make the majority of its chips in-house: Cyrus Mewawalla, Head of Thematic Research at GlobalData, offers his view: “Under pressure from activist investors to sell its manufacturing division and focus on chip design, Intel yesterday re-affirmed its commitment to making most of its own chips in-house. […]
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‘Supply’ and ‘shortage’ discussions up 180% in Sony and Microsoft’s filings

Microsoft and Sony have certainly taken note of the console shortage issue for the PlayStation 5 (PS5) and Xbox Series X, with mentions of ‘supply’ and ‘shortage’ grown by over 180% in both console manufacturers’ 2020* filings, which GlobalData, a leading data and analytics company, notes is a staggering change. Rinaldo Pereira, Senior Business Fundamentals Analyst at GlobalData, says: “Mentions of ‘supply’ and ‘shortage’ grew from 72 in 2019 to 203 in 2020. The sudden rise in discussions show […]
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Smarter hearables to overcome COVID-19 slowdowns on path towards becoming $146bn industry, says GlobalData

While lockdowns in China in early 2020 damaged the number of shipments of hearables technology and delayed production, adoption of this technology by consumers has remained strong. This was driven by increased digital media consumption, the widespread shift to home-working and the popularity of virtual fitness coaching. As hearables manufacturers continue to add more artificial intelligence […]
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Microsoft benefiting from positive business sentiment towards cloud computing, says GlobalData

Following the publication of Microsoft’s first quarter 2021 results (Tuesday 27 October) David Bicknell, principal analyst, Thematic Research at GlobalData, a leading data and analytics company, offers his view. “Microsoft’s cloud computing business is thriving, helped by the increasingly positive sentiment towards the technology among business leaders. “Nearly half of the 1,800 respondents involved in […]
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Huya and DouYu merger will strengthen Tencent’s control over Chinese gaming market, says GlobalData

Following the news that game streaming platforms Huya and DouYu are merging, with Tencent taking control of the combined entity; Rupantar Guha, Thematic Research Analyst at GlobalData, a leading data and analytics company, offers his view: “The merger of Huya and DouYu will enhance Tencent’s dominance in the Chinese video games streaming market. The two […]
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Global artificial intelligence platform market will be worth $52bn by 2024

Global artificial intelligence (AI) platform revenue will reach $52bn by 2024, up from $28bn in 2019 as spending on AI will rise as businesses seek to accelerate digital transformation and development, says GlobalData, a leading data and analytics company. GlobalData’s latest report, ‘Thematic Research: Artificial Intelligence’, states that the next few years will see AI providers […]
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