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GlobalData

Technology

An Orange and MASMOVIL merger will decrease competition in Spain and introduce a new market leader, says GlobalData

Following today’s news (8 March) that Orange and MASMOVIL have entered exclusive talks to form a 50:50 joint venture of their Spanish operations; Madison Galati, Telecoms Market Data & Intelligence Analyst at GlobalData, a leading data and analytics company, offers her view: “The potential merger will significantly impact the highly competitive Spanish telecoms market by […]
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Apple’s Mid-Range 5G iPhone will be a boost to 5G adoption worldwide, as 5G services set to generate $644.6 billion by 2026, says GlobalData

Following today’s news (8 March) that Apple have announced its new 5G iPhone SE phone; Anisha Bhatia, Senior Technology Analyst at GlobalData, a leading data and analytics company, offers her view: “Apple’s newest 5G phone, the mid-range iPhone SE, will increase 5G adoption and help drive iPhones into emerging markets. The coverage of 5G networks […]
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Russia crisis takes crypto back to its roots following the rouble’s plunge, says GlobalData

Following the news that Russians are buying crypto as the rouble falls: George Monaghan, Thematic Analyst at GlobalData, a leading data and analytics company, offers his view: “Russians buying crypto actually represents a use case of the sort for which crypto was intended. Crypto, being decentralized, is less vulnerable to government regulations than FIAT currencies. […]
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Metaverse is the talk of the town with significant interest and investment, but the promises outweigh the reality, says GlobalData

Mentions of the metaverse have shot up since Zuckerburg’s announcement that Facebook is changing its name and pivoting to the metaverse. This has sparked not only heavy investment and interest, but also a proliferation of mostly theoretical use cases. Companies are also getting into the action with largely performative actions like buying so-called digital real […]
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The US was the biggest market for TMT IPOs in the last four years with the number doubling in 2021, says GlobalData

The US was the largest market for TMT IPOs between 2018 and 2021 with the number of IPOs doubling last year to make the country the biggest IPO market of all time, says GlobalData, the leading data and analytics company. Swati Verma, Associate Project Manager for the Thematic Team at GlobalData, comments: “Reverse merger listings […]
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Google’s friendlier approach to privacy protections aims to keep advertisers happy, says GlobalData

Following today’s news (February 16) of Google’s plan to introduce a multi-year privacy protection initiative for its Android operating system; Tammy Parker, Principal Analyst at GlobalData, a leading data and analytics company, offers her view: “The writing is on the wall for the targeted advertising industry, as privacy advocates’ concerns are finally being heard and […]
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Jio Platforms new JV with SES will strengthen India’s broadband market, says GlobalData

The formation of Jio Space Technology Limited – a joint venture between India-based digital service provider Jio Platforms Limited (JPL) and Luxembourg-based satellite connectivity solutions provider SES – to deliver affordable broadband services leveraging satellite technology will go a long way in strengthening the overall broadband services market in India, says GlobalData, a leading data […]
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Iliad’s rejected bid for 100% of Vodafone Italy is just the opening whistle on a new European Telco asset consolidation season, says GlobalData

Following the news that Vodafone has rejected outright an offer for 100% of Vodafone Italy made earlier by Iliad S.A. and Apax Partners LLP; Emma Mohr-McClune, Service Director Technology at GlobalData, a leading data and analytics company, comments: “We can view this bid as the opening whistle on what is clearly to become a lively […]
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Disney+’s globalization strategy will boost subscribers but may not be enough to sustain breakneck growth, says GlobalData

Following its pandemic heyday, Disney+ experienced a deceleration in new subscriber growth in Q4 2021. A continuation of this trend in its latest earnings release will stoke investors’ concerns. Disney+’s expansion into emerging markets will provide a boost but may not be enough to sustain its previous subscriber growth as lockdowns become less common globally. […]
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Samsung addresses an emerging market trend by merging Galaxy Note and Ultra Phones, says GlobalData

Following Samsung’s Galaxy Unpacked event announcing new Galaxy S22 phones; Anisha Bhatia, Senior Analyst at GlobalData, a leading data and analytics company, comments: “A combined Ultra and Note was widely expected after Note phones disappeared from Samsung’s line-up last year. Continued remote working has seen consumers rely heavily on their smartphones and expect more out […]
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