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Projected rise in the fixed broadband service revenues will offset the decline in fixed voice revenues and support the overall fixed communications market in Australia, which is set to increase at a compound annual growth rate (CAGR) of 1.4% from US$9.1bn in 2021 to US$9.7bn by 2026, according to GlobalData, a leading data and analytics […]
Crypto markets exiting hype era, says GlobalData
Following the news that Crypto prices fell in the aftermath of Russia invading Ukraine George Monaghan, Thematic Analyst at GlobalData offers his view: “There is speculation that the Russia-Ukraine conflict will eliminate the prevalent belief that crypto is safe from geopolitical disruption, in a way akin to gold. “The idea of crypto being a safe […]
Australia mobile services revenue to increase at 3% CAGR over 2021-2026, forecasts GlobalData
Mobile service revenue in Australia is expected to increase from US$9.6bn in 2021 to US$11.2bn in 2026, at a compound annual growth rate (CAGR) of 3%, mainly driven by the mobile data service segment, according to GlobalData, a leading data and analytics company. An analysis of GlobalData’s Australia Mobile Broadband Forecast Model (Q4-2021) reveals that […]
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 […]
US SMB ICT services market is complex and challenging but a huge opportunity, says GlobalData
With 32 million small and medium businesses (SMBs) in the US and more being created every day – there was a record 5.4 million applications to form new businesses last year – service providers looking for growth in the enterprise segment need to make the most of this opportunity, says GlobalData, a leading data and […]
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 […]
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 […]
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 […]
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. […]
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 […]
An Arm IPO in the UK is possible but not certain as Nvidia bid falters, says GlobalData
Following the news that Nvidia will walk away from its proposed acquisition of Arm: Dr Lil Read, an Analyst in the Thematic Research Team at GlobalData, a leading data and analytics company, offers her view: “Nvidia has made the right decision to walk away from Arm. The deal didn’t have a leg to stand on […]
BT ends BT Sport speculation with new powerhouse partner Discovery, says GlobalData
Following the news that BT has entered exclusive negotiations with Discovery to merge BT Sport and Eurosport UK in a 50:50 joint venture; Natasha Rybak, Principal Analyst, Consumer Services, Platform and Devices at GlobalData, a leading data and analytics company, offers her view: “In Discovery, BT has finally settled on its favored, surprise suitor for […]
UK public sector needs to be more agile when implementing government’s new cyber security strategy, says GlobalData
Following the news that the UK government will launch what it calls the ‘first ever government cyber security strategy’ to counter increased cyber-attacks on IT systems and associated services within public services; Rajesh Muru, Principal Analyst at GlobalData, a leading data and analytics company, offers his view: “The UK government’s cybersecurity strategic initiative looks good […]
Metaverse mentions peaked in Q4 2021 due to surge of metaverse hype, says GlobalData
When Facebook announced it was rebranding and changing the company name to Meta, this caused a surge of metaverse hype, with discussions and mentions in company filings peaking in Q4 2021. An analysis of GlobalData’s Company Filing Analytics database also found that the number of companies discussing the metaverse rose every quarter in 2021. The […]
Automation no longer a distant dream, with 75% of executives expecting disruption in next 12 months, says GlobalData
The COVID-19 pandemic’s impact on the world of work has had a profound effect on the development of robotics and automation, according to GlobalData. No longer a distant dream, the leading data and analytics company notes that three quarters of executives responding to a survey* commented that they expected technologies such as 5G, cloud, Internet […]
Airtel investment in Lavelle Networks reflects growing SD-WAN market in India, reveals GlobalData
Indian telecom major Bharti Airtel’s agreement to acquire a 25% equity stake in Bengaluru-based software-defined wide area network (SD-WAN) startup, Lavelle Networks, points towards a growing market for SD-WAN (through enterprise customer offerings) in India, observes GlobalData, a leading data and analytics company. The strategic development will bolster Airtel’s network-as-a-service (NaaS) portfolio at a time […]
TMT IPOs had record year in 2021 with 72% growth year on year driven by ecommerce, mobile, fintech and cloud, says GlobalData
Tech, Media, and Telecom (TMT) IPOs had the strongest year for over 3 years in 2021 with $237 billion of IPO proceeds raised. Established themes have seen the most successful IPOs between 2018 and 2021, with ecommerce the strongest theme followed by mobile, fintech, and cloud. GlobalData, the leading data and analytics company notes that […]
Driven by visionary ecosystems, 5G subscriptions in APAC to grow at 25.5% CAGR through 2026, finds GlobalData
The 5G service has been gaining strong ground in the Asia-Pacific (APAC) region, with its subscriptions expected to increase at an impressive compound annual growth rate (CAGR) of 25.5% over the forecast period of 2021-2026. The growth is primarily driven by national 5G strategies/policies/action plans adopted by several countries, outlining their vision and guidelines to […]
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 […]
Rumoured Apple eSIM-only iPhone was always a question of when, not if, says GlobalData
Following a series of published rumours that Apple is set to launch an eSIM-only iPhone handset in September; Emma Mohr-McClune, a Technology Service Director at GlobalData, a leading data and analytics company, offers her view: “An eSIM-only iPhone was always a question of ‘when’, not ‘if’—but, so far, there has been insufficient consideration as to […]