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GlobalData
GlobalData

Technology

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Cloud gaming to fundamentally disrupt the distribution, consumption and monetization of games, says GlobalData

Even though cloud gaming only represented 1% of video games industry revenue in 2020, the technology is expected to fundamentally change the space over the next ten years growing at a compound annual growth rate of 40% to 2030. In a recent GlobalData webinar, ‘Cloud Gaming: Fundamentally Changing the Video Games Industry’, Associate Project Manager […]
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Institutional adoption of bitcoin may prop up its price and see currency used as digital gold, says GlobalData

Following moves by firms such as Tesla, Visa and Mastercard to incorporate bitcoin into their payments infrastructure, institutional banks appear to be getting in on the bitcoin act, according GlobalData, a leading data and analytics company. This marks the beginning of a new era for bitcoin – a distinct shift away from a cryptocurrency driven […]
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Fixed broadband to drive China’s fixed communication services revenue at 2.5% CAGR during 2020-2025, forecasts GlobalData

The total fixed communications services revenue in China is expected to increase at a compounded annual growth rate (CAGR) of 2.5% from US$95.2bn in 2020 to US$107.5bn in 2025, supported by the growth in fixed broadband segment, according to GlobalData, a leading data and analytics company. An analysis of GlobalData’s China Fixed Communication Model indicates […]
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Electronic Arts’ acquisition of Glu Mobile highlights importance of mobile gaming, says GlobalData

Following the news that Electronic Art (EA) has acquired Glu Mobile; Rupantar Guha, Associate Project Manager for Thematic Research at GlobalData, a leading data and analytics company, offers his view: “EA’s acquisition of Glu Mobile is further proof of the growing importance of mobile gaming to leading game publishers. In fact, mobile gaming is the […]
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AR/VR mentions doubled in tech company filings in 2020 driven by work-from-home policies

Lockdowns and work-from-home policies have driven multifold growth in discussions around augmented reality (AR) and virtual reality (VR) in 2020 among tech companies. GlobalData’s Filing Analytics platform identified that the number of tech companies with mentions of AR/VR in all filings nearly doubled in the technology sector in 2020 compared to 2019. AR and VR […]
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FAAMG stocks accounted for over 60% of MCap growth reported by top 25 global technology* companies in Q4 2020, says GlobalData

The COVID-19-driven economic downturn does not seem to have affected top 25 technology companies, which reported a collective 47% gain in cumulative market capitalization (MCap) in 2020, compared to 2019. This pandemic-defying performance was led by Facebook, Amazon, Apple, Microsoft and Alphabet/Google (FAAMG) stocks, which together added $2.6 trillion in MCap during the year. Keshav […]
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Sentiment towards technology warms as COVID-19 forces businesses to go digital

The COVID-19 pandemic has led to an increase in positive sentiment towards technology, as 57% of respondents to GlobalData’s poll stated that their attitude towards cybersecurity had become more positive in 2020. A further 53% of respondents were equally positive about cloud computing. Reliance on cloud computing for storage and collaboration has been a feature of the pandemic, according GlobalData, a leading data and analytics company. GlobalData’s report, […]
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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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Morgan Stanley and Ernst & Young were top M&A financial advisers by value and volume in global TMT sector for 2020

Morgan Stanley and Ernst & Young were the top mergers and acquisitions (M&A) financial advisers in the global technology, media & telecom (TMT) sector for 2020 by value and volume, respectively. Morgan Stanley advised on 78 deals worth $340.9bn, which was the highest value among all the advisers. Meanwhile, Ernst & Young led in volume […]
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