-
Thematic Analysis
NewIT Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Cisco continues to lead the thematic screen of GlobalData’s IT infrastructure sector scorecard. The company first took the top spot in Q3 2023 and has maintained it since then, thanks to scores of 5 out of 5 for seven of the screen’s 10 themes.
-
Company Profile
Alcatel Lucent Enterprise SA – Company Profile
Alcatel Lucent Enterprise SA (ALE International) is a provider of communications infrastructure solutions and services. The company offers products such as communication systems, switches, contact centers and attendants, ecosystems integration, wireless local area network (LAN), phones, softphones and devices, communications management and security, network management and security. It also provides digital-age networking, business continuity and digital-age communications solutions. ALE International services include professional, support, training, customization, customer and location services. The company serves healthcare, hospitality, education, energy and utilities, digital...
Add to Basket -
Thematic Analysis
Impact of the Metaverse in Travel and Tourism – Thematic Intelligence
Metaverse In Travel and Tourism Theme Analysis Report Overview The metaverse is a virtual world where users share experiences and interact in real-time within simulated scenarios. Although it is largely conceptual, the metaverse could transform how people work, shop, communicate, and consume content and the travel and tourism industry is no exception. The metaverse may accelerate the travel industry’s recovery as big travel and tourism organizations have begun exploring use cases for the metaverse following the devastating impact of the...
-
Analyst Opinions
Internet’s Next Revolution – Can Web 3.0 Unlock Decentralized and Intelligent Internet?
Web 3.0, also known as the Semantic Web, is the third iteration of the internet where online activities and data would be represented by crypto wallets and websites hosted through decentralized applications (dApps) to leverage open-source, trustless, and permissionless blockchain networks. When realized, web 3.0 would provide faster, relevant data to users who can create, own, share, and monetize their content that is stored on a network of computers instead of private servers. The new internet would encompass all the...
-
Thematic Analysis
TMT Predictions 2018 – Global Thematic Research
We see seven broad investment theme categories in 2018: Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding Digital media: internet tv, ecommerce, social media Advanced manufacturing: robotics, 3D printing, genomics, quantum computing Sustainability: electric vehicles, batteries, sharing economy Macro and regulation: M&A, net neutrality, data privacy,...
-
Thematic Analysis
Tech Hardware Themes 2017 – Global Thematic Research
Over the last two and half years, the S&P 500 has increased by 10%. During that period, consumer electronics company shares on average have fallen by 8% and networking and telecom equipment company shares have fallen by 10%. Meanwhile, industrial automation company shares have risen by 24%, component makers are up 16% and semiconductor company shares are higher by 26%. In this report, we look at the key investment themes that will impact technology hardware companies worldwide over the next...
-
Thematic Analysis
TMT Predictions 2016 Part 2 – Global Thematic Research
In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing, robotics, Generation Hashtag and regulation. Inside this report we look at the most important investment themes for 2017 and identifies winners and losers.
-
Thematic Analysis
TMT Predictions 2017 – Global Thematic Research
The big themes for 2017, in order of importance for investors, are artificial intelligence (AI), cybersecurity, voice, virtual reality, Cloud computing, the Internet of Things , Blockchain, MedTech, robotics, Internet TV, the Splinternet, Generation #Hashtag, regulation, 3D printing, quantum computing and M&A. This report pulls together the most important tech investment themes for 2017 and identifies “winners” and “losers” within each theme.