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Track & Monitor
NewEnvironment Sustainability in Power: Proton Exchange Membrane (PEM) Fuel Cells
Innovations in power industry is relentless, making it hard to stay-on top of the dynamically evolving industry landscape and in early identification of profound shifts posing high risk of being disrupted if detected too late. GlobalData's coherent data-driven approach, using multiple forward-looking alternative datasets, empowers clients by decoding in advance the disruptive innovations in power industry. Using patent data, GlobalData's proprietary industry innovation s-curve identifies specific innovation areas and their stage of evolution, i.e., whether they are emerging, accelerating or...
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Track & Monitor
NewEnvironment Sustainability in Packaging: Biodegradable Packaging
Innovations in packaging industry is relentless, making it hard to stay-on top of the dynamically evolving industry landscape and in early identification of profound shifts posing high risk of being disrupted if detected too late. GlobalData's coherent data-driven approach, using multiple forward-looking alternative datasets, empowers clients by decoding in advance the disruptive innovations in packaging industry. Using patent data, GlobalData's proprietary industry innovation s-curve identifies specific innovation areas and their stage of evolution, i.e., whether they are emerging, accelerating or...
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Thematic Analysis
NewESG (Environmental, Social and Governance) Sentiment Polls Q1 2023 – Thematic Intelligence
ESG Sentiment Polls Q1 2023 Report Overview In Q1 2023, geopolitical themes continued to outweigh both ESG and technology themes. Inflation was seen as the most impactful theme by nearly half of the respondents, with a further more than 30% highlighting the Russia-Ukraine war, itself a catalyst for rising inflation. Companies are focused on coping with the economic shocks triggered by these geopolitical themes, with ESG seen as tomorrow's problem. Legislation and pressure from the government have superseded consumer pressure...
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Thematic Analysis
NewApplication Software Sector Scorecard – Thematic Intelligence
Companies scoring strongly in the artificial intelligence (AI), big data, and cloud computing themes lead the thematic screen of GlobalData’s application software sector scorecard. The thematic ranking is dominated by the US large cloud vendors (Microsoft, Amazon, and Alphabet), with analytics specialists (including Splunk, Dynatrace, Datadog, and Sumo Logic) and leading enterprise software companies (like IBM, SAP, and Infor) also performing well.
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Thematic Analysis
NewConsumer Electronics Sector Scorecard – Thematic Intelligence
Since mid-2022, the impacts of the COVID-19 pandemic on the consumer electronics industry have diminished substantially. With China abandoning its zero-COVID policy in December 2022, geopolitical tensions have supplanted COVID-19 as the great macroeconomic challenge facing consumer electronics companies. The Russia-Ukraine war has disrupted global supply chains and caused significant price inflation. The escalating trade war between the US and China increasingly determines what tech and which markets consumer electronics companies can access. Chinese companies, including Huawei, Baidu, ByteDance, and...
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Thematic Analysis
NewIT Services Sector Scorecard – Thematic Intelligence
Companies scoring strongly in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. The top positions in the thematic ranking are occupied by global IT services giants Accenture, IBM, and Infosys, closely followed by Capgemini and Tata Consultancy Services (TCS). Indian heritage vendors represent four of the top 10 vendors, suggesting they are successfully adapting their strategies to the long-term concern of a declining cost advantage versus their US and...
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Thematic Analysis
NewTelecom Infrastructure Sector Scorecard – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors able to score highly across all the key themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). These include US network vendors Cisco and Juniper Networks, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Rakuten, which is reaping the benefits of its acquisition of Open RAN vendor Altiostar. Intel has dropped...
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Thematic Analysis
NewTelecom Services Sector Scorecard – Thematic Intelligence
Spain’s Telefónica heads the thematic rankings in GlobalData’s telecom services sector scorecard, ahead of two US giants: AT&T and Verizon. All three companies have similar scores across the 10 themes that matter most to their sector, but Telefónica takes the top spot thanks to its superior score for the cloud theme. Cloud is a particularly important theme for the telecom services sector, with a weighting of 15% on GlobalData’s thematic screen.
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Thematic Analysis
NewTop 20 Oil and Gas Themes – Thematic Intelligence
Top 20 Oil and Gas Themes Thematic Intelligence Report Overview The top 20 oil & gas themes for 2023 are classified into four categories: industry, technology, ESG, and macroeconomic themes. The ESG themes will be pivotal for the oil and gas industry in 2023, as oil and gas companies pursue newer industry themes such as energy transition, renewable energy, hydrogen, carbon capture and storage (CCS), energy storage, and EV while managing traditional themes such as LNG, shale, and integrated refineries....
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Thematic Analysis
Online Travel – Thematic Intelligence
Online Travel Market Report Overview The online travel intermediaries market size was $333.34 billion in 2022. The rollout of vaccines during the COVID-19 pandemic, increased consumer confidence and contributed to the easing of travel restrictions. The pandemic also accelerated the need for travel and tourism companies to adopt a digital strategy as the global pandemic highlighted the need to reduce physical contact, and consumers are still more likely than before to carry out transactions online. As travelers increasingly switch to...
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Thematic Analysis
Cloud Computing in Oil and Gas – Thematic Intelligence
Cloud Computing in Oil and gas Thematic Overview Cloud computing refers to computing delivered as an online service. Cloud computing is a highly disruptive and important technology for the oil and gas industry. Remote upstream oil and gas sites and assets that often lack a sufficiently strong or reliable internet connection benefit greatly from hybrid cloud services. As the oil and gas industry grapples with digitalization, energy transition, and geopolitical challenges, and as its business needs, structures, and responsibilities change,...
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Thematic Analysis
Cybersecurity – Thematic Intelligence
Cybersecurity Thematic Overview Cyber risks are higher than ever, and the consequences of attacks are significant. State-sponsored cyberattacks are likely to increase in 2023. The Russian invasion of Ukraine, a continuing trade war between the US and China, and high-profile elections are all catalysts for such attacks. Attacks on critical national infrastructure and supply chains, highly effective at causing large-scale disruption and long-lasting financial impact, will increase in 2023. The Cybersecurity thematic intelligence report assesses how cybersecurity can be used...
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Thematic Analysis
Niche Tourism – Thematic Intelligence
Niche Tourism Report Overview Niche tourism is now recognized across the travel and tourism industry, with many companies looking to differentiate their brand from others. Niche tourism has many similarities with the experience economy because niche tourists are constantly searching for engaging and unique experiences that match their interests. Many large conglomerates such as Expedia, TUI, and Booking Holdings have globalized the niche tourism industry through mergers and acquisitions and brand extensions, globalizing the sector. The niche tourism thematic research...
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Thematic Analysis
Payments Sector Scorecard – Thematic Intelligence
Payments Sector Scorecard Thematic Intelligence Report Overview The COVID-19 pandemic had an impact on the payments industry at several levels. Consumers adopted new payment habits, such as relying more on contactless payments, which is affecting cash usage. The pandemic also forced some payment companies to accelerate their migration to cloud technology. Payment companies are becoming more dependent on technology companies as these will gradually become the key providers of solutions that the payments industry rely on. As the payments industry...
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Thematic Analysis
Banking and Payments Predictions in 2023 – Thematic Intelligence
Banking and Payments Predictions Market Overview 2023 will test the economic and technological underpinnings of all direct-to-consumer and B2B propositions in banking, payments, and wealth management. With far less venture capital (VC) money sloshing around the sector, investors will expect far shorter, more direct paths to profitability. Incumbent banks will be under pressure to limit non-performing loans.  A distressed fintech sector will present highly favorable M&A opportunities for incumbents looking for a step change in capabilities and a blueprint for...
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Thematic Analysis
Insurance Predictions 2023 – Thematic Intelligence
Insurance Predictions 2023 Thematic Intelligence Report Overview The top themes that are likely to impact the insurance industry in 2023 can be classified into technology, macroeconomic, and industry themes. These themes will dictate how the market evolves and how leading players within the market fare in the given year. The major technology themes that are expected to impact the insurance industry in 2023 are artificial intelligence (AI), big data, cloud, internet of things (IoT), blockchain, cryptocurrencies, robotics, cybersecurity, and the...
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Thematic Analysis
Power Industry Top 20 Themes Predictions for 2023 – Thematic Intelligence
Power Industry Top Themes Predictions Overview The major technology themes impacting the power sector in 2023 will be artificial intelligence (AI), big data, blockchain, cybersecurity, cloud computing, the Internet of Things (IoT), virtual and augmented reality (VR and AR), electric vehicles (EVs), smart grid, robotics, and drones, while the major macroeconomic themes impacting the power sector 2023 will be geopolitics and environmental, social, and governance (ESG). Furthermore, the major industry themes impacting the power sector in 2023 will be renewable...
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Thematic Analysis
Key Themes in Travel and Tourism for 2023 – Thematic Intelligence
Key Themes in Travel and Tourism Thematic Report Overview The tourism sector has changed drastically since 2019. Prolonged movement restrictions imposed by the COVID-19 pandemic has brought about shifts in business operations and goals, and has also changed traveler behavior and preferences. The key themes impacting the travel and tourism sector have been classified into technology, macroeconomic, and industry themes. AI, cloud computing, and cybersecurity are the key technology themes impacting the travel and tourism industry. The top macroeconomic themes...
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Thematic Analysis
Tech, Media and Telecom (TMT) Themes 2023 – Thematic Intelligence
TMT Thematic Intelligence Report Overview Profound shifts in the global economy are underway, driven by various factors, including demographic shifts, climate change, supply chain disruption, and geopolitical tensions. Furthermore, technology adoption and innovation will play a vital role in helping enterprises, governments, and individuals adapt to new realities in an increasingly uncertain world. History shows that tech-enabling your businesses during a recession makes you more resilient to future shocks. The biggest themes that are expected to drive growth in the...
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Thematic Analysis
Sport Trends and Predictions 2023 – Thematic Intelligence
Sport Trends and Predictions 2023 Thematic Intelligence Report Overview The top themes that are likely to impact the sports industry in 2023 are cryptocurrency, women’s sport, esports, OTT platforms, sponsorship bans, and the futuristic metaverse. These themes will dictate how the market evolves and how leading players within the market fare in the given year. The sport trends and predictions thematic intelligence report analyzes some of the biggest sporting trends that are likely to impact the sporting world, and the...
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