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Company Insights
Intesa Sanpaolo S.p.A. – Digital Transformation Strategies
Intesa Sanpaolo Digital Transformation Strategies Report Overview Intesa Sanpaolo uses emerging technologies as a part of its digital transformation strategies. The annual ICT spending of Intesa Sanpaolo was estimated at $1.1 billion in 2022. A major share of this spending is earmarked for acquiring software, ICT services, and hardware from vendors. Intesa Sanpaolo SpA (Intesa Sanpaolo) is a diversified financial services group that offers a range of banking solutions to private, SMEs, and corporate institutes. Its portfolio of offerings consists...
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Thematic Analysis
Tech and Media Trends 2018 – Global Thematic Research
The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation. This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years. Inside this report, we look at the key trends that will impact the technology and...
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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,...
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Thematic Analysis
Cybersecurity in Utilities – Thematic Research
Cybersecurity has been a concern for utilities for decades, due to their roles as operators of critical infrastructure and providers of essential services. However, concern over cybersecurity continues to climb up utilities’ agendas, driven by the increasingly interconnected nature of their infrastructure and systems, and the growing number of attacks targeting utilities. Utilities need to transition to a more connected and smart energy system. They are also adopting IoT technologies that potentially open up utilities’ systems and infrastructure to the...
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Thematic Analysis
Cybersecurity in Oil & Gas – Thematic Research
Industries are becoming more connected by the day, as technology integration becomes a necessity to survive rather than a path to success, with the majority of companies around the world steering their future strategies around digital transformation. The more connected an industry, the more intelligent operations and production becomes, leading to greater flexibility and communications. The more connected an industry, the more dependent it becomes on technology, and this connectivity may increase a companies’ flexibility. However, this agility can stretch...
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Thematic Analysis
Cybersecurity in Tourism – Thematic Research
The global tourism industry is preparing to ride the digital wave – contextualizing and implementing new technologies such as cloud, mobility, big data, and analytics, and the Internet of Things (IoT) – to best align with future business objectives. Technology, however, is a double-edged sword: the more they go digital, the more they expose themselves to emerging cyber risks. As travel and tourism providers progress towards predictive and prescriptive models to support real-time decision-making, their rich data becomes a strategic...
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Thematic Analysis
Cybersecurity in Retail – Thematic Research
By 2021 the global cybersecurity market is expected to be worth more than $140 billion, up from $114 billion in 2017 according to GlobalData. However, the key issue is that retail companies need “better” rather than “more” security. In this report, we look at the 12 most important cybersecurity technologies and conclude that the most important ones in terms of driving the cybersecurity industry’s revenues over the next two years are network security appliances, cloud security, and AI. Our research...
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Thematic Analysis
Cyber Security – Global Thematic Research
The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn cyber-attack aptly illustrated – to send “rogue code” deep into the Internet's engine room to create mayhem. Cybersecurity is critical to almost every business. Yet it is a non-core competence for most boards. The frequency of high profile corporate data breaches may accelerate because CEOs are not sufficiently trained in cyber risks. Almost every...
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Thematic Analysis
Tech M_A Targets – Global Thematic Research
In 2016, a number of M&A transactions in the technology and media sectors occurred including the takeovers of NetSuite, Marketo, Arcam and DreamWorks as well as several others. Over the coming two to three years, M&A activity in the technology and media sectors is expected to move into overdrive. Disruptive technology of some sort is likely to be the primary driver behind many of these future M&A transactions. In this report, technology companies expected to be targeted over the next...
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Thematic Analysis
Software Themes 2017 – Global Thematic Research
Over the two and half years since 1 January 2014, the S&P 500 has increased by 18%. During that period, application software stocks, on average, have risen by 36%, security software stocks by 17%, video games developer stocks by 59%, and IT services stocks by 26%. Meanwhile, infrastructure software stocks have fallen by 3%. In this report, we look at the key investment themes that will impact software companies worldwide over the next two years.