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Thematic Analysis
NewCybersecurity – Thematic Intelligence
The cybersecurity industry faces a challenge that is anything but business as usual. The prospect of offensive attacks using artificial intelligence (AI) is prompting increases in cybersecurity budgets as organizations try to understand the impact of generative AI on their security. Hacking groups will likely use large language models (LLMs) trained on malware to target their attacks more effectively. AI is already used for threat detection, and its greater adoption will help offset attacks. However, learning how to counter AI-led...
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Thematic Analysis
NewEnterprise Security Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Artificial intelligence (AI) is a double-edged sword in cybersecurity. It can help organizations improve their threat detection, hunting, and incident response capabilities, but adversaries can and will use AI in cyberattacks. There is every likelihood that AI will spur new merger and acquisition (M&A) deals in cybersecurity, especially of companies judged to be AI specialists. In the thematic screen of GlobalData’s enterprise security software sector scorecard, AI has a weighting of 20%, higher than any other theme.
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Thematic Analysis
NewWeb3 – Thematic Intelligence
Web3 Thematic Report Overview Web3 is an ideology that refers to the next model of the internet built on blockchain. It promises a mix of peer-to-peer (P2P) communication channels and decentralized governance. This will lead the internet’s transition from an information-centric model to a user-centric model. Furthermore, Web3 aims to give users the ability to create, own, and monetize their content and manage the use of their data. However, it is still an emerging model and has a long way...
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Thematic Analysis
NewUkraine Conflict Impact – Thematic Intelligence
Ukraine Conflict Impact Report Overview The large-scale Russian invasion of Ukraine in February 2022 has dramatically restructured strategic priorities within the global defense sector either by developing innovative defense capabilities, or the re-invigorating previously stagnant market segments. As the geostrategic implications of this conflict continue to reverberate across global markets, the primary lesson learned is the need to upscale production capacity and leverage cost-efficiency across all domains of modern warfare, with investments driving innovation of both technology and operations throughout...
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Innovation Ranking
NewInnovation Ranking – Thales SA
Thales SA (Thales) is a provider of smart technologies, electronic systems, software, space, ground transportation, services and equipment to the aerospace, defense, and security markets. It provides air traffic management systems, navigation solutions, flight deck, avionics equipment, flight avionics, electrical systems, and training solutions for the aerospace industry. The company also provides weapon systems, protection systems, radio communications products, network and infrastructure systems, critical information systems and cybersecurity solutions for the land, naval and air defense markets. Thales also offers...
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Thematic Analysis
NewDigital Twins – Thematic Intelligence
Digital Twins Thematic Report Overview Digital twins are digital representations of physical assets, systems, people, or processes. They help in detecting, preventing, predicting, and optimizing the physical environment using artificial intelligence (AI), real-time analytics, visualization, and simulation tools. Digital twins can provide short and long-term efficiency and productivity gains by dynamically integrating data and information about an asset, part, process, or system’s lifecycle. They are a data resource that can improve asset design, understand an existing asset’s condition, verify the...
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Thematic Analysis
NewScaling Rearmament – Thematic Intelligence
Reasons to buy the ‘Scaling Rearmament’ thematic intelligence report: Obtain in-depth insights into different rearmament efforts being undertaken by various military organizations and defense companies to understand the market better. Study the emerging trends and how they will influence the scaling rearmament theme and their broader impact on the defense market. Get an overview of the specific drivers of large-scale rearmament today, as well as the challenges that forces and defense sector suppliers face. Explore thematic investment opportunities for armed...
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Sector Analysis
NewNetherlands Defense Market Size, Trends, Budget Allocation, Regulations, Acquisitions, Competitive Landscape and Forecast to 2029
Netherlands Defense Market Report Overview As of 2024, the Netherlands defense budget is worth $22.8 billion. The country’s defense budget experienced a sudden increase in 2024, as the Dutch government adjusted to the reality of war on the European continent. Furthermore, Russia’s invasion of Ukraine has compelled the Netherlands to reinforce its defense posture, as it hopes to deter and defend against further Russian aggression. Against the backdrop of war in Europe, the country’s defense budget will grow at a...
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Thematic Analysis
NewGlobal Tech, Media, and Telecom (TMT) M&A Deals 2023 – Top Themes and Predictions – Thematic Intelligence
Global Tech, Media, and Telecom (TMT) M&A Deals 2023 Theme and Predictions Report Overview Total M&A deal value in the technology, media, and telecom (TMT) sector declined 46% in 2023, compared to the previous year. Software and services accounted for over 48% share of the total M&A deal value in 2023. The ‘Global Tech, Media, And Telecom (TMT) M&A Deals 2023 Theme and Predictions Report’ analyzes the top disruptive themes that drove M&A activity in the technology, media, and telecom (TMT)...