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Company Insights
Innovation and Patenting activity of Vivendi SA Q4 2023
GlobalData, the industry analysis specialist, has released its latest company patent databook "Innovation and Patenting activity of Vivendi SA Q4 2023". The databook highlights patenting activity of the company in terms of growth in filings and grants, regions protected, impact of various themes, sector applicability of technologies protected. It provides contextual analysis of technical peers, their strategy, dominance (Grant share) and their recent activities. This is an on-demand databook that will be delivered upon request. The report will be delivered...
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Sector Analysis
NewMiddle East and Africa (MEA) Fibercos and Towercos Market Dynamics and Opportunities
Middle East and Africa Fibercos and Towercos Market Report Overview Many countries in the Middle East and Africa (MEA) are focusing on expanding connectivity, building network infrastructure, and attracting subscribers. In 2023, mobile subscription penetration in MEA stood at more than 66% of the population. The MEA Fibercos and Towercos market research report provides an executive-level overview of the drivers and trends that are shaping the market. The report also gives an overview of the latest developments in the fiberco...
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Thematic Analysis
NewMobile Gaming – Thematic Intelligence
Mobile Gaming Thematic Intelligence Report Overview The mobile gaming market is already bigger than the console and PC gaming markets combined. The growing maturity of streaming (supported by 5G), cloud gaming, and mobile esports, combined with the fact that mobile platforms are close to technological parity with PCs and consoles, means most gamers will embrace mobile gaming in the next few years. The mobile gaming thematic intelligence report provides an overview of the mobile gaming theme and identifies the key...
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Thematic Analysis
Gaming Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Tencent tops the thematic screen of GlobalData’s gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies risk being impacted...
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Thematic Analysis
Music, Film, and TV Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Since the last quarter, Tencent has jumped from ninth to second position on the thematic screen of GlobalData’s music, film, and TV sector scorecard. The high ranking is due to its strength in themes like video streaming, ecommerce, and social media. While Tencent is on the rise, Apple has slipped one position to fourth despite its score for the internet advertising theme increasing to 5 out of 5 from 4 out of 5. Apple’s advertising revenue is growing steadily, challenging...
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Thematic Analysis
Advertising Sector Scorecard, Q3 2023 Update – Thematic Intelligence
US Big Tech, specifically Microsoft, Apple, Amazon, and Alphabet, dominate the thematic screen of GlobalData’s advertising sector scorecard. Thanks to their sophisticated AI systems, advanced advertising technology (adtech), and the wealth of data they possess, they are best placed to reap the benefits of disruptive themes like AI, gaming, and ecommerce. But these companies will also have regulators breathing down on their necks on several issues, from antitrust and data privacy to misinformation and online harm. For example, while top...
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Thematic Analysis
Video Streaming – Thematic Intelligence
Video Streaming Report Overview The video streaming industry is witnessing a surge bigger than traditional pay TV. The push for exclusivity on subscription video on demand (SVoD) platforms has intensified the content wars, and video streaming companies spend huge amounts on content. Apple and Amazon do not separately report SVoD profits but are likely to be making losses, which they may be happy to tolerate to support their broader ecosystems. But their oversized content budgets are increasing financial pressure on...