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Thematic Analysis
NewSemiconductors Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba,...
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Thematic Analysis
NewIndustrial Automation Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The leaders on the thematic screen of GlobalData’s industrial automation sector scorecard are well-versed in artificial intelligence (AI). The top five companies in the thematic rankings all score 5 out of 5 in the AI theme, spurred on by preexisting AI capabilities and strong investment over 2023. Proficiency in AI typically translates to strength in other themes, such as robotics, digital twins, and smart cities. Strength in critical themes like AI can also mitigate against weaknesses in other areas. Microsoft...
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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.
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Thematic Analysis
NewIT Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. This is dominated by the global IT services giants Accenture, IBM, and Infosys, closely followed by Capgemini and Tata Consultancy Services (TCS). Indian heritage vendors occupy half of the top 10 vendor positions, suggesting they are successfully adapting their strategies to the long-term concern of a declining cost advantage versus their US and European peers.
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Thematic Analysis
NewMusic, Film, and TV Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Amazon retains its lead on the thematic screen of GlobalData’s music, film, and TV sector scorecard. Since the last quarter, Tencent has fallen from second position to fifth as Netflix, Disney, and Apple climbed to second, third, and fourth places, respectively.
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Thematic Analysis
NewEcommerce Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Consumers expect a seamless digital experience when shopping online, and central to this is a safe and secure payment process. Digital payments is an important theme for ecommerce companies, with all of the top five companies in the thematic screen of GlobalData’s ecommerce sector scorecard scoring at least 4 out of 5 in this theme. Additionally, the top three ranked companies (Visa, Mastercard, and Klarna) all provide consumer payment services, highlighting the importance of this aspect of ecommerce.
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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
NewGaming Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Tencent remains on top of 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...
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Thematic Analysis
NewApplication Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of GlobalData’s application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.
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Thematic Analysis
NewCloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner...