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Thematic Analysis
Metaverse in Energy - Thematic Intelligence
Metaverse in Energy Thematic Report Overview The metaverse is an important theme for the energy sector because technologies such as digital twins, VR, and AR can add real value in industrial environments. Firstly, energy companies rely on a vast range of industrial assets, and digital twins can support the predictive maintenance of these assets and monitor their performance. AR-based remote assistance solutions can also improve the efficiency of maintenance work. Secondly, employees need to be trained safely and effectively, and...
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Sector Analysis
Transformer in Utilities 2.0 - How Tech is Driving the Sector Innovation
Transformer in Utilities 2.0 Report Overview The power & utilities sector is adopting AI, robotics, and advanced technologies to optimize transformer operations. Innovations like digital twins and IIoT enable AI monitoring, predictive maintenance, and remote inspections, enhancing grid efficiency and uninterrupted power supply. The report categorizes key innovation areas in power & utilities as emerging, accelerating, and maturing based on their rate of growth in innovation. It also casts light on transformer-related recent developments, deals, patent publications, real-world innovations, and...
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Analyst Opinions
Cloud Services in Europe - Trends in Ecosystem Development & Services Integration
Most of the major European telcos and ITSPs have invested heavily in their own venture funds, start-up ecosystems or acquisition programs based around new technologies for digital transformation. The cloud adoption rate among European enterprises continues to accelerate, driving providers to respond with more tactical that which include organized co-opetition and cloud service integration. Partnerships between the likes of arch-traditionalist Sopra Steria and hyperscale cloud giant Amazon Web Services underscore the clash of cultures as formerly cautious IT managers dive...
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Sector Analysis
UAE: Operator Investments in Fiber, 4G and 5G Technologies to Support Data Revenue Growth
The telecommunications market in the UAE will grow at a CAGR of 3.7% over 2016-2021, driven by the growth in the fixed and mobile data segments. Mobile data and fixed broadband revenue will grow, owing to the increasing adoption of 4G networks and fiber-optic technology. Fixed VoIP will be the fastest-growing segment aided by the growing adoption of triple-play services. Operators should focus on further diversifying their service portfolios by offering multiplay services to the residential segment and targeting M2M/IoT...
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Thematic Analysis
Trump and Tech - Global Thematic Research
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology companies: Taxation: Most US tech companies will benefit from lower tax rates, but some – like Amazon – may be aggressively pursued for tax avoidance. Trade tariffs: Import tariffs on Chinese goods will hit technology companies – like Apple, Cisco and HP – who design in the US but manufacture in China. US-based manufacturers like Intel will benefit....
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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
Samsung Electronics - risk assessment - Global Thematic Research
Less than eight weeks after going on sale, Samsung has shut down production of its flagship smartphone, the Galaxy Note 7. This followed two failed product recalls involving batteries that spontaneously combusted. In the aftermath of this public relations disaster, we change our company rating on Samsung from leader to vulnerability. Inside this report, we will look at the risk factors of Samsung Electronics.
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Sector Analysis
Multiplay in the AME: Pricing Discounts and Value-Added Services are Key Operator Strategies
Globally, operators are striving to develop new revenue streams, increase margins and ARPS, retain existing customers and reduce churn. Multiplay bundle services, combining traditional telecom services such as fixed voice, fixed broadband, pay-TV and mobile services, is one of the strategies being adopted by operators in AME to reach these goals. Operators in AME are still highly focused on attracting customers to multiplay bundles through aggressive pricing discounts. However, operators are starting to develop value-added services that can integrate with...
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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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Sector Analysis
Guinea (Conakry): Mobile Network Upgrades and Fiber-Optic Infrastructure Development to Drive Future Telecom Growth
In 2016, Guinea Conakry will generate total telecom service revenue of $530.4m (or 6.3% of its nominal GDP), an increase of 11.5% over 2015, owing to increase in fixed Internet and mobile services revenue. Mobile voice will continue to be the largest revenue-contributing segment in 2016 and is estimated to grow at a CAGR of 4.4% during 2016-2021. Mobile data will be the fastest-growing segment during the forecast period, mainly driven by operators' investments in network expansions and upgrades and...
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