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Company Insights
Catalyst Monitor: Q2 2026 Outlook
This report compiles published, predictive intelligence based on interviews with key opinion leaders (KOLs) on market-moving events that are expected to occur in Q2 2026. GlobalData’s latest report, “Catalyst Monitor Q2 2026”, delivers forward-looking intelligence derived from interviews with key opinion leaders (KOLs), covering trial initiations, completions, top-line results, regulatory filings, PDUFA dates, and expected approvals. The report covers 15 significant catalyst events that are expected to occur in Q2 2026. Some of the catalysts covered in the report, include...
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Thematic Analysis
Geopolitics Executive Briefing (Sixth Edition): Strategic Intelligence
The Middle East conflict continues to grab the headlines, whether in terms of the immediate impact of the conflict in the region or the implications for global energy markets and inflation. However, the current Middle East conflict is part of a broader shift to a more fragmented, multipolar world order. Indeed, this is the second global economic shock in the last four years and underlines the need for companies across all sectors to pay much greater attention to geopolitics. This...
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Thematic Analysis
Video Games: Strategic Intelligence
The gaming software market was worth $254 billion in 2025 and is forecast to reach $352 billion by 2030, according to GlobalData. Mobile gaming will account for more than half of industry revenues across this period.
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Analyst Opinions
Ambient Agents: Market Trends and Innovations
Ambient agents are emerging as a new enterprise computing paradigm, where software operates continuously in the background to sense context, make decisions, and execute workflows without explicit user initiation. The Innovation Radar: Ambient Agents report examines how AI is evolving from prompt-driven assistants into persistent, context-aware systems that maintain workflow continuity and coordinate actions across increasingly complex, multi-system enterprise environments. At the core of this shift is a maturing ambient agent stack that integrates event-driven infrastructure with contextual reasoning and...
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Thematic Analysis
Post-Quantum Cryptography: Strategic Intelligence
The biggest cyber risk in the future will be from quantum computers. Quantum computers undermine the basis of the existing cryptography landscape. This risk stems from the ability of a powerful quantum computer to solve mathematical problems far faster than classical computers, thereby enabling it to break public-key encryption.
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Thematic Analysis
The Middle East Conflict Executive Briefing: Strategic Intelligence
Trump’s “America First” focus on homeland security, combined with a rejection of foreign entanglements, appears to be contradicted by his launching a major new war in the Middle East. The Iranian regime has never been weaker, economically and politically.This briefing examines various scenarios for the conflict, including our base case assumption, as well as the potential implications for key sectors.
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Thematic Analysis
Global TMT M&A Deals 2025 - Top Themes and Predictions: Strategic Intelligence
If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A). This report analyzes the disruptive themes that drove M&A activity across the technology, media, and telecom (TMT) industry in 2025.
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Consumer Insights
Health and Wellness Tourism Market Report 2026: Key Trends, Destinations, Traveler Insights and Growth Opportunities
Understand the Growth of the Global Health and Wellness Tourism Market Health and wellness tourism is evolving into a high-value, experience-led travel segment. This report helps you understand where the market is heading and what is driving demand. You will gain insight into traveler motivations, spending patterns, and destination preferences. Moreover, the report explores how wellness travel is reshaping tourism ecosystems and influencing economic growth. As a result, you can better identify where future demand may emerge and how to...
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Thematic Analysis
Water Risk and Stewardship in Consumer: Strategic Intelligence
Global freshwater use has doubled since the mid-1960s, and demand is set to exceed supply by 40% by 2030, exposing consumer goods companies to operational, financial, regulatory, and reputational pressures. Water stewardship involves using water in ways that are socially equitable, environmentally sustainable, and economically beneficial. Reducing water use, adopting alternative cooling methods, increasing recycling, and taking basin-level action will protect operations and help mitigate emerging regulatory and reputational risks.
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Thematic Analysis
Artificial Intelligence Executive Briefing (Ninth Edition): Strategic Intelligence
Understand How AI Is Reshaping Every Industry Artificial intelligence is no longer a future trend. It is actively transforming industries, business models, and competitive dynamics today. GlobalData’s AI Executive Briefing (Ninth Edition) helps you understand the real-world impact of generative AI and agentic AI across sectors. You can explore how these technologies are influencing hiring, infrastructure demand, and competitive disruption. Moreover, the report highlights how AI is moving beyond automation into multi-step reasoning and autonomous decision-making, creating both risks and opportunities for your business. Report...
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