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Thematic Analysis
Application Software Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Application software companies face challenges integrating artificial intelligence (AI) into legacy systems due to outdated architectures, fragmented data, and performance bottlenecks. These issues slow deployment and undermine reliability across workflows. For example, Microsoft has enjoyed a surge in Copilot adoption, but clients struggle to embed it into legacy workflows. This is because legacy systems were not built to support AI, cloud processing, or modern application processing interfaces (APIs). AI models require clean, structured data to function. Companies must invest in...
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Thematic Analysis
Ecommerce Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Artificial intelligence (AI) has taken the adage “every company is a tech company” a step further, with ecommerce companies racing to build their own large language models (LLMs) or partner with existing providers. Tech giants Microsoft and Alphabet face competition from smaller players such as Meituan, which launched its LongCat-Flash LLM in August 2025. Other companies like Spotify and Booking.com have allowed integration with OpenAI. Users of ChatGPT can now employ the functionality of Spotify and Booking.com’s websites (e.g., making...
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Thematic Analysis
Enterprise Security Software Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Ever since the second quarter of the year, when there was a series of high-profile cyberattacks on UK retailers Marks & Spencer, the Co-op, and Harrods, 2025 has felt like a landmark year in cybersecurity. The size and reputation of the targets have grown, and the attacks have been devastating in their outcomes. The latest victims were carmaker Jaguar Land Rover and Japanese brewer Asahi Group.
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Thematic Analysis
Consumer Electronics Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Q3 2025 confirmed that policy and AI are twin levers for profitability in the consumer electronics sector, demonstrating that earnings will hinge as much on geopolitics as on product design.
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Thematic Analysis
Advertising Sector Scorecard: Strategic Intelligence, Q3 2025 Update
The prospect of a trade war hit confidence in the global economy, resulting in many advertisers cutting their budgets in 2025. US ad spending for 2025 is expected to decline by 2% compared to 2024, according to EMarketer. The biggest players in the ad sector, including Amazon, ByteDance, Google, and Meta, all score poorly on the tariffs theme due to the expected negative impact.
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Thematic Analysis
Cloud Services Sector Scorecard: Strategic Intelligence, Q3 2025 Update
The thematic screen of GlobalData’s cloud services sector scorecard is led by global hyperscaler Microsoft, with IBM and Amazon also in the top five. In partnership with OpenAI and Alphabet, Microsoft is aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLMs) and agentic AI tools, and building the infrastructure to offer related services.
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Thematic Analysis
Telecom Services Sector Scorecard: Strategic Intelligence, Q3 2025 Update
There was little activity on the thematic screen of GlobalData’s telecom services sector scorecard in Q3 2025. SK Telecom maintained its position at the top of the thematic rankings, ahead of three of Europe’s heavyweights: Orange, Telefónica, and Deutsche Telekom. The highest-ranked US company is Verizon, in ninth position on the thematic rankings, just ahead of Comcast in 10th.
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Thematic Analysis
TMT M&A Deals Q3 2025 - Top Themes: Strategic Intelligence
This report analyzes the disruptive themes that have driven M&A activity in Q3 2025 in the TMT Sector.
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Thematic Analysis
Telecom Infrastructure Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Intel’s recent problems are well-documented. The company’s declining fortunes have meant its reputation and independence were seriously in doubt, and it is not out of the woods yet. However, there are more reasons to be optimistic than pessimistic about Intel’s future. One of those reasons is the company’s planned collaboration with Nvidia, which will see Nvidia invest $5 billion in Intel. That investment comes as the two companies collaborate to jointly develop multiple generations of custom data center and PC...
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Thematic Analysis
Music, Film, and TV Sector Scorecard: Strategic Intelligence, Q3 2025 Update
In Q3 2025, film and TV companies accelerated restructuring efforts to adapt to streaming dominance, rising content costs, and artificial intelligence (AI) disruption. Comcast and Warner Bros. Discovery (WBD) led the charge with strategic splits. Meanwhile, Comcast spun off NBCUniversal’s cable networks, including CNBC, MSNBC, and SYFY, into a public company called Versant. Streaming and studios (e.g., Peacock, Universal Pictures) remain under Comcast’s media division. Likewise, WBD plans to split streaming (e.g, HBO Max, HBO, Warner Bros. Pictures, DC Studios)...
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