-
Company Insights
Shell Plc: Digital Transformation Strategies
Shell plc (Shell), formerly Royal Dutch Shell Plc, is an integrated oil and gas company. The company explores for and produces oil and gas from conventional fields and sources such as tight rock, shale, and coal formations. It operates refining and petrochemical complexes across the world. Shell’s product offerings include lubricants, bitumen, and liquefied petroleum gas, and petrochemical products such as raw materials for plastics, coatings, and detergents. The company is a major producer of biofuel in Brazil. It has...
-
Thematic Analysis
Component Makers Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Our last update warned that time was running out for component makers before the introduction of US tariffs. The exact level of tariffs would depend on an individual country’s negotiations with the White House. The tariff level would also depend on staying on the right side of President Trump, because tariff levels are not set in stone. However, once a tariff deal has been sealed, component makers in that country should benefit. That is certainly the case for South Korea...
-
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Application software companies face challenges integrating artificial intelligence (AI) into legacy systems due to outdated architectures, fragmented data, and performance bottlenecks.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...
-
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...
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
Sign up to receive regular alerts for our latest analysis and reports. No matter your industry focus, you can keep your finger on the pulse with our timely updates.