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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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Thematic Analysis
Industrial Automation Sector Scorecard: Strategic Intelligence, Q3 2025 Update
The restrictions on advanced chips and ongoing supply chain pressures are forcing original equipment manufacturers (OEMs) and buyers to rethink product roadmaps and procurement strategies. Nvidia and Intel face export and capacity constraints that ripple into robotics, machine vision, and AI-enabled equipment from Siemens, Bosch, ABB, and other technology corporations that operate in the industrial landscape. As a result, companies are signing longer contracts, qualifying multiple suppliers, and leaning towards equipment designed to run on more available or local hardware,...
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Thematic Analysis
IT Services Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Renewed economic uncertainties, such as rising US tariffs, geopolitical tensions, and a steep $100,000 fee on H‑1B visas starting September 2025, create material headwinds for global IT services providers, particularly Indian firms that depend on US onsite delivery. This could result in slower new deal activity, shorter contract lengths, and cost-saving measures.
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Thematic Analysis
Publishing Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Q3 2025 saw a surge of digital media activity across the publishing sector, as companies sought to expand their monetization options.
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Thematic Analysis
IT Infrastructure Sector Scorecard: Strategic Intelligence, Q3 2025 Update
This quarter saw a change at the top of GlobalData’s thematic ranking for the IT infrastructure sector, as long-time leader Cisco dropped two places to third. Microsoft climbed to first in Q3 2025 from third place in the previous quarter, with Alphabet holding steady in second place.
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Thematic Analysis
Social Media Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Although online safety for children is a relatively new area of regulation, a growing number of jurisdictions are putting detailed legislation in place targeting social media companies. There is a global shift towards mandatory age assurance for online platforms to enforce online safety legislation. The UK and some US states have started enforcing age verification requirements, and others will follow suit.
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Thematic Analysis
Gaming Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Artificial intelligence (AI) is fast becoming the engine for game development. Developers are designing AI-native games where worlds, non-playing characters (NPCs), and storylines adapt to player choices in real time. This enables studios to craft richer games with leaner teams.
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Thematic Analysis
Semiconductors Sector Scorecard: Strategic Intelligence, Q3 2025 Update
Nvidia possesses nearly 90% market share in AI chip design, and in 2024, it reported an annual revenue of $61 billion, an increase of 126% compared to the previous year. Despite successfully riding the generative AI tidal wave thus far, Nvidia faces threats from competitors. OpenAI, which has almost wholly depended on Nvidia graphics processing units (GPUs) until now, has diversified its supply, making multibillion-dollar deals with Broadcom and AMD. Both tech companies have enjoyed renewed confidence in their share...
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