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Thematic Analysis
IBM Turnaround Coming - Global Thematic Research
In 2016, we think IBM’s shares are due for a re-rating – investors will start to value IBM as an emerging software leader rather than a legacy hardware player. Like SAP and Oracle, many of IBM’s legacy businesses – especially Enterprise Resource Planning (ERP) systems – are struggling to adapt to a world moving rapidly to cloud-based services. The company is at the final stages of a difficult transition, but most of the bad news around this transition is now...
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Thematic Analysis
Robotics - Global Thematic Research
For nearly five decades, the robot industry has been a small industry pretending to be big. In 2015, the global robot industry generated revenues of $42 billion, according to the International Federation of Robotics. Over 83% of these revenues were from sales of ‘industrial robots’ to manufacturing companies. While traditional industrial robot revenues are growing at single digit rates, the ‘professional service robot’ market – which includes military drones and medical surgery robots – is on a much faster trajectory...
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Analyst Opinions
MVNOs in Africa: MVNOs Gaining Momentum by Capitalizing on Niche Segments
Niche and retail MVNO business models are the most prevalent in Africa, accounting for 35% and 20%, respectively, of total MVNOs in the region. Ethnic and MNO sub-brand MVNOs account for 15% and 10%, respectively, while the market share of the other business models accounts for 20% in total (or 5% each). A rising trend witnessed in Africa is the increasing participation of financial institutions within the MVNO market. For example, Equitel in Kenya and First National Bank (FNB) in...
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Analyst Opinions
Operator Strategies to Increase Smartphone Penetration in Africa
Smartphone sales are forecasted to grow by a 15% CAGR from 2015 to 2020 making Africa and Middle East the fastest growing region globally. The African market remains heavily prepaid with a vast majority of consumers purchasing smartphones from independent retailers before obtaining a mobile subscription from an operator. Operators have deployed a range of direct and indirect strategies to boost smartphone penetration in Africa. Direct strategies allow operators to increase smartphone penetration by selling more devices. Indirect strategies drive...
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Analyst Opinions
Indian Power Equipment Sector – APAC’s Upcoming Investment Hub
According to the National Manufacturing Competitiveness Council (NMCC) estimates, India’s manufacturing sector will contribute 25% to the country’s GDP by 2025, in which electrical equipment will occupy a major pie. 100% FDI allowance in the electric machinery sector will also boost investments from the country and abroad, thereby increasing industry revenue in the years to come. Also research and development activities will strengthen the electric machinery sector enabling India to evolve as a key manufacturing hub. In 2014, the value...
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Consumer Insights
ICT investment trends in Spain; Enterprise ICT spending patterns through to the end of 2017
Spain’s economy is finally recovering from the huge debt crisis and economic slump that hit the world in 2008 and lasted to 2013. With respect to ICT expenditures, the survey finds that Spanish enterprises are eagerly investing in various disruptive technologies such as the Internet of things (IoT) and cloud computing, to gain a competitive edge, and are also modernizing and expanding their traditional sectors and domestic markets for goods and services, in order to gain enterprise agility and reduce...
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Sector Analysis
OTT Video in Latin America: Demand for Local Exclusive Content Drives Competition Among SVoD Platforms
OTT video markets in Latin America are relatively diverse not only along demographic and socio-economic lines, but also in terms of adoption of telecom and video services. Countries with high adoption rates of pay-TV, fixed broadband and mobile broadband see the most robust and innovative OTT ecosystems. Netflix’s arrival to Latin America, in 2011, triggered the launch of a number of SVoD initiatives, both at the regional and country level, mostly from established telecom and pay-TV operators looking to defend...
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Analyst Opinions
Cloud Computing Market: Technology Models, Challenges, and Business Benefits
SaaS and PaaS are the leading cloud computing technology types that will gain prominence within the industry in 2016. Rising demand for hybrid cloud architecture and disaster recovery solutions from companies is considered an important factor, which is encouraging the adoption of IaaS among large companies. Organizations are focusing on various secured storage solutions that provide the flexibility to store and process their data in third-party data centers and significantly reduce their expenditure on IT. Hybrid cloud is expected to...
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Sector Analysis
Wireless Tower Market in Middle East and Africa: Increasing Mobile Data Demand and Reduction of Capex by MNOs to Provide Opportunities for TowerCos
Growing mobile data demand, deployment of LTE technology along with 3G network expansion is increasing pressure on network operators’ existing wireless infrastructure, thereby creating the need for adding additional tower sites. Moreover, with saturated mature urban markets, MNOs are accelerating expansion into rural areas creating greater need for cell sites and providing opportunities for specialized tower companies. Key tower markets in Africa include Nigeria, Tanzania, Ghana, DRC, and Egypt. On the other hand, currently the Middle East tower market has...
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Analyst Opinions
Poland: LTE Network Expansion, National Broadband Rollout and Convergent Services Will Drive Dynamism in the Market
The telecommunications market in Poland will generate revenue of $7.3bn (Zl 29.6bn) in 2016. CAGR in local currency will be -0.5%. Market revenue in local currency is expected to stabilize from 2018 onward, driven by operators’ focus on expansion of 3G, 4G and fiber networks. Mobile data revenue will grow at a CAGR of 4.4% in local currency to reach Zl 8.5bn ($2.5bn) in 2021, with contribution to overall ARPS increasing from 35.2% in 2016 to 46.3% in 2021. Fixed...
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