-
Thematic Analysis
Big Data in Utilities – Thematic Research
Cloud computing, machine learning, augmented reality, internet TV, the Internet of Things (IoT), robotics, cryptocurrencies, voice, blockchain and cybersecurity. These are the big investment themes of tomorrow and they all have one thing in common: they generate huge amount of data. Cisco estimates that the world generates 122 exabytes of internet data traffic per month. This data traffic is growing at 24% per annum and 82% of it is consumer generated. Most of this data traffic could be monetized via...
-
Thematic Analysis
Software Themes 2017 – Global Thematic Research
Over the two and half years since 1 January 2014, the S&P 500 has increased by 18%. During that period, application software stocks, on average, have risen by 36%, security software stocks by 17%, video games developer stocks by 59%, and IT services stocks by 26%. Meanwhile, infrastructure software stocks have fallen by 3%. In this report, we look at the key investment themes that will impact software companies worldwide over the next two years.
-
Thematic Analysis
Leaders and laggards in Global TMT – Global Thematic Research
After 20 years of torpor, key parts of Japan’s technology industry have been woken up by the rise of China, competition from Asian emerging markets, an ageing population and sagging productivity. Under Shinzō Abe’s leadership, Japanese business is starting to develop a ‘risk-on’, technologically innovative culture. Key industries of the future for Japan could be robotics, precision components, smart electric vehicles , high performance computing, consumer electronics, video games, ecommerce and social media. Japan’s leading companies in many of these...
-
Thematic Analysis
Data Centers – Global Thematic Research
Cloud computing, machine learning, augmented reality, internet TV, the Internet of Things, robotics, cryptocurrencies, voice, blockchain and cybersecurity. These are the big investment themes of tomorrow and they all have one thing in common: they generate huge amount of data. Cisco estimates that the world generates 122 exabytes of internet data traffic per month. This data traffic is growing at 24% per annum and 82% of it is consumer generated. Most of this data traffic could be monetised via a...
-
Thematic Analysis
Cloud Scorecard – Thematic Research
The cloud market is currently dominated by the five biggest providers, which account for around 70% of total revenues (with Amazon alone enjoying more than 30% of the pie). The massive capital cost associated with developing the scale needed to present an economically viable alternative to the established players makes it very difficult for smaller vendors to unseat the current leaders. As with other sectors, the Chinese vendors represent a wildcard. Alibaba has already secured a place for itself at...
-
Thematic Analysis
Tech, Media & Telecom Trends 2019 – Thematic Research
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector. So, to help our clients gain competitive advantage, we have developed GlobalData’s thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. Inside, we track...
-
Thematic Analysis
Cloud Computing in Consumer Goods – Thematic Research
We see seven broad investment theme categories in 2018: Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding Digital media: internet tv, ecommerce, social media Advanced manufacturing: robotics, 3D printing, genomics, quantum computing Sustainability: electric vehicles, batteries, sharing economy Macro and regulation: M&A, net neutrality, data privacy,...