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Thematic Analysis
NewAdvertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...
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Thematic Analysis
NewApplication Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of GlobalData’s application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.
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Thematic Analysis
NewNext-Generation Chips – Thematic Intelligence
Next-Generation Chips Thematic Report Overview Next-generation chips represent the next frontier of semiconductor technology, incorporating advancements in design, materials, manufacturing process, performance, and packaging. Next-generation chips are paramount to the digital transformation heralded by growth in AI tools. They are also required for the development of autonomous vehicles and quantum computing. The semiconductor industry faces several imminent challenges. These include a compounding skills shortage, rapidly growing energy demands, the escalating US-China trade war, and disconcerting concentrations of power in a...
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Thematic Analysis
NewCloud Gaming – Thematic Intelligence
Cloud Gaming Thematic Report Overview Cloud gaming allows video games to be streamed directly from the cloud and played using any device with a display and an internet connection. Its ease of use and flexibility will transform how games are distributed, consumed, and monetized. Cloud gaming’s success depends on the availability of reliable, fast networks, large game libraries, and competitive pricing. Some companies will use ad or usage-based plans to attract casual users. However, data privacy and copyright issues must...
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Analyst Opinions
NewUnited States (US) Wealth Management – High Net Worth (HNW) Investors
US Wealth Management Report Overview In the US, men dominate the High Net Worth (HNW) space, accounting for more than 82% of HNWs. The situation is slowly evolving, however, with female HNW investors becoming an increasingly attractive target segment. The US wealth management market report analyzes the investment preferences, service requirements, and portfolio allocation of US HNW investors. The report is based on GlobalData’s proprietary Global Wealth Managers Survey. Key Investment Preferences · Advisory Asset Management · Automated Investment Services...
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Analyst Opinions
NewBeyond Bytes – Data Center Evolution for Peak Performance
Beyond Bytes – Data Center Evolution for Peak Performance Report Overview The data center and hosting services market size was valued at $107 billion in 2023. The data center services market growth will be driven by the emergence of Generative AI (genAI). Furthermore, a surge in digital content and rapid cloud adoption are a few of the other drivers that will propel the data center services market to register a CAGR of more than 12% from 2023-2027. Data Center and...
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Thematic Analysis
Social Media in Banking – Thematic Intelligence
Social Media in Banking Thematic Report Overview Social media companies will increasingly diversify away from their ad-funded business model in the face of increased regulatory scrutiny. Social media in banking thematic report maps out the prospects of social media giants for a deep assault on financial services, and how incumbent banks might respond. The report shares findings from GlobalData’s 2023 Financial Services Consumer Survey, which covers consumer openness to a wide variety of different types of financial services from different...