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Thematic Analysis
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IT Services Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Companies scoring strongly in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. Global IT services giants Accenture, IBM, and Infosys top the thematic rankings, closely followed by Capgemini and Tata Consultancy Services. The Indian heritage vendors make up half of the top 10 vendor positions, suggesting they have successfully adapted their strategies to the long-term concern of a declining cost advantage versus their US and European peers.
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Thematic Analysis
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Telecom Infrastructure Sector Scorecard, Q3 2023 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors able to score high across all the key themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). These include US network vendors Cisco and Juniper Networks, European radio access network specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
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Thematic Analysis
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IT Infrastructure Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Cisco has taken the top spot on the thematic screen of GlobalData’s IT infrastructure sector scorecard. It jumped up from third place last quarter, overtaking previous leaders Microsoft and Amazon in the process.
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Thematic Analysis
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Social Media Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Social media companies are looking for ways to shore up their revenue streams amid economic uncertainty and declining advertising spending.
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Thematic Analysis
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Consumer Electronics Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Sony leads the thematic screen of GlobalData’s consumer electronics sector scorecard due to Apple’s ongoing tensions with China. In September 2023, reports surfaced that Beijing had ordered central government agency officials not to bring iPhones into the office or use them for work, following which Apple’s share price fell. Apple’s products generate significant revenue for China, so it is unlikely that the company will succumb to the fate of other US tech giants like Google, Meta, and Twitter, which have...
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Thematic Analysis
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Component Makers Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Component makers will continue to face challenging times in the rest of 2023 as global economies struggle to cope with the fallout from the US-China trade war and the disappointing Chinese economic recovery post-COVID. The still-sluggish global smartphone and consumer electronics markets, coupled with continuing chip shortages, fractured supply chains, rising capital costs, and tighter credit markets make for a depressed sector. Only continued interest in AI offers a dim light at the end of the tunnel.
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Thematic Analysis
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Enterprise Security Software Sector Scorecard, Q3 2023 Update – Thematic Intelligence
As we approach the end of 2023, artificial intelligence (AI) remains arguably the most significant theme on the thematic screen of GlobalData’s enterprise security software sector scorecard. AI is at the heart of defensive measures to repel cyberattacks. That is even more the case following the rush of interest in and development of generative AI platforms in the first half of 2023, which is why the weighting for the AI theme was increased in Q3 2023 to 15% from 10%.
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Thematic Analysis
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Application Software Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Companies with positive scores in the artificial intelligence (AI), big data, and cloud computing themes lead the thematic screen of GlobalData’s application software sector scorecard. Leading the thematic rankings are the US large cloud vendors, Microsoft, Amazon, and Alphabet, the analytics specialists such as Splunk (subject of a takeover bid by Cisco) and Dynatrace, and leading enterprise software companies such as IBM and SAP.
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Thematic Analysis
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Gaming Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Tencent tops the thematic screen of GlobalData’s gaming sector scorecard. It scores 5 out of 5 across six of the 10 themes that matter most in this market, including mobile gaming, social media, ecommerce, esports, game development, and China impact. It scores 4 out of 5 for the artificial intelligence (AI), metaverse, and cloud gaming themes. The only theme in which Tencent does not score well is regulation, but it is far from alone. All gaming companies risk being impacted...
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Thematic Analysis
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Industrial Automation Sector Scorecard, Q3 2023 Update – Thematic Intelligence
The leaders on the thematic screen of GlobalData’s industrial automation sector scorecard are well-versed in artificial intelligence (AI). Proficiency in AI typically translates to strength in other themes, such as robotics, digital twins, and smart cities.
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Thematic Analysis
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Cloud Services Sector Scorecard, Q3 2023 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft, Amazon, and Alibaba, followed by Alphabet, IBM, Tencent, and Baidu. Microsoft and Alphabet, in particular, are aggressively investing in generative AI, developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. Demonstrating that generative AI is becoming a differentiator in cloud services, Amazon announced a $4 billion investment in AI company Anthropic at the end of the quarter,...
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Thematic Analysis
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Ecommerce Sector Scorecard, Q3 2023 Update – Thematic Intelligence
Data privacy remains one of the biggest challenges for ecommerce companies. Three of the top 10 companies on the thematic screen of GlobalData’s ecommerce sector scorecard (Shopify, JD.com, and Zalando) score 2 out of 5 for the data privacy theme, suggesting that their activity in this theme will be detrimental to future performance. Indeed, over half of the 60 companies in the sector scorecard have scores of either 1 or 2 in the data privacy theme.
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Thematic Analysis
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Advertising Sector Scorecard, Q3 2023 Update – Thematic Intelligence
US Big Tech, specifically Microsoft, Apple, Amazon, and Alphabet, dominate the thematic screen of GlobalData’s advertising sector scorecard. Thanks to their sophisticated AI systems, advanced advertising technology (adtech), and the wealth of data they possess, they are best placed to reap the benefits of disruptive themes like AI, gaming, and ecommerce. But these companies will also have regulators breathing down on their necks on several issues, from antitrust and data privacy to misinformation and online harm. For example, while top...
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Thematic Analysis
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Internet of Things (IoT) in Consumer Goods – Thematic Intelligence
Internet of Things (IoT) in Consumer Goods Thematic Report Overview The IoT is fundamental to the consumer supply chain offering a range of benefits that can enhance operations and customer experience and support innovation. The technology can be used throughout the consumer, food service, and packaging supply chains to improve efficiency by monitoring inventory levels, demand patterns, and logistics, all while reducing costs. IoT devices can track inventory levels and product conditions in real time, meaning overstocking and stockouts can...
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Track & Monitor
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Artificial intelligence in technology: AI in genome analysis
Why settle for outdated information when you can stay ahead of the curve with our comprehensive report? Our team of industry experts has meticulously researched and analyzed the latest trends, innovations, and emerging technologies in the technology industry’s AI in genome analysis within Artificial intelligence innovations. By leveraging our report, you'll gain invaluable insights that can revolutionize your business strategies and give you a competitive edge. Why Choose Our Report? Unparalleled Expertise: Our research team consists of seasoned analysts with...
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Thematic Analysis
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Metaverse – Thematic Intelligence
How is our ‘Metaverse - Thematic Intelligence’ report different from other reports in the market? The report provides a comprehensive overview of one of the most talked-about themes of the last few years. The comprehensive value chain looks at all aspects of the metaverse theme. It covers foundational technologies like semiconductors and blockchain, highlights tools like artificial intelligence (AI) that are prerequisites for a successful metaverse ecosystem, discusses the hardware used to access the metaverse, and analyzes the core metaverse...
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Track & Monitor
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Artificial intelligence in Insurance: Dynamic premium pricing
Innovation in the insurance industry is relentless, making it hard to stay-on top of the dynamically evolving industry landscape and in early identification of profound shifts, posing high risk of being disrupted if detected too late. GlobalData's coherent data-driven approach, using multiple forward-looking alternative datasets, empowers clients by decoding in advance the disruptive innovations in insurance industry. Using patents data, GlobalData's proprietary industry innovation s-curve identifies specific innovation areas and their stage of evolution, i.e., whether they are emerging, accelerating...
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Thematic Analysis
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Internet of Things (IoT) in Mining – Thematic Intelligence
IoT in Mining Theme Analysis Report Overview The mining IoT market was valued at $3.7 billion in 2022 and is expected to grow at a CAGR of more than 16% between 2022 and 2027. In an industry known for its complex and hazardous operations, IoT solutions enable mining companies to automate workflows, improve efficiency while reducing costs, and improve safety and environmental, social, and governance (ESG) credentials across the whole value chain. IoT supports mining operations such as autonomous drilling,...
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Track & Monitor
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Artificial intelligence in mining: rheological stress modeling
Why settle for outdated information when you can stay ahead of the curve with our comprehensive report? Our team of industry experts has meticulously researched and analyzed the latest trends, innovations, and emerging technologies in the mining industry’s Rheological stress modeling within Artificial Intelligence innovations. By leveraging our report, you'll gain invaluable insights that can revolutionize your business strategies and give you a competitive edge. Why Choose Our Report? Unparalleled Expertise: Our research team consists of seasoned analysts with deep...
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Track & Monitor
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Internet of Things in mining: emergency rescue systems
Why settle for outdated information when you can stay ahead of the curve with our comprehensive report? Our team of industry experts has meticulously researched and analyzed the latest trends, innovations, and emerging technologies in the mining industry’s Emergency rescue systems within Internet of Things innovations. By leveraging our report, you'll gain invaluable insights that can revolutionize your business strategies and give you a competitive edge. Why Choose Our Report? Unparalleled Expertise: Our research team consists of seasoned analysts with...
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