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Thematic Analysis
TMT Predictions 2018 – Global 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,...
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Thematic Analysis
Tech Hardware Themes 2017 – Global Thematic Research
Over the last two and half years, the S&P 500 has increased by 10%. During that period, consumer electronics company shares on average have fallen by 8% and networking and telecom equipment company shares have fallen by 10%. Meanwhile, industrial automation company shares have risen by 24%, component makers are up 16% and semiconductor company shares are higher by 26%. In this report, we look at the key investment themes that will impact technology hardware companies worldwide over the next...
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Thematic Analysis
TMT Predictions 2016 Part 2 – Global Thematic Research
In Part II, it covers the second ten – virtual reality, wearable technology, autonomous vehicles, the Industrial Internet, software defined networks, adtech, 3D printing, robotics, Generation Hashtag and regulation. Inside this report we look at the most important investment themes for 2017 and identifies winners and losers.
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Thematic Analysis
TMT Predictions 2017 – Global Thematic Research
The big themes for 2017, in order of importance for investors, are artificial intelligence (AI), cybersecurity, voice, virtual reality, Cloud computing, the Internet of Things , Blockchain, MedTech, robotics, Internet TV, the Splinternet, Generation #Hashtag, regulation, 3D printing, quantum computing and M&A. This report pulls together the most important tech investment themes for 2017 and identifies “winners” and “losers” within each theme.
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Consumer Insights
ICT Investment Trends in Spain: Business and technological innovations are fostering ICT investments
"ICT Investment Trends in Spain" presents the findings from a survey of 98 Spanish enterprises regarding their Information & Communications Technology (ICT) investment trends. The survey investigates how Spanish enterprises currently allocate their ICT budgets across the core areas of enterprise ICT expenditure: hardware, software, IT services, communications, and consulting. Spain’s economy has expanded over the last three years after reeling from the financial crisis of 2007-08. The series of structural reforms implemented by the new government has put the...
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Consumer Insights
ICT Investment Trends in Argentina: New ICT reforms driving investments in technology
"ICT Investment Trends in Argentina" presents the findings from a survey of 61 Argentinian enterprises regarding their Information & Communications Technology (ICT) investment trends. The survey investigates how Argentinian enterprises currently allocate their ICT budgets across the core areas of enterprise ICT expenditure: hardware, software, IT services, communications, and consulting. Although, Argentinian government has made significant economic changes such as removing currency controls and tax cuts, the country is still experiencing a high level of inflation which is putting pressure...
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Consumer Insights
ICT Investment Trends in the Media Industry: Digital transformation priorities and on-demand services influencing enterprises’ IT investments strategy
"ICT Investment Trends in the Media Industry", report presents the findings from a survey of 143 media companies regarding their Information & Communications Technology (ICT) investment trends. The survey investigates how media companies currently allocate their ICT budgets across the core areas of enterprise ICT expenditure: hardware, software, IT services, communications, and consulting. The report illustrates the core technologies that enterprises are investing in, including IoT, cloud computing, security products, and mobility management. The survey also highlights the approach to...
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Analyst Opinions
ICT investment trends in utilities
A larger proportion of utilities have indicated that they are increasing their ICT spend in 2016 compared to the previous year.
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Analyst Opinions
Telco digital transformation: Lessons from the world’s most powerful digital companies
“Telco Digital Transformation: Lessons from the world’s most powerful digital companies”, a thematic research report, examines effective strategies for telcos to capitalize on the explosive growth in the consumption of digital services. The report identifies key lessons in digital prowess from major brands including Google, Apple, Facebook and Amazon that have led the value shift from technology provision to enablement, and provides and in-depth analysis of telco strategies to transform their internal operations, coming up with new technology use cases...
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Analyst Opinions
ICT investment trends in Colombia
The Colombian economy is experiencing slow growth, amidst low commodity oil prices and weakening currency. Consequently, enterprises are exercising caution in investing their ICT budget in this ambivalent market environment. Low oil prices and dwindling currency rates continue to have an adverse effect on the Colombian economy, considerably affecting investments in the country