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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
NewCloud Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s cloud services sector scorecard is led by the global hyperscalers Microsoft and Amazon, with Alphabet and IBM also in the top 10. Microsoft and Alphabet, in particular, are aggressively investing in generative artificial intelligence (AI), developing foundational large language models (LLM), and building the infrastructure to offer related services to customers. In recent months, Alphabet launched its Gemini AI model, Microsoft launched its own AI chips and also invested in Mistral, and Microsoft’s strategic partner...
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Thematic Analysis
NewTelecom Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom services sector scorecard has shown little sign of change in the first quarter of 2024. The top 10 is the same as it was in Q4 2023, with Telefónica in the top spot ahead of Orange and SK Telecom. Rounding out the top 10 are two US companies (Verizon and AT&T), two European companies (Deutsche Telekom and BT), two Middle Eastern companies (E& and Saudi Telecom), and one Japanese company (NTT).
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Thematic Analysis
NewStrategic Partnerships in Fintech – Thematic Intelligence
Strategic Partnerships in Fintech Thematic Report Overview Strategic partnerships for fintech companies can include traditional vendor relationships, new niche fintech partners, big tech partners, and/or bank-as-a-service of distribution arrangements with firms outside of financial services. The right partnership can deliver overnight scale via access to new markets or customers or neutralize a disintermediating threat.Moreover, working with proven partners and business models for distribution or as a tech partner will be more attractive. The ‘strategic partnerships in fintech’ thematic intelligence report...
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Thematic Analysis
NewGeneric Drugs – Physician Perspective – Thematic Intelligence
Reasons to buy the ‘Generic Drugs – Physician Perspective’ thematic intelligence report: Assess healthcare professionals’ attitudes towards generic drugs prescription. Better understand the barriers to the production and uptake of generic medicines. Capture physicians’ opinions on generics substitution. Better understand patients’ preferences. Assess past and future generics uptake. Gain a better understanding of cost consideration when prescribing drugs. Explore the differences across markets. How is our ‘Generic Drugs – Physician Perspective’ report unique from other reports in the market? This...
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Thematic Analysis
NewRegulated mHealth Apps – Thematic Intelligence
Regulated mHealth Apps Thematic Report Overview Mobile health apps, often abbreviated as mHealth apps, are software applications designed for mobile devices such as smartphones and tablets that offer various health-related functionalities. These apps cater to a wide range of needs, from general health and wellness tracking to specific medical condition management. They encourage patients to take control of their health by tracking their medical data, accessing their medical records, and communicating with healthcare providers. While there are several categories of...
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Thematic Analysis
NewUkraine Conflict Impact – Thematic Intelligence
Ukraine Conflict Impact Report Overview The large-scale Russian invasion of Ukraine in February 2022 has dramatically restructured strategic priorities within the global defense sector either by developing innovative defense capabilities, or the re-invigorating previously stagnant market segments. As the geostrategic implications of this conflict continue to reverberate across global markets, the primary lesson learned is the need to upscale production capacity and leverage cost-efficiency across all domains of modern warfare, with investments driving innovation of both technology and operations throughout...
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Thematic Analysis
NewGeopolitics in Tech, Media and Telecom (TMT) – Thematic Intelligence
Geopolitics in Tech, Media and Telecom (TMT) Thematic Report Overview A world with slower growth and heightened geopolitical tensions is making the operating environment for tech, media, and telecom (TMT) companies riskier, more complex, and costlier. The global supply chains organized to optimize profit and speed, which ruled international trade for two decades under globalization, have been twisted out of shape. The geopolitical factors impacting the TMT sector include US-China, Europe, India, the Middle East, and Latin America. The Geopolitics...