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Company Insights
Bambu – Tech Innovator Profile
This report provides insights into Bambu, including an overview of the company and its product offering, information on its funding and partnerships, and biographies of its senior management. Founded in 2016, Bambu is a robo-advice technology solutions provider for financial institutions, private banks, and insurance companies. Bambu’s machine learning-based software-as-a-service platform integrates with businesses’ digital infrastructure and automates core processes such as financial planning, saving, and investing.
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Thematic Analysis
Advertising Tech (Adtech) – Thematic Research
The internet advertising market size was valued at $438 billion in 2021 and will grow at a CAGR of more than 9% during 2021-2030. Advertising technology or Adtech is the backbone of the internet advertising industry. It covers all software and services used to deliver and target digital advertisements. Adtech’s emergence over the past 25 years has been driven by the rise in the number of internet users, the emergence of mobile, social media, ecommerce, and streaming platforms, and the...
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Thematic Analysis
Climate Change – Thematic Research
Climate scientists overwhelmingly agree that the global economy must reach net-zero greenhouse gas (GHG) emissions by 2050 to ward off the catastrophic effects of climate change. Despite this scientific consensus, and despite broad agreement that climate change will disrupt every sector of the global economy, governmental action has not been sufficient to establish a path to net zero. Instead, non-governmental organizations and the private sector are stepping in, launching decarbonization initiatives that are driving down GHG emissions in virtually every...
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Thematic Analysis
Antitrust in Tech, Media, and Telecom (TMT) Industry – Thematic Research
Regulators will come after Big Tech companies in 10 main regulatory arenas: data privacy, data security, antitrust, tax avoidance, misinformation, online harm, obstruction of justice, copyright, net neutrality, and fintech regulation. This report focuses on antitrust regulation in relation to the way the big internet platforms control and monopolize user data. Many are accused of trampling on competitors to maintain their dominance. While regulators have attempted to take on Big Tech before, there is a growing consensus that new antitrust...
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Thematic Analysis
Tech and Media Trends 2018 – Global Thematic Research
The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation. This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years. Inside this report, we look at the key trends that will impact the technology and...
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Thematic Analysis
Trump and Tech – Global Thematic Research
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology companies: Taxation: Most US tech companies will benefit from lower tax rates, but some – like Amazon – may be aggressively pursued for tax avoidance. Trade tariffs: Import tariffs on Chinese goods will hit technology companies – like Apple, Cisco and HP – who design in the US but manufacture in China. US-based manufacturers like Intel will benefit....
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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
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...
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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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Case Studies
Success Case Study: Pringles Tortilla Chips; Leveraging a strong brand with cross-category innovation
The tortilla chips segment in the UK is relatively small because consumers perceive them to be bland and dull due to a lack of manufacturer innovation and experimentation. British consumers are increasingly seeking out more novel and interesting snacks as a means to treat themselves with uncompromised moments of indulgence. As such, product hybridizations and cross-category innovation are appealing to these consumers.