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Thematic Analysis
COVID-19 Impact on Cloud Services – Thematic Research
The COVID-19 outbreak has now spread across the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the cloud services sector.
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Analyst Opinions
The Multi-Cloud Imperative: Opportunities and Challenges
The Multi-Cloud Imperative: Opportunities and Challenges' a new Global Outlook Report by GlobalData, provides an executive-level overview with qualitative insights and analysis of multi-cloud technology and services market trends and strategies. Increasingly, organizations are opting to deploy their applications on multiple cloud platforms. While this deployment model offers many benefits, it can also present some serious management challenges. This report examines both the challenges and opportunities associated with multi-cloud implementations. This research lays out the competitive playing field, identifying the...
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Analyst Opinions
Cloud Enablement: Market Dynamics and Opportunities
"Cloud Enablement: Market Dynamics and Opportunities", a new Global Outlook Report by GlobalData, provides an executive-level overview with qualitative insights and analysis of cloud enablement technology and services market trends and strategies. Cloud enablement refers to the use of IT infrastructure and/or services in order to leverage a flexible, scalable and on-demand IT environment. Cloud enablement has emerged as the dominant model for delivering and maintaining enterprise IT resources - including hardware, software, platforms and app development tools. It provides...
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Thematic Analysis
Cloud Scorecard – Thematic Research
The cloud market is currently dominated by the five biggest providers, which account for around 70% of total revenues (with Amazon alone enjoying more than 30% of the pie). The massive capital cost associated with developing the scale needed to present an economically viable alternative to the established players makes it very difficult for smaller vendors to unseat the current leaders. As with other sectors, the Chinese vendors represent a wildcard. Alibaba has already secured a place for itself at...
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Track & Monitor
IT Services Contracts – Yearly Review 2017
GlobalData’s "IT Services Contracts - Yearly Review 2017", report provides detailed analysis of the IT services contracts announced in 2017, in terms of their total contract value (TCV), annual contract value (ACV), contract value band, primary IT service type, geographic region, vertical market, and primary vendor. It also provides a summary of the top 10 contracts announced over the course of the year and the key contracts expiring in the next year. The report brings together GlobalData’s research and analysis...
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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
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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Thematic Analysis
Software Themes 2017 – Global Thematic Research
Over the two and half years since 1 January 2014, the S&P 500 has increased by 18%. During that period, application software stocks, on average, have risen by 36%, security software stocks by 17%, video games developer stocks by 59%, and IT services stocks by 26%. Meanwhile, infrastructure software stocks have fallen by 3%. In this report, we look at the key investment themes that will impact software companies worldwide over the next two years.
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Thematic Analysis
2016 Outlook for the big players in global TMT – Global Thematic Research
3D Systems is the market leader in the 3D printing technology cycle. Growth has been disappointing so far, but we believe this sector is likely to take off within the next two years. Akamai is the world’s largest content delivery network. As video traffic grows, Akamai should theoretically benefit. But competition is rising and prices are falling. Whereas Apple, Google and Facebook were happy to rely on Akamai in the past, they are now building their own CDNs, as are...
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Analyst Opinions
Cloud Services in Asia Pacific: Global Consolidation and Evolving Provider Specialization
Global and regional cloud services will continue to evolve in terms of both technology development and ongoing progress in go-to-market strategies and business models. Cloud services are reaching a new stage, as mainstream enterprises begin to consider longer-term strategies and operationally important workloads for on-demand environments. Providers are still struggling with how to grow revenues successfully in cloud. For some, this means refocusing their efforts on specific types customers (e.g. particular verticals), and retrenching to build integrated solutions that meet...