Application Software Scorecard – Thematic Research
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The application software sector is undergoing profound and rapid transformation, driven by the emergence of the cloud as the default platform for new software products, the shift to mobile devices and away from the traditional screen, mouse, and keyboard interface, and the ease with which advanced functionality like artificial intelligence (AI) or augmented reality (AR) can now be incorporated into application software. All of the leading independent software vendors (ISVs) are well into their transition to the delivery of their applications as a service while many small and mid-sized ISVs lag dangerously behind. The mid-market is ripe for disruption by innovative, cloud-native start-ups.
Scope
This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.
It includes a theme map that shows the 60 biggest themes driving growth in the tech, media and telecom sectors.
It explains how some of the largest listed players in the sector have performed over the last four years.
It looks at major technology, macro-economic, and regulatory themes impacting application software companies.
Key Highlights
Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against 60 investment themes, creating a database of 36,000 thematic scores – our thematic engine – to help us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.
Reasons to Buy
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This Application Software Scorecard provides a top-down, comprehensive outlook for the key players in the application software industry over the next two years, based on the key themes set to transform their industry landscape.
Alphabet
Alteryx
Amazon
AMDOCS
Ansys
Apple
AthenaHealth
Autodesk
Baidu
BenefitFocus
Blackbaud
Blackline
Broadcom
Cadence Design Sys
Cloudera
Constellation Software
Cornerstone OnDemand
Coupa
Dassault Systemes
DocuSign
Ebix
Ellie Mae
Hortonworks
Huawei
IBM
iFlytek
Instructure
Intel
Intuit
LogMeIn
Medidata
Microsoft
Neusoft
New Relic
Nuance Communications
Nvidia
Open Text
Oracle
Paycom
Paylocity
Pivotal Software
Progress Software
PTC
RealPage
Red Hat
RingCentral
Sage
Salesforce.Com
SAP
ServiceNow
Shopify
Software AG
Splunk
Synopsys
Tableau
Temenos
Tibco Software
Ultimate Software
Varonis
Veeva Systems
Workday
Workiva
Xero
Zendesk
Table of Contents
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