Application Software Sector Scorecard, Q3 2023 Update – Thematic Intelligence
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Companies with positive scores in the artificial intelligence (AI), big data, and cloud computing themes lead the thematic screen of GlobalData’s application software sector scorecard. Leading the thematic rankings are the US large cloud vendors, Microsoft, Amazon, and Alphabet, the analytics specialists such as Splunk (subject of a takeover bid by Cisco) and Dynatrace, and leading enterprise software companies such as IBM and SAP.
Scope
This sector scorecard provides a top-down, comprehensive outlook for the key players in the application software sector over the next two years, based on the key themes set to transform their industry landscape.
Key Highlights
A developing trend in Q3 was the emergence of differentiated generative AI delivery models, as enterprise customers consider data sensitivity, the need for domain-specific training, and operating costs over the lifetime of use cases. Notably, in July, Meta released a commercial version of its open-source large language model (LLM), LLaMa 2, a move that could disrupt the business models of many application software vendors.
Reasons to Buy
Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
Our thematic engine tags over 145 million data items across five alternative data sets—patents, jobs, deals, filings, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.
Alphabet
Alteryx
Amazon
Amdocs
Ansys
Apple
Autodesk
Automation Anywhere
Baidu
Bentley Systems
Blackbaud
Blackline
Broadcom
Cadence Design Systems
Cloud Software Group
Cloudera
Constellation Software
Coupa
Dassault Systemes
Datadog
DocuSign
Dynatrace
Finastra
Hikvision
Huawei
IBM
iFlytek
Infor
Intuit
Meta
Microsoft
Neusoft
New Relic
Nfon
OpenText
Oracle
Palantir
Progress Software
PTC
Quantinuum
RingCentral
Sage
Salesforce
SAP
SenseTime
ServiceNow
Snowflake
Software AG
Splunk
SS&C
Sumo Logic
Temenos
UiPath
Workday
Workiva
Xero
Zapata Computing
Zendesk
Zoom
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