Tech, Media & Telecom Trends 2019 - Thematic Research

Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector. So, to help our clients gain competitive advantage, we have developed GlobalData’s thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. Inside, we track the impact of the top 50 themes – across technology, macroeconomics and regulation – on the top 600 TMT companies in the world from 15 sectors. For each sector, we identify the leading and lagging companies based on their competitive position in the most important themes.

Scope

This report covers 15 TMT sectors, incorporating hardware (semiconductors; servers, storage and networking equipment; consumer electronics; industrial automation; and component makers), software (application software; cloud; video games software; and security software), IT services, Internet & media (ecommerce; social media; advertising; and music, film and TV), and telecoms. It also looks at the big issues that keep senior industry executives awake at night, from technology themes like artificial intelligence (AI) and the Internet of Things (IoT) to macroeconomic themes like Brexit and the US-China trade war, and regulatory themes such as data privacy and net neutrality.

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 the top 50 themes, creating a database of 30,000 thematic scores – our thematic engine. This helps 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

If you only read one report on tech, media and telecom trends to prepare you for 2019, make sure it is this one. It tells you everything you need to know. This TMT Trends 2019 report provides a top-down, comprehensive outlook for the leading players in the TMT industry, based on the key themes set to transform their industry landscape over the next two years.

Companies mentioned

21 Vianet

21st Century Fox

3D Systems

500.com

51job

58.com

A10 Networks

AAC Technologies

ABB

ABS CBN broadcasting

Acacia Comms

Accenture

Accton

Acer

Activision Blizzard ...

21 Vianet

21st Century Fox

3D Systems

500.com

51job

58.com

A10 Networks

AAC Technologies

ABB

ABS CBN broadcasting

Acacia Comms

Accenture

Accton

Acer

Activision Blizzard

Adlink

Adobe

ADP

Adtran

Adva Optical Networking

Advanced Info Service

Agilent Tech

Ahnlab

Akamai

Alarm.com

Alibaba

Allscripts

Alphabet

Alphabet

Altaba

Altek

Alteryx

Amazon

Amazon

AMC Networks

AMD

AMDOCS

America Movil

Amphenol

AMS

Analog Devices

Anritsu

Ansys

AO.com

Apple

Applied Optoelectronics

Aptiv

Arista Networks

Arris

Asia Optical

ASOS

Asus

AT&T

AthenaHealth

Atos

Atresmedia

AU Optronics

Autodesk

Autohome

Autoliv

AVX

Axiata

Bazaarvoice

BCE

BenefitFocus

Bezeq Israeli Telecom

Bharti Airtel

Bitauto

Bizlink

Blackbaud

Blackberry

Blackline

Blucora

BMW

Boohoo.com

Box

Boyaa

Brightcove

Broadcom

Brocade Comms

Brother

BT

CA Technologies

Cadence Design Sys

CalAmp

Calix

Callidus

Canon

Capcom

Capgemini

Carsales.com

Catcher Technology

CBS

CDK Global

CenturyLink

Cerner

CGI

Changyou.Com

Check Point Software

China Mobile

China Telecom

China Unicom

ChinaCache

Chunghwa Telecom

Ciena

Cirrus Logic

Cisco

Citrix Systems

Cloudera

Cognex

Cognizant

Colopl

Commscope

CommVault

Compal

Computacenter

comScore

Consolidated Comms

Constellation Software

Continental

Control4

Convergys

Cornerstone OnDemand

Coupa

Cray

Cree

Ctrip

CyberArk Software

Cyberdyne

Cypress

Daimler

Dassault Systemes

Dawning

Delivery Hero

Delphi Tech

Delta Electronics

DeNA

Denso

Deutsche Telekom

Dialog

Digi

Diodes

Discovery Communications

DXC Tech

eBay

Ebix

Electronic Arts

Elisa

Ellie Mae

Emirates Integrated Telecom

Emirates Telecom Corp

Entertainment One

EPAM Systems

Equinix

Ericsson

Eros

Estun Automation

Etihad Etisalat

Etsy

Exide

Expedia

Extreme Networks

F5 Networks

Fabrinet

Facebook

Fair Isaac

Fang

Fanuc

Far Eastone Telecom

Fiat Chrysler

FIH Mobile

Finisar

FireEye

Fitbit

Flex

Ford

Fortinet

Foxconn Tech

Frontier Comms

F-Secure

Fuji Media

Fujitsu

Gamevil

Garmin

Geely

Gemalto

Genpact

Gigamon

Global Telecom Holding

Globe Telecom

Glu Mobile

GM

GMO Internet

GoDaddy

GoerTek

GoPro

Grammer

Great Wall

Gree

Groupon

GrubHub

Grupo Televisa

GS Yuasa

GungHo Online

Harmonic Drive

HCL Technologies

Hellenic Telecom

Hexagon

Hexaware Technologies

Hikvision

Himax

Hitachi

HollySys Automation

Hon Hai

Honda

Hortonworks

HP Enterprise

HP Inc

HTC

Hutchison Telecom Hk

IAC Interactive

IBM

Idea Cellular

iFlytek

IGG

Iliad

Imagination Tech

Imperva

Indosat

Indra

Infineon

Infinera

Info Edge India

Infosys

Ingenico

Innolux

Inspur Electronic

Instructure

Intel

InterDigital

Interxion

InTouch Holdings

Intuit

Intuitive Surgical

Inventec

iRobot

ITV

J2 Global

Japan Display

JD.com

Jive Software

Joyson

Jumei

Juniper Networks

Just Dial

Just Eat

Kakaku

Kakao

Kawasaki Heavy

KDDI

Keyence

Keysight Tech

Keyw

Kingsoft

Knowles

Konami

Korea Telecom

KPN

Kudelski

KUKA

Kyocera

Largan

Leju

Lenovo

Level 3

LG Display

LG Electronics

LG Uplus

Line

Lions Gate Entertainment

Live Nation

LivePerson

Logitech

LogMeIn

Lumentum

Lumos Networks

Luxoft

M1

M6-Metropole TV

Macom

Magyar Telekom

Mahindra

Mail.Ru

MakeMyTrip

Marvell

Match

Maxim

Maxis

Mediaset

MediaTek

Medidata

Melexis

Mellanox

MercadoLibre

Micro Focus

Microchip

Micron

Microsemi

Microsoft

Microstrategy

Millicom Cellular

Mimecast

Mindbody

Mitel Networks

Mixi

Mobile Iron

Mobile Telesystems

Mobileye

Modern Times Group

Momo

Monolithic Power Systems

Motorola Solutions

Mphasis

MTN Group

Murata

Nabtesco

Nachi Fujikoshi

Nanya Tech

Naspers

Naver

NavInfo

NCC

NCSoft

NEC

NeoPhotonics

Net Dragon

NetApp

NetEase

Netflix

Netgear

NetScout

Network 18 Media

NeuLion

Neusoft

New Relic

Nexon

Nexstar

Nice Systems

Nielsen

Nikon

Ningbo Bird

Nintendo

Nippon Ceramic

Nippon TV

Nissan

Nokia

NTT

NTT Data

NTT DoCoMo

Nutanix

Nvidia

NXP

Oclaro

Oi SA

Olympus

Omron

On Semiconductor

Ooredoo

Oracle

Oracle Fin. Services

Orange

Orange Polska

Ourpalm

Pakistan Telecom

Palo Alto Networks

Panasonic

Pandora

Parrot

Paycom

Paylocity

PayPal

PCCW

Pegatron

Pioneer

Playtech

PLDT

Progress Software

ProofPoint

ProSiebenSat.1

Proximus

PTC

Pure Storage

Purplebricks

Qisda

Qorvo

Qualcomm

Qualys

Quanta Computer

Quotient Technology

Rakuten

Rapid7

Rea Group

Realtek Semiconductor

Red Hat

Renesas

Renren

Ricoh

Rightmove

RingCentral

Rocket Internet

Rockwell Automation

Rogers Comms

Rohm

Roper Technologies

Rostel

RTL

Sage

SAIC

SAIC Motor

Salesforce.Com

Samsung Electronics

Saudi Telecom

Scripps Networks Interactive

Seagate

Sebang Battery

SecureWorks

Seek

Seiko Epson

Sensata

Sercomm

SFR

Sharp

Shopify

Shutterfly

Siasun Robot

Silicon Labs

Silicon Motion

Silver Spring

Sina

SingTel

Sirius XM Radio

SK Hynix

SK Telecom

Sky

Skyworks

Smartone Telecom

SMIC

Snap

Softbank

Software AG

Sohu

Sonos

Sony

Sophos

Sopra Steria

Spark New Zealand

Spirent

Splunk

Sprint

Square

Square Enix

Starhub

Start Today

Sterlite

STMicroelectronics

Stratasys

Stryker

Sun TV Network

Sunny Optical

Suzhou Anjie

Swisscom

Symantec

Synopsys

Systena

Tableau

Taiwan Mobile

Takeaway.com

Take-Two Interactive

Talktalk Telecom

Tata Communications

Tata Consultancy Services

TDK

TE Connectivity

Tech Mahindra

Technicolor

Tegna

Tele2

Telecom Egypt

Telecom Italia

Telefonica

Telefonica Brasil

Telekom Austria

Telekom Malaysia

Telekomunikasi Indonesia

Telenet

Telenor

Television Broadcasts

Telia

Telit

Telkom SA

Telstra

Telus

Temenos

Tencent

Teradata

Texas Instruments

Tieto

Tim Participacoes

Time Warner

T-Mobile USA

TomTom

Toshiba

Total Access Com

Trend Micro

True Corp

TrueCar

TSMC

Tung Thih

TV Francaise (T.F.1)

Twilio

Twitter

Tyler Tech

Ubiquiti Networks

Ubisoft

Ultimate Software

UMC

United Internet

Universal Display

US Cellular

Valeo

Vanguard

Varonis

Veeva Systems

Venture Corp

Veon

Verifone

Verint Systems

Verisign

Verizon

Viacom

Viavi

Vipshop

Vivendi

VMware

Vodacom

Vodafone

Volkswagen

Vonage

Vuzix

Walt Disney

Web.com

Webzen

Weibo

Western Digital

Wipro

Wistron

Workday

Workiva

Xero

Xerox

Xilinx

Xing

Xunlei

Yageo

Yahoo! Japan

YY

Zalando

Zayo

Zee Entertainment

Zendesk

Zhaopin

Zillow

ZPG

ZTE

Zynga

Table of Contents

Introduction

Hardware

Software

Services

Internet & Media

Telecoms

Appendix: Our "thematic" research methodology

Introduction

Hardware

Software

Services

Internet & Media

Telecoms

Appendix: Our "thematic" research methodology

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