Software Themes 2017 – Global Thematic Research

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Published: August 15, 2016 Report Code: GDTMT-TR-M133-TH

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Key Players
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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.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

21 Vianet
A10 Networks
Accenture
Activision Blizzard
Adobe
ADP
Ahnlab
Akamai
Allot
Alphabet
Amazon
AMDOCS
Ansys
Apple
Atos
Autodesk
Barracuda Networks
Bazaarvoice
Blackbaud
Box
Boyaa
Brightcove
CA Technologies
Cadence Design Sys
Capcom
Capgemini
Cerner
CGI
Changyou.Com
Check Point Software
Cheetah Mobile
ChinaCache
Citrix Systems
Cognizant
CommVault
Computacenter
Constellation Software
Convergys
Cornerstone OnDemand
Cyberark Software
Dassault Systemes
DemandWare
Electronic Arts
EMC
Equinix
F5 Networks
Fair Isaac
FireEye
Forgame
Fortinet
F-Secure
Gameloft
Gamevil
Gemalto
Genpact
Gigamon
Glu Mobile
GMO Internet
GoDaddy
HCL Technologies
Hexaware Technologies
Hortonworks
HP Enterprise
IBM
IGG
Imperva
Indra
Infoblox
Infosys
Interxion
Intuit
J2 Global
Jive Software
Keyw
Kingsoft
Konami
Kongzhong
LifeLock
LivePerson
LogMeIn
Microsoft
Microstrategy
Mitel Networks
Mobile Iron
Mobileye
Mphasis
NCSoft
Neowiz Games
Net Dragon
NetApp
NetEase
NetSuite
Neusoft
Neustar
New Relic
Nexon
Nice Systems
NTT Data
Nuance Communications
Open Text
Opera Software
Oracle
Oracle Fin. Services
Ourpalm
Palo Alto Networks
Paylocity
PayPal
Playtech
Progress Software
ProofPoint
PTC
Pure Storage
Qihoo 360
Qlik Tech
Qualys
Rackspace Hosting
Rapid7
RealPage
Red Hat
Rovi
Sage
Salesforce.Com
SAP
Seachange
SecureWorks
ServiceNow
Software AG
Solera
Sophos
Sopra Steria
Splunk
Square Enix
SS&C
Symantec
Synopsys
Systena
Tableau
Take-Two Interactive
Tata Consultancy Services
Tech Mahindra
Temenos
Teradata
Tieto
Trend Micro
Ubisoft
Ultimate Software
United Internet
Veeva Systems
Verint Systems
Verisign
VMware
Web.com
Webzen
Wipro
Workday
Xero
Xerox
Xunlei
Zayo
Zendesk
Zynga

APPLICATION SOFTWARE

INTERNET INFRASTRUCTURE SOFTWARE

SECURITY SOFTWARE

VIDEO GAMING SOFTWARE

IT SERVICES

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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