Tech and Media Trends 2018 – Global Thematic Research
Powered by 
All the vital news, analysis, and commentary curated by our industry experts.
The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.
This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years.
Inside this report, we look at the key trends that will impact the technology and media sectors worldwide, identifying winners and losers.
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.
21st Century Fox
3D Systems
500.com
51job
58.com
A10 Networks
AAC Technologies
ABB
ABS CBN broadcasting
Accenture
Acer
Activision Blizzard
Acxiom
Adlink
Adobe
ADP
Adtran
Adva Optical Networking
Advanced Info Service
Advanced Semiconductor
Advantest
AES
Agilent Tech
Ahnlab
Aixtron
Akamai
Alarm.com
Alibaba
Alliance Data Systems
Allscripts
Alphabet
Altek
Altice
Amazon
Ambarella
AMC Networks
AMD
AMDOCS
America Movil
Amex
Amkor
Amphenol
AMS
Analog Devices
Angie's List
Anritsu
Ansys
AO.com
Apple
Applied Materials
Applied Optoelectronics
Arista Networks
Arris
Arrow Electronics
Asahi Glass
Asia Optical
ASML Holding
ASOS
Asus
AT&T
AthenaHealth
Atlassian
Atos
Atresmedia
AU Optronics
Autodesk
Autohome
Autoliv
Avnet
AVX
Axel Springer
Axiata
B2W Cia Digital
BAE Systems
Baidu
Bango
Barnes & Noble
Barracuda Networks
Bazaarvoice
BCE
Beijing Gehua Catv Network
BenefitFocus
Best Buy
Bezeq Israeli Telecom
Bharti Airtel
Bharti Infratel
Bitauto
Bittium
Bizlink
Blackbaud
Blackberry
Blackline
Blucora
Boohoo.com
Box
Boyaa
Brightcove
Broadcom
Brocade Comms
Brother
BT
Byd
CA Technologies
Cabot Microelectronics
Cadence Design Sys
CalAmp
Calix
Callidus
Canon
Capcom
Capgemini
Carsales.com
Castlight Health
Catcher Technology
CBS
CDK Global
CenturyLink
Cerner
CGI
Changyou.Com
ChannelAdvisor
Charter Communication
Check Point Software
Cheil
China Mobile
China Telecom
China Unicom
Chunghwa Telecom
Ciena
Cineworld
Cirrus Logic
Cisco
Citrix Systems
CJ E&M
Clear Media
Cognex
Cognizant
Colopl
Comcast
Commscope
CommVault
Compal
Computacenter
comScore
Consolidated Comms
Constellation Software
Continental
Control4
Convergys
Cornerstone OnDemand
Corning
Quotient Technology
Cray
Cree
Criteo
Crown Castle
Ctrip
Cyberark Software
Cyberdyne
Cypress
Daily Mail & General Trust
Dassault Systemes
Dawning
Delphi
Delta Electronics
DeNa
Denso
Dentsu
Deutsche Telekom
Dialog
Digi
Diodes
Discover
Discovery Communications
Dish Network
Dixons Carphone
Dolby Labs
eBay
Ebix
Electronic Arts
Elisa
Ellie Mae
Emirates Integrated Telecom
Emirates Telecom Corp
Energizer
EnerSys
Entertainment One
EPAM Systems
Epistar
Equifax
Equinix
Ericsson
Eros
Estun Automation
Etihad Etisalat
Etsy
Eutelsat
Everlight
Evertec
EW Scripps
Exide
Expedia
Experian
Extreme Networks
F5 Networks
Fabrinet
Fair Isaac
Fairfax Media
Fanuc
Far Eastone Telecom
Faro Tech
FIH Mobile
Finisar
FireEye
FIS
Fiserv
Fitbit
Forrester Research
Fortinet
Foxconn Tech
Frontier Comms
F-Secure
Fuji Media
Fujitsu
Gamevil
Gannett
Garmin
Gartner
GE
Gemalto
Genpact
Gigamon
Global Payments
Global Telecom Holding
Globe Telecom
Glu Mobile
GMO Internet
Gmo Payment Gateway
GoDaddy
GoerTek
GoPro
Grammer
Gree
Green Dot
Groupon
GrubHub
Grupo Televisa
GS Yuasa
GungHo Online
Harmonic Drive
Hathway Cable
Havas
HCL Technologies
Hellenic Telecom
Hexagon
Hexaware Technologies
Hikvision
Himax
Hitachi
HollySys Automation
Hortonworks
HP Enterprise
HP Inc
HT Media
HTC
HubSpot
Hutchison Telecom Hk
IAC Interactive
IBM
Idea Cellular
iFlytek
IGG
Iliad
Illumina
Imagination Tech
Imperva
Indosat
Indra
Infineon
Infinera
Info Edge India
Infosys
Ingenico
Inmarsat
Innolux
Inspur Electronic
Instructure
Intel
Intelsat
InterDigital
Interpublic
Interxion
InTouch Holdings
Intuit
Intuitive Surgical
Inventec
iRobot
ITV
J2 Global
Jabil Circuit
Japan Display
JC Decaux
JD.com
Johnson Matthey
Joyson
Jumei
Juniper Networks
Just Dial
Just Eat
Kakaku
Kakao
Kawasaki Heavy
KDDI
Keyence
Keysight Tech
Keyw
Kingsoft
Kla-Tencor
Knowles
Konami
Korea Telecom
KPN
Kudelski
KUKA
Kulicke & Soffa
Kyocera
Lagardere
LAM Research
Lamar Advertising
Largan
Leju
LendingClub
LendingTree
Lenovo
Level 3
LG Chem
LG Display
LG Electronics
LG Uplus
Liberty Global
Line
Lions Gate Entertainment
Live Nation
LivePerson
Loen Entertainment
Logitech
LogMeIn
Lumentum
Lumos Networks
Luxoft
M&C Saatchi
M1
M6-Metropole TV
Macom
Magyar Telekom
Mail.Ru
MakeMyTrip
Marvell
Mastercard
Match
Maxim
Maxis
Mediaset
MediaTek
Medidata
Medtronic
Melexis
Mercadolibre
Meredith
Micro Focus
Microchip
Micron
Microsemi
Microsoft
Microstrategy
Millicom Cellular
Mimecast
Mindbody
Mitel Networks
Mitsubishi Electric
Mixi
Mobile Iron
Mobile Telesystems
Mobileye
Mobinil
Mobistar
Modern Times Group
Momo
MoneyGram
Moneysupermarket
Monolithic Power Systems
Moody's
Morningstar
Motorola Solutions
Mphasis
MTN Group
Murata
Nabtesco
Nachi Fujikoshi
Nanya Tech
Naspers
Naver
NavInfo
NCC
NCR
NCSoft
NEC
NeoPhotonics
Net 1 Ueps Tech
Net Dragon
NetApp
NetEase
Netflix
Netgear
NetScout
Network 18 Media
Neusoft
New Relic
New York Times
News Corp
Nexon
Nexstar
Nice Systems
Nielsen
Nikon
Ningbo Bird
Nintendo
Nippon Ceramic
Nippon TV
Nitto Denko
Nokia
NTT
NTT Data
NTT DoCoMo
Nuance Communications
Nutanix
Nvidia
NXP
O2 Czech Republic
Ocado
Oclaro
Oi SA
Olympus
Omnicom
Omron
On Semiconductor
OnDeck
Ooredoo
Open Text
Opera Software
Oracle
Oracle Fin. Services
Orange
Orange Polska
Ourpalm
Outfront Media
Pakistan Telecom
Palo Alto Networks
Panasonic
Pandora
Parrot
Paycom
Paylocity
PayPal
Paypoint
Paysafe
PCCW
Pearson
Pegatron
Pioneer
Playtech
PLDT
Portugal Telecom
Priceline
Progress Software
ProofPoint
ProSiebenSat.1
Proto Labs
PTC
Publicis
Pure Storage
Purplebricks
Qisda
Qorvo
Qualcomm
Quality Systems
Qualys
Quanta Computer
Quebecor
QVC Group
Rakuten
Rapid7
Raytheon
Rea Group
RealPage
Realtek Semiconductor
Red Hat
Redington Inda
Relx
Renesas
Renishaw
Renren
Ricoh
Rightmove
RingCentral
Rocket Internet
Rockwell Automation
Rogers Comms
Roper Technologies
Rostel
Royal Philips
RTL
S.M.Entertainment
Safaricom
SafeCharge
Sage
SAIC
Salesforce.Com
Samsung Electronics
Samsung SDI
Sanoma
SAP
Saudi Telecom
Schibsted
Schneider
Scholastic
Scripps Networks Interactive
Seagate
Sebang Battery
SecureWorks
Seek
Seiko Epson
Sensata
Seoul Semiconductor
Sercomm
ServiceNow
SES
Seven Group
Sharp
Shaw Communications
Shopify
Shutterfly
Siasun Robot
Siemens
Silicon Labs
Silicon Motion
Siliconware Precision
Silver Spring
Silverlake Axis
Sina
Singapore Press Holdings
SingTel
Sirius XM Radio
SK Hynix
SK Telecom
Sky
Skyworks
Smartone Telecom
SMIC
Snap
Softbank
Software AG
Sohu
Sonus Networks
Sony
Sophos
Sopra Steria
Spark New Zealand
Spirent
Splunk
Square
Square Enix
Starbucks
Starhub
Start Today
Sterlite
STMicroelectronics
Stratasys
Stryker
Sun TV Network
Sunny Optical
Suzhou Anjie
Swisscom
Symantec
Synaptics
Synnex
Synopsys
Systena
Tableau
Taiwan Mobile
Takeaway.com
Take-Two Interactive
Talktalk Telecom
Tata Communications
Tata Consultancy Services
TDK
TE Connectivity
Tech Data Corp.
Tech Mahindra
Technicolor
Tele2
Telecom Argentina
Telecom Egypt
Telecom Italia
Telefonica
Telefonica Brasil
Telefonica Del Peru
Telekom Austria
Telekom Malaysia
Telekomunikasi Indonesia
Telenet
Telenor
Television Broadcasts
Telit
Telkom SA
Telstra
Telus
Temenos
Tencent
Teradata
Teradyne
Tesla Motors
Texas Instruments
Thomson Reuters
Tieto
Tim Participacoes
Time
Time Warner
T-Mobile USA
Toda Kogyo
Tokyo Electron
Tom Group
TomTom
Toshiba
Total Access Com
TPK
Trade Desk
Trend Micro
Trinity Mirror
TripAdvisor
True Corp
TrueCar
TSMC
TSYS
Tung Thih
TV Francaise (T.F.1)
Twilio
Tyler Tech
Ubiquiti Networks
Ubisoft
Ultimate Software
Ulvac
UMC
Umicore
United Internet
Universal Display
US Cellular
Valeo
Vanguard
Vantiv
Varonis
Veeco Instruments
Veeva Systems
Venture Corp
Verifone
Verint Systems
Verisign
Verizon
Viacom
Viavi
Vimpelcom
Vipshop
Visa
Vivendi
VMware
Vodacom
Vodafone
Vonage
Walt Disney
Web.com
Webzen
Western Digital
Western Union
Windstream
Wipro
Wirecard
Wistron
Wistron NeWeb
Wolters Kluwer
Workday
Workiva
Worldline
Worldpay
WPP
Xero
Xerox
Xilinx
Xunlei
Yageo
Yahoo! Japan
Yandex
Yaskawa
Yelp
Yirendai
Yoox Net-A-Porter
YY
Zain Saudi Arabia
Zalando
Zayo
Zee Entertainment
Zendesk
Zhaopin
Zillow
Zoopla
ZTE
Zynga
Table of Contents
Frequently asked questions
Get in touch to find out about multi-purchase discounts
reportstore@globaldata.com
Tel +44 20 7947 2745
Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.
Sample Report
Tech and Media Trends 2018 – Global Thematic Research was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:
- Assess the relevance of the report
- Evaluate the quality of the report
- Justify the cost
Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.
Related reports
View more Technology reports
