Tech and Media Trends 2018 – Global Thematic Research
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.
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
ABS CBN broadcasting
Adva Optical Networking
Advanced Info Service
Alliance Data Systems
B2W Cia Digital
Barnes & Noble
Beijing Gehua Catv Network
Bezeq Israeli Telecom
Cadence Design Sys
Check Point Software
Daily Mail & General Trust
Emirates Integrated Telecom
Emirates Telecom Corp
Far Eastone Telecom
Global Telecom Holding
Gmo Payment Gateway
Hutchison Telecom Hk
Info Edge India
Kulicke & Soffa
Lions Gate Entertainment
Modern Times Group
Monolithic Power Systems
Net 1 Ueps Tech
Network 18 Media
New York Times
O2 Czech Republic
Oracle Fin. Services
Palo Alto Networks
Scripps Networks Interactive
Singapore Press Holdings
Sirius XM Radio
Spark New Zealand
Sun TV Network
Tata Consultancy Services
Tech Data Corp.
Telefonica Del Peru
Total Access Com
TV Francaise (T.F.1)
Zain Saudi Arabia
Table of Contents
Industry growth drivers
The Internet of Things, the cloud and AI are driving growth in the data center industry
The mobile revolution is spreading all the way up to the data center
Optimising latency is the biggest challenge facing hyperscale data centers
The fireworks are largely at the software level
Software defined networking could turn the networking industry upside down
Mergers and acquisitions
Winners and Losers
Servers and storage
Data center operators
Networking equipment sector scorecard
Who’s who in the servers, storage and networking equipment sector
Internet infrastructure software sector scorecard
Who’s who in the internet infrastructure software sector
Semiconductor sector scorecard
Who’s who in the semiconductor sector
A brief history of networking
The OSI Model
APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY
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