TMT Predictions 2018 – Global Thematic Research
All the vital news, analysis, and commentary curated by our industry experts.
We see seven broad investment theme categories in 2018:
Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing
Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce
FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding
Digital media: internet tv, ecommerce, social media
Advanced manufacturing: robotics, 3D printing, genomics, quantum computing
Sustainability: electric vehicles, batteries, sharing economy
Macro and regulation: M&A, net neutrality, data privacy, geopolitics, tax avoidance, fake news, anti-trust.
Inside this report, we look at the top themes, its predictions and identify 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
B2W Cia Digital
Cadence Design Sys
Check Point Software
CJ O Shopping
Info Edge India
Lions Gate Entertainment
Modern Times Group
Monolithic Power Systems
Network 18 Media
Oracle Fin. Services
Palo Alto Networks
Scripps Networks Interactive
Sirius XM Radio
Sun TV Network
Tata Consultancy Services
TV Francaise (T.F.1)
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
Frequently asked questions
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