Tech, Media, and Telecom Themes 2026: Strategic Intelligence
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The technology, media, and telecom (TMT) industry sits at the center of global digital transformation, with innovation cycles accelerating and competitive pressure intensifying across every segment. As 2026 approaches, companies operating in TMT face a landscape shaped by rapid technological change, shifting regulatory expectations, and ongoing macroeconomic and geopolitical uncertainty.
In this environment, understanding which themes will define future winners is critical. GlobalData’s TMT Themes 2026 report provides a comprehensive outlook on how the most important technology-driven, regulatory, and macroeconomic themes are set to transform the TMT industry. Designed as a practical guide for decision-makers, the report helps leaders navigate complexity and speak confidently about technology trends shaping their sector.
By combining thematic insight with company-level analysis across the TMT ecosystem, the report equips executives, investors, and strategy teams with a clear framework to assess disruption, identify opportunity, and support informed decision-making in 2026.
Scope
- At 168 pages, this report serves as a concise yet comprehensive reference guide to technology in 2026.
- Written by leading technology experts, GlobalData’s TMT Themes 2026 explains the most disruptive technology themes and identifies which companies are best positioned to support digital transformation.
- The report covers 17 TMT sectors, organized across four categories: hardware, software and services, internet and media, and telecom.
- For each sector, the report provides detailed sector scorecards, including a company screen, thematic screen, valuation screen, and risk screen.
- Together, these insights offer a structured view of how themes are reshaping competitive dynamics across the TMT industry.
How industry leaders are using this report
Executives and decision-makers across the TMT ecosystem use this report to:
- Understand which technology, regulatory, and macroeconomic themes will shape the industry in 2026.
- Benchmark companies across sectors using thematic, valuation, and risk-based scorecards.
- Support strategic planning and digital transformation discussions with credible, expert-led analysis.
- Identify which companies are best positioned to lead as disruption accelerates.
- Assess sector-specific risks and opportunities in an increasingly volatile global environment.
Key Highlights
This report highlights the most important forces shaping the TMT industry in 2026, including:
The evolution from generative AI to agentic AI
Three years after the release of ChatGPT, artificial intelligence remains at the top of corporate agendas. However, the focus is shifting from generative AI toward agentic AI, advanced systems capable of acting autonomously, making decisions, and executing tasks with limited or no human supervision. This shift has significant implications for productivity, operating models, and competitive differentiation across TMT sectors.
Heightened volatility driven by geopolitical and macroeconomic uncertainty
Ongoing geopolitical tension and macroeconomic instability are creating an unpredictable outlook for 2026. While technologies such as AI contribute to industry disruption, they also offer tools for navigating uncertainty, improving resilience, and enabling companies to adapt more effectively to changing market conditions.
Reasons to Buy
This report enables organizations to:
- Build credibility when discussing technology trends and their impact on the TMT industry.
- Identify attractive investment opportunities by understanding which companies are most advanced in critical themes.
- Strengthen strategic decision-making by linking technology trends to company performance and risk.
- Gain a competitive edge by using the report alongside Tech Predictions 2026 for a broader multi-theme perspective on disruption.
Who should buy this report
This report is designed for stakeholders who need a clear, structured view of the future of the TMT industry, including:
- TMT Industry Executives and Senior Leaders
- Strategy, Transformation, and Innovation Teams
- Investors and Corporate Development Teams
- Market and Competitive Intelligence Functions
- Technology and Product Leaders
- Consultants and Advisors supporting digital transformation
ABB
Accenture
Accton
Acer
Adobe
Adtran
Advance
Advanced Info Service
Airbnb
Aixtron
Akamai
Alarm.com
Alcatel-Lucent Enterprise
Alibaba
Alibaba Pictures
Alphabet
Alteryx
Altice
Amazon
Ambarella
AMC Entertainment
AMC Networks
AMD
Amdocs
America Movil
Amphenol
AMS
Analog Devices
Ant Group
AO.com
Apple
Applied Materials
Arista Networks
Arm
Asia Optical
ASML
ASOCS
ASOS
Asus
AT&T
Atlassian
Atos
Atresmedia
Autodesk
Automation Anywhere
Aviatrix
Axel Springer
BAE Systems
Baidu
Bandai Namco
Barracuda Networks
BCE
Bentley Systems
Bertelsmann
Bharti Airtel
Bilibili
Bitmain
Bizlink
Blackbaud
Blackberry
BlackLine
Block
Bloomberg
Bonnier
Boohoo
Booking Holdings
Bosch
Box
Boyaa
BrainChip
Broadcom
BT
Bureau Veritas
BYD
ByteDance
C3 AI
Cadence Design Systems
Calix
Cambricon
Cambridge University Press
Canon
Canonical
Capcom
Capgemini
Casa Systems
Catcher Technology
CATL
Cato Networks
CD Projekt
CelcomDigi
Cengage
Cerebras
CGI
Charter Communications
Check Point Software
Chegg
Cheil
China Literature
China Mobile
China Telecom
China Unicom
Chunghwa Telecom
Ciena
Cineworld
Cirrus Logic
Cisco
Clarivate
Clear Channel
Cloud Software Group
Cloudera
Cloudflare
Cognex
Cognizant
Cohesity
Colopl
Com2uS
Comcast
CommScope
CommVault
Compal
Compass
Computacenter
Concentrix
Conduent
Constellation Software
Corning
Couchbase
Coupa
Cox
Criteo
CrowdStrike
CSG Systems
CyberArk Software
Cyberdyne
Cybereason
Daily Mail and General Trust
Danaher
Darktrace
Dassault Systemes
Databricks
Datadog
Dawning
Delinian
Delivery Hero
Dell Technologies
DeNA
Dentsu
Deutsche Telekom
Didi Chuxing
Digital Realty
Diodes
Discord
DJI
Docusign
DoorDash
Dropbox
DXC Technology
Dynatrace
E& (Etisalat)
Ebay
EchoStar
Electronic Arts
Embracer
Emerson Electric
EPAM Systems
Epic Games
Equifax
Equinix
Ericsson
Estun Automation
Etsy
Exabeam
Expedia
Experian
Extreme Networks
F5
FactSet
FANUC
FICO
Finastra
Forcepoint
Fortinet
Fuji Media
Fujitsu
Gakken
Gannett
Garmin
General Dynamics
Genpact
GlobalFoundries
Globe Telecom
GoerTek
GoPro
Grab
Graphcore
Gree
Groq
Groupon
Grupo Planeta
Grupo Televisa
Guardian Media Group
GungHo Online
Haier Smart Home
Harmonic
Harmonic Drive
HCLTech
Hearst
Hikvision
Himax
Hitachi
Hitotsubashi Group
HMH
HollySys Automation
Holtzbrinck Publishing
Home Depot
Honeywell
Horizon Robotics
HP
HPE
HTC
Huawei
HubSpot
IAC
IBM
IEIT Systems
iFlytek
IGG
Iliad
Indra Sistemas
Infineon
Infor
Informa
Infosys
Instacart
Intel
Intuit
Intuitive Surgical
Inventec
IonQ
iQiyi
iRobot
ITV
Jabil
Japan Display
JC Decaux
JD.com
Just Eat Takeaway
Justdial
Kadokawa
Kakao
Kawasaki Heavy
KDDI
Keyence
Kingsoft
Klarna
Kodansha
Konami
KPN
Krafton
KT
Kuaishou
KUKA
Kyndryl
Kyocera
Lagardere
Lam Research
Lamar Advertising
Largan
Lenovo
LG Display
LG Electronics
LG Energy Solution
Lionsgate
Live Nation
Logitech
LTIMindtree
Lumen
Lumentum
LY Corp
Lyft
M&C Saatchi
M1
M6-Metropole TV
Magnite
MakeMyTrip
Marchex
Marvell
Mastercard
Mavenir
Maxis
McGraw Hill
MediaForEurope
MediaTek
Meituan
Melexis
MercadoLibre
Meta
Microchip
Micron
Microsoft
MiHoYo
Mimecast
Mirantis
Mitsubishi Electric
Mixi
Mobily
Momo
MoneySuperMarket
Monolithic Power Systems
Moody's
Morningstar
Motorola Solutions
Mphasis
MTN Group
Murata
Mythic
Nabtesco
Nachi Fujikoshi
Nanya Tech
Naspers
Naver
NavInfo
NCC
NCSoft
NEC
NetApp
NetEase
Netflix
Netmarble
Netskope
Network 18 Media
Neusoft
New Relic
New Work
New York Times
News Corp
Nexon
Nexstar
Nfon
Nielsen
Nikon
Ningbo Bird
Nintendo
Nippon Ceramic
Nippon TV
Nokia
NTT
NTT Data
Nutanix
Nvidia
NXP
Ocado
Okta
Omnicom
Omron
Onsemi
Ooredoo
OpenAI
OpenText
Oracle
Orange
Outfront Media
OVHcloud
Oxford University Press
Palantir
Palo Alto Networks
Panasonic
Parallel Wireless
Paramount Skydance
PayPal
Paytm
Pearson
Pegatron
Perfect World
Philips
Phluido
Phoenix Publishing & Media
Pinduoduo
Platform9
Playrix
Playtech
PLDT
Progress Software
Proofpoint
ProSiebenSat.1
Proximus
PTC
Publicis
Pure Storage
Qisda
Qorvo
Qualcomm
Qualys
Quanta Computer
Quantinuum
Quebecor
Rackspace Technology
Radisys
Radware
Rakuten
Rapid7
Razer
Rea Group
Reliance Industries
Relx
Renesas
Ribbon Comms
Ricoh
Rigetti Computing
RingCentral
Roblox
Rockwell Automation
Rogers Comms
Rohm
Roper Technologies
RTL
Rubrik
S&P Global
Sage
Sage Publishing
SAIC
SailPoint Technologies
Salesforce
SambaNova
Samsung Electronics
Samsung SDI
Sanoma
SAP
Saudi Telecom (STC)
Savvy Games Group (SGG)
Schibsted
Schneider Electric
Scholastic
Sea
Seagate
Securonix
Sega Sammy
Seiko Epson
Sensata
SenseTime
SentinelOne
ServiceNow
Sharp
Shein
Shopify
Siasun Robot
Siemens
Silicon Labs
Silicon Motion
Sina
Singtel
Sirius XM Radio
SK Hynix
SK Telecom
Skyhigh Security
Skyworks
SMEE
SMIC
Snap
Snowflake
Snyk
Softbank
Software AG
Sonos
Sony
Sophos
Sopra Steria
Spark New Zealand
Spotify
Square Enix
SS&C
STMicroelectronics
Stryker
Sumo Logic
Sun TV Network
Suning.com
Sunny Optical
Supermicro
SUSE
Swisscom
Synaptics
Synopsys
SynSense
Take-Two Interactive
TAL Education
Tanium
Tata Communications
Tata Consultancy Services
TDK
TE Connectivity
TeamViewer
Tech Mahindra
Tegna
Telecom Italia
Telefonica
Telegram
Telekom Malaysia
Telenor
Television Broadcasts
Telia
Telkom Indonesia
Telstra
Telus
Temenos
Tenable
Tencent
Teradata
Teradyne
Tesla
Texas Instruments
TF1
Thales
Thomson Reuters
TietoEVRY
T-Mobile US
Tokyo Electron
TomTom
Toshiba
Toyota
Trade Desk
TransUnion
Trellix
Trend Micro
Trip.com
TripAdvisor
TSMC
Twilio
Uber
Ubiquiti Networks
Ubisoft
UiPath
UMC
Umicore
United Internet
Unity Technologies
Universal Music
UScellular
Valve
Vantiva
Vecima
Verisk Analytics
Verizon
Viaplay
Viasat
Vipshop
Visa
Vivendi
VK
Vodacom
Vodafone
Vuzix
Walmart
Walt Disney
Warner Bros. Discovery
Warner Music
Wayfair
Webzen
Wiley
Wipro
Wistron
Wolters Kluwer
Workday
Workiva
World Wide Technology
WPP
X (formerly Twitter)
Xero
Xiaomi
Yandex
Yaskawa
Yelp
Yokogawa Electric
Yuneec
YY
Zain
Zalando
Zee Entertainment
Zendesk
Zillow
Zoom
Zscaler
ZTE
Table of Contents
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Sample Report
Tech, Media, and Telecom Themes 2026: Strategic Intelligence 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:
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