Top Themes in Tech, Media and Telecom (TMT) in 2024 – Thematic Intelligence

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Viewing the world’s data by themes makes it easier to make important decisions. GlobalData’s Top Themes in Tech, Media, and Telecom (TMT) in 2024, report offers the following in-depth trends and insights:

  • TMT SECTORS: Analysis of 17 TMT sectors, broadly divided into four categories: Hardware, Software and Services, Internet and Media, and Telecom.
  • THEMATIC SCORECARDS: For each sector, we provide thematic scorecards comprising four screens: the company screen, the thematic screen, the valuation screen, and the risk screen.
  • HOLISTIC VIEW: An easy-to-use framework tracking all themes across all companies in all sectors, with a unique thematic research ecosystem designed to give a holistic view of the big themes that are impacting companies in the TMT industry.
    • The report features what’s happening, what are our predictions, who are the leaders and who are the laggers?

How is the ‘Top Themes in Tech, Media, and Telecom (TMT) in 2024’ thematic report different from other reports in the market?

  • If you are worried about the pace of innovation in your industry, this report will help you identify which tech vendors can help you.
  • It provides a top-down, comprehensive outlook for the leading players in the TMT industry based on the key themes set to transform their industry landscape over the next two years.
  • Written by some of the world’s leading tech experts, GlobalData’s TMT Themes 2024 will help you look credible when discussing tech in your industry.
  • It tells you everything you need to know about disruptive tech themes and which companies are best placed to help you digitally transform your business.

Investing in our Thematic Intelligence reports’ will enable you to invest in your future. We recommend this valuable source of information to anyone involved in:

  • C-Suite
  • Strategy
  • Market Intelligence
  • Competitor Intelligence
  • Sales Enablement
  • Digital Transformation
  • IT
  • Professional Services

To Get a Snapshot of the Top Themes in Tech, Media and Telecom (TMT) in 2024 Report

Download a Free Report Sample

TMT Thematic Intelligence Report Overview

The TMT themes 2024 report provides readers an insight about disruptive tech themes and the companies that are best placed to help governments, and individuals adapt to upcoming digital transformations.

The biggest themes that are expected to drive growth in the TMT industry in 2024 are broadly categorized into four segments- hardware, software and services, internet and media, and telecom. The key themes in the hardware segment include semiconductors, component makers, consumer electronics, IT infrastructure, telecom infrastructure, and industrial automation.

Application software, gaming, enterprise security software, IT services, and cloud services are some of the themes driving growth in the software and services segment. Additionally, e-commerce, social media, advertising, music, film, and TV, and publishing themes come under the internet and media category. The report also discusses the telecom services theme and its impact on the TMT industry.

Top Themes Driving Growth in the TMT Industry

Buy Full Report to Know More About the Top Themes That will Drive The TMT Industry in 2024

Download a Free Report Sample

The tech, media, and telecom (TMT) themes in the 2024 report provide a top-down, comprehensive outlook for the leading players in the tech, media, and telecom (TMT) industry. The report is based on the key themes set to transform the industry landscape over the next two years.

Hardware Themes ·        Semiconductors

·        Component Makers

·        Consumer Electronics

·        IT Infrastructure

·        Telecom Infrastructure

·        Industrial Automation

Software and Services Themes ·        Application Software

·        Gaming

·        Enterprise Security Software

·        IT Services

·        Cloud Services

Internet and Media Themes ·        E-commerce

·        Social Media

·        Advertising

·        Music, Film, and TV

·        Publishing

Telecom Theme ·        Telecom Services
Enquire & Decide Discover the perfect solution for your business needs. Enquire now and let us help you make an informed decision before making a purchase.

Industrial Automation

Technology and automation play a crucial role in building resilient businesses. Hence, industries are looking more seriously at this emerging technology. Automation is especially needed to combat labor shortages, cut costs, and ease the negative consequences of supply chain disruption. This includes cybersecurity and technologies that replace human labor, such as robotics, or help workers collaborate remotely, such as digital twins, wearable tech, and virtual and augmented reality (VR and AR). In this context, technologies such as AI and the Industrial Internet of Things (IIoT) will function as the backbone of industrial automation.

Some of the top themes driving industrial automation are artificial intelligence, cybersecurity, IIoT, wearable tech, and robotics.

Industrial Automation Thematic Screen

Buy Full Report to Know How Industrial Automation will Impact the TMT Industry

Download a Free Report Sample

Cloud Services

The cloud services sector is dominated by four major players, Amazon, Microsoft, Alibaba, Google, and Kyndryl. There will be no new entrant in 2024 that will significantly disrupt the status quo of these tech-giants owing to the capital cost involved in building the necessary infrastructure.

Some of the themes driving cloud services are artificial intelligence, software-defined networks (SDNs), the Internet of Things, Enterprise Software as a Service (SaaS), and Cloud Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) among others.

Cloud Services Thematic Screen

Buy Full Report to Know How Cloud Services will Impact the TMT Industry

Download a Free Report Sample

E-Commerce

E-commerce gained significant momentum during the pandemic as physical stores temporarily closed for business worldwide. Technological innovations such as Artificial intelligence, social media, and robotics are helping e-commerce companies to stay afloat and retain their customers. While product quality is vital to customer satisfaction, vendors can harness the data insights, marketing opportunities, and delivery options these technologies provide to improve their operations.

Some of the themes driving e-commerce are the metaverse, artificial intelligence, data privacy, supply chain management, and social media among others.

E-Commerce Thematic Screen

Buy Full Report to Know How E-Commerce will Impact the TMT Industry

Download a Free Report Sample

Key Highlights

As we enter 2024, the outlook is volatile and uncertain, primarily due to geopolitical turmoil and macroeconomic uncertainty. Technology can help businesses, governments, and individuals adapt to profound shifts in an uncertain world.

Artificial intelligence (AI) was the most talked about technology theme in 2023 and will remain at the top of agendas. From a business perspective, AI represents both an opportunity and a threat, and the companies that succeed will approach it as such rather than seeing it as a cure for all ills.

21 Vianet
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
Ansys
AO.com
Apple
Applied Materials
Arista Networks
Arm
Asia Optical
ASML
ASOCS
ASOS
Asus
AT&T
Atos
Atresmedia
Autodesk
Automation Anywhere
Aviatrix
Axel Springer
BAE Systems
Baidu
Bandai Namco
Baozun
Barracuda Networks
BCE
Bentley Systems
Bertelsmann
Bharti Airtel
Bilibili
Bitmain
Bizlink
Blackbaud
Blackberry
Blackline
Bloomberg
Bonnier
Boohoo.com
Booking Holdings
Bosch
Box
Boyaa
BrainChip
Broadcom
BT
Bureau Veritas
BYD
ByteDance
Cadence Design Systems
Calix
Cambricon
Cambridge University Press
Canon
Canonical
Capcom
Capgemini
Casa Systems
Catcher Technology
CATL
Cato Networks
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
Comcast
CommScope
CommVault
Compal
Compass
Computacenter
Comscore
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
Deliveroo
Delivery Hero
Dell Technologies
DeNA
Dentsu
Deutsche Telekom
Didi Chuxing
Digital Realty
Diodes
Discord
Dish Network
DJI
DocuSign
DoorDash
Dropbox
DXC Technology
Dynatrace
E& (Etisalat)
Ebay
Edgio
Electronic Arts
Embracer
Emerson Electric
EPAM Systems
Epic Games
Equifax
Equinix
Ericsson
Estun Automation
Etsy
Euromoney
Exabeam
Expedia
Experian
Extreme Networks
F5
FactSet
FANUC
FICO
Finastra
Forcepoint
Fortinet
Fuji Media
Fujitsu
Gakken
Gamevil
Gannett
Garmin
GE
Genpact
GlobalFoundries
Globe Telecom
GoDaddy
GoerTek
GoPro
Graphcore
Gree
Groq
Groupon
Grupo Planeta
Grupo Televisa
Guardian Media Group
GungHo Online
Haier Smart Home
Harmonic
Harmonic Drive
HashiCorp
HCLTech
Hearst
Hikvision
Himax
Hitachi
Hitotsubashi Group
HollySys Automation
Holtzbrinck Publishing
Hon Hai
Honeywell
Horizon Robotics
Houghton Mifflin Harcourt
HP
HPE
HTC
Huawei
HubSpot
IAC
IBM
iFlytek
IGG
Iliad
Indra Sistemas
Infineon
Infinera
Info Edge
Infor
Informa
Infosys
Inspur Electronic
Instacart
Intel
Interpublic
Intuit
Intuitive Surgical
Inventec
IonQ
iQiyi
iRobot
ITV
Jabil
Japan Display
JC Decaux
JD.com
Juniper Networks
Just Eat Takeaway
Justdial
Kadokawa
Kakao
Kawasaki Heavy
KDDI
Keyence
Kingsoft
Klarna
Kodansha
Konami
KPN
Krafton
KT
KUKA
Kyndryl
Kyocera
Lagardere
LAM Research
Lamar Advertising
Largan
Lenovo
LG Display
LG Electronics
LG Energy Solution
Lionsgate
Live Nation
LivePerson
Logitech
LTI
Lumen
Lumentum
Lyft
M&C Saatchi
M1
M6-Metropole TV
Magic Leap
Magnite
MakeMyTrip
Marchex
Marvell
Mastercard
Mavenir
Maxis
McGraw Hill
MediaForEurope
MediaTek
Meituan
Melexis
MercadoLibre
Meta
Microchip
Micron
Microsoft
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
On Semiconductor
Ooredoo
OpenAI
OpenText
Oracle
Orange
Outfront Media
OVHcloud
Oxford University Press
Palantir
Palo Alto Networks
Panasonic
Parallel Wireless
Paramount Global
Parrot
PayPal
Paytm
Pearson
Pegatron
Perfect World
Philips
Phluido
Phoenix Publishing & Media
Pinduoduo
Pinterest
Platform9
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
Renren
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
Schibsted
Schneider Electric
Scholastic
Sea
Seagate
SecureWorks
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
Snap One
Snowflake
Snyk
Softbank
Software AG
Sonos
Sony
Sophos
Sopra Steria
Spark New Zealand
Splunk
Spotify
Square Enix
SS&C
STMicroelectronics
Stryker
Sumo Logic
Sun TV Network
Suning.com
Sunny Optical
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
Telekom Malaysia
Telekomunikasi Indonesia
Telenor
Television Broadcasts
Telia
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
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
Z Holdings
Zain
Zalando
Zapata Computing
Zee Entertainment
Zendesk
Zillow
Zoom
Zscaler
ZTE

Table of Contents

  • 1. Executive Summary
  • 2. Top Themes for 2024
  • 3. Hardware

    • 3.1. Semiconductors
    • 3.2. Component makers
    • 3.3. Consumer electronics
    • 3.4. IT infrastructure
    • 3.5. Telecom infrastructure
    • 3.6. Industrial automation

  • 4. Software and Services

    • 4.1. Application software
    • 4.2. Gaming
    • 4.3. Enterprise security software
    • 4.4. IT services
    • 4.5. Cloud services

  • 5. Internet and Media

    • 5.1. Ecommerce
    • 5.2. Social media
    • 5.3. Advertising
    • 5.4. Music, film, and TV
    • 5.5. Publishing

  • 6. Telecoms

    • 6.1. Telecom services

  • 7. Our Thematic Research Methodology
  • 8. About GlobalData
  • 9. Contact Us

Frequently asked questions

Top Themes in Tech, Media and Telecom (TMT) in 2024 – Thematic Intelligence thematic reports
Currency USD
$995

Can be used by individual purchaser only

$1,995

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

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

Top Themes in Tech, Media and Telecom (TMT) in 2024 – Thematic 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:

  • 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.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Top Themes in Tech, Media and Telecom (TMT) in 2024 – Thematic Intelligence in real time.

  • Access a live Top Themes in Tech, Media and Telecom (TMT) in 2024 – Thematic Intelligence dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.