-
Thematic Analysis
New![]()
Consumer Electronics Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The spotlight was on Apple following the release of its Vision Pro headset in February 2024 and its troubles and legal disputes. The Vision Pro received a positive overall response, with users praising its ability to blend digital content into the physical world. However, the device does not currently support popular apps like YouTube, Spotify, and Netflix. This is primarily because many developers believe that the Vision Pro will not be a big enough platform to justify the time and...
-
Thematic Analysis
New![]()
Application Software Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of GlobalData’s application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.
-
Thematic Analysis
New![]()
Advertising Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Advertising has been caught up in the artificial intelligence (AI) frenzy and will be one of the industries most disrupted by AI. Generative AI is reshaping advertisers’ practices through tailored, effective ads and dynamic campaigns that evolve according to consumer response. As a result, the relationship between technology, artists, and brands paying for campaigns will profoundly change over the coming years. There is a real concern that advertisers will divert their money into AI-generated art rather than paying artists and...
-
Thematic Analysis
New![]()
Component Makers Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The component makers sector continues to struggle in the face of some significant challenges. Demand is anemic in two major areas for components: smartphones and electric vehicles (EVs). Both areas require customer investment that is not forthcoming in the face of a credit crunch caused by interest rate rises. Marginal upgrades for mobile phones and EVs that are too expensive for most means limited demand. There is light at the end of the tunnel in the industrial sector, where demand...
-
Thematic Analysis
New![]()
Semiconductors Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring strongly in artificial intelligence (AI) and geopolitics-related themes lead the thematic screen of GlobalData’s semiconductors sector scorecard. Indeed, the AI, AI chips, geopolitics, and China impact themes jointly account for 50% of the weighting of the thematic screen, reflecting both the growing importance of AI, particularly generative AI, in the industry and the impact of the ongoing US-China trade dispute. Among the thematic leaders are companies with either advanced AI products, such as Nvidia, Amazon, Tesla, and Alibaba,...
-
Thematic Analysis
New![]()
Telecom Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom services sector scorecard has shown little sign of change in the first quarter of 2024. The top 10 is the same as it was in Q4 2023, with Telefónica in the top spot ahead of Orange and SK Telecom. Rounding out the top 10 are two US companies (Verizon and AT&T), two European companies (Deutsche Telekom and BT), two Middle Eastern companies (E& and Saudi Telecom), and one Japanese company (NTT).
-
Thematic Analysis
New![]()
Publishing Sector Scorecard, Q1 2024 Update – Thematic Intelligence
AI continues to disrupt the publishing industry, and thus, the theme appears to be where the most progress is happening. To cope with the winds of change, publishers are holding AI-related conferences, building AI teams, and enhancing their offerings with AI, including launching new AI features like chatbots to improve user experiences.
-
Thematic Analysis
New![]()
IT Services Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Companies scoring well in the cloud, data analytics, and future of work themes lead the thematic screen of GlobalData’s IT services sector scorecard. This is dominated by the global IT services giants Accenture, IBM, and Infosys, closely followed by Capgemini and Tata Consultancy Services (TCS). Indian heritage vendors occupy half of the top 10 vendor positions, suggesting they are successfully adapting their strategies to the long-term concern of a declining cost advantage versus their US and European peers.
-
Thematic Analysis
New![]()
Music, Film, and TV Sector Scorecard, Q1 2024 Update – Thematic Intelligence
Amazon retains its lead on the thematic screen of GlobalData’s music, film, and TV sector scorecard. Since the last quarter, Tencent has fallen from second position to fifth as Netflix, Disney, and Apple climbed to second, third, and fourth places, respectively.
-
Thematic Analysis
New![]()
Telecom Infrastructure Sector Scorecard, Q1 2024 Update – Thematic Intelligence
The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.
Sign up to receive regular alerts for our latest analysis and reports. No matter your industry focus, you can keep your finger on the pulse with our timely updates.