Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector. So, to help our clients gain competitive advantage, we have developed GlobalData’s thematic research ecosystem, a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. Inside, we track the impact of the top 50 themes – across technology, macroeconomics and regulation – on the top 600 technology, media and telecom (TMT) companies in the world from 15 sectors. For each sector, we identify the leading and lagging companies based on their competitive position in the most important themes.
This report covers 15 TMT sectors, incorporating hardware (semiconductors; servers, storage and networking equipment; consumer electronics; industrial automation; and component makers), software (application software; cloud; video games software; and security software), IT services, Internet & media (ecommerce; social media; advertising; and music, film and TV), and telecoms. It also looks at the big issues that keep senior industry executives awake at night, from technology themes like AI and the Internet of Things to macroeconomic themes like Brexit and the US-China trade war, and regulatory themes such as data privacy and net neutrality.
Our thematic scoring methodology is designed to identify tomorrow’s leaders rather than today’s incumbents, based on their competitive position in the most important themes impacting their industry.
To do this, we score the top 600 TMT companies against the top 50 themes, creating a database of 30,000 thematic scores – our thematic engine. This helps us identify the strongest and weakest players in each sector over the next two years, once all relevant themes have been taken into account.