Apple Market Position - Global Thematic Research
Apple Market Position - Global Thematic Research
Summary
Apple announced the launch of the iPhone 6, iOS8, Apple Watch and Apple Pay. For the next couple of quarters, Apple Watch – the company’s first wearable computer – may make the news headlines, but it is iPhone sales that will drive the share price. In the longer term, Apple has fundamentally repositioned itself, extending the reach of its ecosystem further into our digital lives. The launch of four products have strengthened Apple’s competitive position in ecommerce, mobile payments and the Internet of Things, pushing Apple’s overall ranking as a technology leader in the technology cycles that matter from fifth position to third position.
Inside this report we look at its products, market position and its valuation.
Scope
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engineâ€.
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.
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