Global TMT Trend Forecast 2015 - Global Thematic Research
Global TMT Trend Forecast 2015 - Global Thematic Research
Summary
It summarizes on four sectors:
Hardware: In consumer electronics, the biggest product cycles – wearable tech, the Internet of Things, AI – will be built around a particular mobile operating system.
Software: Applications software has become the technology sector’s innovation engine. Nuance, Splunk, Qlik and Tableau are all linked to the Big Data theme.
Internet & Media: As e-commerce goes mobile, domination of messaging, maps, mobile payments and mobile operating systems becomes critical. Google is the clear leader. Apple, Amazon and Alibaba are close behind.
Telecoms: Voice and messaging revenues are in terminal decline. Big Data, the Internet of Things and Software Defined Networking provide new revenue opportunities, but telcos are likely to miss the boat.
Inside this report we look at themes of various sectors, its impact, its predictions and indentify winners and losers.
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.
Reasons To Buy
Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.