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Global Trend Forecast for Software - Global Thematic Research

Global Trend Forecast for Software - Global Thematic Research

Summary

We see dominant software investment themes:
Applications software: Since February 2014, the application software sector saw the brunt of the technology sell-off, with some down 30%. But applications software has become the technology sector’s innovation engine.
Internet infrastructure software and the cloud: A vicious price war in the cloud infrastructure market has just begun. Amazon may no longer remain the dominant force in cloud infrastructure. Google and Microsoft – possibly IBM – are likely to gain market share in 2014.
Security software: The move to the cloud increases cyber security risk.
Video game software: Gaming is now a critical part of digital life, based on time spent. But earnings visibility for many video games developers is poor.
IT services: Big Data and cyber security are likely to be the two big revenue spinners for IT services firms over the next 12 months.

Inside this report we look at themes, its predictions of software sectors and identify winners and losers.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
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.