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TMT Predictions 2015 - Global Thematic Research

TMT Predictions 2015 - Global Thematic Research

Summary

We see nine investment themes in TMT for 2015:
Mobile: Larger mobile ecosystems will expand at the expense of smaller players operating in niche sectors.
Cloud: Cloud infrastructure players like Amazon, Google, Rackspace and HP will be locked in a price war for much of 2015.
Cyber-security: A host of new technologies will increase cyber-risk. Insurance companies will demand cyber-audits, causing expenditure on cyber-defences to rise dramatically in 2015.
Internet TV: The world’s first “pure” internet TV will be launched in 2015. Apple, Google, Roku, LG and Alibaba will all launch rival versions within months of each other, based on their own operating systems.
Internet of Things: In these early stages of the IoT cycle, embedded chip makers like Atmel, Freescale, Microchip and Imagination Technologies will see the biggest hike in earnings prospects
Social: Facebook will write off much of the cost of acquiring WhatsApp, but the market will take little notice.
Advanced manufacturing: 3D printing companies 3D Systems and Stratasys will make a comeback.
Software defined networks: Cisco and Juniper will issue profit warnings.
Regulation: Effective tax rates for internet companies will rise.

Inside this report we look at market forecast, thematic predictions and M&A predictions for investment themes.

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.
Provider
GlobalData Plc
GlobalData Plc

​GlobalData is a one-stop solution for actionable insight into the pharmaceutical and medical device sectors. Together with the best team of researchers, analysts, epidemiologists and consultants, and an unmatched suite of proprietary databases, we provide high-quality, accurate and transparent insight that can help you achieve growth and increase business value.

Our valuable research and consulting solutions ensure you stay at the forefront of the industry by integrating accurate market forecasts and healthcare analytics on the latest trends and developments. Among other benefits, our informed healthcare industry perspectives have assisted businesses based across the pharmaceuticals, biotechnology and medical equipment markets in making strategic decisions that have increased the value of their products and services.

Analysts
GlobalData Department

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