Cloud Computing in Consumer Goods - Thematic Research

Cloud Computing in Consumer Goods - Thematic Research


We see seven broad investment theme categories in 2018

  • Big Data and artificial intelligence: machine learning, voice, virtual & augmented reality, data centers, cybersecurity, cloud computing
  • Internet of Things (IoT): automated home, autonomous vehicles, industrial IoT, medical IoT, wearable tech, ambient commerce
  • FinTech: cryptocurrencies, blockchain, initial coin offerings, mobile payments, crowdfunding
  • Digital media: internet tv, ecommerce, social media
  • Advanced manufacturing: robotics, 3D printing, genomics, quantum computing
  • Sustainability: electric vehicles, batteries, sharing economy
  • Macro and regulation: M&A, net neutrality, data privacy, geopolitics, tax avoidance, fake news, anti-trust.
  • Inside this report, we look at the top themes, its predictions and identify winners and losers.

    • 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 score
    • 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.

    • Introduction
      • Consumer goods companies are facing disruption from all angles
      • Cloud computing has grown significantly in recent years
      • Winners:
      • Losers:
    • Cloud value chain
      • Key players in the cloud value chain
        • Table Figure 1: Key players in the cloud computing value chain
        • Table Figure 2: Enterprise cloud spending falls into three categories
      • Cloud services (IaaS and PaaS)
      • Cloud services (SaaS)
      • Cloud professional services model
    • Consumer challenges
      • Table Figure 3: Hot topics of leading cloud influencers
      • Table Consumer challenges
    • The impact of cloud on consumer goods
      • Table Figure 4: Thematic impact assessment
      • How cloud helps consumer goods companies target growth
      • How cloud helps consumer goods companies to boost innovation
      • How cloud helps resolve the challenge of digitalization
      • How cloud helps resolve the challenge of channel management
      • How cloud helps resolve the challenge of portfolio management
      • How cloud helps resolve the challenge of changing consumer behavior
      • COVID-19
    • Case studies
      • Kellogg Co. implementing Salesforce Audience Studio
      • Unilever implementing AWS for digital marketing
      • Oriflame migrating to Microsoft Azure platform and outsourcing its IT to IBM
      • McDonald's developing a home delivery platform using AWS
    • Market size and growth forecasts
      • Table Figure 5: Global cloud services revenue in consumer goods will reach $20.4bn in 2024
      • Table Figure 6: Global cloud infrastructure in consumer goods will reach $7.7bn by 2024
    • Cloud timeline
      • Table Figure 7: The cloud story - How did this theme get here and where is it going?
    • Players
      • Leading cloud adopters in consumer goods
        • Table Leading cloud adopters in consumer goods
      • Leading cloud vendors
        • Public companies
          • Table Public companies
        • Private companies
          • Table Private companies
        • Specialist cloud vendors in consumer goods
          • Table Specialist cloud vendors in consumer goods
    • Glossary
      • Table Glossary
    • Appendix: Our thematic research methodology
      • Viewing the world's data by themes makes it easier to make important decisions
      • Traditional research does a poor job of picking winners and losers
      • That is why we developed our "thematic engine"
      • How do we create our sector scorecards?
        • Table Figure 8: Our five-step approach for generating a sector scorecard
      • What is in our sector scorecards?
      • How do we score companies in our thematic screen?
      • How our research reports fit into our overall thematic research ecosystem
      • About GlobalData
      • Contact us
      • Research
      • Client Services
      • Disclaimer

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