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Tech and Media Trends 2018 - Global Thematic Research

Tech and Media Trends 2018 - Global Thematic Research

Summary

The mega-themes that will drive earnings in the global tech and media sectors over the next 12 to 24 months are: artificial intelligence, the Cloud, internet of things, digital media, fintech, advanced manufacturing, macroeconomic issues and regulation.

This Global Tech and Media Trends Report 2018 attempts to give readers a comprehensive outlook for the top 600 companies in the space over the next two years.

Inside this report, we look at the key trends that will impact the technology and media sectors worldwide, identifying 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.


  • Introduction
  • Semiconductors
    • Table Semiconductors: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Consumer Electronics
    • Table Consumer Electronics: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Industrial Automation
    • Table Industrial Automation: who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Servers, storage, networking and telecom equipment
    • Table Servers, Storage, Networking and Telecom Equipment: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Component makers
    • Table Component makers: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Application software
    • Table Application Software: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Internet infrastructure software
    • Table Internet infrastructure software: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Security software
    • Table Security Software: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • IT services
    • Table IT Services: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Ecommerce
    • Table Ecommerce: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Social media
    • Table Social media: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Advertising
    • Table Advertising: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Music, film & television
    • Table Music, Film and TV: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Publishing
    • Table Publishing: Who's who?
    • Table Thematic screen
    • Table Valuation screen
    • Table Risk screen
  • Appendix: Our "Thematic" research methodology
    • Table Five-step approach for generating a sector scorecard

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