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Telecom Infrastructure Sector Scorecard Q1 2024 Update - Thematic Intelligence

Publisher GlobalData
Published Apr 19, 2024
Length 14 Pages
SKU # GBDT18789966

Description

Telecom Infrastructure Sector Scorecard Q1 2024 Update - Thematic Intelligence


Summary

The thematic screen of GlobalData’s telecom infrastructure sector scorecard is led by global vendors that score well in the themes related to cloud computing (e.g., programmable infrastructure, edge computing, private networks), 5G, and artificial intelligence (AI). The leaders include US network vendor Cisco, European radio access network (RAN) specialists Nokia and Ericsson, and innovative new entrants such as Mavenir and Rakuten, which is reaping the benefits of acquiring Open RAN vendor Altiostar.

The trade dispute between the US and China continues to escalate, with unclear indications at the end of 2023 that China may be starting to make progress on domestic production of advanced semiconductors. However, until confirmed, the leading Chinese vendors, Huawei and ZTE, have weaker thematic scores than their US counterparts.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the telecom infrastructure sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.

At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.

Table of Contents

14 Pages
Executive Summary
Top Themes for 2024
Sector Scorecard: Telecom Infrastructure
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
About GlobalData
Contact Us
LIST OF FIGURES
Figure 1: The biggest themes driving growth in the tech, media, and telecom industry
Figure 2: Who does what in the telecom infrastructure space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard

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