Software Themes 2017 - Global Thematic Research

  • ID: 4473044
  • Report
  • Region: Global
  • 27 pages
  • GlobalData
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FEATURED COMPANIES

  • 21 Vianet
  • Cerner
  • Gamevil
  • LivePerson
  • Palo Alto Networks
  • Splunk
  • MORE
Software Themes 2017 - Global Thematic Research

Summary

Over the two and half years since 1 January 2014, the S&P 500 has increased by 18%. During that period, application software stocks, on average, have risen by 36%, security software stocks by 17%, video games developer stocks by 59%, and IT services stocks by 26%. Meanwhile, infrastructure software stocks have fallen by 3%.

In this report, we look at the key investment themes that will impact software companies worldwide over the next two years.

Scope
  • This report is part of the ecosystem of thematic investment research reports, supported by the “thematic engine”.
  • About the Thematic Research Ecosystem
  • The author 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, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author 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 the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The 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
  • The thematic investment research product, supported by the 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.
  • The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
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FEATURED COMPANIES

  • 21 Vianet
  • Cerner
  • Gamevil
  • LivePerson
  • Palo Alto Networks
  • Splunk
  • MORE
APPLICATION SOFTWARE
INTERNET INFRASTRUCTURE SOFTWARE
SECURITY SOFTWARE
VIDEO GAMING SOFTWARE
IT SERVICES
APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
Note: Product cover images may vary from those shown
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  • 21 Vianet
  • A10 Networks
  • Accenture
  • Activision Blizzard
  • Adobe
  • ADP
  • Ahnlab
  • Akamai
  • Allot
  • Alphabet
  • Amazon
  • AMDOCS
  • Ansys
  • Apple
  • Atos
  • Autodesk
  • Barracuda Networks
  • Bazaarvoice
  • Blackbaud
  • Box
  • Boyaa
  • Brightcove
  • CA Technologies
  • Cadence Design Sys
  • Capcom
  • Capgemini
  • Cerner
  • CGI
  • Changyou.Com
  • Check Point Software
  • Cheetah Mobile
  • ChinaCache
  • Citrix Systems
  • Cognizant
  • CommVault
  • Computacenter
  • Constellation Software
  • Convergys
  • Cornerstone OnDemand
  • Cyberark Software
  • Dassault Systemes
  • DemandWare
  • Electronic Arts
  • EMC
  • Equinix
  • F5 Networks
  • Fair Isaac
  • FireEye
  • Forgame
  • Fortinet
  • F-Secure
  • Gameloft
  • Gamevil
  • Gemalto
  • Genpact
  • Gigamon
  • Glu Mobile
  • GMO Internet
  • GoDaddy
  • HCL Technologies
  • Hexaware Technologies
  • Hortonworks
  • HP Enterprise
  • IBM
  • IGG
  • Imperva
  • Indra
  • Infoblox
  • Infosys
  • Interxion
  • Intuit
  • J2 Global
  • Jive Software
  • Keyw
  • Kingsoft
  • Konami
  • Kongzhong
  • LifeLock
  • LivePerson
  • LogMeIn
  • Microsoft
  • Microstrategy
  • Mitel Networks
  • Mobile Iron
  • Mobileye
  • Mphasis
  • NCSoft
  • Neowiz Games
  • Net Dragon
  • NetApp
  • NetEase
  • NetSuite
  • Neusoft
  • Neustar
  • New Relic
  • Nexon
  • Nice Systems
  • NTT Data
  • Nuance Communications
  • Open Text
  • Opera Software
  • Oracle
  • Oracle Fin. Services
  • Ourpalm
  • Palo Alto Networks
  • Paylocity
  • PayPal
  • Playtech
  • Progress Software
  • ProofPoint
  • PTC
  • Pure Storage
  • Qihoo 360
  • Qlik Tech
  • Qualys
  • Rackspace Hosting
  • Rapid7
  • RealPage
  • Red Hat
  • Rovi
  • Sage
  • Salesforce.Com
  • SAP
  • Seachange
  • SecureWorks
  • ServiceNow
  • Software AG
  • Solera
  • Sophos
  • Sopra Steria
  • Splunk
  • Square Enix
  • SS&C
  • Symantec
  • Synopsys
  • Systena
  • Tableau
  • Take-Two Interactive
  • Tata Consultancy Services
  • Tech Mahindra
  • Temenos
  • Teradata
  • Tieto
  • Trend Micro
  • Ubisoft
  • Ultimate Software
  • United Internet
  • Veeva Systems
  • Verint Systems
  • Verisign
  • VMware
  • Web.com
  • Webzen
  • Wipro
  • Workday
  • Xero
  • Xerox
  • Xunlei
  • Zayo
  • Zendesk
  • Zynga
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