Tech and Media Trends 2018 - Global Thematic Research

  • ID: 4473059
  • Report
  • Region: Global
  • 139 pages
  • GlobalData
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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 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
  • Changyou.Com
  • GoPro
  • Match
  • PTC
  • Tech Data Corp.
  • MORE
INTRODUCTION
SEMICONDUCTORS
CONSUMER ELECTRONICS
INDUSTRIAL AUTOMATION
SERVERS, STORAGE, NETWORKING AND TELECOM EQUIPMENT
COMPONENT MAKERS
APPLICATION SOFTWARE
INTERNET INFRASTRUCTURE SOFTWARE
SECURITY SOFTWARE
IT SERVICES
ECOMMERCE
SOCIAL MEDIA
ADVERTISING
MUSIC, FILM & TELEVISION
PUBLISHING
APPENDIX: “THEMATIC” RESEARCH METHODOLOGY
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  • 21 Vianet
  • 21st Century Fox
  • 3D Systems
  • 500.com
  • 51job
  • 58.com
  • A10 Networks
  • AAC Technologies
  • ABB
  • ABS CBN broadcasting
  • Accenture
  • Acer
  • Activision Blizzard
  • Acxiom
  • Adlink
  • Adobe
  • ADP
  • Adtran
  • Adva Optical Networking
  • Advanced Info Service
  • Advanced Semiconductor
  • Advantest
  • AES
  • Agilent Tech
  • Ahnlab
  • Aixtron
  • Akamai
  • Alarm.com
  • Alibaba
  • Alliance Data Systems
  • Allscripts
  • Alphabet
  • Altek
  • Altice
  • Amazon
  • Ambarella
  • AMC Networks
  • AMD
  • AMDOCS
  • America Movil
  • Amex
  • Amkor
  • Amphenol
  • AMS
  • Analog Devices
  • Angie's List
  • Anritsu
  • Ansys
  • AO.com
  • Apple
  • Applied Materials
  • Applied Optoelectronics
  • Arista Networks
  • Arris
  • Arrow Electronics
  • Asahi Glass
  • Asia Optical
  • ASML Holding
  • ASOS
  • Asus
  • AT&T
  • AthenaHealth
  • Atlassian
  • Atos
  • Atresmedia
  • AU Optronics
  • Autodesk
  • Autohome
  • Autoliv
  • Avnet
  • AVX
  • Axel Springer
  • Axiata
  • B2W Cia Digital
  • BAE Systems
  • Baidu
  • Bango
  • Barnes & Noble
  • Barracuda Networks
  • Bazaarvoice
  • BCE
  • Beijing Gehua Catv Network
  • BenefitFocus
  • Best Buy
  • Bezeq Israeli Telecom
  • Bharti Airtel
  • Bharti Infratel
  • Bitauto
  • Bittium
  • Bizlink
  • Blackbaud
  • Blackberry
  • Blackline
  • Blucora
  • Boohoo.com
  • Box
  • Boyaa
  • Brightcove
  • Broadcom
  • Brocade Comms
  • Brother
  • BT
  • Byd
  • CA Technologies
  • Cabot Microelectronics
  • Cadence Design Sys
  • CalAmp
  • Calix
  • Callidus
  • Canon
  • Capcom
  • Capgemini
  • Carsales.com
  • Castlight Health
  • Catcher Technology
  • CBS
  • CDK Global
  • CenturyLink
  • Cerner
  • CGI
  • Changyou.Com
  • ChannelAdvisor
  • Charter Communication
  • Check Point Software
  • Cheil
  • China Mobile
  • China Telecom
  • China Unicom
  • Chunghwa Telecom
  • Ciena
  • Cineworld
  • Cirrus Logic
  • Cisco
  • Citrix Systems
  • CJ E&M
  • Clear Media
  • Cognex
  • Cognizant
  • Colopl
  • Comcast
  • Commscope
  • CommVault
  • Compal
  • Computacenter
  • comScore
  • Consolidated Comms
  • Constellation Software
  • Continental
  • Control4
  • Convergys
  • Cornerstone OnDemand
  • Corning
  • Quotient Technology
  • Cray
  • Cree
  • Criteo
  • Crown Castle
  • Ctrip
  • Cyberark Software
  • Cyberdyne
  • Cypress
  • Daily Mail & General Trust
  • Dassault Systemes
  • Dawning
  • Delphi
  • Delta Electronics
  • DeNa
  • Denso
  • Dentsu
  • Deutsche Telekom
  • Dialog
  • Digi
  • Diodes
  • Discover
  • Discovery Communications
  • Dish Network
  • Dixons Carphone
  • Dolby Labs
  • eBay
  • Ebix
  • Electronic Arts
  • Elisa
  • Ellie Mae
  • Emirates Integrated Telecom
  • Emirates Telecom Corp
  • Energizer
  • EnerSys
  • Entertainment One
  • EPAM Systems
  • Epistar
  • Equifax
  • Equinix
  • Ericsson
  • Eros
  • Estun Automation
  • Etihad Etisalat
  • Etsy
  • Eutelsat
  • Everlight
  • Evertec
  • EW Scripps
  • Exide
  • Expedia
  • Experian
  • Extreme Networks
  • F5 Networks
  • Fabrinet
  • Facebook
  • Fair Isaac
  • Fairfax Media
  • Fanuc
  • Far Eastone Telecom
  • Faro Tech
  • FIH Mobile
  • Finisar
  • FireEye
  • FIS
  • Fiserv
  • Fitbit
  • Forrester Research
  • Fortinet
  • Foxconn Tech
  • Frontier Comms
  • F-Secure
  • Fuji Media
  • Fujitsu
  • Gamevil
  • Gannett
  • Garmin
  • Gartner
  • GE
  • Gemalto
  • Genpact
  • Gigamon
  • Global Payments
  • Global Telecom Holding
  • Globe Telecom
  • Glu Mobile
  • GMO Internet
  • Gmo Payment Gateway
  • GoDaddy
  • GoerTek
  • GoPro
  • Grammer
  • Gree
  • Green Dot
  • Groupon
  • GrubHub
  • Grupo Televisa
  • GS Yuasa
  • GungHo Online
  • Harmonic Drive
  • Hathway Cable
  • Havas
  • HCL Technologies
  • Hellenic Telecom
  • Hexagon
  • Hexaware Technologies
  • Hikvision
  • Himax
  • Hitachi
  • HollySys Automation
  • Hortonworks
  • HP Enterprise
  • HP Inc
  • HT Media
  • HTC
  • HubSpot
  • Hutchison Telecom Hk
  • IAC Interactive
  • IBM
  • Idea Cellular
  • iFlytek
  • IGG
  • Iliad
  • Illumina
  • Imagination Tech
  • Imperva
  • Indosat
  • Indra
  • Infineon
  • Infinera
  • Info Edge India
  • Infosys
  • Ingenico
  • Inmarsat
  • Innolux
  • Inspur Electronic
  • Instructure
  • Intel
  • Intelsat
  • InterDigital
  • Interpublic
  • Interxion
  • InTouch Holdings
  • Intuit
  • Intuitive Surgical
  • Inventec
  • iRobot
  • ITV
  • J2 Global
  • Jabil Circuit
  • Japan Display
  • JC Decaux
  • JD.com
  • Johnson Matthey
  • Joyson
  • Jumei
  • Juniper Networks
  • Just Dial
  • Just Eat
  • Kakaku
  • Kakao
  • Kawasaki Heavy
  • KDDI
  • Keyence
  • Keysight Tech
  • Keyw
  • Kingsoft
  • Kla-Tencor
  • Knowles
  • Konami
  • Korea Telecom
  • KPN
  • Kudelski
  • KUKA
  • Kulicke & Soffa
  • Kyocera
  • Lagardere
  • LAM Research
  • Lamar Advertising
  • Largan
  • Leju
  • LendingClub
  • LendingTree
  • Lenovo
  • Level 3
  • LG Chem
  • LG Display
  • LG Electronics
  • LG Uplus
  • Liberty Global
  • Line
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  • Live Nation
  • LivePerson
  • Loen Entertainment
  • Logitech
  • LogMeIn
  • Lumentum
  • Lumos Networks
  • Luxoft
  • M&C Saatchi
  • M1
  • M6-Metropole TV
  • Macom
  • Magyar Telekom
  • Mail.Ru
  • MakeMyTrip
  • Marvell
  • Mastercard
  • Match
  • Maxim
  • Maxis
  • Mediaset
  • MediaTek
  • Medidata
  • Medtronic
  • Melexis
  • Mercadolibre
  • Meredith
  • Micro Focus
  • Microchip
  • Micron
  • Microsemi
  • Microsoft
  • Microstrategy
  • Millicom Cellular
  • Mimecast
  • Mindbody
  • Mitel Networks
  • Mitsubishi Electric
  • Mixi
  • Mobile Iron
  • Mobile Telesystems
  • Mobileye
  • Mobinil
  • Mobistar
  • Modern Times Group
  • Momo
  • MoneyGram
  • Moneysupermarket
  • Monolithic Power Systems
  • Moody's
  • Morningstar
  • Motorola Solutions
  • Mphasis
  • MTN Group
  • Murata
  • Nabtesco
  • Nachi Fujikoshi
  • Nanya Tech
  • Naspers
  • Naver
  • NavInfo
  • NCC
  • NCR
  • NCSoft
  • NEC
  • NeoPhotonics
  • Net 1 Ueps Tech
  • Net Dragon
  • NetApp
  • NetEase
  • Netflix
  • Netgear
  • NetScout
  • Network 18 Media
  • Neusoft
  • New Relic
  • New York Times
  • News Corp
  • Nexon
  • Nexstar
  • Nice Systems
  • Nielsen
  • Nikon
  • Ningbo Bird
  • Nintendo
  • Nippon Ceramic
  • Nippon TV
  • Nitto Denko
  • Nokia
  • NTT
  • NTT Data
  • NTT DoCoMo
  • Nuance Communications
  • Nutanix
  • Nvidia
  • NXP
  • O2 Czech Republic
  • Ocado
  • Oclaro
  • Oi SA
  • Olympus
  • Omnicom
  • Omron
  • On Semiconductor
  • OnDeck
  • Ooredoo
  • Open Text
  • Opera Software
  • Oracle
  • Oracle Fin. Services
  • Orange
  • Orange Polska
  • Ourpalm
  • Outfront Media
  • Pakistan Telecom
  • Palo Alto Networks
  • Panasonic
  • Pandora
  • Parrot
  • Paycom
  • Paylocity
  • PayPal
  • Paypoint
  • Paysafe
  • PCCW
  • Pearson
  • Pegatron
  • Pioneer
  • Playtech
  • PLDT
  • Portugal Telecom
  • Priceline
  • Progress Software
  • ProofPoint
  • ProSiebenSat.1
  • Proto Labs
  • PTC
  • Publicis
  • Pure Storage
  • Purplebricks
  • Qisda
  • Qorvo
  • Qualcomm
  • Quality Systems
  • Qualys
  • Quanta Computer
  • Quebecor
  • QVC Group
  • Rakuten
  • Rapid7
  • Raytheon
  • Rea Group
  • RealPage
  • Realtek Semiconductor
  • Red Hat
  • Redington Inda
  • Relx
  • Renesas
  • Renishaw
  • Renren
  • Ricoh
  • Rightmove
  • RingCentral
  • Rocket Internet
  • Rockwell Automation
  • Rogers Comms
  • Roper Technologies
  • Rostel
  • Royal Philips
  • RTL
  • S.M.Entertainment
  • Safaricom
  • SafeCharge
  • Sage
  • SAIC
  • Salesforce.Com
  • Samsung Electronics
  • Samsung SDI
  • Sanoma
  • SAP
  • Saudi Telecom
  • Schibsted
  • Schneider
  • Scholastic
  • Scripps Networks Interactive
  • Seagate
  • Sebang Battery
  • SecureWorks
  • Seek
  • Seiko Epson
  • Sensata
  • Seoul Semiconductor
  • Sercomm
  • ServiceNow
  • SES
  • Seven Group
  • Sharp
  • Shaw Communications
  • Shopify
  • Shutterfly
  • Siasun Robot
  • Siemens
  • Silicon Labs
  • Silicon Motion
  • Siliconware Precision
  • Silver Spring
  • Silverlake Axis
  • Sina
  • Singapore Press Holdings
  • SingTel
  • Sirius XM Radio
  • SK Hynix
  • SK Telecom
  • Sky
  • Skyworks
  • Smartone Telecom
  • SMIC
  • Snap
  • Softbank
  • Software AG
  • Sohu
  • Sonus Networks
  • Sony
  • Sophos
  • Sopra Steria
  • Spark New Zealand
  • Spirent
  • Splunk
  • Square
  • Square Enix
  • Starbucks
  • Starhub
  • Start Today
  • Sterlite
  • STMicroelectronics
  • Stratasys
  • Stryker
  • Sun TV Network
  • Sunny Optical
  • Suzhou Anjie
  • Swisscom
  • Symantec
  • Synaptics
  • Synnex
  • Synopsys
  • Systena
  • Tableau
  • Taiwan Mobile
  • Takeaway.com
  • Take-Two Interactive
  • Talktalk Telecom
  • Tata Communications
  • Tata Consultancy Services
  • TDK
  • TE Connectivity
  • Tech Data Corp.
  • Tech Mahindra
  • Technicolor
  • Tele2
  • Telecom Argentina
  • Telecom Egypt
  • Telecom Italia
  • Telefonica
  • Telefonica Brasil
  • Telefonica Del Peru
  • Telekom Austria
  • Telekom Malaysia
  • Telekomunikasi Indonesia
  • Telenet
  • Telenor
  • Television Broadcasts
  • Telit
  • Telkom SA
  • Telstra
  • Telus
  • Temenos
  • Tencent
  • Teradata
  • Teradyne
  • Tesla Motors
  • Texas Instruments
  • Thomson Reuters
  • Tieto
  • Tim Participacoes
  • Time
  • Time Warner
  • T-Mobile USA
  • Toda Kogyo
  • Tokyo Electron
  • Tom Group
  • TomTom
  • Toshiba
  • Total Access Com
  • TPK
  • Trade Desk
  • Trend Micro
  • Trinity Mirror
  • TripAdvisor
  • True Corp
  • TrueCar
  • TSMC
  • TSYS
  • Tung Thih
  • TV Francaise (T.F.1)
  • Twilio
  • Twitter
  • Tyler Tech
  • Ubiquiti Networks
  • Ubisoft
  • Ultimate Software
  • Ulvac
  • UMC
  • Umicore
  • United Internet
  • Universal Display
  • US Cellular
  • Valeo
  • Vanguard
  • Vantiv
  • Varonis
  • Veeco Instruments
  • Veeva Systems
  • Venture Corp
  • Verifone
  • Verint Systems
  • Verisign
  • Verizon
  • Viacom
  • Viavi
  • Vimpelcom
  • Vipshop
  • Visa
  • Vivendi
  • VMware
  • Vodacom
  • Vodafone
  • Vonage
  • Walt Disney
  • Web.com
  • Webzen
  • Weibo
  • Western Digital
  • Western Union
  • Windstream
  • Wipro
  • Wirecard
  • Wistron
  • Wistron NeWeb
  • Wolters Kluwer
  • Workday
  • Workiva
  • Worldline
  • Worldpay
  • WPP
  • Xero
  • Xerox
  • Xilinx
  • Xing
  • Xunlei
  • Yageo
  • Yahoo! Japan
  • Yandex
  • Yaskawa
  • Yelp
  • Yirendai
  • Yoox Net-A-Porter
  • YY
  • Zain Saudi Arabia
  • Zalando
  • Zayo
  • Zee Entertainment
  • Zendesk
  • Zhaopin
  • Zillow
  • Zoopla
  • ZTE
  • Zynga
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