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Tech, Media and Telecom (TMT) Themes 2023 - Thematic Intelligence

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    Report

  • 178 Pages
  • December 2022
  • Region: Global
  • GlobalData
  • ID: 5714506
1h Free Analyst Time
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If you are worried about the pace of innovation in your industry, this report will help you identify which tech vendors can help you. Inside, we provide a top-down, comprehensive outlook for the leading players in the tech, media, and telecom (TMT) industry based on the key themes set to transform their industry landscape over the next two years.

You will not find a better guide to tech in 2023.

Key Highlights

  • Profound shifts in the global economy are underway, driven by various factors, including demographic shifts, climate change, supply chain disruption, and geopolitical tensions.
  • Technology adoption and innovation will play a vital role in helping enterprises, governments, and individuals adapt to new realities in an increasingly uncertain world. History shows that tech-enabling your businesses during a recession makes you more resilient to future shocks.
  • Our thematic engine tags millions of data items across five alternative data sets-patents, jobs, deals, filings, and news-to themes. The vast datasets within our thematic engine help our analysts to produce thematic scorecards which identify the TMT companies best placed to succeed in a disruptive world.

Scope

  • This report is the most concise reference guide to tech that you will read in 2023. Written by some of the world's leading tech experts, the publisher's TMT Themes 2023 will help you look credible when discussing technology in your industry. Inside, we tell you everything you need to know about disruptive tech themes and which companies can help you digitally transform your business.
  • This report covers 17 TMT sectors, divide into four categories: hardware, software and services, internet and media, and telecom. For each sector, we provide thematic scorecards, made up of four screens: the company screen, thematic screen, valuation screen, and risk screen.

Reasons to Buy

  • Position yourself for future success by understanding the most important tech, regulatory, and macroeconomic themes in the TMT industry. Informed by the publisher's analysts, we provide analysis that will help you look credible when discussing tech in your company.
  • Quickly identify attractive investment targets by understanding which companies are the most advanced in the themes that will determine future success in the TMT industry.
  • Gain a competitive advantage in the future of the TMT industry by reading this report in conjunction with another multi-theme report, Tech, Media, & Telecom Predictions 2023, which is organized by theme.

Table of Contents

Executive Summary
  • Top Themes for 2023
  • Hardware
  • Semiconductors
  • Component makers
  • Consumer electronics
  • IT infrastructure
  • Telecom infrastructure
  • Industrial automation
  • Software and Services
  • Application software
  • Gaming
  • Enterprise security software
  • IT services
  • Cloud services
  • Internet and Media
  • Ecommerce
  • Social media
  • Advertising
  • Music, film, and TV
  • Publishing
  • Telecom
  • Telecom services
  • Thematic Research Methodology
  • About the Publisher
  • Contact the Publisher

Companies Mentioned

A selection of companies mentioned in this report includes:

  • 21 Vianet
  • ABB
  • Accenture
  • Accton
  • Acer
  • Activision Blizzard
  • Adobe
  • Adtran
  • Advance
  • Advanced Info Service
  • Airbnb
  • Aixtron
  • Akamai
  • Alarm.com
  • Alcatel-Lucent Enterprise
  • Alibaba
  • Alibaba Pictures
  • Alphabet
  • Alteryx
  • Altice
  • Amazon
  • Ambarella
  • AMC Entertainment
  • AMC Networks
  • AMD
  • Amdocs
  • America Movil
  • Amphenol
  • AMS
  • Analog Devices
  • Ansys
  • AO.com
  • Apple
  • Applied Materials
  • Arista Networks
  • Asia Optical
  • ASML
  • ASOCS
  • ASOS
  • Asus
  • AT&T
  • Atos
  • Atresmedia
  • Autodesk
  • Automation Anywhere
  • Aveva
  • Aviatrix
  • Axel Springer
  • B2W
  • BAE Systems
  • Baidu
  • Bandai Namco
  • Baozun
  • Barracuda Networks
  • BCE
  • Bentley Systems
  • Bertelsmann
  • Bharti Airtel
  • Bilibili
  • Bitmain
  • Bizlink
  • Blackbaud
  • Blackberry
  • Blackline
  • Bloomberg
  • Bonnier
  • Boohoo.com
  • Booking Holdings
  • Bosch
  • Box
  • Boyaa
  • Brainchip
  • Broadcom
  • BT
  • Bumble
  • Bureau Veritas
  • BYD
  • ByteDance
  • Cadence Design Systems
  • Calix
  • Cambricon
  • Cambridge Quantum
  • Cambridge University Press
  • Canon
  • Canonical
  • Capcom
  • Capgemini
  • Casa Systems
  • Catcher Technology
  • CATL
  • Cato Networks
  • Cazoo
  • Cengage
  • Cerebras
  • CGI
  • Charter Communication
  • Check Point Software
  • Chegg
  • Cheil
  • China Literature
  • China Mobile
  • China Telecom
  • China Unicom
  • Chunghwa Telecom
  • Ciena
  • Cineworld
  • Cirrus Logic
  • Cisco
  • Clarivate
  • Clear Channel
  • Cloud Software Group
  • Cloudera
  • Cloudflare
  • Cognex
  • Cognizant
  • Cohesity
  • Colopl
  • Comcast
  • CommScope
  • CommVault
  • Compal
  • Compass
  • Computacenter
  • Comscore
  • Concentrix
  • Conduent
  • Constellation Software
  • Corning
  • Couchbase
  • Coupa
  • Cox
  • Criteo
  • CrowdStrike
  • CSG Systems
  • CyberArk Software
  • Cyberdyne
  • Cybereason
  • Daily Mail and General Trust
  • Danaher
  • Darktrace
  • Dassault Systemes
  • Databricks
  • Datadog
  • Dawning
  • Deliveroo
  • Delivery Hero
  • Dell
  • DeNA
  • Dentsu
  • Deutsche Telekom
  • Didi Chuxing
  • Digi
  • Digital Realty
  • Diodes
  • Discord
  • Dish Network
  • DJI
  • DocuSign
  • DoorDash
  • Dropbox
  • DXC Technology
  • Dynatrace
  • Ebay
  • Edgio
  • Electronic Arts
  • Embracer
  • Emerson Electric
  • EPAM Systems
  • Epic Games
  • Equifax
  • Equinix
  • Ericsson
  • Estun Automation
  • Etisalat
  • Etsy
  • Euromoney
  • Exabeam
  • Expedia
  • Experian
  • Extreme Networks
  • F5 Networks
  • FactSet
  • FANUC
  • FICO
  • Finastra
  • Fortinet
  • Fuji Media
  • Fujitsu
  • Gakken
  • Gamevil
  • Gannett
  • Garmin
  • GE
  • Genpact
  • GlobalFoundries
  • Globe Telecom
  • GoDaddy
  • GoerTek
  • GoPro
  • Graphcore
  • Gree
  • Groq
  • Groupon
  • Grupo Planeta
  • Grupo Televisa
  • Guardian Media Group
  • GungHo Online
  • Haier Electronics
  • Harmonic
  • Harmonic Drive
  • HashiCorp
  • HCL Technologies
  • Hearst
  • Hikvision
  • Himax
  • Hitachi
  • Hitotsubashi Group
  • HollySys Automation
  • Holtzbrinck Publishing
  • Hon Hai
  • Honeywell
  • Horizon Robotics
  • Houghton Mifflin Harcourt
  • HP
  • HPE
  • HTC
  • Huawei
  • HubSpot
  • IBM
  • iFlytek
  • IGG
  • Iliad
  • Indra Sistemas
  • Infineon
  • Infinera
  • Info Edge
  • Infor
  • Informa
  • Infosys
  • Inspur Electronic
  • Instacart
  • Intel
  • Interpublic
  • Intuit
  • Intuitive Surgical
  • Inventec
  • IonQ
  • iQiyi
  • iRobot
  • ITV
  • Jabil
  • Japan Display
  • JC Decaux
  • JD.com
  • Juniper Networks
  • Just Eat Takeaway
  • Justdial
  • Kadokawa
  • Kakao
  • Kawasaki Heavy
  • KDDI
  • Keyence
  • Kingsoft
  • Kodansha
  • Konami
  • KPN
  • Krafton
  • KT
  • KUKA
  • Kyndryl
  • Kyocera
  • Lagardere
  • LAM Research
  • Lamar Advertising
  • Largan
  • Lenovo
  • LG Chem
  • LG Display
  • LG Electronics
  • Lionsgate
  • Live Nation
  • LivePerson
  • Logitech
  • LTI
  • Lumen
  • Lumentum
  • Lyft
  • M&C Saatchi
  • M1
  • M6-Metropole TV
  • Magic Leap
  • Magnite
  • MakeMyTrip
  • Marchex
  • Marvell
  • Mastercard
  • Match
  • Mavenir
  • Maxis
  • McGraw Hill
  • Mediaset
  • MediaTek
  • Meituan
  • Melexis
  • MercadoLibre
  • Meredith
  • Meta
  • Micro Focus
  • Microchip
  • Micron
  • Microsoft
  • Mimecast
  • Mirantis
  • Mitsubishi Electric
  • Mixi
  • Mobily
  • Momo
  • MoneySuperMarket
  • Monolithic Power Systems
  • Moody's
  • Morningstar
  • Motorola Solutions
  • Mphasis
  • MTN Group
  • Murata
  • Mythic
  • Nabtesco
  • Nachi Fujikoshi
  • Nanya Tech
  • Naspers
  • Naver
  • NavInfo
  • NCC
  • NCSoft
  • NEC
  • NENT
  • NetApp
  • NetEase
  • Netflix
  • Netgear
  • Netmarble
  • Netskope
  • Network 18 Media
  • Neusoft
  • New Relic
  • New Work
  • New York Times
  • News Corp
  • Nexon
  • Nexstar
  • Nfon
  • Nielsen
  • Nikon
  • Ningbo Bird
  • Nintendo
  • Nippon Ceramic
  • Nippon TV
  • Nokia
  • NTT
  • NTT Data
  • NTT DoCoMo
  • Nutanix
  • Nvidia
  • NXP
  • Ocado
  • Okta
  • Omnicom
  • Omron
  • On Semiconductor
  • One Identity
  • Ooredoo
  • Open Text
  • Oracle
  • Orange
  • Outfront Media
  • OVHcloud
  • Oxford University Press
  • Palantir
  • Palo Alto Networks
  • Panasonic
  • Parallel Wireless
  • Paramount Global
  • Parler
  • Parrot
  • PayPal
  • Paytm
  • Pearson
  • Pegatron
  • Perfect World
  • Philips
  • Phluido
  • Phoenix Publishing & Media
  • Pinduoduo
  • Pinterest
  • Platform9
  • Playtech
  • PLDT
  • Progress Software
  • Proofpoint
  • ProSiebenSat.1
  • Proximus
  • PTC
  • Publicis
  • Pure Storage
  • Qisda
  • Qorvo
  • Qualcomm
  • Qualys
  • Quanta Computer
  • Quebecor
  • Rackspace Technology
  • Radisys
  • Radware
  • Rakuten
  • Rapid7
  • Raytheon Technologies
  • Razer
  • Rea Group
  • Reliance Industries
  • Relx
  • Renesas
  • Renren
  • Ribbon Comms
  • Ricoh
  • Rigetti Computing
  • RingCentral
  • Roblox
  • Rockwell Automation
  • Rogers Comms
  • Rohm
  • Roper Technologies
  • RTL
  • Rubrik
  • S&P Global
  • Sage
  • SAGE Publishing
  • SAIC
  • SailPoint Technologies
  • Salesforce
  • SambaNova
  • Samsung Electronics
  • Samsung SDI
  • Sanoma
  • SAP
  • Saudi Telecom
  • Schibsted
  • Schneider Electric
  • Scholastic
  • Sea
  • Seagate
  • SecureWorks
  • Securonix
  • Sega Sammy
  • Seiko Epson
  • Sensata
  • SenseTime
  • SentinelOne
  • ServiceNow
  • Sharp
  • Shein
  • Shopify
  • Siasun Robot
  • Siemens
  • Silicon Labs
  • Silicon Motion
  • Sina
  • SingTel
  • Sirius XM Radio
  • SK Hynix
  • SK Telecom
  • Skyworks
  • SMEE
  • SMIC
  • Snap
  • Snap One
  • Snowflake
  • Snyk
  • Softbank
  • Software AG
  • Sonos
  • Sony
  • Sophos
  • Sopra Steria
  • Spark New Zealand
  • Splunk
  • Spotify
  • Square Enix
  • SS&C
  • STMicroelectronics
  • Stryker
  • Sumo Logic
  • Sun TV Network
  • Suning.com
  • Sunny Optical
  • SUSE
  • Swisscom
  • Synaptics
  • Synopsys
  • SynSense
  • Take-Two Interactive
  • TAL Education
  • Tanium
  • Tata Communications
  • Tata Consultancy Services
  • TDK
  • TE Connectivity
  • TeamViewer
  • Tech Mahindra
  • Technicolor
  • Tegna
  • Telecom Italia
  • Telefonica
  • Telekom Malaysia
  • Telekomunikasi Indonesia
  • Telenor
  • Television Broadcasts
  • Telia
  • Telstra
  • Telus
  • Temenos
  • Tenable
  • Tencent
  • Tencent Music
  • Teradata
  • Teradyne
  • Tesla
  • Texas Instruments
  • TF1
  • Thales
  • Thomson Reuters
  • TietoEVRY
  • T-Mobile US
  • Tokyo Electron
  • TomTom
  • Toshiba
  • Toyota
  • Trade Desk
  • TransUnion
  • Trellix
  • Trend Micro
  • Trip.com
  • TripAdvisor
  • TSMC
  • Twilio
  • Twitter
  • Uber
  • Ubiquiti Networks
  • Ubisoft
  • UiPath
  • UMC
  • Umicore
  • United Internet
  • Unity Technologies
  • Universal Music
  • UScellular
  • Valve
  • Vecima
  • Verisk Analytics
  • Verizon
  • VIP.com
  • Visa
  • Vivendi
  • VK
  • VMware
  • Vodacom
  • Vodafone
  • Vuzix
  • Walmart
  • Walt Disney
  • Warner Bros. Discovery
  • Warner Music
  • Wayfair
  • Webzen
  • Western Digital
  • Wiley
  • Wipro
  • Wistron
  • Wolters Kluwer
  • Workday
  • Workiva
  • World Wide Technology
  • WPP
  • Xero
  • Xiaomi
  • Yandex
  • Yaskawa
  • Yelp
  • Yokogawa Electric
  • Yuneec
  • YY
  • Z Holdings
  • Zain
  • Zalando
  • Zapata Computing
  • Zee Entertainment
  • Zendesk
  • Zillow
  • Zoom
  • Zscaler
  • ZTE