Application Software Sector Scorecard, Q3 2023 Update - Thematic Intelligence

Companies with positive scores in the artificial intelligence (AI), big data, and cloud computing themes lead the thematic screen of the analyst's application software sector scorecard. Leading the thematic rankings are the US large cloud vendors, Microsoft, Amazon, and Alphabet, the analytics specialists such as Splunk (subject of a takeover bid by Cisco) and Dynatrace, and leading enterprise software companies such as IBM and SAP.

A developing trend in Q3 was the emergence of differentiated generative AI delivery models, as enterprise customers consider data sensitivity, the need for domain-specific training, and operating costs over the lifetime of use cases. Notably, in July, Meta released a commercial version of its open-source large language model (LLM), LLaMa 2, a move that could disrupt the business models of many application software vendors.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the application software 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.
• The analyst'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.
• The analyst has 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 145 million 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 sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.