If you are worried about the pace of innovation in your industry, this report will help you identify which tech vendors can help you. It provides 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 technology in 2024.
Artificial intelligence (AI) was the most talked about technology theme in 2023 and will remain at the top of agendas. From a business perspective, AI represents both an opportunity and a threat, and the companies that succeed will approach it as such rather than seeing it as a cure for all ills.
You will not find a better guide to technology in 2024.
Key Highlights
As we enter 2024, the outlook is volatile and uncertain, primarily due to geopolitical turmoil and macroeconomic uncertainty. Technology can help businesses, governments, and individuals adapt to profound shifts in an uncertain world.Artificial intelligence (AI) was the most talked about technology theme in 2023 and will remain at the top of agendas. From a business perspective, AI represents both an opportunity and a threat, and the companies that succeed will approach it as such rather than seeing it as a cure for all ills.
Scope
- At 164 pages, this report is the most concise reference guide to tech you will read this year. Written by some of the world's leading tech experts, The analyst's TMT Themes 2024 will help you look credible when discussing tech in your industry. It tells you everything you need to know about disruptive tech themes and which companies are best placed to help you digitally transform your business.
- This report covers 17 TMT sectors, divided into four categories: hardware, software and services, internet and media, and telecom. For each sector, we provide thematic scorecards comprising four screens: the company screen, the thematic screen, the valuation screen, and the risk screen.
Reasons to Buy
- Position yourself for future success by understanding the TMT industry's most important tech, regulatory, and macroeconomic themes. Informed by the analyst’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 2024, which is organized by theme.
Table of Contents
- Executive Summary
- Top Themes for 2024
- Hardware
- Software and Services
- Internet and Media
- Telecoms
- Thematic Research Methodology
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- 21 Vianet
- ABB
- Accenture
- Accton
- Acer
- 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
- Arm
- Asia Optical
- ASML
- ASOCS
- ASOS
- Asus
- AT&T
- Atos
- Atresmedia
- Autodesk
- Automation Anywhere
- Aviatrix
- Axel Springer
- 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
- Bureau Veritas
- BYD
- ByteDance
- Cadence Design Systems
- Calix
- Cambricon
- Cambridge University Press
- Canon
- Canonical
- Capcom
- Capgemini
- Casa Systems
- Catcher Technology
- CATL
- Cato Networks
- CelcomDigi
- Cengage
- Cerebras
- CGI
- Charter Communications
- 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 Technologies
- DeNA
- Dentsu
- Deutsche Telekom
- Didi Chuxing
- Digital Realty
- Diodes
- Discord
- Dish Network
- DJI
- DocuSign
- DoorDash
- Dropbox
- DXC Technology
- Dynatrace
- E& (Etisalat)
- Ebay
- Edgio
- Electronic Arts
- Embracer
- Emerson Electric
- EPAM Systems
- Epic Games
- Equifax
- Equinix
- Ericsson
- Estun Automation
- Etsy
- Euromoney
- Exabeam
- Expedia
- Experian
- Extreme Networks
- F5
- FactSet
- FANUC
- FICO
- Finastra
- Forcepoint
- 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 Smart Home
- Harmonic
- Harmonic Drive
- HashiCorp
- HCLTech
- Hearst
- Hikvision
- Himax
- Hitachi
- Hitotsubashi Group
- HollySys Automation
- Holtzbrinck Publishing
- Hon Hai
- Honeywell
- Horizon Robotics
- Houghton Mifflin Harcourt
- HP
- HPE
- HTC
- Huawei
- HubSpot
- IAC
- 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
- Klarna
- Kodansha
- Konami
- KPN
- Krafton
- KT
- KUKA
- Kyndryl
- Kyocera
- Lagardere
- LAM Research
- Lamar Advertising
- Largan
- Lenovo
- LG Display
- LG Electronics
- LG Energy Solution
- Lionsgate
- Live Nation
- LivePerson
- Logitech
- LTI
- Lumen
- Lumentum
- Lyft
- M&C Saatchi
- M1
- M6-Metropole TV
- Magic Leap
- Magnite
- MakeMyTrip
- Marchex
- Marvell
- Mastercard
- Mavenir
- Maxis
- McGraw Hill
- MediaForEurope
- MediaTek
- Meituan
- Melexis
- MercadoLibre
- Meta
- 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
- NetApp
- NetEase
- Netflix
- 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
- Nutanix
- Nvidia
- NXP
- Ocado
- Okta
- Omnicom
- Omron
- On Semiconductor
- Ooredoo
- OpenAI
- OpenText
- Oracle
- Orange
- Outfront Media
- OVHcloud
- Oxford University Press
- Palantir
- Palo Alto Networks
- Panasonic
- Parallel Wireless
- Paramount Global
- Parrot
- PayPal
- Paytm
- Pearson
- Pegatron
- Perfect World
- Philips
- Phluido
- Phoenix Publishing & Media
- Pinduoduo
- Platform9
- Playtech
- PLDT
- Progress Software
- Proofpoint
- ProSiebenSat.1
- Proximus
- PTC
- Publicis
- Pure Storage
- Qisda
- Qorvo
- Qualcomm
- Qualys
- Quanta Computer
- Quantinuum
- Quebecor
- Rackspace Technology
- Radisys
- Radware
- Rakuten
- Rapid7
- 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
- Skyhigh Security
- 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
- Tegna
- Telecom Italia
- Telefonica
- Telekom Malaysia
- Telekomunikasi Indonesia
- Telenor
- Television Broadcasts
- Telia
- Telstra
- Telus
- Temenos
- Tenable
- Tencent
- 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
- Uber
- Ubiquiti Networks
- Ubisoft
- UiPath
- UMC
- Umicore
- United Internet
- Unity Technologies
- Universal Music
- UScellular
- Valve
- Vantiva
- Vecima
- Verisk Analytics
- Verizon
- Viaplay
- Vipshop
- Visa
- Vivendi
- VK
- Vodacom
- Vodafone
- Vuzix
- Walmart
- Walt Disney
- Warner Bros. Discovery
- Warner Music
- Wayfair
- Webzen
- Wiley
- Wipro
- Wistron
- Wolters Kluwer
- Workday
- Workiva
- World Wide Technology
- WPP
- X (formerly Twitter)
- Xero
- Xiaomi
- Yandex
- Yaskawa
- Yelp
- Yokogawa Electric
- Yuneec
- YY
- Z Holdings
- Zain
- Zalando
- Zapata Computing
- Zee Entertainment
- Zendesk
- Zillow
- Zoom
- Zscaler
- ZTE
