Players

Trends

Value chain

Industry analysis

Impact of IoT on retail and FMCG

Companies section

Technology briefing

Glossary

APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY

Imagine a world where an airplane can detect a fault in one of its engines mid-flight and radio ahead to order spare parts without any pilot intervention. Or where your fridge can detect that you are running out of milk and order it while you are asleep. Or where your home thermostat automatically lowers the temperature when you leave the house and raises it the moment you return. The “Internet of Things” (IoT) refers to a world where various devices are connected to the internet with a view to automating more of our lives, saving energy, and making industrial processes run more efficiently.

 

We are still early in this technology cycle. As yet, there are no common standards, so it is difficult to predict any long-term winners and losers. However, executives need to understand IoT because it will soon morph into a mega theme. Inside, our analysis offers a framework in which to look at IoT, summarizing the important trends and identifying the key players.

 

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

 

About our Thematic Research Ecosystem

 

GlobalData 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, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData 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 GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our 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

Our thematic investment research product, supported by our 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.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

 

Companies mentioned

Akamai

 

Amazon

 

Apple

 

ARM

 

Atmel

 

Broadcom

 

CalAmp

 

Cisco

 

Ericsson

 

F5 Networks

 

General

 

Electric (GE)

 

Google

 

IBM

 

Infoblox

 

Intel

 

Microchip

 

Microsoft

 

NXP/

 

Freescale

 

Qualcomm

 

Samsung

 

SAP

 

Software AG

 

Splunk

 

AlertMe

 

Arqiva

 

Arrayent

 

August

 

Ayla

 

Networks

 

Balyo

 

Belkin

 

BigBelly

 

Canary

 

DroneShield

 

Electric Imp

 

Evrythng

 

Fitbit

 

Libelium

 

Neul

 

Nordic Semiconductor

 

Oort

 

Tado

 

Thingsquare

 

Alibaba

 

Burberry

 

Farfetch

 

Kroger

 

Levi’s

 

Lowe’s

 

Lululemon

 

Macy’s

 

Next

 

Ocado

 

Rite Aid

 

Target

 

Unilever

 

The Coca-

 

Cola

 

Company

 

L’Oreal

 

Nestlé