IT Infrastructure Sector Scorecard Q1 2024 Update - Thematic Intelligence
Summary
Cisco continues to lead the thematic screen of GlobalData’s IT infrastructure sector scorecard. The company first took the top spot in Q3 2023 and has maintained it since then, thanks to scores of 5 out of 5 for seven of the screen’s 10 themes.
Behind Cisco in the thematic rankings are three of the world’s largest companies by market capitalization: Alphabet, Microsoft, and Amazon. All three score better than Cisco for the artificial intelligence (AI) theme but have scores of 1 out of 5 for the geopolitics theme, which suggests that this theme will be highly detrimental to their future performance. Cisco also outscores all three companies in the observability theme, which, like AI, has a weighting of 15%, reflecting its importance.
Scope
This sector scorecard provides a top-down, comprehensive outlook for the key players in the IT infrastructure 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.
GlobalData’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.
At GlobalData, we have 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 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, 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.
Executive Summary
Top Themes for 2024
Sector Scorecard: IT Infrastructure
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
About GlobalData
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LIST OF FIGURES
Figure 1: The biggest themes driving growth in the tech, media, and telecom industry
Figure 2: Who does what in the IT infrastructure space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard