IT Infrastructure Sector Scorecard - Thematic Intelligence

IT Infrastructure Sector Scorecard - Thematic Intelligence

Summary

Very little has changed since the previous quarter on the thematic screen of GlobalData’s IT infrastructure sector scorecard. As in Q1, the top 13 companies are all headquartered in the US, with Lenovo maintaining its position as the highest-ranked non-US company, in 14th spot.

Key Highlights

The order of the top three is also unchanged, with Microsoft leading the thematic ranking ahead of Amazon and Cisco. Both Microsoft and Amazon have scores of 5 out of 5 for the everything as a service theme, a particularly important theme for the IT infrastructure sector, with a weighting of 15%. Two other themes on the thematic screen have a 15% weighting: cybersecurity and programmable infrastructure.

Also ranked in the top 10 on the thematic screen are chip giants Intel and Nvidia and Alphabet, Google's parent company. VMware, currently in sixth place, is the subject of a takeover bid by Broadcom, which sits in 11th place. The deal has been approved by the European Commission and the UK’s competition authority, leaving the US Federal Trade Commission as the last remaining hurdle.

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 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.