Application Software Sector Scorecard - Thematic Intelligence

Companies that score well in the artificial intelligence (AI), big data, and cloud computing themes lead the thematic screen of the publisher's application software sector scorecard. The screen is dominated by the large US cloud vendors, Microsoft, Amazon, and Alphabet, and the analytics specialists such as Splunk, Dynatrace, Datadog, and Sumo Logic. It also includes leading enterprise software companies, including IBM, SAP, and Infor, alongside Apple.

Key Highlights

An ongoing trend has been embedding generative AI capabilities into enterprise software solutions, from enterprise resource platforms and customer relationship management (CRM) systems to product lifecycle management tools. Examples include Adobe, Autodesk, Bentley Systems, PTC, ServiceNow, Siemens, and Zendesk.
With the trade dispute between the US and China escalating further from last quarter, the leading Chinese vendors, including Huawei and Baidu, continue to have weaker scores due to their more limited access to AI chips and advanced semiconductor manufacturing technologies. This continues to disrupt the competitive landscape in the application software market, as the inability to run AI algorithms on high-performance hardware will slow down China's progress.

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 publisher'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 publisher 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.