IT Infrastructure Sector Scorecard, Q3 2023 Update - Thematic Intelligence

Cisco has taken the top spot on the thematic screen of the analyst's IT infrastructure sector scorecard. It jumped up from third place last quarter, overtaking previous leaders Microsoft and Amazon in the process.

Cisco's rise is largely due to changes to Microsoft and Amazon's scores in the geopolitics theme. Both have been downgraded since Q2 2023, with Microsoft's score dropping to 3 out of 5 from 4 out of 5 and Amazon's dropping from 1 out of 5 from 4 out of 5. The change in Amazon's geopolitics score meant it was also overtaken on the thematic screen by HPE, which moved from fifth place last quarter to third in Q3 2023.

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.
• The analyst'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 analyst 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.