Application Software Sector Scorecard Q1 2024 Update - Thematic Intelligence

Companies scoring well in the artificial intelligence (AI), big data, and cloud computing-related themes lead the thematic screen of the publisher's application software sector scorecard. This screen is dominated by the large US cloud vendors (Microsoft, Amazon, and Alphabet), but also includes leading enterprise software companies such as IBM, SAP, and Infor, as well as Apple. There have been minor score changes for companies such as Broadcom, OpenText, and Software AG due to their divestitures following recent acquisitions.

Rapid developments in generative AI continue. The back half of 2023 saw the emergence of differentiated generative AI delivery models, as enterprise customers take into consideration data sensitivity, the need for domain-specific training, and operating costs over the lifetime of use cases. Competition is intensifying, with Alphabet launching its Gemini AI model, Microsoft diversifying with Mistral, Elon Musk’s xAI aiming to raise $6 billion, and OpenAI making the case for a $7 trillion investment in AI chips.

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 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 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.