Thematic Intelligence: IT Infrastructure Sector Scorecard Q2 2024 Update

There was no change at the top of the thematic rankings for the IT infrastructure sector in Q2 2024. Cisco continued to lead the way ahead of Alphabet, Microsoft, and Amazon. Arista Networks rounds out the top five.

Key Highlights

• There was some jockeying for position behind these established leaders, with IBM climbing two places to seventh, while Juniper Networks dropped two places to 10th. However, while some companies changed positions, the overall make-up of the top 10 was the same as in Q1 2024. All 10 are headquartered in the US, with Huawei, in 11th place, the highest-ranked company from outside the US.
• Three themes in the thematic screen have a weighting of 15%, reflecting their importance. They are artificial intelligence (AI), cybersecurity, and observability. Observability relates to the ability to measure the internal states of a system by examining its outputs, typically generated by sensors, servers, storage, networking, and other IT equipment. It is gaining momentum in DevOps, security, and networking, but customer awareness is low. New products and solutions, alongside marketing blitzes, will drive growth in customer awareness and interest. The term will ultimately be used by everyone to describe management and monitoring.

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.
• At the analyst, 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.