Strategic Intelligence: IT Infrastructure Sector Scorecard Q3 2024 Update

After a period of stasis at the top of the thematic rankings for the analyst’s IT infrastructure sector scorecard, there was some movement in Q3 2024. Cisco remains in the top spot, with Alphabet just behind, but Microsoft has dropped two places from third to fifth, while Nvidia has jumped up from eighth to fourth, and Amazon has improved by one position to third.

Key Highlights

• Microsoft has the same scores as Amazon and Nvidia for key themes like artificial intelligence (AI) and cybersecurity, but it has a lower score for the geopolitics and network infrastructure themes. This ensures it ranks below its rivals despite outscoring Amazon in the edge computing theme and bettering Nvidia in the subscriptions and observability themes.
• Three themes in the thematic screen have a weighting of 15%, reflecting their importance. They are 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 has gained 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. Ultimately, everyone will use the term 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.