Internet of Things in Oil & Gas – Thematic Research

Imagine a world where an airplane can detect a fault in one of its engines in mid-flight and radio ahead to order spare parts without any pilot intervention. Or where your fridge can detect you are running out of milk and order it while you are asleep. Or where your home thermostat automatically lowers the temperature when you leave the house and raises it the moment you return. The “Internet of Things” (IoT) refers to a world where various devices are connected to the internet with a view to automating more of our lives, saving energy, making industrial processes run more efficiently, etc.

We are still early in this technology cycle. As yet, there are no common standards, so it is difficult to predict any long-term winners and losers. However, executives need to understand the Internet of Things because it will soon morph into a mega theme. Inside, our analysis offers a framework in which to look at IoT, summarizes the important trends, and identifies the key players.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Companies mentioned

Akamai

Amazon

Apple

ARM

Atmel

AlertMe

Arqiva

Arrayent

August

Ayla Networks

BP

Balyo

Belkin

BigBelly

Broadcom

Chevron

Canary

CalAmp

Cisco

DroneShield

Electric Imp

Evrythng

Ericsson

Fitbit

F5 Networks

General

Electric (GE)

Google

IBM

Infoblox

Intel

Libelium

Microchip

Microsoft

Neul

NXP/Freescale

Nordic Semiconductor

Oort

Qualcomm

Saudi Aramco

Schlumberger

Shell

Statoil

Samsung

SAP

Software AG

Splunk

Total S.A.

Tado

Thingsquare

Table of Contents

Players

Trends

Industry analysis

Value chain

Impact of IoT on oil & gas

Companies section

Technology briefing

Glossary

APPENDIX: OUR "THEMATIC" RESEARCH METHODOLOGY

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