Application Software Sector Scorecard Q1 2021 Update – Thematic Research

Three of the world’s biggest technology companies top the thematic screen of GlobalData’s application software sector scorecard. Amazon, Microsoft, and Alphabet occupy the top three positions, with Apple not far behind, in sixth place.

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.

Key Highlights

Of the top 10 companies in the thematic screen, only one (Baidu) is headquartered outside of the US. Alongside the four previously mentioned Big Tech companies, the top 10 also includes IBM, Splunk, Salesforce, Oracle, and Broadcom. Sitting just outside the top 10 are five other US companies: Zoom, Snowflake, Slack, Cloudera, and Adobe.

Reasons to buy

Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector.

To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors.

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.

Companies mentioned

Adobe

Alphabet

Alteryx

Amazon

Ansys

Apple

Autodesk

Baidu

Bentley Systems

Blackbaud

Blackline

Broadcom

Cadence Design Systems

Cloudera

Constellation Software

Coupa

Dassault Systemes

DocuSign

Facebook

IBM

iFlytek

Intuit

Microsoft

Neusoft

New Relic

Nuance

Open Text

Oracle

Progress Software

PTC

RingCentral

Sage

Salesforce

SAP

ServiceNow

Slack

Snowflake

Software AG

Splunk

TIBCO Software

Workday

Workiva

Xero

Zendesk

Zoom

Table of Contents

Executive summary

Introduction

Sector performance

Application software sector scorecard

Thematic methodology

    Pricing

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