IT Infrastructure Sector Scorecard Q1 2021 Update – Thematic Research

US-based companies dominate the thematic screen of GlobalData’s IT infrastructure sector scorecard. The top 12 companies in the thematic ranking are all headquartered in the US. The highest-ranked non-US company is Chinese giant Huawei, in 13th place.

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.

Key Highlights

The top three companies on the thematic screen – Amazon, Microsoft, and Alphabet – have virtually identical scores across the 10 themes. Amazon’s superiority in the Internet of Things and COVID-19 themes (it scores 5 out of 5 for both, whereas Microsoft and Alphabet receive 4 out of 5) gives it a slight edge. Microsoft ranks higher than Alphabet thanks to its score of 5 out of 5 in the edge computing theme.

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

Accton

Adtran

Alcatel-Lucent Enterprise

Alphabet

Amazon

Arista Networks

Broadcom

Cisco

CommScope

Dawning

Dell

Extreme Networks

F5 Networks

Fujitsu

Hitachi

HP Enterprise

Huawei

IBM

Inspur Electronic

Intel

Juniper Networks

Lenovo

Microsoft

Motorola Solutions

NEC

NetApp

Netgear

Nutanix

Nvidia

Oracle

Pure Storage

Seagate

Teradata

Ubiquiti Networks

VMware

Western Digital

Table of Contents

Executive summary

Introduction

Sector performance

IT infrastructure sector scorecard

Thematic methodology

    Pricing

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