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Thematic Analysis
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Power Predictions 2026: Strategic Intelligence
In this report, we identify the top 20 themes that will impact the power sector in 2026. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading. We classify our top themes for 2026 into four groups. The major technology themes impacting the power sector in 2026 will be artificial intelligence (AI), big data, blockchain, cloud, cybersecurity, the Internet of Things (IoT), the metaverse, and robotics. The major industry themes impacting...
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Thematic Analysis
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Digital Mortgages: Strategic Intelligence
This report explores the burgeoning digital mortgage space, including coverage of the key trends that will shape the segment going forward. It explores where home buying sits in relation to other key financial goals, channel preferences for research and purchase, and the features driving product selection. The report examines how banks can best co-exist with all the new players within the digital mortgage ecosystem, before concluding with firm-level summaries on who we think is best placed to succeed in this...
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Thematic Analysis
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Autonomous Vehicles: Strategic Intelligence
Global robotaxi rollout is accelerating but remains highly city-specific in the near term, concentrated in regulator-friendly markets in China, parts of the US, and select Gulf states, with most services operating in geofenced zones and under speed constraints while companies focus on data collection and software maturation. Over the medium term, continued safety performance is pivotal: if major incidents are avoided, regulators are likely to broaden operating domains and permit larger fleets, driving down cost per mile and potentially making...
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Thematic Analysis
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Lodging Sector Scorecard: Strategic Intelligence
The lodging sector scorecard report provides a thorough insight into the lodging market. The report looks at the different themes impacting the lodging sector, provides examples of how each theme influnces the industry and what that will look like in the future. The lodging industry is being reshaped by a set of structural themes that influence demand patterns, operating models, and competitive intensity. While travel volumes have generally recovered, the basis of competition has shifted from room supply alone to...
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Thematic Analysis
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Augmented Reality: Strategic Intelligence
Augmented reality (AR) is a technology that allows users to see the real world overlaid with digital data. According to GlobalData forecasts, global AR market revenue will exceed $87 billion by 2030, up from nearly $30 billion in 2024 at a compound annual growth rate (CAGR) of 20%. Software makes up the largest part of the AR market, with smartphones the primary devices used to access AR applications today. However, tech giants like Meta and Samsung Electronics are leading in...
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Thematic Analysis
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Edtech: Strategic Intelligence
Educational technology (edtech) refers to technology that helps facilitate learning. This can feature in classrooms, online platforms, informal learning spaces, and corporate learning.
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Thematic Analysis
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Robotics in Travel and Tourism: Strategic Intelligence
This report analyzes the key theme of robotics in the travel and tourism sector. Robotics is taking on importance as travel companies look to tackle disruptive travel trends like geopolitical disruptions and improve customer experience. This report provides an insight into key trends, challenges, and impacts, as well as providing concrete case studies to help the reader see examples of robotics in action Robotics is a fast-growing market. According to GlobalData forecasts, the industry was worth $90.2 billion in 2024...
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Thematic Analysis
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Airlines Sector Scorecard: Strategic Intelligence
The airline sector scorecard report provides a thorough insight into the airline market. The report looks at the different themes impacting the airline sector, provides examples of how each theme influnces the industry and what that will look like in the future. The airline industry is navigating a landscape marked by intense competition and significant operational challenges, including shortages of fuel, aircraft, and personnel. Technology is at the forefront of this transformation, with advancements in artificial intelligence, the Internet of...
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Thematic Analysis
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Regenerative Agriculture: Strategic Intelligence
Regenerative agriculture is a series of farming principles and practices that improve long-term soil health, maintain productivity, support ecosystems, and increase farmer incomes. It involves reducing the use of heavy machinery, keeping soils covered and protected, and increasing biodiversity by integrating livestock and multiple crops into farm systems.
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Thematic Analysis
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Electric Vehicles in Oil and Gas: Strategic Intelligence
Global battery electric vehicle (BEV) sales grew 13% in 2024 to 10.4 million, making up 14% of new personal vehicle sales—9% in the US, 15% in the EU, and 27% in China. The US is reshoring battery and vehicle production, while Europe combines state aid with efforts to reduce reliance on Chinese parts. China continues expanding globally through partnerships and price competition. These supply chain shifts are creating new power centers in the EV race, forcing companies to adapt or...
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