< Key Hightlight >

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