Microsoft and CyberArk are the leading companies in the identity management theme for the security software sector, according to the latest Thematic Scorecard from GlobalData.
Identity management refers to software whose function is to ensure that the right people (or machines) have access to the parts of the IT system they require to fulfil their role.
Both companies gained the highest Thematic score (5 out of 5) for the identity management theme in GlobalData's Thematic Scorecard for the security software sector.
A Thematic score of 5 out of 5 indicates that the company's competitive position in this theme will significantly improve its future performance.
On their tail, with scores of 4 out of 5, are Dell, Oracle, Symantec, Broadcom, Verint Systems, Cisco and Micro Focus.
GlobalData's Thematic Scorecard ranks companies within a sector on the basis of overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
GlobalData's Thematic Research ecosystem is a single integrated global research platform that provides a framework for tracking all themes across all companies in all sectors.
Below is the theme map for the TMT Sector.
At the heart of the ecosystem is a “thematic engine”, which uniquely provides a leading indicator of future performance, ranking companies on the basis of overall leadership in the most important themes impacting their industry.
The engine tracks 600 technology, media and telecoms companies against more than 50 themes, generating over 30,000 thematic scores.
The algorithms in the thematic engine create thematic scorecards for 17 TMT sectors, for example in semiconductors. A company might be a market leader today but, if it is not well-positioned in the most important themes, it will not be a leader tomorrow.
Viewing data by theme simplifies decision-making. GlobalData's thematic research ecosystem has clear, actionable conclusions for companies in every sector. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of their competition.
Over the last seven years, GlobalData's thematic research ecosystem has consistently shown that companies that invest in the right themes become success stories. And those that miss the big themes in their industry end up as failures.