Public Theme Portfolio

Public Theme Examples
Automated Insights (With Some Analyst Assists) From Unstructured Data Complexity
= events validating theme; = events refuting theme

Total Theme Count = 30,350 Wednesday, 22 Feb 2017 09:23:12 EST

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • Semiconductor sensors & device drivers
    • Augmented reality as perception gateway
    • Amazon target of Home IOT
    • Johnson Controls + Tyco = IOT upside
    • Security as a key IOT challenge

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. Retail + IOT context
    2. SensorsChips + IOT context
    3. Wearables +IOT context
    4. Security + IOT context
    5. Health + IOT context
    6. Home + IOT context
    7. Amazon + IOT context
    8. DigitalAssist + IOT context
    9. Smartwatch + IOT context
    10. Efficiency + IOT context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • Health will be the key app for watches/trackers
    • Apple Watch will crush demand for trackers
    • Mobile payments will be a key consumer app
    • Swiss watch makers will be obsoleted
    • Apple will introduce a tracker/band for healthcare

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. Fashion + smartwatch context
    2. Android + smartwatch context
    3. Health+ smartwatch context
    4. Smartphone + smartwatch context
    5. Sports + smartwatch context
    6. Sensors + smartwatch context
    7. ActiveTrack + smartwatch context
    8. Pedometer + smartwatch context
    9. Messages + smartwatch context
    10. RemoteControl + smartwatch context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • Security as Cisco strategic goal
    • Dell+EMC= strong IOT platform…. too early
    • Google + Cloud = major competitor
    • Amazon + AWS = cloud disruption
    • Microsoft + Cloud = strategic imperative

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. Google + cloud context
    2. NetSecurity + cloud context
    3. IBM + cloud context
    4. RoutersOther + cloud context
    5. IOT + cloud context
    6. Cloud Infrastructure + cloud context
    7. Routers+ cloud context
    8. Cisco + cloud context
    9. Microsoft + cloud context
    10. Industrial Interent + cloud context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • AAPL has downside risk after IPhone bubble
    • Amazon = tough HomeKit competition
    • Apple Pay will achieve moderate success
    • Watch will be next big thing for APPL
    • Competitor AR&VR will maintain leads

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. Android + Apple context
    2. Apple + Apple context
    3. Google + Apple context
    4. Wearables + Apple context
    5. Games + Apple context
    6. TV + Apple context
    7. DigitalAssist + Apple context
    8. Amazon + Apple context
    9. ARandVR + Apple context
    10. Battery + Apple context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • EV’s will be limited to urban shuttles until 2020
    • Diesel will be major alternative to gasoline
    • Driverless cars will be electric
    • Natural gas will be a significant alternative
    • Hydrogen will become a viable alternative

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. VW/Audi + transportation context
    2. Diesel + transportation context
    3. Electric + transportation context
    4. Gasoline + transportation context
    5. Efficiency + transportation context
    6. Tesla + transportation context
    7. NaturalGas + transportation context
    8. Driverless + transportation context
    9. BiomassEnergy + transportation context
    10. GMC + transportation context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • GE is building a leading infrastructure
    • Watches/trackers will be primary connectors
    • New sensor devices will drive ecosystem
    • Analytics will be a key advantage
    • Apple will be a major tech supplier

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. WatchesTrackers + IOT Healthcare context
    2. SmartPhone + IOT Healthcare context
    3. Wearables + IOT Healthcare context
    4. Apple + IOT Healthcare context
    5. Heart + IOT Healthcare context
    6. Android + IOT Healthcare context
    7. Wellness + IOT Healthcare context
    8. SensorsChips + IOT Healthcare context
    9. Breathing + IOT Healthcare context
    10. Samsung + IOT Healthcare context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • Voice recognition is vital IP
    • Drones are leading market indicators
    • Amazon and Google will lead way in deliveries
    • Companion robots will be an early market
    • Healthcare robotics, critical mass

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. Agriculture + Robot-Human context
    2. Investment + Robot-Human context
    3. Amazon + Robot-Human context
    4. Security + Robot-Human context
    5. Assembly + Robot-Human context
    6. Drones + Robot-Human context
    7. Sensors + Robot-Human context
    8. Google+ Robot-Human context
    9. Microsoft + Robot-Human context
    10. Healthcare + Robot-Human context

  • Connector.

    Theme Discovery & Tracking

    Unstructured big data analytics connecting the dots among key market forces over time.

  • Connector.

    Analyst Assist Themes

    • Bitcoin will be the leading digital currency
    • Apple Pay+China = key indicator for APPL
    • Samsung+ Android will contest Apple Pay
    • Smartwatches = key digital payments trend
    • Security = ongoing opportunity

  • Connector.

    Top Robo Themes

    Our big data analytic engines recommend these themes.

    1. CeditCards + Digital Currency context
    2. Banks + Digital Currency context
    3. Retail + Digital Currency context
    4. eWallets + Digital Currency context
    5. AndroidPay + Digital Currency context
    6. ApplePay + Digital Currency context
    7. Wallets + Digital Currency context
    8. Russia + Digital Currency context
    9. SmartWatches + Digital Currency context
    10. BlockChain + Digital Currency context