Pretty young woman sleeping in her bed

Digital health: sleep

In the past decade, digital solutions have emerged to help patients manage chronic diseases such as diabetes, hypertension and asthma, which affect 147 million adults in the United States alone.

Using cognitive, behavioural and psychological methods, these solutions have gained momentum in recent years, buoyed by technological advances and compelling medico-economic evidence that has driven payers to extend coverage. This trend has led to the emergence of successful companies such as Livongo, Omada Health and Big Health.

Digital adoption has now spread to mental health care, especially in relation to sleep. Poor sleep is one of the most common health problems, leading to increased healthcare costs and lost productivity across the world. Evidence of behavioural solutions for sleep problems indicates that annual savings of up to USD1,000 in healthcare costs per patient are possible, which should lead to strong adoption by payers who are early adopters of innovative solutions for driving healthcare costs down.

Finally, we believe that digital solutions will improve our understanding of sleep, which remains one of the “black boxes” of biology. The new generation of accurate and reliable sleep-monitoring wearables will contribute to a better understanding of sleep by enabling big data analysis, and will have potential applications in the early diagnosis of cognitive disorders, treatments and remote monitoring at large scale

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Hydrogen event - podcast replay

On Monday 22 June, Bryan, Garnier & Co hosted a virtual webinar about the Hydrogen market, attended by over 130 participants across Europe and the US, to explore the future of this very promising energy carrier. Key note speakers Mark Russell (CEO) and Dhillon Sandhu (Strategic Projects), Nikola Motor and Laurent Carme (CEO), McPhy discussed their vision of the future and why now is the time for hydrogen to realize its potential as the leading solution for the transition towards a carbon-free world.

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Game changers facing B2B telecom operators

The B2B telecom market offers highly attractive growth opportunities. As corporates digitalize, their migration to new technologies and services is opening the door for challengers and outsiders to grab market share from incumbents.

Current valuations in the B2B telecom sector are high comparable with software, but they reflect strong growth profiles and high levels of recurring revenue. M&A is set to continue as investors look for recurring revenue and growth. At the same time, all B2B operators are seeking to accelerate their development, gain scale in distribution or with their services portfolio, and seize the growth opportunities presented by technology transformation.

In this paper we look at the main trends that are shaping the B2B telecom market and driving a wave of consolidation and M&A. We explore how technologies such as VoIP, unified communications, fibre and SD-WAN are challenging legacy services and providers, and opening opportunities for the smaller players. And we describe the valuations and the drivers for M&A in the sector and discuss the strategy of different players, from incumbents to local “outsiders”.

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Organizations today are embracing technologies such as cloud services and mobile computing to enhance employee productivity, generate new revenue sources and improve operating efficiency.

More broadly, the number of communications is exploding, as is the internet of things (IoT) – and data is everywhere. This emergence of an increasingly distributed IT infrastructure, along with the explosion in its diversity, scale and importance has greatly increased vulnerability to attacks. As a result, cybersecurity has become more critical for governments and corporations alike.

In this paper, we explore the reasons behind the growth of the cybersecurity market. We also look back to the launch of cybersecurity solutions to understand why prevention-based solutions such as antivirus software have failed in the past, examining how the market reacted to that failure with the emergence of detection-based tools such as Endpoint Detection and Response. Finally, we explore how the market is once again changing its paradigm, taking a more proactive stance to fend off cyber threats using Cyber Threat Intelligence and orchestration.

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Microchip, artificial intelligence, automation and internet of things, IOT, Digital integration. Business internet and technology concept.

Edge computing

Artificial intelligence technologies have become a powerful way of creating value.

Many AI applications have been widely adopted, for example predictive analysis in recommendation engines for social networks and streaming platforms, or face and voice recognition in smartphones and voice assistants. In 2017, 99% of AI-related semiconductor hardware was centralised in the cloud, controlled by only a handful of players including Intel and Nvidia, and represented around USD5.5bn market value.

However, as sensors and compute technologies continue to evolve and become more affordable, AI is spreading to industries including automotive, industrial automation, and healthcare. These applications require low latency, reinforced security and data privacy, none of which can be provided by the current cloud computing architecture. As a consequence, we are moving to a more distributed landscape, where the AI computing capabilities increase at the edge of the IoT node, opening a new paradigm: edge computing.

In this paper, we explore the fundamental differences between cloud computing and edge computing architectures. Looking at different use cases across several industries, we highlight why edge computing is gaining so much attention. We also focus on the related semiconductor market, which is expected to soar from around USD100m to USD5.5bn by 2025. Unlike the cloud, it appears that edge computing will benefit a much broader set of players, from start-ups to well-established microcontroller players and outsourced embedded computing companies

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Big data computing concept of modern IT technology

The new big data world

The convergence of cloud computing, big data, IOT and artificial intelligence has transformed the database industry. Although relational databases still dominate, newer technologies such as Hadoop, NoSQL and NewsSQL are driving waves of acquisition and consolidation. While Oracle and Amazon fight over the #1 spot, there are also plenty of potential unicorns in the sector.

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Transforming the R&D industry

As the outsourced R&D and engineering services market continues to grow, we look at the trends shaping this dynamic market, from globalization and concentration to hybrid business models and evolving client demands. For the key players, size is becoming increasingly important in a market where scale matters.

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CES 2018 - artificial intelligence takes control

At this year’s Consumer Electronics Show in Las Vegas it was all about the “cockpit of the future” and AI. In this report we round up the most significant developments in the auto and semiconductor industries that we saw during our visit to CES 2018.

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Industry 4.0 concept, smart factory with icon flow automation and data exchange in manufacturing technologies.

Playing catchup: how digitilization will impact european utilities

The energy industry is in flux as utilities scramble to adapt to digitalization, major shifts in the energy mix and the rise of storage systems. In this paper we analyze what these trends mean for incumbents and look ahead to the future of the European energy market.

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Lit energy saving lightbulb amongst unlit incandescent bulbs

The next big growth idea

Where will FMCG, healthcare and technology groups find growth now? Our new white paper argues that as we transition to a new world of personalized consumption, it all depends on data-driven innovation and M&A.

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