The Shift to the Cloud
We believe the COVID-19 crisis has facilitated a fundamental reshaping of society in how people shop and pay, along with how businesses interact with their employees, customers, and other businesses.
We believe the COVID-19 crisis has facilitated a fundamental reshaping of society in how people shop and pay, along with how businesses interact with their employees, customers, and other businesses.
In a world of scarcer growth and rising competition, the future belongs to companies that understand the transformative power of technology and successfully integrate it within their core business models. This was demonstrated and accelerated by the COVID-19 lockdowns of 2020. The outperformance of technology and technology-related companies is a powerful reminder that tech opportunity is no longer confined to hardware, software, and the internet giants. What’s more, the tech-driven growth is far from over. There’s a wide frontier ahead for new market leaders to emerge. Amid rapid technology change and adoption, our research points to three catalysts for earnings and revenue growth in the United States and globally: |