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Industry research

Technology & telecoms

Compare products, business models and performance against peers.

Industry context

Scope and topics in this sector.

Research scope
Software and telecom peer comparisons
Topics investigated
Revenue quality, productivity gaps, product differences

Your next decision

What does your team need to know?

Sharpen your competitive positioning

Identify customer needs your offer could serve better and claims your team can support.

Your question
Where are competitors strong, and where could our offer stand apart?
What we investigate
Product features, business models, customer segments, channels and published pricing where available.
What you receive
A competitor matrix and the positioning gaps it shows.
Understand why performance differs from peers

Turn a broad performance concern into specific value-creation questions for management.

Your question
Where do we lead or lag comparable businesses, and what might explain the gap?
What we investigate
Growth, profitability, productivity and business mix, with differences in definitions and disclosure flagged.
What you receive
A performance diagnostic, comparable peer benchmarks and a prioritised list of improvement hypotheses to test with management.
Pressure-test an investment thesis

Surface weak assumptions and unresolved questions before the investment committee discussion.

Your question
What would need to be true for this investment case to hold?
What we investigate
Market demand, competitive position, peer economics and the evidence supporting or challenging the thesis.
What you receive
A company assessment with peer context and a prioritised due-diligence agenda.

Capabilities

The capabilities these questions sit under.

02 / Performance & value creation

Where is the value?

Benchmark margins, working capital and operating capacity against the right peer set. Receive a diagnostic, peer benchmarks and the value-creation priorities to test with your team.

Explore the capability

Start with one question

Bring us the question behind your next decision.

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.