The global aerospace, defence & security industry experienced a 48% drop in company filings mentions of internet of things in Q2 2024 compared with the previous quarter, with the highest share accounted for by Thales with 50% year-on-year increase, according to GlobalData’s analysis of over 19 aerospace, defence & security company filings. GlobalData’s Aerospace, Defense & Security: Filings Trends & Signals Q2 2024 report delves into earnings call transcripts and quarterly reports within the industry, extracting trends, signals, and comparative data to help businesses assess their performance, identify competitive intelligence, evaluate risks, and gain a comprehensive understanding of key industry events. Buy the report here.
Notably, internet of things was one of the most frequently referenced themes in Q2 2024, ranking highest in terms of mentions, ahead of industrial automation and personalization, according to GlobalData.
Of the top leading companies in the aerospace, defence & security industry, Thales had the greatest increase in references for internet of things in Q2 2024, compared with the previous quarter. GlobalData identified 18 internet of things-related sentences in the company's filings - 0.3% of all sentences - and an increase of 50% in Q2 2024 compared with Q2 2023. Safran’s mentions of internet of things dropped by 82% to 3.
GlobalData’s Company Filings Analytics also applies sentiment weight to reference sentences, based on whether the sentences are positive, negative, or neutral. Starting at 100 in 2020, an index over 100 is more positive. The overall index for internet of things in Q2 2024 was 98.
For further understanding of GlobalData's Aerospace, Defense & Security: Filings Trends & Signals Q2 2024, buy the report here.
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