Research

Disruption Incorporated:
Tech Innovation Gets to Work

Morgan Stanley's thought leaders share their insights on the latest industry trends covered at the recent Tech, Media & Telecom conference in Barcelona.

In these quick takes, a collection of Morgan Stanley equity analysts share their views on some of the hottest topics in the industries they cover, including 5G wireless rollouts, the ever-evolving media landscape, the next generation of video gaming, the future of manufacturing and more...

Video Gaming's Epic Battle in the Cloud

The console gaming market is on the cusp of a transformation, both in how consumers play the games, and which businesses will be positioned to reap the rewards.

Tech Helps Manufacturing Birth Its Digital Twin

“Digital twin” technology creates workable, real-time 3D models of factories to test production environments without committing capital to machinery.

Hello, Europe? 5G Is On The Line

Some industry observers say European telcos are sending a weak signal on 5G launch dates. But the new technology could launch earlier than expected.

European Media’s Ever-Changing Storyline

European media had a strong 2018, but consolidation, evolving content distribution methods and digital disruption are creating structural strain for the industry.

Space: Investing in the Final Frontier

Will declining launch costs, advances in technology and growing public-sector interest position space exploration as the next trillion-dollar industry?

Can the Promise of a Perfect Fit Disrupt Fashion?

3D body-scanning could allow consumers to shop at online retailers using precise measurements. Could this be the biggest retail disruptor to date?

The Heart of the Second Machine Age

The worlds of technology and manufacturing are converging, creating a virtuous cycle that could drive IT spending and lead to productivity savings equal to 5% of global GDP.

Investors, Get Ready for the Data Decade

Artificial Intelligence, Internet of Things and Augmented Reality are about to reinvent how industries utilize data—and could drive an era of productivity growth in our cities, farms, factories and hospitals.

What Happens When Big Oil Meets Big Data?

Digital technologies could hold the key for extracting more oil from existing fields more cost effectively, further improving Big Oil's outlook.

San Francisco 2018

The Future of Streaming Television: The Plot Thickens

Streaming TV is disrupting how content gets distributed (and by whom), but picking winners and losers in this space may still be a bit premature.

IT Hardware Gets a Second Life—and a Double Upgrade

Although enterprises have been shifting to the cloud, IT Hardware could see a new lease on life—and double-digit earnings growth in 2018.

Have E-Sports Hit the Majors?

eSports is on track to be a $1.5 billion industry by 2020 as it emulates the business models of major league sports. Should investors be paying attention?

Video Games Flip the Switch on Business Model

The business model of gaming is pivoting from a reliance on one-off titles to a model built on subscriptions, in-game purchases and lucrative franchises.

U.S. Wireless Providers Ready to Make the Call on 5G

Although the jump to 5G has gained considerable momentum in the U.S., there are still significant hurdles standing in the way of network upgrades.

From Vaults to Virtual: Digital Remakes Banking

The expansion of real-time payments could give banks around the world an opportunity to win new customers, improve engagement and raise efficiencies.

Taking Software-as-a-Service at More Than Face Value

SaaS is poised to dominate software sales, but high customer acquisition costs may be hiding the true long-term potential for this segment.

SaaS Rising: Could the Big Get Bigger?

SaaS-based applications are beginning to dominate their respective markets, but a confluence of factors could position these vendors to expand the boundaries of their markets even wider.

Engineering the 21st Century Digital Factory

Modern manufacturing is primed for a tech disruption that takes advantage of big data, IoT and other tech advancements to optimize the factory floor.

Will Electric Cars Take Us Back to the Future?

Electric vehicles are poised to dominate global markets in the next few decades. What impact will they have on how we live our lives?

More Stories

Thoughts on the Market

U.S. Equities: Macro Takes a Backseat

Macro concerns such as trade tensions and Fed moves are now moderating. Does that bode well for a rally? Or a correction? Chief Investment Officer Mike Wilson explains.

A Symbiotic Approach to Fintech Innovation

At Morgan Stanley, collaborating with the right Fintech companies is central to success.

Could Bioplastics Be a Material Change for Plastic Waste?

Bio-based and biodegradable plastics could turn the tide on petrochemical-based single-use plastics that litter oceans and landfills.