The global aerospace, defence & security industry experienced a 28% drop in company filings mentions of internet of things in Q4 2023 compared with the previous quarter, with the highest share accounted for by Lockheed Martin with 80% year-on-year increase, according to GlobalData’s analysis of over 26 aerospace, defence & security company filings. GlobalData’s Aerospace, Defense & Security: Filings Trends & Signals Q4 2023 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 Q4 2023, ranking highest in terms of mentions, ahead of individualism & expression and personalization, according to GlobalData.
Of the top leading companies in the aerospace, defence & security industry, Lockheed Martin had the greatest increase in references for internet of things in Q4 2023, compared with the previous quarter. GlobalData identified 27 internet of things-related sentences in the company's filings - 2% of all sentences - and an increase of 80% in Q4 2023 compared with Q4 2022. Axon Enterprise’s mentions of internet of things rose by 700% to 8.
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 Q4 2023 was 113.
For further understanding of GlobalData's Aerospace, Defense & Security: Filings Trends & Signals Q4 2023, buy the report here.
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