Global Digital Advertising Spending¹
Strategic Importance: Revenue driver for platforms and signal of overall demand.
Publication Schedule:
Last publication: June 2025 – Value: $1 trillion (2025 forecast)
Next publication: Q4 2025
Analysis: The 2025 forecast confirms that the global advertising market will exceed $1 trillion for the first time, with 4.9% growth driven almost exclusively by digital. Digital video advertising is expected to grow by 12.9% in 2025. Dentsu
Cloud Growth (AWS, Azure, GCP)²
Strategic Importance: Critical infrastructure of the digital economy.
Publication Schedule:
Last publication: July 2025 (Q2 Results) – Value: AWS +12%, Azure +21%, GCP +25%
Next publication: October 2025 (Q3 Results)
Analysis: Q2 2025 results show a growth slowdown for leaders AWS (+12%) and Azure (+21%), indicating market maturity. However, Google Cloud (+25%) continues to gain market share. Demand for AI cloud services is partially offsetting the slowdown in traditional growth. SiliconANGLE
Global Semiconductor Sales³
Strategic Importance: Key indicator of the health of the technology sector.
Publication Schedule:
Last publication: August 2025 (Q2 Results) – Value: +7.8% vs Q1 2025
Next publication: November 2025 (Q3 Results)
Analysis: Global semiconductor sales increased by 7.8% in the second quarter of 2025 compared to the first, signaling a robust industry recovery. The forecast for full-year 2025 is extremely positive, with double-digit growth expected, driven by demand for AI chips. Semiconductor Industry Association
Generative AI Adoption in Business⁴
Strategic Importance: Tracking the deployment of AI as a productivity lever.
Publication Schedule:
Last publication: August 29, 2025 – Value: 50% of Australian businesses
Next publication: N/A
Analysis: An AWS study from August 29 reveals explosive adoption in Australia, with 50% of businesses (1.3 million) now using AI. This figure illustrates a global trend where companies are massively adopting AI to increase revenue (34% average) and reduce costs (-38%). Crescendo AI
Tech Mergers & Acquisitions (M&A) Activity⁵
Strategic Importance: Barometer of industry consolidation and innovation.
Publication Schedule:
Last publication: August 28, 2025
Next publication: N/A
Analysis: M&A activity remains dynamic but is focused on small to medium-sized strategic acquisitions rather than mega-mergers. The announcement of Origgin Ventures’ $30 million fund for Japanese deep-tech illustrates interest in specific innovation ecosystems. TechNode
Upcoming Strategic Deadlines
- September 12, 2025 – EU Data Act becomes applicable: This major new regulation will require manufacturers of connected products to make data accessible to users, transforming business models based on IoT data. Skadden
- September 18-19, 2025 – TechCrunch Disrupt (San Francisco): A key event for the startup ecosystem, expected to reveal the next trends in AI, fintech, and deep tech. It is a major launchpad for startups seeking funding. Vanguard-X
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Indicators’ Glossary
- Global Digital Advertising Spending¹: Amounts invested in digital formats.
- Cloud Growth²: Revenue growth of major providers (AWS, Azure, GCP).
- Global Semiconductor Sales³: Key indicator of the health of the technology sector.
- Generative AI Adoption⁴: Tracking of corporate investment and deployment.
- Tech Mergers & Acquisitions (M&A) Activity⁵: Barometer of industry consolidation and innovation.
- Cybersecurity Trends⁶: Indicator of threats and protection spending.
- Key Regulations (DMA, DSA, AI Act)⁷: Impact of new laws on business models.
- Market Share (OS, Browsers)⁸: Competitive dynamics between ecosystems.
Strat Finance Advisory 