Ameya Profile picture
5 Feb, 10 tweets, 4 min read
The COVID has brought unsurmountable change the way businesses carry their operations. "Business continuity" which only a training material earlier, now has become a reality. How does this change consumption & digitization?
The frontside, regular IT/Tech was first to experience the boom due to increased demand of tech scalability, adoption of cloud solutions, and WFA (work from anywhere) initiative. Banks/FMCG/Retail/Pharma were first to adopt tech
There are some Post-COVID beneficiaries such as auto/infra/Mfg./industrial/transport etc. These industries got hit worst as they were relatively behind on the tech & automation adoption.
These businesses need complex, scalable, reliable automation solutions which take time to deploy/test/re-deploy. Such contracts in ER&D space will become very common in 6-12m time. Large spends will be coming in this domain.
Digital will enable productivity gains that are unmatched in the history of mankind. This is the start of next industrial revolution where wave of startups, digital, tech, automation adoption becomes part of daily live
Literally, every industry would go tech way. @Fintech, #InsureTech, #HealthTech, #AgroTech, #EdTech, #DiagnosticTech, #BioTech will allow companies to operate with agility like a startup
#LTTS is one of the biggest Post-COVID beneficiary. Once ER&D contracts open up for renewals next year, even if 10% of those net TCV contracts come to #LTTS, we will witness 2x topline immediately.
45% of global ER&D contracts are executed in US & 25%+ are in EU. That's whopping 70%. With $100bn minimum opportunity size available for Indian players, #LTTS can dominate this through scale + domain leadership.
Of $1.4trn global ER&D spend, nearly 70% contracts are in US+EU. Capgemini acquired Altran so there will be challenges & clash of culture. This puts #LTTS perfectly positioned to get those contracts.
Traditional legacy ER&D won't experience growth, but digitally enabled ER&D opportunity size will grow at staggering 20% CAGR. If market size grows at this pace, imagine what pace leading companies grow at? Think big, think long

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More from @Finstor85

10 Feb
So I have been studying this entire communication layer as its relevance is ever growing with more devices coming online, staying connected, and relying on real-time communication. Not that this domain under penetrated, but there is a change underway.
As per many publicly available research, The Communications Platform-as-a-Service (CPaaS) Market was valued at USD 4.54 billion in 2020 and is expected to reach USD 26.03 billion by 2026 and register a CAGR of 34.3% during the forecast period (2021 - 2026).
Read 21 tweets
8 Feb
In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India does not offer many product companies. It is mere illusion! Let's see where we go with this series
India started as IT outsourcing hub, grew in size, made lives of many. Remained predominantly services provider. It still is, but it is transforming too. Indian IT is no longer pure services provider.
IT companies usually build reusable software components that can be wrapped to make an accelerator - something that can accelerate a functionality implemented for a new customer. All major IT companies used to have high regards for accelerator building in the past.
Read 17 tweets
11 Jan
As promised I am now posting details on #RIL #JIO stack. I shall discuss some advantage that #JIO stack has over peers. Pl do not take this as reco to buy stock. This is purely for information purpose
Unfortunately, majority of market participants only see the deal value #RIL has managed to clock & there is entire segment of investors who hate #RIL stock.
Those who understand the technical/business depth of #RIL #JIO #RelianceRetail know the scale and future ahead
Talking first about #JIO stack from telecom PoV, it has tons of advantages over likes of Airtel/Idea-Vodafone that #JIO is pure 4G VoLTE network.
Read 32 tweets
10 Jan
#newgen software - as we go into 5G & its adoption increases, speed of enterprise activity will increase in tandem. Speed along with reliability of connectivity/communication forms the base of new modern enterprise
For enterprise, go-to-market speed will differentiate winners from laggards. Product lifecycles are getting shorter & shorter & urgency to support enterprise activities is growing even more.
The large scale, bulky software are losing flavor. Slice & consume is the theme & therefore, many more opportunities galore, one such opportunity is #newgen
Read 26 tweets
4 Jan
One segment I have been absolutely upbeat is IT/Tech. Tech has always been the hidden moat for many companies - AP/BFL to name a few. Tech is no longer a vertical in market. It has become horizontal that cuts across every single vertical.
Be it Pharma/API, Finance, Insurance, Manufacturing, Retail, CD, or any other segment, Tech is going to give you edge over peers.
The spend on IT/Tech is going to increase stupendously in coming 4/5 years to levels we haven't even imagined. The investment in tech is going to help big get even bigger and put very hard survival barriers to new entrants.
Read 30 tweets
22 Oct 20
The coming decade will belong to EMs, especially, Indian markets! You just cannot afford to sit out, underestimate, or exit too cheap. India is at tipping point where China was back in 2002. Do not miss the lifetime opportunity to make wealth!
Find out companies that will benefit from $ down cycle..The decade will belong to them.
The purchasing power of INR will shoot up! Companies that are leaking money due to high $ rates will suddenly get a shot in arm and will witness unprecedented growth.
Read 12 tweets

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