Reusable templates extracted from real action titles.

“THE MAJORITY FEEL THAT THERE IS SUFFICIENT INDEPENDENT INVESTMENT INFORMATION AVAILABLE.”

“HIGH LEVELS OF REPORTED UNDERSTANDING OF INVESTMENT RISKS, BUT MANY INVESTORS SAY THEY DON'T CLOSELY MONITOR INVESTMENT PERFORMANCE”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (4 of 6): TOCs can influence NR's costs and property revenue through three mechanisms”

“Low Borrowing Costs Improved Affordability”

“Low Borrowing Costs will Continue in 2021”

Barclays · FY24 Results and Progress Update Presentation

“Deposits and net lending growth, supported by the acquisition of Tesco Bank”

Barclays · FY24 Results and Progress Update Presentation

“Broad based income growth through to 2026”

“Targeting improved sales and margin performance”

“IT Services Spend increased $137B in 2021”

“Total IT Spending is 4.4 Trillion US Dollars in 2022”

“EU capital efficiency still higher”

“Enterprise software spend under pressure”

“A new breed of private AI native applications shows unprecedented growth...”

Accenture · 2025 The new rules of Platform Strategy in the age

“How Lenovo scaled engagement with AI”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Focus on these key watch-outs to achieve successful cost take-outs”

BCG · 2024 Executive Perspectives The Future of Field Se

“Efficiency | Individuals who leverage AI improve efficiency and can repurpose saved time for higher complexity activities”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“What’s Apple share? Depends which regulator you ask”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“What's Amazon's market share: 35% or 5%?”

BenedictEvans · 2013 Benedict Evans 2013 Mobile is Eating the Worl

“Tablets are not cannibalising PC sales yet - not exactly”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“The 'innovator's dilemma' costs real money”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“How much will generative AI cost?”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Explore How Generative AI Can Boost Operational Efficiency”

633× {N} % of Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Capgemini, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, Prosus, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Global Banking Consumer Study Reignite human conne

“But it wasn't always this way. In 1950, just 9% of US households had a TV set. Five years later, a staggering 65% did. And five years after that, adoption reached 87%.”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Non-bank financial institutions hold nearly 60% of the private sector's total global financial assets.”

“The nbnTM network enriches lives; 91% of surveyed users report the network enables them to do what they value most in life”

“Around 80% of Automotive – OES leaders fear significant escalations in cost (>5%) alongside losing talent (>5%), if they fail to overcome organizational challenges”

misc · Rail industry cost and revenue sharing (2011)

“10 – Implementation: There is likely to be a fairly steady rate of re-franchising between 2012/13 and the end of CP5, by when new, long term franchises will account for c.95% of FTAC payments”

misc · Gartner delivers actionable, objective insight, gu

“57% of Consulting Spending Increase to top 7 Vendors”

misc · Process Automation: A quickly growing market with

“The global process automation market is growing rapidly, driven by a range of structural drivers. 85% of the process automation market is focused on six key sectors”

misc · High-end Tourism – a strong driver for Europe

“Europe is the most visited region in the world: ~51% of global international arrivals”

“Only 14% of customers believe they will end up benefitting most from AI”

“70% of customers say they choose to use a brand because they know the experience will be good”

“40% OF WORKERS ARE NOT SATISFIED IN THEIR CURRENT JOB”

“ABOUT 90% OF SEA CLAIMED THAT THE PANDEMIC HAS IMPACTED THEIR FUTURE OUTLOOK IN LIFE AND LIFESTYLE, WITH 50% STATED THE IMPACT IS SIGNIFICANT”

Barclays · FY24 Results and Progress Update Presentation

“Income up 6% YoY; more stable income streams 74% of Group income”

“Income up 11% YoY; more stable income streams 68% of Group income”

“BUK Q223 NII contributes 26% of Group income and 51% of Group NII”

Barclays · Barclays US Consumer Bank 2024 Barclays Travel Rew

“37% of travelers in loyalty programs consider rewards to be an essential part of their travel budget.”

“2000: 14 years for NASDAQ to return to 80% of its peak...”

“Private market funding growing again with c. 40% of the recovery driven by Generative AI”

“>50% of winners founded in the last 2-5 years vs 4-7 years in 2023...”

“No one is immune: Software & cloud giants lost ~35% of their market cap...”

BCG · 2025 Rise with RISE Upskill Today for a Digital Fi

“50–70% of learners across RISE batches achieved a positive career outcome within 6 months of graduation”

BCG · 2024 Executive Perspectives AI Unlocked Value Crea

“Only 26% of companies have managed to scale value from AI”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

“By 2020 80% of adults on earth will have a smartphone”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

“And Amazon is only 1.5% of the way”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Nike's own channel is now 40% of sales and all of the growth”

“While roughly 5% of the global workforce consistently needs to be reskilled each year, the rapid advancement of AI has sent this figure skyrocketing.”

517× · {ACTORS} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Capgemini, Cognizant, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, Prosus, PwC, RolandBerger, SimonKucher, Strategy_and, UBS, misc

“They should actively target customers interested in personalized services with experiences that strengthen their brand values at every touchpoint.”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Euro area companies continue to be able to pass on their input costs while US and UK companies appear to be allowing some margin compression”

Accenture · Re-focus your talent lens: Abundance awaits

“Most of the world's highly skilled workers will continue to live in Asia Pacific, Africa and Latin America”

Accenture · Re-focus your talent lens: Abundance awaits

“Intensifying demands from highly skilled workers”

misc · Rail industry cost and revenue sharing (2011)

“Option 8 is a carrot-based option not a stick-based option. Allowing train operators and NR to develop their own approach to bespoke line-of-sight deals would maximise the scope for innovation”

misc · Rail industry cost and revenue sharing (2011)

“Option 8 is a carrot-based option not a stick-based option. Allowing train operators and NR to develop their own approach to bespoke line-of-sight deals would maximise the scope for innovation”

misc · Rail industry cost and revenue sharing (2011)

“The GB rail sector is relatively complex. It comprises a large number of public and private sector organisations which interact through a complex set of contractual, regulatory and governance arrangements”

misc · Rail industry cost and revenue sharing (2011)

“Freight train operators are open access users of the network and pay only variable charges”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

“SOCIAL MEDIA FIRMS STILL HAVE ‘TOO MUCH POWER’ – MORE NOTABLE GROWTH IN SOME EMERGING MARKETS”

“Many people want brands to help society, and consumers claim to be prepared to pay more to support them”

“Strict rules for large technology companies will be introduced by the Government in [COUNTRY]”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Social media companies - It does what it does with the best of intentions”

“Helping credit invisible consumers establish and build credit... without going into debt”

Barclays · barclays americas select franchise conference fina

“Credit performance broadly in-line with peer regional banks(1)”

Barclays · unlocking the uk s tech talent potential

“Stage of evolution of actively hiring companies”

Barclays · unlocking the uk s tech talent potential

“Local authority distribution of actively hiring companies”

“Intelligent automation supercharging enterprises”

Accel · 2021 Accel On the path to global domination

“Value of EU & Israel public cloud companies more than doubling”

“Public cloud companies' growth rates continue to be under pressure”

“Sponsors activity continues to be strong for legacy software companies”

“Agentic workforces will reshape all industries—Agentic AI is the entry point to cyber-physical agentic enterprises in business.”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-enabled procurement allows companies to achieve competitive advantage, resilience, and long-term profitability”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“BCG is partnering with leading global manufacturers to boost manufacturing competitiveness using AI”

BCG · 2024 Executive Perspectives The Future of the AI D

“Expanding five critical capabilities enables organizations to measure ongoing success”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“New entrants outspending most legacy content manufacturers”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Power Shifts Among Nations Prompt CEOs to Adapt Strategic Priorities”

483× {N} % · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, UBS, misc

“THERE IS A 5% GAP BETWEEN CURRENT AND OPTIMAL SPEND ON TV”

“LFVC VIEWERSHIP HAS GROWN AT A 20% CAGR, WHILE LFVC AD SPEND HAS ONLY GROWN AT AN 8% CAGR”

Accenture · Banking Consumer Study 2025

“72% of customers say personalization influences their choice of bank, but only 3% use personalized tools offered by their main bank.”

Accenture · Elevating the Exchange

“With the help of the bot, the exchange's employees were able to reduce lead times by over 90%—with a 95% response accuracy rate.”

“Rate hardening of circa 5% experienced in 2018, with rate hardening expected to continue into 2019, albeit at lower levels”

misc · The Growing Challenge of Semiconductor Design Lead

“The US design workforce is estimated to face a 35% gap between supply and demand by 2030 creating a shortfall of 23,000 workers”

misc · The Combustion Engine Business Model in the Age of

“Worldwide 60% BEV share by 2035 with large regional differences”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Transportation: Ridership for NY public transportation authorities has declined 65-80% YoY, while rideshare services dropped >80%”

“ABOUT 60% RATED THE AVAILABILITY OF GOOD JOBS IN THEIR AREAS AS LIMITED”

“ABOUT 60% BELIEVE THAT CURRENT ECONOMIC SYSTEM DOES NOT PROVIDE EQUAL OPPORTUNITY TO EVERYONE TO SUCCEED”

“CONFIDENCE IN JOB SECURITY HAS NOT IMPROVED MUCH SINCE BEGINNING OF THE YEAR WITH ONLY 12% FEELING MORE CONFIDENT”

“ABOUT 90% OF SEA CLAIMED THAT THE PANDEMIC HAS IMPACTED THEIR FUTURE OUTLOOK IN LIFE AND LIFESTYLE, WITH 50% STATED THE IMPACT IS SIGNIFICANT”

Barclays · FY24 Results and Progress Update Presentation

“Income up 6% YoY; more stable income streams 74% of Group income”

Barclays · FY24 Results and Progress Update Presentation

“Group CIR of 62% supported by £1bn of gross efficiency savings”

Barclays · FY24 Results and Progress Update Presentation

“Group NII of £11.3bn, up 3% YoY¹”

Barclays · FY24 Results and Progress Update Presentation

“Income up 28% YoY; solid performance in Markets, Advisory and ECM”

“Euroscape recovering - up 29% YTD”

“Nasdaq up 38% LTM adding $8.4Tn of market cap”

“Euroscape Public Cloud Index recovering but still 39% below 2021 peak”

“Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)”

“Winners will place agentic AI where it unlocks 10x value, not 10% savings—The starting point is not tech or pilots: It’s building an enterprise portfolio of agentic AI opportunities.”

“#4 Winners will place agentic AI where it unlocks 10x value, not 10% savings—The starting point is not tech or pilots: It’s building an enterprise portfolio of agentic AI opportunities.”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“Case example | E2E transformation achieved 21% labor productivity increase”

434× · {N} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, Innosight, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Non-bank financial institutions hold nearly 60% of the private sector's total global financial assets.”

“BCG's effort supported Imperative 5 of Plan NYCHA”

“"You cannot overtake 15 cars in sunny weather... but you can when it's raining."”

“During COVID-19, time spent using work related services over the nbn™ network increased by up to 175%”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. recommends that funders / ORR promote Option 8, bespoke line-of-sight deals. However, a cultural change is required in order for these to make a significant contribution to improving rail industry VfM”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC revenue (2 of 3): Not including TOC schedule 8 receipts would cause perverse incentives. However, NR’s corresponding schedule 8 costs should be excluded to avoid TOCs being worse off than currently”

misc · Rail industry cost and revenue sharing (2011)

“TOCs' schedule 4 and 8 receipts from NR should be included in the revenue share arrangement. This would minimise the risk of perverse incentives”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail's required outputs and funding for Control Period 4 were set by the ORR's 2008 Periodic Review”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

“VALUES REMAIN MOSTLY UNCHANGED 1.5 YEARS IN”

“How Much Longer COVID-19 Will Impact Our Economy”

Barclays · FY24 Results and Progress Update Presentation

“Income up 6% YoY; more stable income streams 74% of Group income”

“Income up 11% YoY; more stable income streams 68% of Group income”

Barclays · Investment Community Presentation Barclays Energy

“Advancing Line 3 Replacement”

“VALUES REMAIN MOSTLY UNCHANGED 1.5 YEARS IN”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

“Can Europe/Israel catch up in the global AI race? — EU talent producing 50% more AI publications than the US”

“SaaS multiples below 10-year Pre-COVID average”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Case example 4 – Significant field forces | An oil and gas company developed a GPT-4 tool to optimize maintenance operations”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 1 | Company accelerated tendering process by 40% and enabled better negotiation outcomes”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“Case example | E2E transformation achieved 21% labor productivity increase”

BenedictEvans · 2023 Benedict Evans 2023 AI and Everything Else

“(Microsoft took 20 years to reach a $150bn valuation*)”

BenedictEvans · 2023 Benedict Evans 2023 AI and Everything Else

““The amount of compute needed to train Llama 4 will likely be almost 10x more than what we used to train Llama 3 - and future models will continue to grow beyond that””

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

BenedictEvans · 2021 Benedict Evans 2021 Three Steps to the Future

“Web3 = Open Source 2”

430× {N} % of · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, Prosus, PwC, RolandBerger, SimonKucher, Strategy_and, misc

“The nbnTM network enriches lives; 91% of surveyed users report the network enables them to do what they value most in life”

“Around 80% of Automotive – OES leaders fear significant escalations in cost (>5%) alongside losing talent (>5%), if they fail to overcome organizational challenges”

Accenture · Thought you knew the Scope 3 issues in your supply

“For nearly 50% of industries, real upstream hot spots differ from those represented by Tier 1 suppliers”

“83% of Gen Zers interact with brands through social media and websites, even if they don't buy from them.”

misc · Rail industry cost and revenue sharing (2011)

“10 – Implementation: There is likely to be a fairly steady rate of re-franchising between 2012/13 and the end of CP5, by when new, long term franchises will account for c.95% of FTAC payments”

misc · Gartner delivers actionable, objective insight, gu

“57% of Consulting Spending Increase to top 7 Vendors”

misc · High-end Tourism – a strong driver for Europe

“Europe is the most visited region in the world: ~51% of global international arrivals”

misc · High-end Tourism – a strong driver for Europe

“Overall tourism contributed directly to ~4% of GDP and 12M jobs in 2019, up to ~6% and 22M if considering indirect impact”

“ABOUT 90% OF SEA CLAIMED THAT THE PANDEMIC HAS IMPACTED THEIR FUTURE OUTLOOK IN LIFE AND LIFESTYLE, WITH 50% STATED THE IMPACT IS SIGNIFICANT”

Barclays · FY24 Results and Progress Update Presentation

“Income up 6% YoY; more stable income streams 74% of Group income”

“Income up 11% YoY; more stable income streams 68% of Group income”

“BUK Q223 NII contributes 26% of Group income and 51% of Group NII”

Barclays · Barclays US Consumer Bank 2024 Barclays Travel Rew

“37% of travelers in loyalty programs consider rewards to be an essential part of their travel budget.”

“57% of Consulting Spending Increase to top 7 Vendors”

“We will reach 12% of Ipsos revenue by 2025”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

“>50% of winners founded in the last 2-5 years vs 4-7 years in 2023...”

“$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“92% of respondents report increased productivity gains from gen AI services”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Beware of overstated claims: 94% of AI systems for breast cancer screening are less accurate than the original radiologist”

BCG · 2025 Rise with RISE Upskill Today for a Digital Fi

“50–70% of learners across RISE batches achieved a positive career outcome within 6 months of graduation”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

“By 2020 80% of adults on earth will have a smartphone”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“UK ecommerce is now 40% of retail revenue, excluding grocery (which needs a different supply chain)”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“90% of Facebook’s daily users are outside the USA”

“AI Strategy is advancing at full speed globally – 85% of ITDMs report that their company has made progress in executing their AI strategy”

“ROI is not necessarily the primary driver of AI investments at organizations globally – 41% of ITDMs say their organization is equally innovation-driven and ROI-driven”

364× · {TIMEFRAME} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Capgemini, Cognizant, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies must be prepared to navigate GenAI, the lagged effects of higher rates, and growing geopolitical risks in 2024”

Accenture · January Macro Brief Special edition: 2024 outlook

“Against the backdrop of instability, many major geopolitical players will hold elections in 2024, fueling uncertainty about potential shifts in foreign and domestic policy agendas”

Accenture · January Macro Brief Special edition: 2024 outlook

“Critical mineral access is a geopolitical, not geological, issue; as tensions build further in 2024, companies should be prepared for access to be increasingly weaponized”

Accenture · The productivity push Powering the UK’s performanc

“UK businesses harnessing digital capabilities to augment their workers could unlock £33 billion in additional GVA in 2030”

“CMHC Vacancy Rates Climbed in 2020”

“Average Condo Rents Dipped in 2020”

“Groups perceived to experience unfair treatment in 2024”

“Groups perceived to experience unfair treatment in 2024”

“$1B PE/VC funds invested since 2020, largely in start-ups scaling existing solutions”

“$1B deployed by infra funds since 2020; investment themes similar to corporate”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

“FEELING OVERWHELMED HAS RISEN IN MANY MARKETS SINCE 2013”

“We continued to advance our ESG agenda in 2022”

“...and we continued to advance our ESG agenda in 2022”

Barclays · 20240220 Barclays US Consumer Bank Investor Update

“Path to delivering RoTE in line with Group target by 2026”

Barclays · 20230215 Barclays FY22 Results Presentation

“We continued to advance our ESG agenda in 2022”

IPSOS · TRREB Ipsos year in review and outlook 2021

“CMHC Vacancy Rates Climbed in 2020”

Accel · 2021 Accel On the path to global domination

“Global cloud IPOs nearly doubled in 2021...”

Accel · 2021 Accel On the path to global domination

“Europe and Israel private cloud funding tripled in 2021”

“Top 6 GenAI companies in each region accounting for 2/3 or $37B of total GenAI funding since 2023”

“Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“Consumer sector is undergoing major changes in 2025”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Amazon doubled its warehouse space since 2019”

“However, over 50% of ITDMs report that half or less of the AI pilots started in 2024 will have fully launched by the end of the year”

“Increasing use of open-source and utilizing cloud managed services are among the most common ways businesses plan to optimize their AI implementation in 2025”

339× {METRIC} of · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Global Banking Consumer Study Reignite human conne

“Ramping up sales of traditional banking products”

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

Accenture · Bridging the Skills Gap in the Future Workforce

“Physical Manual Labor represents the largest share of employment in China. By 2028, demand will decrease, but it will remain the dominant form of employment.”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

misc · Rail industry cost and revenue sharing (2011)

“Stakeholders at one of L.E.K.’s workshops suggested that NR could take a share of TOC revenue in exchange for a reduction in FTAC”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail will be provided with an allowed return for CP4 that reflects its risk-adjusted cost of capital. After meeting financing costs, this is split between a risk buffer and a ring-fenced investment fund”

misc · The Growing Challenge of Semiconductor Design Lead

“Share of semiconductor-specific design R&D funded by the private sector is greater in the US than other OECD peers”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“There has been a significant growth of public disquiet about the march of technology”

Barclays · 20240618 Barclays UK Corporate Bank Deep Dive

“More balanced: strategic pivot to grow share of lending”

Barclays · 20240618 Barclays UK Corporate Bank Deep Dive

“More balanced: strategic pivot to grow share of lending”

“We are seeing continued growth of clients and solutions on the platform, unlocking the potential to cross-sell”

“In a cohesive manner we leverage people, processes, and tools to improve our productivity of Change-the-Bank developments”

IPSOS · Earth Day 2024 Global Report

“Cost of living fears in developed countries could hamper renewable energy transition”

“With Foundation Models commanding the lion's share of GenAI funding...”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Fewer farm workers on US farms, higher hourly wages per worker, but more automation leads to stable labor cost share of total gross farm revenue”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Graph Neural Networks: improving the memory and parameter efficiency of large models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“India and China see significant growth of AI talent, and India’s AI research is most diverse”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Health care and financial institutions are the leading sectors in adoption of R&C AI/GenAI”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting efficiency of risk processes: driving cost savings, with focus on automation of labor-intensive and repetitive tasks”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

IBM · 2025 The CEO s Guide to Generative AI

“Catalyze cost of compute”

335× · ( {N} Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, Prosus, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · The art of AI maturity Advancing from practice to

“35% of Achievers in North America have employees with consistently high AI skills competencies, while Innovators (33%) and Experimenters (27%) have fewer such employees, on average.”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 3% of the North American companies surveyed had already implemented responsible AI practices, nearly half (45%) aspire to scale such frameworks by the end of 2024.”

“The C-suite survey reveals that more than half (52%) of them don't feel fully prepared to respond to the change they will face in the 2024 business environment.”

“Companies mastering all network maturity drivers gain near-certainty (97-99%) of low-risk classification across all six risk categories”

misc · Rail industry cost and revenue sharing (2011)

“3 – Baseline: Using the ORR’s assessment of NR’s efficient expenditure as the baseline for a cost and revenue sharing mechanism would expose TOCs to potentially significant regulatory risk (1 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“3 – Baseline: Using the ORR’s assessment of NR’s efficient expenditure as the baseline for a cost and revenue sharing mechanism would expose TOCs to potentially significant regulatory risk (2 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“10 – Implementation: Horizontal separation of Network Rail is an essential enabler of all of the cost and revenue sharing options (1 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“10 – Implementation: Horizontal separation of Network Rail is an essential enabler of all of the cost and revenue sharing options (2 of 2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

“WE ARE WINNING WITH THE MOST ADVANCED TMT(1) FIRMS”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Nine in ten (91%) recognise the importance of early childhood in shaping later life”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Robotic process automation: An overnight enterprise success (15 years in the making)”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“AI Safety: an overwhelming majority (68%) of machine learning researchers surveyed believe that AI Safety research should be prioritised more than at present”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

329× {N} / {N} Accel, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, Gartner, IPSOS, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

misc · The Growing Challenge of Semiconductor Design Lead

“US OEMs have greatest demand for semiconductors, but 2/3 of global demand is outside US making open global markets critical”

misc · API Trends

“Over 2/3 of organizations currently use API Management solutions”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

Gartner · wipoapiday2023 o neill

“Over 2/3 of organizations currently use API Management solutions”

“2/3 of consumers agree that "being healthy is being safe"”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“Europe now 1/4 of the US and counting...”

“Top 6 GenAI companies in each region accounting for 2/3 or $37B of total GenAI funding since 2023”

“On the cloud and AI applications side, private EU/IL funding performs well, representing 2/3 of the US”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Investing in AI: the combined enterprise value of private AI startups & scaleups is 2/3 that of private SaaS startups & scaleups”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“Example 2/2 | How a CPG company is driving topline growth by inventing new business model and reshaping functions with AI”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“Example 1/2 | How a Biopharma company is reducing cost through AI transformation with a focus on reshaping multiple functions”

“20/20 impurity detection”

“20/20 impurity detection”

319× {ACTORS} are · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Capgemini, Cognizant, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, ServiceNow, SimonKucher, USydney, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Most central banks are pausing further rate hikes while they evaluate evolving conditions”

“Employees are increasingly prioritizing disability inclusion when evaluating employers - measured as average disability inclusion-related mentions per company in Glassdoor reviews”

Accenture · The Value Multiplier: Intelligent Operations Matur

“Here's how organizations are using the technology lever:”

Accenture · The Value Multiplier: Intelligent Operations Matur

“Here's how organizations are using the process lever:”

misc · Rail industry cost and revenue sharing (2011)

“Freight train operators are open access users of the network and pay only variable charges”

“Investors are focused on a select set of themes for future investments in SEA”

“Brands are recognising opportunities to promote and support healthy lifestyles”

misc · Southeast Asia’s digital consumers: A new stage of

“Consumers are expanding their platform options further when shopping online”

“India is young and consumers are supporting sustainability initiatives”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders are overtaking politicians as a force for progressive change in the world”

“THERE IS AN EVEN SPLIT BETWEEN THOSE WHO FEEL THAT WORKERS ARE FAIRLY COMPENSATED VS THOSE WHO THINK OTHERWISE”

“Industrial companies are preparing for an increasingly urban, electrified and connected world”

“HR Leaders Know Employees Are Watching”

“Employees Are Looking at the Long Term”

“More HR Leaders are Offering Financial Wellness Benefits”

“Public software companies are investing heavily in agentic capabilities”

Accenture · 2025 The new rules of Platform Strategy in the age

“How leaders are redesigning work with AI”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Large technology companies are hedging their hardware suppliers, but there are few options to choose from”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Big cloud providers are building and exposing the building blocks of intelligence via API”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

BCG · 2024 Executive Perspectives Unlocking potential fr

“While GenAI is still nascent, companies are actively exploring its potential, in addition to expanding the use of traditional AI”

BCG · 2024 Executive Perspectives The Future of Data Man

“Partnerships with technology providers are key to address gaps and accelerate capability development across the data value chain”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Let Go of the Idea That All Customers Are Human”

“Organizations are supercharging operations with AI”

USydney · 2026 University of Sydney The 2026 Skills Horizon

“Navigating the noise: Leaders are struggling to filter information and identify true signals in an increasingly complex and messy business environment”

282× {METRIC} and · Accenture, AirStreetCapital, BCG, Bain, Barclays, BoozAllenHamilton, CreditSuisse, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, UBS, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“As 2024 progresses, emerging structural forces will exert increasingly greater pull on the global economy, weighing on growth and renewing inflation pressures and volatility”

Accenture · January Macro Brief Special edition: 2024 outlook

“Downside risks for 2024 are already emerging, with recent Red Sea shipping disruptions driving up freight costs and threatening to further slow disinflation momentum”

Accenture · January Macro Brief Special edition: 2024 outlook

“In assessing investment and location decisions, companies should factor in the growing risk that government incentives get dialed back over time due to fiscal pressures”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Every businessperson knows that a small change in price can have an oversized effect on demand, revenue and income.”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: The starting point for the “full scope” option is the broadest possible scope of costs and revenues being included in the mechanism. This section then considers which items should be excluded”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (4 of 6): TOCs can influence NR's costs and property revenue through three mechanisms”

“Overall, Canadians know more about crypto than a year ago, and adoption and positive opinions of crypto have declined.”

misc · Evaluating NYC media sector development and settin

“TV commercials still drive $420M in spend and employ 5k people¹; other filmed production employs another 1k+”

misc · Evaluating NYC media sector development and settin

“NYC television production has doubled since 2002, now accounting for $3b in spend and employing ~30k people”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“It is possible for a company to both make a profit and behave responsibly”

“100+ YEAR HISTORY OF GROWTH AND EVOLUTION”

Barclays · 20240220 Barclays US Consumer Bank Investor Update

“Long track record of growth and returns”

“c.700 clients told Experian they want to drive faster automation and integration across the customer journey – balanced with cost and compliance”

“Over time, we expect gross margin improvement from mix, sales costs growing about in-line with revenue growth and G&A leverage”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Why now? Satellite data is decreasing in cost and increasing in resolution and frequency”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Enterprises report that AI drives revenue in sales and marketing while reducing costs in supply chain management and manufacturing functions”

BCG · 2024 Executive Perspectives The Future of Field Se

“Technician benefits | Nearly double the profits per technician by increasing efficiency and effectiveness with AI”

BCG · 2024 Executive Perspectives The Future of the AI D

“By modernizing their stack, leading companies across industries are driving innovation and growth and reaping material benefits from GenAI”

BCG · 2024 Executive Perspectives The Future of the AI D

“To maximize value, it’s key to adopt an approach that reimagines functional processes, builds AI platforms, and establishes guardrails to control cost and risk”

BCG · 2024 Executive Perspectives Unlocking potential fr

“Next-gen finance functions break the compromise between efficiency and effectiveness, to become proactive value drivers for the business”

268× and · {METRIC} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, Capgemini, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, SimonKucher, Strategy_and, UBS, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“EU gas prices dipped slightly in December and are facing less upward price pressures amidst record storage levels and slowing economic growth”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should place greater focus on business continuity planning and government engagement to mitigate risk”

Accenture · January Macro Brief Special edition: 2024 outlook

“To realize value and top-line growth, firms must move beyond Gen AI pilots to incorporate Gen AI into workflows, with a roadmap to embed and expose more capabilities”

Accenture · Future-proof ad sales: The new transformation impe

“Boost sales organization effectiveness and enable multiplatform sales”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (4 of 6): TOCs can influence NR's costs and property revenue through three mechanisms”

“Gains or Losses From Crypto Assets and Crypto Investment Funds”

misc · Evaluating NYC media sector development and settin

“Advertising agencies have successfully managed shift to digital and posted growth in all years except for 2009”

misc · Fletcher Building – economic uncertainty analysis

“The outlook for infrastructure work done grows at a strong pace across all scenarios, underpinned by strength in business investment and public spending growth”

“STRONG CLIENT SATISFACTION AND EMPLOYEE ENGAGEMENT”

Barclays · FY24 Results and Progress Update Presentation

“Deposits and net lending growth, supported by the acquisition of Tesco Bank”

Barclays · EFX+ +Barclays+Credit+Bureau+Day+Presentation+2023

“Expanding TAM and Broadening Revenue Base”

“Consumer Services is a growth business with rich data and deep customer engagement that makes the whole of Experian stronger”

“STRONG CLIENT SATISFACTION AND EMPLOYEE ENGAGEMENT”

“AND BENEFIT FROM STRONG REPUTATION AND HIGH ENGAGEMENT”

IPSOS · inv research 20231129 crypto asset survey 2023

“Gains or Losses From Crypto Assets and Crypto Investment Funds”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“$52.9M was generated through food and beverages sales both at and away from the event in USA”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Graph Neural Networks: improving the memory and parameter efficiency of large models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Improving the sustainability and carbon efficiency of farms using predictive models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Military AI: governments have doubled down on rhetoric and defense spending”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“We're rapidly approaching outrageous computational, economic, and environmental costs to gain incrementally smaller improvements in model performance”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Ensure rigorous measurement of value and AI-enabled cost reduction targets in budgets”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Capturing value from suppliers | GenAI enhances workforce and supplier productivity, reducing costs significantly”

BCG · 2024 Executive Perspectives The Future of Data Man

“Executive summary | GenAI will industrialize the use of data, improving quality, expanding and simplifying access, and increasing productivity”

BCG · 2024 Executive Perspectives The Future of Data Man

“Higher standards imply increased data management direct and hidden costs, which are forecast to rise in the coming years”

258× / {N} ) Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

257× {N} / {N} ) AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

256× ( {N} / AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

256× ( {N} / {N} AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

254× · in {REGION} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, GoldmanSachs, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Japan's property market continues to heat up as investors take advantage of the weak yen, low interest rates and souring property sentiment in China, but rising prices have downside”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Consumer spending continues to moderate in most major economies, though it improved slightly in China”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Recent consumer spending moderation in US and Europe has been concentrated in goods though services demand is also now softening”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Disinflationary momentum has stabilized somewhat in the US but continues more forcefully in Europe, mainly on the back of lower energy prices”

“Procurement and hospital management are gaining influence across all markets except in Japan”

misc · High-end Tourism – a strong driver for Europe

“High-end tourism is a sizeable segment in Europe, representing 22% of overall tourism and worth €130-170B”

“Generally, people in Asia, the Middle East and Africa place the highest value on brand image”

“Feelings of nostalgia are highest in Asia and Africa”

misc · Customer Experience: The 14BN Risk Noted for Discu

“NPS is better for digital banks – Traditional banks wouldn’t be “net” recommended by their clients in Europe”

“Since 2016, the proportion in Japan who feel the country is in decline is up 30pp.”

“Support for a strong leader willing to break the rules in France is down 38pp since 2016 and down 26pp in Italy.”

misc · Trend Compendium 2030 Megatrend 2 Globalization &

“Developing countries, particularly in Asia Pacific, will be able to bring their economies to the fore”

“$0.9bn PBT from Latin America in FY22*; full banking operations in Mexico, Argentina and Uruguay and wholesale businesses in Brazil and Chile”

Barclays · FY24 Results and Progress Update Presentation

“Broadly stable delinquency trends in US cards”

Barclays · FY24 Results and Progress Update Presentation

“Execution progress: on track to deploy £30bn RWAs in UK businesses”

“Stable delinquency trends in US cards and seasonal increase in reserving”

“...and have been cranking hard in Europe & Israel”

“Average funding in Europe is 30-40% lower than in the US”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“University course enrollment in AI is growing, particularly in China”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Robots are driving automated warehousing in China”

253× ( {N} / {N} ) AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”

“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

249× · {METRIC} in Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Foreign direct investment in China is turning negative for the first time in 25 years amidst geopolitical tensions, weak domestic demand and yield differentials with other economies”

Accenture · March Macro Brief Financial fissures emerge

“Consumer-focused sectors lead growth in Asia-Pacific, with India and China showing strongest growth momentum”

Accenture · Commercial payments, reinvented Your blueprint for

“The shape of future growth in a changing market”

“Figure 5: Simpler and more affordable EVs have captured significant EV market share in China and India”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“Stakeholders at one of L.E.K.’s workshops suggested that NR could take a share of TOC revenue in exchange for a reduction in FTAC”

misc · Evaluating NYC media sector development and settin

“Advertising agencies have successfully managed shift to digital and posted growth in all years except for 2009”

“DOUBLE-DIGIT GROWTH IN NEW SERVICES”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

“SOCIAL MEDIA FIRMS STILL HAVE ‘TOO MUCH POWER’ – MORE NOTABLE GROWTH IN SOME EMERGING MARKETS”

Barclays · EFX+ +Barclays+Credit+Bureau+Day+Presentation+2023

“BVS closed in August... Adding $160M run-rate revenue in $2B addressable market...EFX to enhance BVS products”

“Very strong growth in Small Business driven by our focus on digitization and analytics”

Barclays · 20240220 Barclays UK Investor Update

“Simpler: facilitating investment in growth”

“DOUBLE-DIGIT GROWTH IN NEW SERVICES”

“SOCIAL MEDIA FIRMS STILL HAVE ‘TOO MUCH POWER’ – MORE NOTABLE GROWTH IN SOME EMERGING MARKETS”

“HEALTHY GROWTH IN PUBLIC SECTOR”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“At the other end of the spectrum, there’s huge growth in $1.47/hour data labelling jobs”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“America increasingly using the Committee on Foreign Investment in the United States (CFIUS) to scrutinise foreign acquisitions”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Exits in AI: almost 3.5-fold growth in AI-first SaaS enterprise value creation in 12 months”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

BCG · 2024 Executive Perspectives The Future of Data Man

“In addition, exponential growth in the volume of unstructured and multimodal data in the past decade has further raised the bar on data management.”

BCG · 2024 Executive Perspectives Transformation through

“GenAI's transformative power is redefining insights-driven customer engagement in three ways”

BenedictEvans · 2018 Benedict Evans 2018 The End of the Beginning

“Early share in tools and application layers did not last”

BenedictEvans · 2021 Benedict Evans 2021 Three Steps to the Future

“Unprecedented investment in tech”

246× {METRIC} in · Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PAConsulting, PwC, RolandBerger, Strategy_and, misc

“THE LOW MEDIA SPEND IN LFVC IS ESPECIALLY SURPRISING GIVEN THAT IT IS BY FAR THE HIGHEST PERFORMING MEDIA CHANNEL”

Accenture · Accelerating net zero 2050

“Yet despite growth in ambitions, most companies remain off track”

“Dedicated next-gen network infrastructure investment in multi-site private mobile network powers British Sugar's Industry 4.0 vision”

“Economic activity across Europe remains largely muted, with Spain and Ireland emerging as notable exceptions, showing strong growth in output and demand”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Rail industry cost and revenue sharing (2011)

“Stakeholders at one of L.E.K.’s workshops suggested that NR could take a share of TOC revenue in exchange for a reduction in FTAC”

“Investment in nature-based solution projects, and carbon credit trading are important levers to reach Net Zero”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

“AND WE ALSO SEE SOME GROWTH IN COMFORT WITH SHARING DATA”

“Citizens of 30 Countries Assess Threats and Engagement in International Affairs”

“Despite the growth in belief that society is broken, comparatively few Germans want a strong leader.”

“Very strong growth in Small Business driven by our focus on digitization and analytics”

Barclays · TSN Barclays Consumer Staples FINAL

“Growth in food has been modest”

Barclays · The J M Smucker Co 2023 Barclays Presentation

“GROWTH IN COLD COFFEE”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“New $1 billion investment in computing & AI at MIT: Shifting gears for new generations”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Exits in AI: almost 3.5-fold growth in AI-first SaaS enterprise value creation in 12 months”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“In 2022, investment in startups using AI has slowed down along with the broader market”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

BCG · 2024 Executive Perspectives Transformation through

“GenAI's transformative power is redefining insights-driven customer engagement in three ways”

BenedictEvans · 2018 Benedict Evans 2018 The End of the Beginning

“Early share in tools and application layers did not last”

BenedictEvans · 2021 Benedict Evans 2021 Three Steps to the Future

“Unprecedented investment in tech”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

240× · ( {N} / AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

240× · ( {N} / {N} AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

238× · ( {N} / {N} ) AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, JPMorgan, Kearney, LEK, McKinsey, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (2/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der foreslås fire konkrete modeller for fremtidens administrative fællesskaber (1/2)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (3/3)”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der er identificeret 10 effektiviseringshåndtag ifm. realiseringen af potentialerne for VN I og VN II (2/3)”

“We measure our progress against key metrics and targets (1/2)”

“We measure our progress against key metrics and targets (2/2)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (2/3)”

Barclays · Barclays FY2023 ESG Investor Presentation

“Barclays engages extensively in cross-industry initiatives (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (1/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind's breakthroughs in the physical sciences (3/3)”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“2021 Prediction: DeepMind’s breakthroughs in the physical sciences (2/3)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… Bank of America – Erica Virtual Assistant (6/18)”

220× · {METRIC} of Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

Accenture · Bridging the Skills Gap in the Future Workforce

“Physical Manual Labor represents the largest share of employment in China. By 2028, demand will decrease, but it will remain the dominant form of employment.”

“Optimize total cost of experience”

Accenture · April Macro Brief: Special edition Tariff distress

“If sustained, US tariffs will be a major headwind for Canada given its existing domestic economic struggles and high share of exports to US”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail will be provided with an allowed return for CP4 that reflects its risk-adjusted cost of capital. After meeting financing costs, this is split between a risk buffer and a ring-fenced investment fund”

misc · The Growing Challenge of Semiconductor Design Lead

“In absence of action, market share of US companies (a proxy for design leadership) is projected to drop to 36% by 2030”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“Greater incentives and/or penalties are needed to promote adoption of solutions”

“There has been a significant growth of public disquiet about the march of technology”

“Consumer, Cards & Payments strong income growth of 47% YoY”

“Consumer, Cards & Payments strong income growth of 18% YoY”

Barclays · Barclays Q32023 FI Presentation

“Consumer, Cards & Payments income growth of 9% YoY”

Barclays · 20230215 Barclays FY22 Results Presentation

“Q422: CC&P strong income growth of 46% YoY”

“There has been a significant growth of public disquiet about the march of technology”

“Europe/Israel still above pre-COVID levels in terms of overall share of US venture financing”

“With Foundation Models commanding the lion's share of GenAI funding...”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Graph Neural Networks: improving the memory and parameter efficiency of large models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“India and China see significant growth of AI talent, and India’s AI research is most diverse”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting efficiency of risk processes: driving cost savings, with focus on automation of labor-intensive and repetitive tasks”

IBM · 2025 The CEO s Guide to Generative AI

“Catalyze cost of compute”

213× · {METRIC} and Accenture, BCG, Bain, Barclays, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Downside risks for 2024 are already emerging, with recent Red Sea shipping disruptions driving up freight costs and threatening to further slow disinflation momentum”

Accenture · January Macro Brief Special edition: 2024 outlook

“In assessing investment and location decisions, companies should factor in the growing risk that government incentives get dialed back over time due to fiscal pressures”

Accenture · Future-proof ad sales: The new transformation impe

“The global advertising market has certainly experienced plenty of disruptions over the years that have made their marks—some of them lasting—on advertising spend and placement.”

Accenture · Future-proof ad sales: The new transformation impe

“However, basing advertising revenue forecasts purely on GDP recovery misses the full story of how the current environment has affected ad spend and where the advertising market is headed in the near future.”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (4 of 6): TOCs can influence NR's costs and property revenue through three mechanisms”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

“Targeting improved sales and margin performance”

“CONSISTENT SALES AND MARGIN PROFILE”

“Activate maximizes yield, creates certainty for consumers and partners and unlocks increased engagement and monetization of offers”

“We've built a diversified, resilient business with multiple revenue and distribution models”

“EXCELLENT CLIENT RETENTION AND WELL-BALANCED SPLIT BY CLIENT AND GEOGRAPHY”

IPSOS · Introduction to Ipsos

BCG · 2024 Executive Perspectives The Future of Field Se

“Technician benefits | Nearly double the profits per technician by increasing efficiency and effectiveness with AI”

BCG · 2024 Executive Perspectives The Future of Field Se

“Efficiency | Individuals who leverage AI improve efficiency and can repurpose saved time for higher complexity activities”

BCG · 2024 Executive Perspectives The Future of the AI D

“To maximize value, it’s key to adopt an approach that reimagines functional processes, builds AI platforms, and establishes guardrails to control cost and risk”

BCG · 2025 Executive Perspectives Move Fast Scale Smart

“Well-positioned firms can unlock value from low costs and high revenues”

208× to · {METRIC} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PAConsulting, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Companies must be prepared for a "winter of economic uncertainty" as many economies transition from post-pandemic normalization to structurally-weaker growth paths”

Accenture · Year-end Macro Brief Into the Fog of Winter

“China is expected to transition to slower growth path as it confronts structural challenges; Japan's resilience is waning and India's will be tested as global growth slows”

Accenture · January Macro Brief Special edition: 2024 outlook

“A significant growth downshift and above-target inflation due to structural cost pressures is base case for US economy, though upside possibility of a soft landing has increased”

Accenture · Future-proof ad sales: The new transformation impe

“Responding today to protect revenue”

misc · Rail industry cost and revenue sharing (2011)

“3 – Baseline: A mechanism may also be required to incentivise efficiency improvements across control periods. Furthermore, TOCs could be incentivised to side with NR during periodic reviews”

misc · Rail industry cost and revenue sharing (2011)

“Capacity and timetabling (2 of 2): NR is generally considered to be not properly incentivised to maximise industry revenue by optimising the timetable”

misc · Rail industry cost and revenue sharing (2011)

“NR's capex on renewals and enhancements is added to its regulatory asset base (RAB). The RAB amortisation allowance and allowed return are used to calculate NR's revenue requirements”

“Overall, the outlook for medical devices is positive across APAC as hospitals are expecting to increase spending on devices / equipment, except Japan”

Barclays · Barclays+Investor+Presentation+vFINAL

“Reconciliation of Net Income (Loss) to Adjusted EBITDA”

Barclays · 20240220 Barclays US Consumer Bank Investor Update

“Simpler: path to improving operational efficiency”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Better quality income: diverse sources of income to support growth”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Plan to increase RWA productivity in Investment Banking”

IPSOS · TRREB Ipsos year in review and outlook 2021

“Impact of Regulations on Short-Term Rentals on Decision to Buy Investment Property”

IPSOS · 2020 Effie UK Report in partnership with Ipsos MO

“Effie Winners are more likely to demonstrate Market Share Growth as the primary result”

“CTV continues to garner share of the television screen, among all viewers”

misc · 2020 Effie UK Report • In partnership withIpsos

“Effie Winners are more likely to demonstrate Market Share Growth as the primary result”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Fewer farm workers on US farms, higher hourly wages per worker, but more automation leads to stable labor cost share of total gross farm revenue”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“GenAI applications continue to see fast growth”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Focus on these key watch-outs to achieve successful cost take-outs”

BCG · 2024 Executive Perspectives The Future of the AI D

“To maximize value, it’s key to adopt an approach that reimagines functional processes, builds AI platforms, and establishes guardrails to control cost and risk”

“Use AI to boost productivity, efficiency, and time to market”

BCG · 2024 Executive Perspectives Transformation through

“Leveraging GenAI to enhance customer engagement”

“eCommerce Continues to Gain Share from Offline... at 8% Share of USA Commerce with Lots of Headroom”

“Transportation... To Contain Spending... Consumers Reducing Relative Spend on Vehicles + Increasing Utility of Vehicles”

202× ~ {N} % Accel, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Den operative del af forsvarets samlede økonomi udgør ~48%”

“Consumers are exposed to an average of 4-5 touch points during discovery and research, of which ~60% are digital”

“Social content and digital media draw ~50% of attention; offline creative marketing gaining traction”

BCG · True-Luxury Global Consumer Insights 7th Edition

“AMONG THOSE WHO ARE SWITCHING, ~88% ARE SHIFTING SINCE EXPERIENCES PROVIDE GREATER SATISFACTION AND EXCLUSIVITY”

misc · High-end Tourism – a strong driver for Europe

“Europe is the most visited region in the world: ~51% of global international arrivals”

misc · High-end Tourism – a strong driver for Europe

“Overall tourism contributed directly to ~4% of GDP and 12M jobs in 2019, up to ~6% and 22M if considering indirect impact”

misc · High-end Tourism – a strong driver for Europe

“Culture, entertainment and shopping making the most of the expenditure for high-end tourism (~50%), followed by “stay” (~30%)”

misc · High-end Tourism – a strong driver for Europe

“Overall European tourism generated ~€575-725B in 2019, with the 5 largest countries of focus contributing for ~67%”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“European activity remains muted with only 10 campaigns, trending (~33%) below the four-year average of 15”

CreditSuisse · csg investor day 2016 sru

“On track to reduce RWA and leverage exposure by ~80% by end-2019”

“We are targeting a core RoTE of >8% and a Group RoTE of ~6% by 2025”

“Investment Bank: ~40% reduction in IB RWA and LE”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

“Cloud Giants up ~40% in the last year, adding $1T of market cap”

“No one is immune: Software & cloud giants lost ~35% of their market cap...”

“~50% with less than $100m of ARR”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

BCG · 2024 Executive Perspectives The Future of Data Man

“TODAY: Enrich metadata manually against registry / TOMORROW: ~50% effort reduction in metadata labeling with GenAI”

BCG · 2024 Executive Perspectives Unlocking Impact from

“Short-term customer service P&L impact ranges between ~10% and 20%”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Developer Repositories – GitHub = ~175% Increase Over Sixteen Months”

202× of · {METRIC} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Capgemini, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Commercial payments, reinvented Your blueprint for

“The shape of future growth in a changing market”

“A strong digital core enables the competitive advantage of long-term profitable growth companies”

“Corporate capex is re-emerging as a primary engine of global growth after years of underinvestment as businesses look to modernize assets and capitalize on macro shifts”

“This investment will need to happen in an environment of still-elevated borrowing costs and shifting trade policies, underscoring the importance of effective capital planning”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (5 of 6): L.E.K. has identified four main options for the scope of NR's costs. There are pros and cons to each”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

Barclays · FY24 Results and Progress Update Presentation

“Group CIR of 62% supported by £1bn of gross efficiency savings”

“Long-term trend of branded share gains interrupted by inflationary pressure on consumers”

“Better seasonal deposit trends; another quarter of loan growth”

“High quality and diverse sources of income growth across the Group”

“57% of Consulting Spending Increase to top 7 Vendors”

“We will reach 12% of Ipsos revenue by 2025”

“Europe/Israel still above pre-COVID levels in terms of overall share of US venture financing”

“117GW incremental data center capacity translates to ~$4T of AI CapEx between '26 and '30”

Accenture · 2025 Me My Brand and AI

“Me, my brand and AI: The new world of consumer engagement”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“AI coding assistants are deployed fast, with early signs of developer productivity gains”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“Enterprise software is the most invested category globally, while robotics captures the largest share of VC investment into AI”

BCG · 2025 Executive Perspectives Unlocking Impact from

“AI is the next frontier of cost advantage, providing an edge on top of traditional cost levers”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Platforms for others are now a third of Amazon revenue”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“UK ecommerce is now 40% of retail revenue, excluding grocery (which needs a different supply chain)”

“The GenAI opportunity equates to 4-18% of EBITDA and 19-23% of salary cost annually, across sectors.”

202× the · {METRIC} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, Bessemer, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“The implied public spending contraction needed to fund the UK government's recent tax cuts puts pressure on key public services and could further strain household finances”

Accenture · Year-end Macro Brief Into the Fog of Winter

“India continues to show the strongest growth momentum within Asia-Pacific, while conditions deteriorated further in Australia”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Falling year-over-year materials and energy prices have reduced some of the input cost pressures across industries”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should be agile in adapting their marketing, pricing and channel strategies to the diverging spending power of different customer segments”

misc · Review of efficiency of the operation of the feder

“The effective cost per family law finalisation”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

“More than every second basketball fan knows that Indonesia, Japan and the Philippines have hosted the FIBA Basketball World Cup 2023. The highest share has followed the event on TV.”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?”

GoldmanSachs · 2023 Goldman Conference Presentation

“#6 largest retail bank and growing at 3x the rate of the industry household growth in priority Southeast MSAs”

GoldmanSachs · Goldman Sachs Presentation Final

“We are finishing off the year in a strong position heading into 2022, and we're excited about the many organic growth opportunities we see across the franchise.”

GoldmanSachs · 3Q23 Investor Presentation GS

“Automation allows IBKR to be one of the lowest cost processors in the industry”

GoldmanSachs · 2025 05 28 Goldman Sachs Brazil Commodities Days

“Be "BEST-IN-CLASS" IN THE TOTAL PULP COST VISION”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“With Foundation Models commanding the lion's share of GenAI funding...”

“Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Intel's datacenter group accounts for 30% of the company's group revenue”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The Sovereign AI spending spree”

BenedictEvans · 2016 Benedict Evans 2016 Mobile is Eating the Worl

“Going electric: riding the battery cost curve”

“Streamlining the end-to-end sales process with role-based AI agents”

197× · {ACTORS} are Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, Capgemini, Cognizant, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, Prosus, PwC, RolandBerger, SimonKucher, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Most central banks are pausing further rate hikes while they evaluate evolving conditions”

Accenture · March Macro Brief Financial fissures emerge

“US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK”

“Many companies are still in the early stages of their resiliency transformation and plan to invest heavily, but what stands in the way of success?”

Accenture · The “new” rules of engagement

“Pharmaceutical companies are shifting to better engage HCPs but providers want more.”

misc · Rail industry cost and revenue sharing (2011)

“Freight train operators are open access users of the network and pay only variable charges”

misc · Customer Experience: The 14BN Risk Noted for Discu

“Digital leaders are best performers and biggest entities are typically at or below average”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders are overtaking politicians as a force for progressive change in the world”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders are a force for good in the world”

misc · Generative AI Surveys

“Software Engineering Leaders are saying...”

“Fashion and retail brands are increasingly susceptible to a variety of demand and supply shocks across the supply chain”

Barclays · TSN Barclays Consumer Staples FINAL

“Leading brands are an advantage”

“Industrial companies are preparing for an increasingly urban, electrified and connected world”

“HR Leaders Know Employees Are Watching”

“More HR Leaders are Offering Financial Wellness Benefits”

IPSOS · ipsos global trustworthiness monitor 2022 charts

“Business leaders are overtaking politicians as a force for progressive change in the world”

“Public software companies are investing heavily in agentic capabilities”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Large technology companies are hedging their hardware suppliers, but there are few options to choose from”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Big cloud providers are building and exposing the building blocks of intelligence via API”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Leading companies are driving significant cost reductions by embedding AI into broader transformation efforts focused on these four patterns”

BCG · 2024 Executive Perspectives The Future of Data Man

“Partnerships with technology providers are key to address gaps and accelerate capability development across the data value chain”

“To unlock value, HR leaders are investing in foundational enablers”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

188× · {N} % Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, Strategy_and, misc

Accenture · Global Banking Consumer Study Reignite human conne

“But it wasn't always this way. In 1950, just 9% of US households had a TV set. Five years later, a staggering 65% did. And five years after that, adoption reached 87%.”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Non-bank financial institutions hold nearly 60% of the private sector's total global financial assets.”

“Around 80% of Automotive – OES leaders fear significant escalations in cost (>5%) alongside losing talent (>5%), if they fail to overcome organizational challenges”

Accenture · Thought you knew the Scope 3 issues in your supply

“For nearly 50% of industries, real upstream hot spots differ from those represented by Tier 1 suppliers”

“Rate hardening of circa 5% experienced in 2018, with rate hardening expected to continue into 2019, albeit at lower levels”

misc · Evaluating NYC media sector development and settin

“Filmed production industry direct spend has increased 70% since 2002. Employment grew by over 30k since 2004.”

misc · High-end Tourism – a strong driver for Europe

“High-end tourism is a sizeable segment in Europe, representing 22% of overall tourism and worth €130-170B”

“Any potential investment for returns and climate impact is closely linked to three sectors (energy, nature, and agri-food) that capture 90% of SEA's carbon budget”

Barclays · FY24 Results and Progress Update Presentation

“Income up 6% YoY; more stable income streams 74% of Group income”

Barclays · FY24 Results and Progress Update Presentation

“Statutory RoTE: c.11% 2025 target, driving to above 12% target by 2026”

“Income up 11% YoY; more stable income streams 68% of Group income”

Barclays · EFX+ +Barclays+Credit+Bureau+Day+Presentation+2023

“14% Vitality Index a record and well above 10% LT Framework... 30+ NPIs in Quarter, 65 YTD”

“NEW SERVICES WILL EXCEED 30% OF OUR REVENUES BY 2025”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“The event attracted 31% first time visitors to Texas”

“Can Europe/Israel catch up in the global AI race? — EU talent producing 50% more AI publications than the US”

“...with no company growing above 40% In 2024”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“NVIDIA's datacenter business breaks $2B run-rate, is growing >100% year on year and accounts for almost 20% of their group revenue”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Deep learning automates 98% of stock replenishment decisions for online grocers”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“Case example | E2E transformation achieved 21% labor productivity increase”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Retail media may have taken 10% share in 2022”

“While roughly 5% of the global workforce consistently needs to be reskilled each year, the rapid advancement of AI has sent this figure skyrocketing.”

“ITDMs are more optimistic about the number of AI pilots their company will start in 2025; Around a third say their company has plans to start more than 20 AI pilots, compared to only around 20% in 2024”

185× {METRIC} of · · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Global Banking Consumer Study Reignite human conne

“Ramping up sales of traditional banking products”

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

“Industries Are at Different Stages in the Adoption of Digital Technology”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers in North America will increase rapidly and significantly, nearly tripling from the current 7% to 20% by 2024.”

misc · The Growing Challenge of Semiconductor Design Lead

“Share of semiconductor-specific design R&D funded by the private sector is greater in the US than other OECD peers”

misc · Evaluating NYC media sector development and settin

“NYC is still the center for advertising and will most likely grow with the growth of transmedia campaigns”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“There has been a significant growth of public disquiet about the march of technology”

misc · Southeast Asia’s digital consumers: A new stage of

“Growth of Southeast Asian creator economy is supporting shift to video”

misc · Southeast Asia’s digital consumers: A new stage of

“Southeast Asia forges ahead with the adoption of future technologies”

“In a cohesive manner we leverage people, processes, and tools to improve our productivity of Change-the-Bank developments”

DeutscheBank · Client Creditor Overview Q4 2023

“Improving profitability together with higher share of predictable revenues”

DeutscheBank · Client Creditor Overview Q1 2025

“Improving profitability together with higher share of predictable revenues”

IPSOS · Earth Day 2024 Global Report

“Cost of living fears in developed countries could hamper renewable energy transition”

JPMorgan · jpmc esg report 2021

“SUPPORTING CONSUMER ADOPTION OF ELECTRIC VEHICLES”

“With Foundation Models commanding the lion's share of GenAI funding...”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Fewer farm workers on US farms, higher hourly wages per worker, but more automation leads to stable labor cost share of total gross farm revenue”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Graph Neural Networks: improving the memory and parameter efficiency of large models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“India and China see significant growth of AI talent, and India’s AI research is most diverse”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting efficiency of risk processes: driving cost savings, with focus on automation of labor-intensive and repetitive tasks”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

Accenture · January Macro Brief Special edition: 2024 outlook

168× {N} - {N} Accel, Accenture, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, Gartner, IPSOS, KPMG, LEK, McKinsey, PwC, RolandBerger, Strategy_and, misc

“The significant likelihood of higher-for-longer rates is expected to amplify corporate bankruptcy pressures, particularly as debt refinancing needs grow in next 1-2 years”

“Companies mastering all network maturity drivers gain near-certainty (97-99%) of low-risk classification across all six risk categories”

“In life sciences, Moderna became a household name in the US and beyond when it developed its COVID-19 vaccine in just one year (versus the typical 5-10 years needed).”

Accenture · May Macro Brief Consumer spending in flux

“Higher-income households have been key to consumer resilience over past 1-2 years, but pressures are also beginning to emerge for these wealthier consumers”

“OWNERSHIP OF 'TRADITIONAL' INVESTMENT PRODUCTS RISES WITH AGE. ALMOST 1 IN 5 25-34 YEAR OLDS ARE INVESTED IN CRYPTOCURRENCIES”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

misc · Rail industry cost and revenue sharing (2011)

“The sharing of TOC out/underperformance is an additional feature of Option 4 which is not included in Options 1-3. There are a number of significant issues with this aspect of the mechanism”

misc · Understanding public attitudes to early childhood

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

Barclays · FY24 Results and Progress Update Presentation

“CET1 ratio within the 13-14% target range at 13.6%”

Barclays · FY24 Results and Progress Update Presentation

“Robust capital position with 13.9% CET1 ratio, top end of 13-14% range”

Barclays · Investment Community Presentation Barclays Energy

“10-12% CAGR through 2024”

“We expect to grow quota bearing headcount (QBH) by 8-12% and CV by 12-16% over the medium-term”

“OWNERSHIP OF 'TRADITIONAL' INVESTMENT PRODUCTS RISES WITH AGE. ALMOST 1 IN 5 25-34 YEAR OLDS ARE INVESTED IN CRYPTOCURRENCIES”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

“Average funding in Europe is 30-40% lower than in the US”

Accel · 2021 Accel On the path to global domination

“>50% of winners founded in the last 2-5 years vs 4-7 years in 2023...”

BCG · 2024 Executive Perspectives The Future of the AI D

“Top companies lean into the 10-20-70 principle to drive toward a platform-led organization; they see AI as mainly a people transformation vs. tech-only”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“'DEPLOY' Overview | 'DEPLOY' unlocks 10-15% productivity improvement and prepares organization for broader AI change”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“However, change is hard, and executives face challenges across the ‘10-20-70’ during their AI transformation”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

Accenture · January Macro Brief Special edition: 2024 outlook

165× · {METRIC} and · Accenture, BCG, Bain, Barclays, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

“Downside risks for 2024 are already emerging, with recent Red Sea shipping disruptions driving up freight costs and threatening to further slow disinflation momentum”

Accenture · January Macro Brief Special edition: 2024 outlook

“In assessing investment and location decisions, companies should factor in the growing risk that government incentives get dialed back over time due to fiscal pressures”

Accenture · Future-proof ad sales: The new transformation impe

“The global advertising market has certainly experienced plenty of disruptions over the years that have made their marks—some of them lasting—on advertising spend and placement.”

“A RETAILER CUTS COSTS AND FUELS GROWTH”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (4 of 6): TOCs can influence NR's costs and property revenue through three mechanisms”

misc · Process Automation: A quickly growing market with

“Example: Continuous Emissions Monitoring Systems (CEMS) are used to measure waste gas for regulatory compliance and optimize processes to both improve efficiency and reduce emissions”

misc · Fletcher Building – economic uncertainty analysis

“The outlook for infrastructure work done grows at a strong pace across all scenarios, underpinned by strength in business investment and public spending growth”

“EXCELLENT CLIENT RETENTION AND WELL-BALANCED SPLIT BY CLIENT AND GEOGRAPHY”

“Activate maximizes yield, creates certainty for consumers and partners and unlocks increased engagement and monetization of offers”

“We've built a diversified, resilient business with multiple revenue and distribution models”

Barclays · barclays ceo energy power conference 2018

“Strong Business Momentum and Improved Operating Leverage Driving Increased Adjusted EBITDA and Free Cash Flow Margin”

“Driving growth through RM productivity and client interaction”

“EXCELLENT CLIENT RETENTION AND WELL-BALANCED SPLIT BY CLIENT AND GEOGRAPHY”

IPSOS · Introduction to Ipsos

BCG · 2024 Executive Perspectives The Future of Field Se

“Technician benefits | Nearly double the profits per technician by increasing efficiency and effectiveness with AI”

BCG · 2024 Executive Perspectives The Future of the AI D

“To maximize value, it’s key to adopt an approach that reimagines functional processes, builds AI platforms, and establishes guardrails to control cost and risk”

BCG · 2025 Executive Perspectives Move Fast Scale Smart

“Well-positioned firms can unlock value from low costs and high revenues”

164× the · {N} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Deloitte, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“The digitalization of banks' operations over the past 25 years caused an escalation in what was commonly dubbed 'the war on talent'.”

Accenture · Future-proof ad sales: The new transformation impe

“In the current crisis, the third in the past 20 years, the impact on the advertising mix will be large and enduring, with the environment disproportionately favoring digital.”

“Remote work has emboldened Australians to adopt flexible lifestyles during the COVID-19 pandemic”

Accenture · Thought you knew the Scope 3 issues in your supply

“Thought you knew the Scope 3 issues in your supply chain? Think again.”

misc · Rail industry cost and revenue sharing (2011)

“Potential ways of addressing the Option 1 negative scores”

misc · Rail industry cost and revenue sharing (2011)

“Potential ways of addressing the Option 2 negative scores”

misc · Rail industry cost and revenue sharing (2011)

“Potential ways of addressing the Option 6 negative scores”

misc · Evaluating NYC media sector development and settin

“Media VC has exploded in NYC over the past 10 years”

“Globalisation may be enjoying increased popularity after the COVID-19 pandemic focused people on their local areas”

“Savings Goals Stopped Due to the COVID-19 Pandemic”

“One thing is clear the COVID-19 pandemic has worked like an X-ray machine, revealing the hidden challenges under the surface of many SEA socio-economic systems”

GoldmanSachs · 350e000c acff 48f1 ab1e fc2abe7a5f3c

“Charts we are watching: Fundamental improvements have driven the Mag 7's outperformance”

“The VERONA Phase 2 Clinical Trial is the First Trial DURAVYU was Evaluated in Patients with Active Disease”

GoldmanSachs · Tenth Annual Leveraged Finance and Credit Conferen

“Generated strong cash from operating activities, reduced net debt, and maintained strong liquidity amidst the COVID-19 pandemic”

IPSOS · inv research 20210422 investing and covid 19 0

“Savings Goals Stopped Due to the COVID-19 Pandemic”

“The public are divided on prioritisation of climate change in the COVID-19 recovery”

Accel · 2021 Accel On the path to global domination

“Global cloud index added $0.9T in value in the past 12 months”

“UK, France and Israel are the top 3 represented countries”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“The GPT-4 technical report puts the nail in the coffin of SOTA LLM research...”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Drug discovery goes open source to tackle COVID-19. This is a rare example of where AI is being actively used on a clearly-defined problem that's part of the COVID-19 response.”

161× · {METRIC} of · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

Accenture · Bridging the Skills Gap in the Future Workforce

“Physical Manual Labor represents the largest share of employment in China. By 2028, demand will decrease, but it will remain the dominant form of employment.”

“Optimize total cost of experience”

Accenture · April Macro Brief: Special edition Tariff distress

“If sustained, US tariffs will be a major headwind for Canada given its existing domestic economic struggles and high share of exports to US”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail will be provided with an allowed return for CP4 that reflects its risk-adjusted cost of capital. After meeting financing costs, this is split between a risk buffer and a ring-fenced investment fund”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“Greater incentives and/or penalties are needed to promote adoption of solutions”

“Recent public offerings and financing rounds confirm more rapid adoption of robotics and integrated software in warehouse automation”

“There has been a significant growth of public disquiet about the march of technology”

“We are seeing continued growth of clients and solutions on the platform, unlocking the potential to cross-sell”

“Our advanced technical capabilities enable us to better manage risk and total cost of Compliance”

“More systematic solution delivery to increase share of wallet”

DeutscheBank · deutsche bank global consumer conference 2023

“Significant opportunity to increase share of stomach in large markets”

“There has been a significant growth of public disquiet about the march of technology”

“With Foundation Models commanding the lion's share of GenAI funding...”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Graph Neural Networks: improving the memory and parameter efficiency of large models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“India and China see significant growth of AI talent, and India’s AI research is most diverse”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Improving the sustainability and carbon efficiency of farms using predictive models”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting efficiency of risk processes: driving cost savings, with focus on automation of labor-intensive and repetitive tasks”

IBM · 2025 The CEO s Guide to Generative AI

“Catalyze cost of compute”

161× · and · {METRIC} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should place greater focus on business continuity planning and government engagement to mitigate risk”

Accenture · January Macro Brief Special edition: 2024 outlook

“To realize value and top-line growth, firms must move beyond Gen AI pilots to incorporate Gen AI into workflows, with a roadmap to embed and expose more capabilities”

“THERE IS A 5% GAP BETWEEN CURRENT AND OPTIMAL SPEND ON TV”

Accenture · Investor Analyst Conference

“Continued to outperform the market and take share”

“Gains or Losses From Crypto Assets and Crypto Investment Funds”

misc · Evaluating NYC media sector development and settin

“Advertising agencies have successfully managed shift to digital and posted growth in all years except for 2009”

“STRONG CLIENT SATISFACTION AND EMPLOYEE ENGAGEMENT”

“$509M of FY10 operating and capital spend prioritized as in-scope for Phase II BCG solution design”

misc · International Comparison of Australia’s Freight an

“By way of illustration, closing the gap between Australia’s and comparators’ rail and port costs by a third could save the export wheat industry c.$130m p.a.”

Barclays · EFX+ +Barclays+Credit+Bureau+Day+Presentation+2023

“Expanding TAM and Broadening Revenue Base”

“Strong traction for Experian Verify with high demand from existing financial services clients and significant growth opportunity ahead”

Barclays · unlocking the uk s tech talent potential

“Highest and lowest churn positions”

“STRONG CLIENT SATISFACTION AND EMPLOYEE ENGAGEMENT”

“AND BENEFIT FROM STRONG REPUTATION AND HIGH ENGAGEMENT”

IPSOS · inv research 20231129 crypto asset survey 2023

“Gains or Losses From Crypto Assets and Crypto Investment Funds”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“$52.9M was generated through food and beverages sales both at and away from the event in USA”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Graph Neural Networks: improving the memory and parameter efficiency of large models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Improving the sustainability and carbon efficiency of farms using predictive models”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Military AI: governments have doubled down on rhetoric and defense spending”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Ensure rigorous measurement of value and AI-enabled cost reduction targets in budgets”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Capturing value from suppliers | GenAI enhances workforce and supplier productivity, reducing costs significantly”

BCG · 2024 Executive Perspectives The Future of Data Man

“Higher standards imply increased data management direct and hidden costs, which are forecast to rise in the coming years”

McKinsey · 2024 Outcompeting with AI in Process Industries

“GenAI can enhance workforce performance and improve efficiency”

154× {N} · . Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, KPMG, Kearney, McKinsey, OliverWyman, PwC, RolandBerger, misc, proposals

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

“A new generation of digital consumers will emerge in eight countries over the next 10 years.”

Accenture · Work, workforce, workers Reinvented in the age of

“We uncovered the percent of total working hours impacted by gen AI by analyzing time spent on language-based tasks across occupations and industries in 22 countries.”

Accenture · May Macro Brief Consumer spending in flux

“Even with the recent softening in tariff stance, the US' effective tariff rate has increased by 13 p.p., with an additional 14 p.p. still on the horizon”

“To understand the connection between business operations maturity and performance, in 2020, we surveyed more than 1,100 C-suite and VP-level executives across 11 countries and 13 industries.”

misc · COVID-19: Briefing Note

“COVID-19 U.S. impact could exceed anything since the end of WWII”

misc · GLOBAL VIEWS ON A.I. AND DISINFORMATION

“A majority think there is more lying and misuse of facts in politics and media than there was 30 years ago... But without any dramatic overall change in the past few years”

Barclays · The J M Smucker Co 2023 Barclays Presentation

“#1 U.S. BRANDED AT-HOME COFFEE MANUFACTURER”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“40 U.S. campaigns, up 43% year-over-year, have comprised over half of global activity YTD”

IPSOS · Ipsos Global Views on AI and Disinformation full r

“A majority think there is more lying and misuse of facts in politics and media than there was 30 years ago... But without any dramatic overall change in the past few years”

Accel · 2021 Accel On the path to global domination

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Drug discovery goes open source to tackle COVID-19. This is a rare example of where AI is being actively used on a clearly-defined problem that's part of the COVID-19 response.”

154× + {N} % Accel, BCG, Bain, Barclays, BondCap, Deloitte, GoldmanSachs, Kearney, McKinsey, MorganStanley, PwC, RolandBerger

BCG · AI Radar 2025

“They focus +80% of their AI investments in reshaping critical functions and inventing new products and services”

Bain · Altagamma 2019 Worldwide Luxury Market Monitor

“DIGITALIZATION UNDERPINNING THE GROWTH OF THE ONLINE CHANNEL (+22%); MONOBRAND, OFF-PRICE AND AIRPORT FOLLOWING”

“The overall market showed a +18,2% increase in 2022 vs 2021, with significant growth across all regions besides APAC, returning to 2019 values (2.603 B€)”

“Travel experienced the highest growth (+43,0% YoY 21-22); delivery grew for the 6th consecutive year, increasing its share from 5% in 2016 to 19% in 2022”

“Income +11% YoY, with growth across all operating businesses”

GoldmanSachs · Goldman Sachs conference April 2021

“FY21 YTD Pro forma(4) Segment Profit +2% v pcp, Pro forma NPAT +11%”

GoldmanSachs · plastic omnium presentation goldman sachs 15th ann

“Group organic growth of +6.5% in Q3 2023”

MorganStanley · 20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1

“Indicative distributable income and DPU is +0.3% above 4Q 2022 and 2.4% lower to 1Q 2022”

“Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Engagement (ChatGPT App as Proxy) = +106% Growth in Sessions & +47% Growth in Duration Over Twenty-One Months”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Agent Interest (Google Searches) = +1,088% Over Sixteen Months”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Engagement (ChatGPT App as Proxy) = +202% Rise in Daily Time Spent Over Twenty-One Months...”

153× {METRIC} and · · Accenture, BCG, Bain, Barclays, BoozAllenHamilton, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“As 2024 progresses, emerging structural forces will exert increasingly greater pull on the global economy, weighing on growth and renewing inflation pressures and volatility”

Accenture · January Macro Brief Special edition: 2024 outlook

“In assessing investment and location decisions, companies should factor in the growing risk that government incentives get dialed back over time due to fiscal pressures”

Accenture · FULL VALUE. FULL STOP How to scale innovation and

“Adaptable systems learn, improve, and scale by themselves, eliminating the friction that hinders business growth and helping humans make better decisions, much faster.”

Accenture · The ultimate healthcare experience: what people wa

“Figure 6. Clarity, reduced cost and increased drug development transparency are trust builders for pharma companies”

“Overall, Canadians know more about crypto than a year ago, and adoption and positive opinions of crypto have declined.”

misc · Process Automation: A quickly growing market with

“Example: Continuous Emissions Monitoring Systems (CEMS) are used to measure waste gas for regulatory compliance and optimize processes to both improve efficiency and reduce emissions”

“EXCELLENT CLIENT RETENTION AND WELL-BALANCED SPLIT BY CLIENT AND GEOGRAPHY”

“Four actions to drive acceleration of green investment and climate action”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Transportation: Near term impact on revenue and employment followed by slower than average recovery due to social distancing and behavioral changes”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“It is possible for a company to both make a profit and behave responsibly”

“We've built a diversified, resilient business with multiple revenue and distribution models”

Barclays · barclays ceo energy power conference 2018

“Strong Business Momentum and Improved Operating Leverage Driving Increased Adjusted EBITDA and Free Cash Flow Margin”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Simpler: drive productivity and seamless digital delivery”

“EXCELLENT CLIENT RETENTION AND WELL-BALANCED SPLIT BY CLIENT AND GEOGRAPHY”

BCG · 2024 Executive Perspectives The Future of the AI D

“By modernizing their stack, leading companies across industries are driving innovation and growth and reaping material benefits from GenAI”

BCG · 2025 Executive Perspectives Move Fast Scale Smart

“Well-positioned firms can unlock value from low costs and high revenues”

“On average, the Sales and Front Office*, IT, and Supply Chain functions exhibit the highest potential for GenAI value across all sectors.”

152× in the {REGION} Accel, Accenture, AirStreetCapital, BCG, Barclays, Cognizant, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Business activity momentum remains weak but generally stable or improving in the US and Europe, while Japan and Australia are seeing further deterioration”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Talent shortages remain most pronounced in the US while improving in the service sectors across UK and the EU”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Disinflationary momentum has stabilized somewhat in the US but continues more forcefully in Europe, mainly on the back of lower energy prices”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Softening demand and ongoing declines in new orders in the UK and Europe have shortened supplier delivery lead times and eased backlogs”

misc · The Growing Challenge of Semiconductor Design Lead

“Share of semiconductor-specific design R&D funded by the private sector is greater in the US than other OECD peers”

“GLOBAL UNCERTAINTIES, PARTICULARLY IN THE US”

“Since 2016, anti-immigrant beliefs in the US have been falling.”

Barclays · unlocking growth creating tech ecosystems

“Example: Ascend Technology Platform helped secure the largest deal ever in the UK”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Strong customer franchises in the UK and US”

GoldmanSachs · ecb.forumcentbankpub2024 Hatzius presentation.en

“Proposed Tariffs Would Likely Have a Modest Inflation Impact in the Euro Area but a Larger Impact in the US”

“Since 2016, anti-immigrant beliefs in the US have been falling.”

“THE THREE KEY PILLARS OF OUR NEW GROWTH PLATFORM IN THE US”

“WE WORK WITH THE MOST ADMIRED COMPANIES IN THE US”

“Average funding in Europe is 30-40% lower than in the US”

Accel · 2021 Accel On the path to global domination

“More $1bn private rounds in the US”

“GenAI investments heavily skewed by mega rounds in the US”

“AI Model funding is heavily concentrated in the US vs EU/IL...”

151× · {YEAR} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, ServiceNow, SimonKucher, Strategy_and, misc

Accenture · Innovation Unleashed Building a culture that drive

“In fact, on average, Pacesetters grew revenues 6.5 times faster than their peers during 2018–20.”

“Global air trade grew substantially throughout 2024, with Q4 likely reflecting preemptive trade flows as tariffs loom and global uncertainties remain elevated”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Optimering af nuværende puljekoncept driver ca. 50% af det varige nettoprovenu fra 2020 og frem”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Indfasningen sker gradvist med fuld udrulning i 2022”

misc · The economic and social impact of investment in th

“Applying the modelled results to estimate GDP impacts 2012 to 2030”

misc · IPSOS GLOBAL TRUSTWORTHINESS INDEX 2023

“More than every second basketball fan knows that Indonesia, Japan and the Philippines have hosted the FIBA Basketball World Cup 2023. The highest share has followed the event on TV.”

misc · EARTH DAY 2021 GLOBAL ADVISOR https://www.ipsos.co

“Likelihood to take action on climate change 2021 across markets”

“Highlights on select disruptive forces shaping 2024”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Global Markets 2026: Journey to Simpler, Better and More balanced”

IPSOS · Earth Day 2024 Global Report

“Incentives to take action on climate change 2024 across countries”

“Likelihood to take action on climate change 2021 across markets”

IPSOS · Ipsos global trustworthiness index 2023

JPMorgan · 20250311 jpm conference presentation

“Accelerated cost plan doubles 2027 target to more than ~$1B¹”

MorganStanley · 20210628 Lanxess Presentation MS Cannon Ball Run F

“Upcoming virtual events 2021 - Proactive capital market communication”

MorganStanley · ey industry pulse report travel and tourism

“Hotel occupancy and ADR performance during 2021 was better than originally anticipated, with the luxury segment leading the way, while preliminary figures for 2022 indicate a further increase in asked room prices”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“AI labs target 2028 to bring online 5GW scale training clusters”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“American institutions and corporations continue to dominate NeurIPS 2019 papers”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“The US Secretary of Defense targets 2024 for real-life AI vs human dogfight”

BenedictEvans · 2017 Benedict Evans 2017 Ten Year Futures

“Mixed reality 2017 = Multi-touch 2006”

BenedictEvans · 2017 Benedict Evans 2017 Ten Year Futures

“Mixed reality 2017 = Multi-touch 2006”

“2013 Technology IPOs = $ Volume 73% Below 1999 Peak Level... NASDAQ 18% Below March 2000 Peak”

“Impact AI: Enterprise AI Maturity Index 2024”

150× · {METRIC} in · Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, Strategy_and, misc

“THE LOW MEDIA SPEND IN LFVC IS ESPECIALLY SURPRISING GIVEN THAT IT IS BY FAR THE HIGHEST PERFORMING MEDIA CHANNEL”

“Dedicated next-gen network infrastructure investment in multi-site private mobile network powers British Sugar's Industry 4.0 vision”

“Economic activity across Europe remains largely muted, with Spain and Ireland emerging as notable exceptions, showing strong growth in output and demand”

Accenture · The future of demand

“Customer industries show high growth in sustainability-related business segments”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“Stakeholders at one of L.E.K.’s workshops suggested that NR could take a share of TOC revenue in exchange for a reduction in FTAC”

“Solar will drive largest impact in energy transition; sustained investment in C&I and utility-scale projects will be critical to enable the transition across SEA”

misc · Community Hubs Australia

“Community hubs improved educational outcomes for children through providing access to playgroups and supporting improved parent engagement in early education.”

“Very strong growth in Small Business driven by our focus on digitization and analytics”

“APAC is delivering strong organic growth in wealth management”

“APAC: Continue to deliver strong growth in wealth management at attractive returns”

“HEALTHY GROWTH IN PUBLIC SECTOR”

IPSOS · IAB State of Data 2023

“However, DCRs require significant investment in human talent”

Nielsen · NIELSEN black audiences

“Fueling growth in women's sports”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Exits in AI: almost 3.5-fold growth in AI-first SaaS enterprise value creation in 12 months”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Enterprises report that AI drives revenue in sales and marketing while reducing costs in supply chain management and manufacturing functions”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

BCG · 2024 Executive Perspectives Transformation through

“GenAI's transformative power is redefining insights-driven customer engagement in three ways”

BenedictEvans · 2018 Benedict Evans 2018 The End of the Beginning

“Early share in tools and application layers did not last”

BenedictEvans · 2021 Benedict Evans 2021 Three Steps to the Future

“Unprecedented investment in tech”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Tremendous growth in market cap of public product-led growth companies”

147× · {METRIC} , Accenture, BCG, Bain, Barclays, BenedictEvans, BondCap, Cognizant, Deloitte, DeutscheBank, EY, GoldmanSachs, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PAConsulting, PwC, RolandBerger, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“To realize value and top-line growth, firms must move beyond Gen AI pilots to incorporate Gen AI into workflows, with a roadmap to embed and expose more capabilities”

“Technology strength is related to long-term profitable growth, especially when combined with strong business capabilities”

“Studies have shown that feeling more included, for instance, boosts productivity, while having an ambition to reach leadership is important to advancing in an organization.”

“Ready to build a culture of equality? Make it as important as financial growth, talent and productivity.”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail will be provided with an allowed return for CP4 that reflects its risk-adjusted cost of capital. After meeting financing costs, this is split between a risk buffer and a ring-fenced investment fund”

“Hospitals in the developed APAC countries are looking for solutions to improve operational efficiency, while developing countries are prioritizing new innovation”

misc · Towards the unified secondary market: The evolutio

“Lower transactions costs, increased liquidity are the main drivers for investors to switch to tokenization. However, uncertainty in regulatory environment holds them back...”

“P&L of an avg. school¹ in Kalimantan, Sulawesi, Nusa Tenggara & Papua | No model sufficient by itself to cover costs, though clear differences in potential arise”

Barclays · FY24 Results and Progress Update Presentation

“Deposits and net lending growth, supported by the acquisition of Tesco Bank”

Barclays · Investment Community Presentation Barclays Energy

“Low cost, highly executable, staged expansions to match supply”

“SMBs | Expand our client base to keep strong double-digit growth, diversifying our portfolio and providing the best experience to our clients”

DeutscheBank · Deutsche Bank Q2 2023 Presentation

“Pre-provision profit, CAGR and operating leverage”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Capturing value from suppliers | GenAI enhances workforce and supplier productivity, reducing costs significantly”

“Use AI to boost productivity, efficiency, and time to market”

BCG · 2024 Executive Perspectives The Future of Data Man

“Higher standards imply increased data management direct and hidden costs, which are forecast to rise in the coming years”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Risk and compliance emerges as the top support function in AI/GenAI adoption, driving innovation across the organization”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“UK ecommerce is now 40% of retail revenue, excluding grocery (which needs a different supply chain)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Key Tech CapEx Spend Beneficiary = NVIDIA... 25% & Rising of Global Data Center CapEx, per NVIDIA”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“The proliferation of foundation models is driving a flywheel of developer-led infrastructure growth, reducing friction and accelerating the time from idea to product.”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...China AI = LLMs Achieving Performance with Lower Training Costs, per Epoch AI...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Orbital / Satellite Launch Market Share, Global = SpaceX Rising”

146× · and {METRIC} Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, EY, Gartner, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, Strategy_and, misc

“Among companies that improve disability recruitment, hiring and retention, qualitative benefits also accrue:”

Accenture · January Macro Brief Special edition: 2024 outlook

“Disparities in consumer health and spending resilience are set to widen further, with lower-income groups likely to face particular pressure to rein in spending”

Accenture · Commercial payments, reinvented Your blueprint for

“Service and cost are key factors for selecting a provider”

“A clearly articulated role for digital commerce in brand and growth strategies”

misc · Review of efficiency of the operation of the feder

“Measuring effectiveness and efficiency”

misc · Process Automation: A quickly growing market with

“Process Automation: A quickly growing market with structural tailwinds and investment opportunities”

misc · High-end Tourism – a strong driver for Europe

“High-end tourism produces a virtuous value generation across the value chain and has a multiplying effect on employment and spending”

misc · Era of alignment

“Nielsen’s attribution solution drives attribution and revenue”

“Citizens of 30 Countries Assess Threats and Engagement in International Affairs”

“Mexico is a relevant country in the global economy, full of opportunities and growth prospects”

“Clients are increasingly buying more products from us, unlocking the potential for integrated solutions, enhanced profitability and retention”

“Experian Activate allows partners to compete with a new level of precision and efficiency across a growing slate of verticals”

“M&A, Partnerships and One Experian have shifted the financial and growth profile of the business”

“Four tensions that will drive change: 2. How do we balance between care and cost?”

Nielsen · Nielsen 2022 Audio Today How America Listens Jun22

“Podcasting today – growth in listening and spending”

Nielsen · full report 1651767473 1215260173

“Nielsen’s attribution solution drives attribution and revenue”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The global AI talent wars: who's winning on immigration and retention?”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Our survey of 1,183 participants reveals significant AI usage and productivity gains”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“US export and investment controls on China tighten”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“First-mover advantage | We are moving toward a state where both buyers and sellers leverage technology, enabling greater value and efficiency”

BCG · 2024 Executive Perspectives The Future of the AI D

“By modernizing their stack, leading companies across industries are driving innovation and growth and reaping material benefits from GenAI”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“To understand where AI model economics may be heading, one can look at the mounting tension between capabilities and costs.”

“Improving safety and efficiency by using AI agents to support field operations”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Make Customer Experience and Retention Your Core Aim”

143× {ACTORS} · to Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Cognizant, Deloitte, EY, GoldmanSachs, IPSOS, KPMG, LEK, McKinsey, Microsoft, MorganStanley, OliverWyman, PwC, RolandBerger, ServiceNow, SimonKucher, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Euro area companies continue to be able to pass on their input costs while US and UK companies appear to be allowing some margin compression”

Accenture · January Macro Brief Special edition: 2024 outlook

“Real pay gaps accumulated over past two years are likely to sustain upward pressure on labor costs as workers seek to restore lost purchasing power”

Accenture · March Macro Brief Financial fissures emerge

“In the US and Europe, consumers continue to rotate their spending into services, though car sales have been seeing a rebound”

Accenture · March Macro Brief Financial fissures emerge

“Manufacturing companies continue to report above-average commodity price and supply chain pressures, but at lowest levels in 2+ years”

“MOST INVESTORS FOCUSSED ON BETTER LONG-TERM RETURNS WITH YOUNGER INVESTORS OPEN TO EXPERIMENTATION”

“Organizations tend to approach operations improvements too incrementally.”

“Many people want brands to help society, and consumers claim to be prepared to pay more to support them”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR

“Business leaders seem to have a licence – or even a duty – to take a stand on the issues that really matter to their compatriots”

misc · The Next Gen Index Millennials and Gen Z in the US

“Spending on BNPL increased by 52% between Oct-21 and Nov-21, as consumers used BNPL to manage and budget their purchases”

“Banks continue to expand credit outlay which has outpaced deposit mobilization”

GoldmanSachs · 2021 q4 earnings results presentation

“Acquisitions of Partner-Firms provides access to distinct cash flow streams”

IPSOS · ipsos global trustworthiness monitor stability in

“Business leaders seem to have a licence – or even a duty – to take a stand on the issues that really matter to their compatriots”

“MOST INVESTORS FOCUSSED ON BETTER LONG-TERM RETURNS WITH YOUNGER INVESTORS OPEN TO EXPERIMENTATION”

MorganStanley · m and a trends and outlook in the technology servi

“PE investors continue to drive significant deal momentum”

MorganStanley · ey digital survey shaping the new normal

“Around 90% of consumers plan to make a connected device purchase in the next year”

MorganStanley · 160316 BBVA MS Conference tcm927 569522

“Customers want to Bank Through the Mobile”

“Fastest growing cloud companies moving to profitability as growth slowed down...”

“Fastest growing companies continue to be dominated by cyber”

“Enterprises transitioning to the modern data stack”

“Companies continue to compare well on growth rate”

Microsoft · 2025 2025 The year the Frontier Firm is born

“Employees turn to AI for things that humans can't provide”

“Having the right people onboard and providing them with AI skills are critical components of a strong culture of innovation that will thrive when employees feel free to experiment.”

139× · {ACTORS} are · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Capgemini, Cognizant, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, SimonKucher, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Most central banks are pausing further rate hikes while they evaluate evolving conditions”

Accenture · March Macro Brief Financial fissures emerge

“US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK”

Accenture · The “new” rules of engagement

“Pharmaceutical companies are shifting to better engage HCPs but providers want more.”

“AUTOMOTIVE – OES COMPANIES ARE SCALING DIGITAL POCs ACROSS BUSINESS FUNCTIONS”

misc · Rail industry cost and revenue sharing (2011)

“Freight train operators are open access users of the network and pay only variable charges”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders are overtaking politicians as a force for progressive change in the world”

“Fashion and retail brands are increasingly susceptible to a variety of demand and supply shocks across the supply chain”

misc · Insurance Trends and Growth Opportunities for Pola

“Many insurance companies are experimenting with online and mobile offerings”

misc · Digital Consumers of Tomorrow, Here Today: A SYNC

“Southeast Asian consumers are buying more categories online”

“Industrial companies are preparing for an increasingly urban, electrified and connected world”

“HR Leaders Know Employees Are Watching”

“More HR Leaders are Offering Financial Wellness Benefits”

IPSOS · ipsos global trustworthiness monitor 2022 charts

“Business leaders are overtaking politicians as a force for progressive change in the world”

IPSOS · ipsos global trustworthiness monitor 2022 charts

JPMorgan · 2022 consumer community banking investor day

“Chase customers are extending high digital engagement into Self-Directed Investing”

“Public software companies are investing heavily in agentic capabilities”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Large technology companies are hedging their hardware suppliers, but there are few options to choose from”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Big cloud providers are building and exposing the building blocks of intelligence via API”

BCG · 2024 Executive Perspectives The Future of Data Man

“Partnerships with technology providers are key to address gaps and accelerate capability development across the data value chain”

“To unlock value, HR leaders are investing in foundational enablers”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“'INVENT' Overview | Select companies are inventing with AI, ushering in a new era of innovation & taking the lead in shaping the future of their industries”

139× of · {ACTORS} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Capgemini, Cognizant, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Global Banking Consumer Study Reignite human conne

“Activating the multiplier effect by integrating products and channels while creating a powerful sense of purpose allows banks to turn customers into advocates. But what, in hard dollars, are the benefits for banks?”

“In addition, the project team worked with a wide range of NYCHA employees and departments”

Accenture · Blueprint for Service Success

“The expectations of industrial companies' customers are changing.”

“A new generation of digital consumers will emerge in eight countries over the next 10 years.”

misc · Rail industry cost and revenue sharing (2011)

“5 – Percentages: There are precedents of train operators taking an interest in NR’s costs. These can be used to inform the setting of sharing percentages”

misc · Evaluating NYC media sector development and settin

“New ideas were proposed on media sector promotion, some of which could use the collaboration of media leaders”

“The young are more trusting of business leaders and more focused on their careers”

misc · Southeast Asia’s digital consumers: A new stage of

“Indonesia has largest number of digital consumers in Southeast Asia”

“Digitalization and school connectivity being top of mind of Indonesia leaders ...”

Barclays · unlocking the uk s tech talent potential

“Stage of evolution of actively hiring companies”

Barclays · unlocking the uk s tech talent potential

“Local authority distribution of actively hiring companies”

“China faces a world of declining workers and exports, leading it to focus on growth of consumer spending”

GoldmanSachs · 2021 q4 earnings results presentation

“Acquisitions of Partner-Firms provides access to distinct cash flow streams”

“The young are more trusting of business leaders and more focused on their careers”

“The number of SaaS companies created is exploding...”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Github reigns supreme, but an ecosystem of AI coding companies is growing”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Of all venture-backed companies, the highest % of AI companies are found in robotics, enterprise software, space and security categories.”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“AI Nationalism: Governments increasingly plan to scrutinise acquisitions of AI companies”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BCG · 2025 Executive Perspectives Move Fast Scale Smart

“In this BCG Executive Perspective, we articulate the vision and value of AI-first companies”

137× {METRIC} , · Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, BondCap, Capgemini, CreditSuisse, DeutscheBank, EY, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

“Among companies that improve disability recruitment, hiring and retention, qualitative benefits also accrue:”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Functions other than sales, marketing and customer interaction that are likely to receive early attention are risk management and compliance, technology, HR and legal.”

“For companies to increase their resilience and generate more revenue, they need to focus on three important actions.”

“Technology strength is related to long-term profitable growth, especially when combined with strong business capabilities”

misc · Towards the unified secondary market: The evolutio

“Lower transactions costs, increased liquidity are the main drivers for investors to switch to tokenization. However, uncertainty in regulatory environment holds them back...”

misc · Global Energy Perspective 2021

“5. Even with electrification and H2 growth, half of energy investments in 2035 still go into O&G”

“The survey segmented end-users by four main categories, and asked a variety of questions focused on purchasing habits/spend, KPCs, and brand preferences”

Barclays · FY24 Results and Progress Update Presentation

“Deposits and net lending growth, supported by the acquisition of Tesco Bank”

Barclays · Investment Community Presentation Barclays Energy

“Low cost, highly executable, staged expansions to match supply”

“Large robust industry with strong track record of growth: Revenue, Profits, Product Sets, and Clients Served”

“Primary benefits for clients of the Ascend Technology Platform: efficiency, effectiveness and faster time to market”

“MORE CLIENTS, MORE PROFIT, HAPPIER TEAMS”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Users look to AI for productivity, coding, and research...often replacing traditional search”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Capturing value from suppliers | GenAI enhances workforce and supplier productivity, reducing costs significantly”

BCG · 2024 Executive Perspectives Unlocking Impact from

“In addition to productivity, AI can radically enhance Customer experience...”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“UK ecommerce is now 40% of retail revenue, excluding grocery (which needs a different supply chain)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“The proliferation of foundation models is driving a flywheel of developer-led infrastructure growth, reducing friction and accelerating the time from idea to product.”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Orbital / Satellite Launch Market Share, Global = SpaceX Rising”

“1.1B Global Mobile 3G Subscribers, 37% Growth, Q4 – @ Only 18% of Mobile Subscribers”

“Despite efforts to slow its growth, technical debt continues to increase.”

132× {ACTORS} to · Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Capgemini, Cognizant, Deloitte, EY, Gartner, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Jobs that require highly skilled workers to manifest their creativity are the most engaging and satisfying”

Accenture · Re-focus your talent lens: Abundance awaits

“Companies should get their highly skilled workers to help them redesign jobs, starting with tasks.”

Accenture · January Macro Brief Special edition: 2024 outlook

“China de-risking involves diversifying supply chains and global portfolios, but it is also prompting companies to revisit their tech stacks, security and legal entities in China”

Accenture · Global Banking Consumer Study Reignite human conne

“This technological revolution is just the first of four major developments that are shaping banking today and creating an imperative for banks to reinvent their business and operating models.”

misc · Rail industry cost and revenue sharing (2011)

“An Efficiency Benefit Sharing scheme was included in PR08 to provide an incentive for operators to work with Network Rail to improve its efficiency. However, two key issues have undermined its effectiveness”

“Authenticity is a vital concept for brands to understand, but one that is increasingly complex to define”

“Consumers want brands to take a stand and help to heal divisions”

“Many people want brands to help society, and consumers claim to be prepared to pay more to support them”

“These crises require organisations to plan better for the future and anticipate and plan for both positive and negative outcomes in order to survive. We can't predict the future, but we can help you prepare for it.”

misc · Towards the unified secondary market: The evolutio

“Lower transactions costs, increased liquidity are the main drivers for investors to switch to tokenization. However, uncertainty in regulatory environment holds them back...”

“High expectations on retailers, policymakers, food manufacturers and brands to lead the way in sustainable practices.”

“Consumers want brands to act”

“Introducing Experian Smart Money™ – a game changing way for consumers to build credit”

“Economic instability has led both employers and employees to tighten their belts—and ask a lot of their workplace benefits in the process.”

“Global cross-border transactions continues to face macroeconomic and regulatory challenges, however, the strength of the USD has encouraged North American companies to execute deals”

JPMorgan · JPM Corp Fin Advisory Corporate Compass Jan 2024

“Higher rates are driving firms to consider alternative means of financing”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Universities team up with private companies to fill research resources gap”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-enabled procurement allows companies to achieve competitive advantage, resilience, and long-term profitability”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“BCG is partnering with leading global manufacturers to boost manufacturing competitiveness using AI”

BCG · 2024 Executive Perspectives The Future of the AI D

“Expanding five critical capabilities enables organizations to measure ongoing success”

BCG · 2024 Executive Perspectives The Future of Data Man

“To control rising data-related challenges, it is imperative for companies to work toward the AI reshape vision”

“Incumbents = Increasingly Betting on Technology Companies to Fuel Growth... Non-Tech Acquisitions of Tech Companies +2.6x Since 2012”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Power Shifts Among Nations Prompt CEOs to Adapt Strategic Priorities”

131× · {TIMEFRAME} , Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Cognizant, DeutscheBank, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Against the backdrop of instability, many major geopolitical players will hold elections in 2024, fueling uncertainty about potential shifts in foreign and domestic policy agendas”

Accenture · January Macro Brief Special edition: 2024 outlook

“Critical mineral access is a geopolitical, not geological, issue; as tensions build further in 2024, companies should be prepared for access to be increasingly weaponized”

Accenture · March Macro Brief Financial fissures emerge

“EU gas reserves are at comfortable levels so far in 2023, but rebuilding them before next winter will be challenging amidst Russian gas ban and rebounding Chinese gas demand”

“Technology was the top cause of change in 2023, driven primarily by advances in AI”

“Rate hardening of circa 5% experienced in 2018, with rate hardening expected to continue into 2019, albeit at lower levels”

misc · Evaluating NYC media sector development and settin

“NYC television production has doubled since 2002, now accounting for $3b in spend and employing ~30k people”

misc · High-end Tourism – a strong driver for Europe

“Overall tourism contributed directly to ~4% of GDP and 12M jobs in 2019, up to ~6% and 22M if considering indirect impact”

misc · High-end Tourism – a strong driver for Europe

“Overall European tourism generated ~€575-725B in 2019, with the 5 largest countries of focus contributing for ~67%”

“The public in most markets expect inflation to rise in their country in 2025, irrespective of what actual economic forecasts look like.”

DeutscheBank · Deutsche Bank Q4 FY 2024 Presentation

“Significantly lower expenses in 2025, with ongoing focus on execution of efficiency measures”

IPSOS · ipsos predictions 2025 survey report

“The public in most markets expect inflation to rise in their country in 2025, irrespective of what actual economic forecasts look like.”

“Many feel they are likely to take action in 2021, though lower impact actions are more popular than higher impact actions”

“Single-Use plastic recognized as a villain Banned in 2019, however implementation a problem”

JPMorgan · 2022 corporate investment bank investor day

“Global Investment Banking achieved record fees in 2021, and delivered market share of 9.5%”

JPMorgan · 250115 ucb company presentation jpm

“Initiated in 2015, PATIENT VALUE STRATEGY (PVS) is our COMPANY STRATEGY”

“After a record 2021, the Investment Banking (IB) industry wallet reverted to pre-pandemic levels in 2022, with a softer start this year”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Waymo drove >1M miles in 2018, 2.8x next best (GM Cruise) and 16x 3rd best (Apple)!”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“While US-based authors published more AI papers than Chinese peers in 2022, China and Chinese institutions are growing their output at a faster rate”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“Public valuations have dropped in 2022, while private keep growing”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“US AI companies absorb 70% of global private capital in 2023, up from 55% in 2022”

130× {N} % · · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, DeutscheBank, EY, GoldmanSachs, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Banking Consumer Study 2025

“72% of customers say personalization influences their choice of bank, but only 3% use personalized tools offered by their main bank.”

Accenture · Elevating the Exchange

“With the help of the bot, the exchange's employees were able to reduce lead times by over 90%—with a 95% response accuracy rate.”

Accenture · April Macro Brief: Special edition Tariff distress

“The "Liberation Day" tariffs were much larger than expected and not truly reciprocal in nature, introducing a 10% universal tariff and even greater increases on countries with largest trade imbalances with US”

Accenture · April Macro Brief: Special edition Tariff distress

“The impact of the 10-20% reciprocal tariff on the EU may be amplified by sector-specific tariffs affecting major pharmaceutical and automotive exporting countries”

“Indonesia has a 99% electrification rate with almost equal access for both urban & rural, however ~9,500 schools still operating with no electricity”

“60% mobile broadband subscribers have access to 4G, with three telco players controlling 80% of market share”

“For the well-developed regions, we believe four funding methods would be especially suitable to reach 100% school connectivity of a meaningful standard”

misc · IAB FY 2018 Podcast Ad Revenue Study

“In 2018, self-reported podcast advertising revenues grew, increasing 49% between Q4 2017 and Q4 2018, and yielding a 15% compound quarterly growth rate.”

Barclays · FY24 Results and Progress Update Presentation

“CET1 ratio within the 13-14% target range at 13.6%”

Barclays · FY24 Results and Progress Update Presentation

“CET1 ratio within 13-14% target range”

Barclays · EFX+ +Barclays+Credit+Bureau+Day+Presentation+2023

“14% Vitality Index a record and well above 10% LT Framework... 30+ NPIs in Quarter, 65 YTD”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“86% international attendees and local visitors stayed overnight in the host city”

“Nasdaq up 38% LTM adding $8.4Tn of market cap”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“This contributes to a 71% male dominated AI applicant pool in the US”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“>95% use AI at work and in their personal lives, and 76% pay out of their own pockets”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“GenAI companies raised 33% larger Seeds and 130% larger As than all startups in 2023”

BCG · 2024 Executive Perspectives The Future of Data Man

“TODAY: Enrich metadata manually against registry / TOMORROW: ~50% effort reduction in metadata labeling with GenAI”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“CP companies are behind the curve on AI maturity, with only 15% achieving real impact”

McKinsey · 2024 Outcompeting with AI in Process Industries

“This Virtual Expert could unlock 15-35% additional maintenance technician capacity”

125× the {REGION} · Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, Deloitte, EY, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“The implied public spending contraction needed to fund the UK government's recent tax cuts puts pressure on key public services and could further strain household finances”

Accenture · March Macro Brief Financial fissures emerge

“The US consumer has been resilient to date, but caution is warranted amid declining excess savings”

Accenture · March Macro Brief Financial fissures emerge

“Real wage growth has turned positive in the US amidst recent easing of inflation, but remains persistently negative across Europe”

Accenture · March Macro Brief Financial fissures emerge

“The overall number of layoffs in the US edged down in February, but there was a noticeable increase among Media and Telecom companies”

misc · The Growing Challenge of Semiconductor Design Lead

“The US design workforce is estimated to face a 35% gap between supply and demand by 2030 creating a shortfall of 23,000 workers”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“NY economic health is crucial to the health of the US economy”

misc · Solving fashion’s product returns

“Implications for the UK economy”

Barclays · unlocking the uk s tech talent potential

“Skills gap within the UK tech ecosystem”

“IPSOS TOTAL UNDERSTANDING: A UNIQUE POSITION IN THE US MARKET, AS BOUNDARIES CONTINUE TO BLUR”

“GROWING IN THE PUBLIC SECTOR: The UK Example”

“Asian exchanges thrived on emerging growth engines, while the US recovered some lost ground on global share”

MorganStanley · ey mobility consumer index mci 2022 study

“Respondents in Italy, Spain, Norway are expected to drive the EV adoption in Europe; China, South Korea shine in APAC, while the US sits at the bottom in North America”

“Stock exchanges from the emerging market are benefiting from the smaller IPO deals while the traditional powerhouses in China and the US remain the chosen destinations for larger transactions”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“The ICC Men’s T20 World Cup 2024 generated a total economic impact of $618.4 Million for the US economy”

misc · Economic Impact Assessment ICC Men’s T20 World Cup

“The ICC Men’s T20 World Cup 2024 generated a total economic impact of $618.4 Million for the US economy”

Accel · 2021 Accel On the path to global domination

“... but the UK creates unicorns faster”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Healthcare: The US FDA cleared 3 AI-based diagnostic products in the last 12 months”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“More broadly, how is the US labour market actually changing?”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“How is the US labour market actually changing?”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Meanwhile, global effects from the US streaming war”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“The India take-off”

125× · for {ACTORS} Accel, Accenture, BCG, Bain, Barclays, BondCap, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PAConsulting, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Global Banking Consumer Study Reignite human conne

“This technological revolution is just the first of four major developments that are shaping banking today and creating an imperative for banks to reinvent their business and operating models.”

Accenture · Global Banking Consumer Study Reignite human conne

“Setting a new performance frontier for banks”

Accenture · Global Banking Consumer Study Reignite human conne

“Activating the multiplier effect by integrating products and channels while creating a powerful sense of purpose allows banks to turn customers into advocates. But what, in hard dollars, are the benefits for banks?”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Moving to the cloud was always going to be an unnatural act for banks—since their earliest days they have kept their most valuable assets locked up on-premise.”

misc · Rail industry cost and revenue sharing (2011)

“An Efficiency Benefit Sharing scheme was included in PR08 to provide an incentive for operators to work with Network Rail to improve its efficiency. However, two key issues have undermined its effectiveness”

misc · Our life with AI: The reality of today and the pro

“Clear upsides for workers.”

misc · LIVING BUSINESS Achieving Sustainable Growth Throu

“DESIGN FOR CUSTOMERS”

misc · PEOPLE AND CLIMATE CHANGE

“What does this mean for brands?”

“Opportunity for investors near term are focused on two-wheelers (2Ws), partnering with OEMs for local manufacture, and develop charging infrastructure”

“Authenticity is a vital concept for brands to understand, but one that is increasingly complex to define”

“The growing concerns toward climate change, an opportunity for brands to invest in sustainability to combat climate change ‘in time’”

“Introducing Experian Smart Money™ – a game changing way for consumers to build credit”

“Activate maximizes yield, creates certainty for consumers and partners and unlocks increased engagement and monetization of offers”

“Financial Guidance is High Priority for Employees”

IPSOS · our life with ai google ipsos report

“Clear upsides for workers.”

“Our investments made it easier for customers to self-serve and enabled operational efficiencies and workforce transformation, which have lowered costs”

Accel · 2021 Accel On the path to global domination

“Continued momentum for companies in our public cloud index*...”

BCG · 2025 Executive Perspectives Unlocking Impact from

“In an ecosystem of high uncertainty, cost management remains the top priority for executives...”

BCG · 2024 Executive Perspectives The Future of Data Man

“To control rising data-related challenges, it is imperative for companies to work toward the AI reshape vision”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“Algorithms (the ‘10’)/Tech & Data (the ‘20’) | Key AI trends for executives to keep in mind across algorithms, technology, and data”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“Getting started | Six steps for executives to set their company on an AI-first path”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“So...We Have... High Revenue Growth + High Cash Burn + High Valuations + High Investment Levels = Good News for Consumers... Others TBD...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“So...We Have...High Revenue Growth + High Cash Burn + High Valuations + High Investment Levels = Good News for Consumers...Others TBD...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“So...We Have...High Revenue Growth + High Cash Burn + High Valuations + High Investment Levels = Good News for Consumers...Others TBD...”

125× {ACTORS} are · · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Capgemini, Cognizant, Deloitte, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, ServiceNow, SimonKucher, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Most central banks are pausing further rate hikes while they evaluate evolving conditions”

“Employees are increasingly prioritizing disability inclusion when evaluating employers - measured as average disability inclusion-related mentions per company in Glassdoor reviews”

Accenture · March Macro Brief Financial fissures emerge

“US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK”

“AUTOMOTIVE – OES COMPANIES ARE SCALING DIGITAL POCs ACROSS BUSINESS FUNCTIONS”

misc · Rail industry cost and revenue sharing (2011)

“Freight train operators are open access users of the network and pay only variable charges”

“Brands are recognising opportunities to promote and support healthy lifestyles”

“India is young and consumers are supporting sustainability initiatives”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders are overtaking politicians as a force for progressive change in the world”

“THERE IS AN EVEN SPLIT BETWEEN THOSE WHO FEEL THAT WORKERS ARE FAIRLY COMPENSATED VS THOSE WHO THINK OTHERWISE”

“Fashion and retail brands are increasingly susceptible to a variety of demand and supply shocks across the supply chain”

misc · Melbourne as a Global Cultural Destination

“Many large arts organisations are supporting small/mediums”

“More HR Leaders are Offering Financial Wellness Benefits”

“More Employees are Reducing Contributions than in 2022”

IPSOS · ipsos global trustworthiness monitor 2022 charts

“Business leaders are overtaking politicians as a force for progressive change in the world”

JPMorgan · 2022 consumer community banking investor day

“Chase customers are extending high digital engagement into Self-Directed Investing”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Firms are fairly confident in the 2023 economic outlook, though unclear government policy, tighter margins and supply chain problems pose a threat”

“Public software companies are investing heavily in agentic capabilities”

Accenture · 2025 The new rules of Platform Strategy in the age

“How leaders are redesigning work with AI”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“From outlier to archetype: the best and most attractive companies are built AI-first”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Tech workers are staying home (for now)”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

BCG · 2024 Executive Perspectives Unlocking potential fr

“While GenAI is still nascent, companies are actively exploring its potential, in addition to expanding the use of traditional AI”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

“Organizations are supercharging operations with AI”

121× {METRIC} · to Accel, Accenture, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, EY, Gartner, IBM, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Saudi Arabia's growth continues to flourish while Turkey and Colombia struggle”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Consumer spending continues to moderate in most major economies, though it improved slightly in China”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Labor markets may be at a turning point as employment growth continues to decelerate in all major geographies”

Accenture · How aligning security and the business creates cyb

“Security investment continues to rise”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has used Oxera’s PR08 analysis of underlying cost volatility to evaluate the impact of this uncertainty on an outperformance only Regional EBS mechanism”

Barclays · barclays ceo energy power conference 2018

“Investment Momentum Shifting to International and Offshore Markets as Growth for North America Onshore Moderates”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Q423 structural cost actions to improve future returns”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Modest cost growth due to prior investments in technology and people”

DeutscheBank · 20190312 Deutsche Bank MIT Conference

“Revenue Mix Continues to Diversify”

“57% of Consulting Spending Increase to top 7 Vendors”

“Distinct sales forces sell to leaders across the enterprise”

“Public cloud companies' growth rates continue to be under pressure”

“$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Amazon's revenue continues to grow at 20% a year”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“INTERNET USERS = @ >50% GLOBAL PENETRATION... NEW GROWTH REMAINS HARDER TO FIND”

120× · of {N} Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, DeutscheBank, EY, GoldmanSachs, JPMorgan, Kearney, McKinsey, Nielsen, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

“The impact of 10-K regulations: Catalyzing a virtuous cycle of disability inclusion”

Accenture · April Macro Brief: Special edition Tariff distress

“Even in a de-escalation scenario, the tariff-related hit to US GDP could be on the order of 0.5 p.p, putting the economy at growing risk of stagflation”

“Consumers are exposed to an average of 4-5 touch points during discovery and research, of which ~60% are digital”

BCG · Global Restart Key Dynamics COVID-19

“De-averaged view | 9 of top 15 economies show increasing daily case numbers; recovery rate of 75+% for 7 economies”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has evaluated a further 4 options for changing incentives which do not (necessarily) involve the sharing of cost or revenue under/outperformance relative to a defined baseline. This results in a total of 8 options”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has evaluated a further 4 options for changing incentives which do not (necessarily) involve the sharing of cost or revenue under/outperformance relative to a defined baseline. This results in a total of 8 options”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

misc · The economic and social impact of investment in th

“A survey of 1,500 users was the primary source of insights in measuring nbn’s social impact”

“Citizens of 30 Countries Assess Threats and Engagement in International Affairs”

Barclays · FY24 Results and Progress Update Presentation

“Group delivered FY24 RoTE of 10.5%”

Barclays · FY24 Results and Progress Update Presentation

“Group CIR of 62% supported by £1bn of gross efficiency savings”

Barclays · FY24 Results and Progress Update Presentation

“FY24 LLR of 46bps; maintaining through the cycle guidance of 50-60bps”

Barclays · FY24 Results and Progress Update Presentation

“Barclays UK delivered Q424 RoTE of 28.0%”

“4.5 Billion dollars spent on 2021 CTV upfronts. An increase of 50%”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“Groups of 4 were the most common group size while attending the event”

“...BUT decline in growth not always balanced enough by profitability, making rule of 40 companies a rare breed”

“FCF margin now driving a smaller number of rule of 40 companies”

“Multiple contraction less severe for 'Rule of 40' companies”

“$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR”

119× {N} · , Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Future-proof ad sales: The new transformation impe

“In the current crisis, the third in the past 20 years, the impact on the advertising mix will be large and enduring, with the environment disproportionately favoring digital.”

Accenture · The art of AI maturity Advancing from practice to

“In fewer than 70 years, artificial intelligence (AI) has evolved from a scientific concept to a societal constant.”

Accenture · The art of AI maturity Advancing from practice to

“In fewer than 70 years, artificial intelligence (AI) has evolved from a scientific concept to a societal constant.”

“As part of this, British Sugar will fully embrace the Industry 4.0 ecosystem, with more than 15 different digital manufacturing use cases in plan.”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Impact of this recession on the NY economy expected to be smaller and shorter than the worst ones of the past 100 years, but more severe than recent ones”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Before the COVID-19 epidemic, New York enjoyed a decade of economic prosperity”

“On average across 30 countries, parents with children in school have a more positive opinion of education in their country.”

“Across 30 countries, parents generally see themselves as having greater responsibilities than those without children in school.”

“Across 30 countries, parents with children in school have a much more positive evaluation of schools when it comes to providing safe spaces and embracing diversity.”

misc · Scalar calibration For Life insurance business

“Core effort spread over 3 months, with weekly touchpoints between Oliver Wyman and ACLI working group”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“European activity remains muted with only 10 campaigns, trending (~33%) below the four-year average of 15”

GoldmanSachs · 2021 q4 earnings results presentation

“Goldman Sachs Asset Management has operated in the space over 15 years, with the IPO setting the company up for the opportunity ahead”

IPSOS · femke de keulenaer

“In the last 12 months, has your company provided employees with any training or awareness raising about the risks of cybercrime?”

JPMorgan · mi gtm latam br en

“U.S.: Magnificent 7 performance, earnings and dispersion”

“CIB maintained its #1 rank, and our strategy continues to strengthen our business”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“12 months pass, and OpenAI models remain at the frontier of intelligence”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“While over the last 2 years, mega $250M+ rounds dominated AI financings”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“AI Safety: if transformative AI might happen in the next 30 years, how many people are working on making sure it goes well for humanity?”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“Across the 3 plays, leading companies are setting ambitious targets when embarking on AI transformation journeys”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

“For 20 years, ‘internet’ meant web browsers, mouse and keyboard. Mobile ended that.”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“First 50 years, second 50 years”

BenedictEvans · 2021 Benedict Evans 2021 Three Steps to the Future

“First 50 years, second 50 years”

“In 3 Years, China Added More Internet Users than Exist in USA... China / India / Nigeria / Russia / Iran = Biggest Adders”

“AI product and service innovation is the #1 CEO goal, yet business models aren't keeping up.”

“ITDMs are more optimistic about the number of AI pilots their company will start in 2025; Around a third say their company has plans to start more than 20 AI pilots, compared to only around 20% in 2024”

119× {METRIC} in · · Accenture, AirStreetCapital, BCG, Bain, Barclays, Bessemer, BondCap, Capgemini, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PwC, RolandBerger, Strategy_and, misc

“Dedicated next-gen network infrastructure investment in multi-site private mobile network powers British Sugar's Industry 4.0 vision”

Accenture · The future of demand

“Customer industries show high growth in sustainability-related business segments”

Accenture · Banking: The future is back

“Growth in global private credit AUM.”

“As investment in digital marketing increases, luxury brands need to understand how to do it efficiently”

“Investment in nature-based solution projects, and carbon credit trading are important levers to reach Net Zero”

“Opportunities exist, however scaling of investment in both C&I and utility projects requires continued extended incentives, market structure changes and financing”

misc · Community Hubs Australia

“Community hubs improved educational outcomes for children through providing access to playgroups and supporting improved parent engagement in early education.”

“Q2 REVENUE GROWTH IN POSITIVE TERRITORY”

“Citizens of 30 Countries Assess Threats and Engagement in International Affairs”

“Very strong growth in Small Business driven by our focus on digitization and analytics”

Barclays · The J M Smucker Co 2023 Barclays Presentation

“GROWTH IN COLD COFFEE”

“APAC is delivering strong organic growth in wealth management”

IPSOS · Ipsos Health Service Report 2024 Global Charts

“Q2 REVENUE GROWTH IN POSITIVE TERRITORY”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Exits in AI: almost 3.5-fold growth in AI-first SaaS enterprise value creation in 12 months”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“In 2022, investment in startups using AI has slowed down along with the broader market”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“Investment in SaaS startups & scaleups using AI is expected to reach $41.5B by the end of the year, down 33% from last year, but higher than in 2020”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

BCG · 2024 Executive Perspectives Transformation through

“GenAI's transformative power is redefining insights-driven customer engagement in three ways”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

118× {TIMEFRAME} , · Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Capgemini, Cognizant, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Against the backdrop of instability, many major geopolitical players will hold elections in 2024, fueling uncertainty about potential shifts in foreign and domestic policy agendas”

Accenture · Bridging the Skills Gap in the Future Workforce

“Physical Manual Labor represents the largest share of employment in China. By 2028, demand will decrease, but it will remain the dominant form of employment.”

Accenture · Navigating uncertain skies Commercial Aerospace In

“After a challenging 2024, the global commercial aerospace market is expected to see a double-digit recovery in 2025, supported by increasing aircraft deliveries and rising aftermarket demand.”

“A weaker consumer means companies will need to do more to protect gross volumes and get ahead of debt defaults in 2025, particularly as strains move past low-income groups”

“Since 2001, Lloyd’s has successfully focused on underwriting profit...”

“$1B PE/VC funds invested since 2020, largely in start-ups scaling existing solutions”

“To understand the connection between business operations maturity and performance, in 2020, we surveyed more than 1,100 C-suite and VP-level executives across 11 countries and 13 industries.”

“The public in most markets expect inflation to rise in their country in 2025, irrespective of what actual economic forecasts look like.”

“Since 2016, anti-immigrant beliefs in the US have been falling.”

“Looking forward to 2024, we expect continued softening demand but with pockets of growth”

“Since 2016, anti-immigrant beliefs in the US have been falling.”

IPSOS · ipsos predictions 2025 survey report

“The public in most markets expect inflation to rise in their country in 2025, irrespective of what actual economic forecasts look like.”

JPMorgan · 250115 ucb company presentation jpm

“Initiated in 2015, PATIENT VALUE STRATEGY (PVS) is our COMPANY STRATEGY”

“ROE decreased from 15.9% in 2018 to 14.0% in 2019, primarily driven by capital”

JPMorgan · 2022 consumer community banking investor day

“From 2012 to 2021, Card has delivered tremendous growth and value”

MorganStanley · 20240222 JF at BAC Conference

“In 2023, We Continued to Take Share”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Kicked off by Google in 2016, federated learning research is now booming”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“In 1998, tapping emerging Internet access, Google set out to ‘organize the world’s information and make it universally accessible and useful.’”

“On-Demand Workers = >20MM Applicants on Checkr Platform Since 2015, USA”

“Since 2008, USA, Inc's. Public Debt as % of GDP Rose 148%... While Effective Interest Rates* Fell 64% to Historically Low Levels (2021)... Since Then, Interest Rates Have Risen 59%, Driving Up Effective Cost of Debt”

118× . {N} % Accel, BCG, Barclays, BondCap, GoldmanSachs, IBM, JPMorgan, LEK, McKinsey, PwC, RolandBerger, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“I 2016 blev der i gennemsnit booket 560 biler per dag - ca. 44% af den fulde bilbase”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Optimering af nuværende puljekoncept driver ca. 50% af det varige nettoprovenu fra 2020 og frem”

LEK · Infrastructure beyond COVID-19

“Increased broadband usage during the pandemic appears not to have caused a spike in complaints which were growing at c.3% over the past 3 quarters”

“The sector also witnesses a low digital banking penetration with 27% of adults having made a digital transaction vs. 60% benchmarks”

misc · Rail industry cost and revenue sharing (2011)

“10 – Implementation: There is likely to be a fairly steady rate of re-franchising between 2012/13 and the end of CP5, by when new, long term franchises will account for c.95% of FTAC payments”

misc · Process Automation: A quickly growing market with

“The global process automation market is growing rapidly, driven by a range of structural drivers. 85% of the process automation market is focused on six key sectors”

misc · International Comparison of Australia’s Freight an

“With much lower domestic transport distances Australia’s supply chain (ex WA) accounts for c.43% of the delivered cost of wheat into Indonesia, relative to Ukraine’s c.50% and Canada’s c.45%”

misc · International Comparison of Australia’s Freight an

“Wheat accounts for c.54% of total grain production and is predominantly grown in WA, the eastern states, and SA”

Barclays · FY24 Results and Progress Update Presentation

“Statutory RoTE: c.11% 2025 target, driving to above 12% target by 2026”

“57% cost: income ratio in Q125; FY25 guidance of c.61%”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Barclays Investment Bank c.50% of Group RWAs by 2026”

GoldmanSachs · Presentation+Leonardo+GS+Investor+Meeting

“Reduced debt by ca. 20% and decreased cost of funding by ca. 60%”

“Private market funding growing again with c. 40% of the recovery driven by Generative AI”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...150% Annual Growth Over Six Years of... Performance Gains from Better AI Supercomputers Led To...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...200% Annual Growth Over Nine Years of... Compute Gains from Better Algorithms Led To...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...167% Annual Growth Over Four Years in... Number of Powerful AI Models”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

117× the · {N} · Accel, Accenture, AirStreetCapital, BCG, Bain, Deloitte, GoldmanSachs, IPSOS, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“The digitalization of banks' operations over the past 25 years caused an escalation in what was commonly dubbed 'the war on talent'.”

Accenture · Future-proof ad sales: The new transformation impe

“In the current crisis, the third in the past 20 years, the impact on the advertising mix will be large and enduring, with the environment disproportionately favoring digital.”

“Remote work has emboldened Australians to adopt flexible lifestyles during the COVID-19 pandemic”

Accenture · Thought you knew the Scope 3 issues in your supply

“Thought you knew the Scope 3 issues in your supply chain? Think again.”

misc · Rail industry cost and revenue sharing (2011)

“Potential ways of addressing the Option 1 negative scores”

misc · Rail industry cost and revenue sharing (2011)

“Potential ways of addressing the Option 2 negative scores”

misc · Rail industry cost and revenue sharing (2011)

“Potential ways of addressing the Option 6 negative scores”

misc · Evaluating NYC media sector development and settin

“Media VC has exploded in NYC over the past 10 years”

“Globalisation may be enjoying increased popularity after the COVID-19 pandemic focused people on their local areas”

“Savings Goals Stopped Due to the COVID-19 Pandemic”

“One thing is clear the COVID-19 pandemic has worked like an X-ray machine, revealing the hidden challenges under the surface of many SEA socio-economic systems”

“The VERONA Phase 2 Clinical Trial is the First Trial DURAVYU was Evaluated in Patients with Active Disease”

GoldmanSachs · Tenth Annual Leveraged Finance and Credit Conferen

“Generated strong cash from operating activities, reduced net debt, and maintained strong liquidity amidst the COVID-19 pandemic”

IPSOS · inv research 20210422 investing and covid 19 0

“Savings Goals Stopped Due to the COVID-19 Pandemic”

“The public are divided on prioritisation of climate change in the COVID-19 recovery”

“Energy stayed ahead by proceeds, with four of the top 10 IPOs in Q1 2023”

Accel · 2021 Accel On the path to global domination

“Global cloud index added $0.9T in value in the past 12 months”

“UK, France and Israel are the top 3 represented countries”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“The GPT-4 technical report puts the nail in the coffin of SOTA LLM research...”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Drug discovery goes open source to tackle COVID-19. This is a rare example of where AI is being actively used on a clearly-defined problem that's part of the COVID-19 response.”

111× · , {ACTORS} Accenture, AirStreetCapital, BCG, Bain, CreditSuisse, Deloitte, EY, IBM, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, ServiceNow, SimonKucher, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“In assessing investment and location decisions, companies should factor in the growing risk that government incentives get dialed back over time due to fiscal pressures”

Accenture · Global Banking Consumer Study Reignite human conne

“To respond to these customer trends and boost their relevance in their customers' lives, banks need to rethink their approach to customer relationships by making three distinct but related pivots.”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“After a quarter of a century of digitalizing their operations, channels, and experiences, with a strong focus on servicing journeys, banks can congratulate themselves for having mastered digital.”

“In following the six key characteristics of Reinventors, companies will also address many of the lessons learned in these past three years of compressed transformations.”

misc · LIVING BUSINESS Achieving Sustainable Growth Throu

“To scale successfully, companies should:”

misc · Customer Experience: The 14BN Risk Noted for Discu

“Despite the fast increase in the digital channels, customers still have frequent branch interaction”

misc · Digital Economy: Trends, Opportunities and Challen

“Cross-border data flows surging and connecting more countries, companies and people”

“The luxury players are faced with a challenging and evolving environment, with shifting markets, consumers, categories and channels”

CreditSuisse · 200917 Credit Suisse Basic Materials Conference

“Shaping agriculture to benefit farmers, consumers and our planet”

JPMorgan · 1Q24 GTM update 3.01.24 Jackson

“In an election year, investors should be reminded that it is policies that matter for markets, not politics”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Despite the sentiment that reported inflation rates are too low, companies still expect their industries to grow in 2023”

MorganStanley · us executive macroeconomic briefing february 20240

“In the current environment, firms must look to transform uncertainty into opportunity, which requires a holistic strategy framework factoring multiple alternative scenarios”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“In a gold rush for compute, companies build bigger than national supercomputers”

BCG · 2024 Executive Perspectives The Future of the AI D

“To adapt to AI, organizations need to adjust responsibilities and activities performed by employees...”

BCG · 2024 Executive Perspectives Unlocking potential fr

“While GenAI is still nascent, companies are actively exploring its potential, in addition to expanding the use of traditional AI”

BCG · 2025 Executive Perspectives Unlocking Impact from

“To enable value realization, companies need to build a target operating model in which AI agents work alongside human employees”

BCG · 2025 Executive Perspectives Move Fast Scale Smart

“To overcome these challenges, firms need to adopt AI-first traits”

“Without carefully researched and planned out use cases for AI capabilities, executives may be wasting their AI opportunity.”

“Sooner or later, organizations that lack clear KPIs for their AI investments will struggle to get them funded.”

111× , · {METRIC} Accenture, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Cognizant, CreditSuisse, Deloitte, DeutscheBank, IPSOS, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Future-proof ad sales: The new transformation impe

“However, basing advertising revenue forecasts purely on GDP recovery misses the full story of how the current environment has affected ad spend and where the advertising market is headed in the near future.”

Accenture · The ultimate healthcare experience: what people wa

“Figure 6. Clarity, reduced cost and increased drug development transparency are trust builders for pharma companies”

“Studies have shown that feeling more included, for instance, boosts productivity, while having an ambition to reach leadership is important to advancing in an organization.”

“Recent data show moderating services growth in most regions, still-sluggish manufacturing activity, mixed consumer spending trends, and loss of disinflation momentum”

misc · The Growing Challenge of Semiconductor Design Lead

“In absence of action, market share of US companies (a proxy for design leadership) is projected to drop to 36% by 2030”

“Precision agriculture and farmer service platforms are most attractive due to regulatory support, market adoption readiness, and big addressable market”

“Strong fiscal and non-fiscal government support drove capital deployment into Solar and Wind, emerging investment theme on Mobility”

misc · The net-zero transition

“In the transition scenario examined here, annual spending on physical assets would rise to about $9.2 trillion”

Barclays · FY24 Results and Progress Update Presentation

“Execution progress: growing IB revenues, improving efficiency”

Barclays · barclays americas select franchise conference fina

“Private Bank - high-quality, accretive growth”

CreditSuisse · csg investor day 2016 sru

“Pre-tax income drag from operating expenses, funding costs and valuation adjustments”

“Global economic growth is underpinned by low unemployment, solid consumer spending...”

“DOUBLE-DIGIT, ORGANIC GROWTH IN 2022”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Capturing value from suppliers | GenAI enhances workforce and supplier productivity, reducing costs significantly”

BCG · 2024 Executive Perspectives The Future of Data Man

“In addition, exponential growth in the volume of unstructured and multimodal data in the past decade has further raised the bar on data management.”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“GenAI directly accelerates supply chain transformations by making them more agile, increasing adoption rates, and improving value capture”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“Forced experiment, forced adoption”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“Equally, collapsing solar costs”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“But elsewhere, market share or value share?”

“Despite Tremendous Ramp So Far, Smartphone User Adoption Has Huge Upside”

“BASIC STATS – INTERNET GROWTH REMAINS ROBUST, RAPID MOBILE ADOPTION STILL IN EARLY STAGES”

“Net, Net, Economic Growth Slowing + Margins for Error Declining = Easy Growth Behind Us”

“Re-Imagining Media (Music) Consumption = Streaming +32%, Digital Track Sales -6%”

109× · in the {REGION} Accel, Accenture, AirStreetCapital, BCG, Barclays, Cognizant, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Business activity momentum remains weak but generally stable or improving in the US and Europe, while Japan and Australia are seeing further deterioration”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Talent shortages remain most pronounced in the US while improving in the service sectors across UK and the EU”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Disinflationary momentum has stabilized somewhat in the US but continues more forcefully in Europe, mainly on the back of lower energy prices”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Softening demand and ongoing declines in new orders in the UK and Europe have shortened supplier delivery lead times and eased backlogs”

misc · The Growing Challenge of Semiconductor Design Lead

“Share of semiconductor-specific design R&D funded by the private sector is greater in the US than other OECD peers”

“GLOBAL UNCERTAINTIES, PARTICULARLY IN THE US”

“Since 2016, anti-immigrant beliefs in the US have been falling.”

Barclays · unlocking growth creating tech ecosystems

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Strong customer franchises in the UK and US”

GoldmanSachs · ecb.forumcentbankpub2024 Hatzius presentation.en

“Proposed Tariffs Would Likely Have a Modest Inflation Impact in the Euro Area but a Larger Impact in the US”

GoldmanSachs · ecb.forumcentbankpub2024 Hatzius presentation.en

“Under Standard Taylor Rule, Proposed Tariffs Point to Modestly Lower Policy Rate in the Euro Area but Higher Rate in the US”

“Since 2016, anti-immigrant beliefs in the US have been falling.”

“THE THREE KEY PILLARS OF OUR NEW GROWTH PLATFORM IN THE US”

“IN SUMMARY: THE THREE KEY PILLARS OF OUR NEW GROWTH PLATFORM IN THE US”

Accel · 2021 Accel On the path to global domination

“More $1bn private rounds in the US”

“GenAI investments heavily skewed by mega rounds in the US”

“AI Model funding is heavily concentrated in the US vs EU/IL...”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“This contributes to a 71% male dominated AI applicant pool in the US”

108× · of · {METRIC} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, DeutscheBank, GoldmanSachs, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Commercial payments, reinvented Your blueprint for

“The shape of future growth in a changing market”

“Corporate capex is re-emerging as a primary engine of global growth after years of underinvestment as businesses look to modernize assets and capitalize on macro shifts”

“Capex momentum in US is underpinned by AI and emerging tech opportunities, particularly as the market shifts toward future waves of GenAI adoption and integration”

“APAC economies maintain a trajectory of modest growth at start of 2025, with India remaining the clear outperformer”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (5 of 6): L.E.K. has identified four main options for the scope of NR's costs. There are pros and cons to each”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has used Oxera’s PR08 analysis of underlying cost volatility to evaluate the impact of this uncertainty on an outperformance only Regional EBS mechanism”

“Long-term trend of branded share gains interrupted by inflationary pressure on consumers”

“Better seasonal deposit trends; another quarter of loan growth”

“High quality and diverse sources of income growth across the Group”

Barclays · unlocking growth creating tech ecosystems

“Europe/Israel still above pre-COVID levels in terms of overall share of US venture financing”

“117GW incremental data center capacity translates to ~$4T of AI CapEx between '26 and '30”

Accenture · 2025 Me My Brand and AI

“Me, my brand and AI: The new world of consumer engagement”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“AI coding assistants are deployed fast, with early signs of developer productivity gains”

BCG · 2025 Executive Perspectives Unlocking Impact from

“AI is the next frontier of cost advantage, providing an edge on top of traditional cost levers”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Data Centers = Key Beneficiary of AI CapEx Spend”

107× {N} . · Accel, Accenture, AlvarezMarsal, BCG, Bain, Bessemer, Deloitte, IPSOS, Kearney, McKinsey, PwC, RolandBerger, SimonKucher, misc

Accenture · Global Banking Consumer Study Reignite human conne

“Figure 5. Analysis of non-financial-services initiatives of thirty-six leading global banks.”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Figure 1. Banking is likely to be more profoundly impacted by gen AI than any other industry.”

Accenture · Innovate or Fade European businesses need to addre

“1. Build the digital core to reach new performance frontiers”

Accenture · Innovate or Fade European businesses need to addre

“2. Extend Europe's advantage in smart manufacturing”

“2. MERITOCRACY FALLING OUT OF FASHION?”

misc · Southeast Asia’s digital consumers: A new stage of

“3. Ruthlessly remove barriers to conversion”

misc · Southeast Asia’s digital consumers: A new stage of

“06. Upgrade your operating model”

IPSOS · What The Future Intelligence

“Six tensions that will drive change: 6. AI is making lives better ... or worse”

IPSOS · IEI 2024 Global Charts

“2. MERITOCRACY FALLING OUT OF FASHION?”

IPSOS · IEI 2024 Global Charts

“4. Equitable access vs. pay for access”

“3. Security shifting left”

Accenture · 2025 The new rules of Platform Strategy in the age

“4. Market correction”

“1. Architect for the future: Build an AI-ready, platform-aware infrastructure”

Accenture · 2025 The new rules of Platform Strategy in the age

“2. Business demands outpacing platforms”

Accenture · 2025 The new rules of Platform Strategy in the age

“5. Transform culture: Empower people, build trust and evolve how work gets done”

Accenture · 2025 The new rules of Platform Strategy in the age

“3. Articulate the interplay: Clarify platform, human and agent roles”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“2. Cloud growth rates have gone up”

107× - {N} % Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, Gartner, GoldmanSachs, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

“Companies mastering all network maturity drivers gain near-certainty (97-99%) of low-risk classification across all six risk categories”

Accenture · April Macro Brief: Special edition Tariff distress

“The impact of the 10-20% reciprocal tariff on the EU may be amplified by sector-specific tariffs affecting major pharmaceutical and automotive exporting countries”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Effektivisering på 9-11% forventet baseret på FMI egne erfaringer samt BCG benchmarks”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der estimeres et potentiale på 7-10% for VN I og 3-5% for VN II ved driftseffektiviseringer i vedligeholdelsesstrukturen”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

“Cooling (which accounts for 15-20% of SEA electricity demand) could be more efficient via proven solutions and offers low-risk, high-gain abatement potential”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Transportation: Ridership for NY public transportation authorities has declined 65-80% YoY, while rideshare services dropped >80%”

“The market has been impacted by COVID-19, however demand is expected to recover by 2023 with 3-5% growth p.a. expected thereafter”

Barclays · FY24 Results and Progress Update Presentation

“CET1 ratio within the 13-14% target range at 13.6%”

Barclays · FY24 Results and Progress Update Presentation

“Robust capital position with 13.9% CET1 ratio, top end of 13-14% range”

Barclays · Investment Community Presentation Barclays Energy

“10-12% CAGR through 2024”

“We expect to grow quota bearing headcount (QBH) by 8-12% and CV by 12-16% over the medium-term”

“Average funding in Europe is 30-40% lower than in the US”

“$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“The IPO market remains lifeless, while M&A activity drifts -23% from its 2021 peak”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“'DEPLOY' Overview | 'DEPLOY' unlocks 10-15% productivity improvement and prepares organization for broader AI change”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Research = 30%-80% Reduction in Medical R&D Timelines, per Insilico Medicine & Cradle”

“The GenAI opportunity equates to 4-18% of EBITDA and 19-23% of salary cost annually, across sectors.”

McKinsey · 2024 Outcompeting with AI in Process Industries

“This Virtual Expert could unlock 15-35% additional maintenance technician capacity”

104× for · {ACTORS} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

“The ability to deliver a consistent level of service across all channels is an increasingly important competitive differentiator for financial providers.”

Accenture · Future-proof ad sales: The new transformation impe

“To be sure, it's a tough time for traditional media companies today. But there's opportunity in the challenges they face.”

“DESIGN AND PRODUCTION AND OPERATIONS ARE INNOVATION PRIORITIES FOR AUTO-OES COMPANIES”

Accenture · The ultimate healthcare experience: what people wa

“Figure 6. Clarity, reduced cost and increased drug development transparency are trust builders for pharma companies”

misc · Customer Experience: The 14BN Risk Noted for Discu

“NPS is better for digital banks – Traditional banks wouldn’t be “net” recommended by their clients in Europe”

“Strict rules for large technology companies will be introduced by the Government in [COUNTRY]”

“For previously hidden workers, the most important factor contributing to returning to work was supportive employer practices.”

Barclays · 20240220 Barclays FY2023 FI Call Slides

“Our plan is constructive for fixed income investors”

IPSOS · ipsos predictions 2025 survey report

“Strict rules for large technology companies will be introduced by the Government in [COUNTRY]”

“...by simplifying the digital mortgage process and providing differentiated experiences for Chase customers”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Deploying internal technology for efficiency is driving a major positive impact for local firms”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Accessing foreign exchange remains a key challenge for local firms”

“Sponsors activity continues to be strong for legacy software companies”

“Six key insights for C-suite executives”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“2025 is the year when "if you can't beat 'em, join 'em" became official media strategy for AI companies.”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“The Great Brain Drain: AI professors depart US universities for technology companies”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19”

“For HR organizations lagging in data foundations, critical to address upfront and factor into GenAI investment priorities”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“Advances in AI are accelerating, creating new opportunities for CP companies”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“AI will reshape the winning playbook for CP companies as key foundations – from P&L to competitive advantage – begin to shift”

104× · to · {METRIC} Accenture, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, OliverWyman, PAConsulting, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Companies must be prepared for a "winter of economic uncertainty" as many economies transition from post-pandemic normalization to structurally-weaker growth paths”

Accenture · Year-end Macro Brief Into the Fog of Winter

“China is expected to transition to slower growth path as it confronts structural challenges; Japan's resilience is waning and India's will be tested as global growth slows”

Accenture · January Macro Brief Special edition: 2024 outlook

“A significant growth downshift and above-target inflation due to structural cost pressures is base case for US economy, though upside possibility of a soft landing has increased”

Accenture · Future-proof ad sales: The new transformation impe

“Responding today to protect revenue”

“Overall, the outlook for medical devices is positive across APAC as hospitals are expecting to increase spending on devices / equipment, except Japan”

“Uncertainty about who will pay the system costs to allow scale integration of renewables across SEA is a further impediment to scale investment”

misc · Engaging Black Audiences

“Streaming continues to gain share”

“P&L of an avg. school¹ in Kalimantan, Sulawesi, Nusa Tenggara & Papua | No model sufficient by itself to cover costs, though clear differences in potential arise”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Better quality income: diverse sources of income to support growth”

“More systematic solution delivery to increase share of wallet”

DeutscheBank · deutsche bank global consumer conference 2023

“Significant opportunity to increase share of stomach in large markets”

GoldmanSachs · Goldman Sachs Sixteenth Annual ANZ Investment Foru

“Increase due to net investment by MIRA-managed funds; and positive impacts from FX and market movements offset mainly by a reduction in contractual insurance assets in MIM”

IPSOS · TRREB Ipsos year in review and outlook 2021

“Impact of Regulations on Short-Term Rentals on Decision to Buy Investment Property”

“CTV continues to garner share of the television screen, among all viewers”

Nielsen · NIELSEN black audiences

“Streaming continues to gain share”

BCG · 2024 Executive Perspectives The Future of the AI D

“To maximize value, it’s key to adopt an approach that reimagines functional processes, builds AI platforms, and establishes guardrails to control cost and risk”

“Use AI to boost productivity, efficiency, and time to market”

“eCommerce Continues to Gain Share from Offline... at 8% Share of USA Commerce with Lots of Headroom”

“New Internet Users = Continue to be Harder to Garner Owing to High Penetration in Developed Markets”

“AI drives value within organizations in different ways based on their values; Companies are more likely to value productivity and efficiency ROI measurements over hard dollar savings”

103× · {N} : Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, Bessemer, Capgemini, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, Innosight, JPMorgan, KPMG, McKinsey, MorganStanley, PwC, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 2: ROLE CLUSTERS OFFER A UNIQUE LENS ON EVOLVING WORK PATTERNS”

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 8: THE CHANGING IMPORTANCE OF STEM/ANALYSIS AND COMPLEX REASONING SKILLS”

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 7: CHANGE IN IMPORTANCE OF SKILLS FOR SCIENCE AND ENGINEERING ROLES (2004-2017)”

“Figure 6: Reinventing roles – machine operator to autonomous production maintenance team lead”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 1: Symmetrical Regional EBS – based on implementation in the short term”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 3: NR shares TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 4: Full scope for performance relative to a defined baseline”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 6: Partial exposure to changes in OMR baseline at periodic reviews”

CreditSuisse · 20230530 A long way down Credit Suisse Rolf Sethe

“Phase 2: One Scandal after the next”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 1: Sustaining the step-up in growth and competitiveness”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 3: Delivering the new organisation on 1 July 2022”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 2: Navigating through unprecedented cost inflation”

Accenture · 2025 The new rules of Platform Strategy in the age

“Figure 2: Platform-native capabilities remain the dominant path for AI deployment”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“OpenAI launches Sora 2: controllable video-and-audio inches toward a world simulator”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The duality of GPT-5: today's best model was clouded by the worst launch”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Trump 47: back with a vengeance”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Llama-4: alleged data contamination, misleading benchmarking by overfitting and underwhelming vibes overall”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“Level 3: Recent BCG project reshaped supply chain processes with GenAI tools running complex scenarios/root-cause analysis”

BenedictEvans · 2016 Benedict Evans 2016 Mobile is Eating the Worl

“Digital demand generation, step 1: spend $1tr”

103× ~ {N} % of Accel, BCG, Bain, BondCap, Deloitte, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, RolandBerger, Strategy_and, misc

“Social content and digital media draw ~50% of attention; offline creative marketing gaining traction”

“Only ~20% of Sweden's top 50 companies have a CV¹ set-up”

BCG · Global Restart Key Dynamics COVID-19

“Daily cases on the rise | Cases in early July ~1.5x those in June; ~56% of the confirmed cases have recovered globally”

BCG · What’s in a (Domain) Name? The $2 Billion Secondar

“US and China account for ~50% of secondary market sales, but US was main driver of growth from '17-'20”

misc · High-end Tourism – a strong driver for Europe

“Europe is the most visited region in the world: ~51% of global international arrivals”

misc · High-end Tourism – a strong driver for Europe

“Overall tourism contributed directly to ~4% of GDP and 12M jobs in 2019, up to ~6% and 22M if considering indirect impact”

“Significant regional differences in socioeconomic status in Indonesia lead to ~20% of schools being unconnected”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

“~50% of Consumer Banking primary customers are engaged across products”

MorganStanley · 20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1

“~92% of income backed by government-linked and MNC tenants”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

“No one is immune: Software & cloud giants lost ~35% of their market cap...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Adoption @ USA Firms = +21% Q/Q @ ~7% of Companies (Q1:25)”

“Remote Workers = Rising... ~5% of Americans vs. ~3% in 2000”

“India Mobile Usage = A Global Leader vs. Desktop Usage... ~80% of Internet Usage on Mobiles...”

103× · of {METRIC} Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, BondCap, BoozAllenHamilton, CreditSuisse, Deloitte, DeutscheBank, EY, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · The ultimate healthcare experience: what people wa

“Figure 1. Lack of efficiency and helpfulness make healthcare experiences negative”

“2025 will be characterized by a growing divergence in regional outlooks; companies should continue to strengthen resilience without losing sight of growth”

BCG · Shaping Future Indian ME

“M&E is at the forefront of adoption and experimentation with the emergence of new use cases”

“Why KSA is a key frontier of growth for Luxury Market (II/II)”

“JUST OVER 1 IN 3 RESPONDENTS REPORT HAVING AT LEAST ONE TYPE OF INVESTMENT”

“ALMOST HALF OF INVESTORS SAY THE NUMBER OF INVESTMENT PRODUCTS THEY OWN HAS INCREASED OVER PAST 5 YEARS”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has evaluated a further 4 options for changing incentives which do not (necessarily) involve the sharing of cost or revenue under/outperformance relative to a defined baseline. This results in a total of 8 options”

“HIGH LEVELS OF REPORTED UNDERSTANDING OF INVESTMENT RISKS, BUT MANY INVESTORS SAY THEY DON'T CLOSELY MONITOR INVESTMENT PERFORMANCE”

“Overall, which of the following, if any, do you see as the biggest problems facing the healthcare system in your country? Lack of investment”

“100+ YEAR HISTORY OF GROWTH AND EVOLUTION”

Barclays · 20240220 Barclays US Consumer Bank Investor Update

“Long track record of growth and returns”

“Large robust industry with strong track record of growth: Revenue, Profits, Product Sets, and Clients Served”

“Bringing Software, Analytics & Data closer together on the Ascend Technology Platform will drive a 'flywheel effect' of growth”

“HIGH LEVELS OF REPORTED UNDERSTANDING OF INVESTMENT RISKS, BUT MANY INVESTORS SAY THEY DON'T CLOSELY MONITOR INVESTMENT PERFORMANCE”

“JUST OVER 1 IN 3 RESPONDENTS REPORT HAVING AT LEAST ONE TYPE OF INVESTMENT”

“...and a level of efficiency never seen before in software”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“AI-first companies are now generating tens of billions of revenue per year”

BCG · 2025 Executive Perspectives Unlocking Impact from

“AI is the next frontier of cost advantage, providing an edge on top of traditional cost levers”

BenedictEvans · 2018 Benedict Evans 2018 The End of the Beginning

“And the spread of spending online”

“Re-Imagination of Engagement...”

“Tablet Users = Loads of Growth Ahead... @ 56% of Laptops / 28% of Smartphones / 8% of TVs”

“AI reverse flow of adoption”

103× a · {METRIC} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, Capgemini, Deloitte, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PAConsulting, PwC, RolandBerger, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A significant growth downshift and above-target inflation due to structural cost pressures is base case for US economy, though upside possibility of a soft landing has increased”

Accenture · January Macro Brief Special edition: 2024 outlook

“A tepid growth recovery, constrained by high rates and still-cautious consumers, is most likely for UK, with downside risk that economy gets stuck in cycle of rolling mild recessions”

“A RETAILER CUTS COSTS AND FUELS GROWTH”

Accenture · Making finance the predictive powerhouse How to cr

“FP&A teams spend more time preparing data than generating insights from it”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail will be provided with an allowed return for CP4 that reflects its risk-adjusted cost of capital. After meeting financing costs, this is split between a risk buffer and a ring-fenced investment fund”

misc · Rail industry cost and revenue sharing (2011)

“Volume Incentive: Network Rail receives a bonus payment for providing capacity growth beyond a baseline annual growth rate”

“There has been a significant growth of public disquiet about the march of technology”

“Consumer Services is a high growth business with rich data and deep customer engagement that makes the whole of Experian stronger”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Largest producer of steel, rapidly transitioning from BOF to EAF; a strong growth opportunity”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Largest producer of steel, rapidly transitioning from BOF to EAF; a strong growth opportunity”

“The healthcare sector is a growth market undergoing transformation, and it represents a significant growth opportunity for Ipsos.”

“The Public Sector is a growth market and a cornerstone of Total Understanding. It represents a signification growth opportunity for Ipsos globally.”

“There has been a significant growth of public disquiet about the march of technology”

JPMorgan · 2022 corporate investment bank investor day

“Longer-term opportunity: We are strategically investing in Onyx to deliver industry-leading capabilities & future proof our business – all at a modest cost”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“NVIDIA's chips are the most popular in AI research papers...and by a massive margin”

BenedictEvans · 2021 Benedict Evans 2021 Three Steps to the Future

“A nice adoption curve”

101× and · {ACTORS} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, UBS, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A tepid growth recovery, constrained by high rates and still-cautious consumers, is most likely for UK, with downside risk that economy gets stuck in cycle of rolling mild recessions”

Accenture · March Macro Brief Financial fissures emerge

“Financial stress is elevated in the US in the aftermath of regional bank failures, fueling economic uncertainty and prompting companies to re-evaluate internal and external risks”

Accenture · March Macro Brief Financial fissures emerge

“In general, banking sectors in APAC are even better capitalized than in the US, and central banks have been able to rely on USD swap lines in times of crisis to mitigate liquidity risks”

Accenture · March Macro Brief Financial fissures emerge

“The overall number of layoffs in the US edged down in February, but there was a noticeable increase among Media and Telecom companies”

misc · Rail industry cost and revenue sharing (2011)

“Bespoke, line-of-sight deals are not a new concept. There are many examples of where NR and train operators have reached commercial agreements on issues of common interest”

misc · Rail industry cost and revenue sharing (2011)

“The GB rail sector is relatively complex. It comprises a large number of public and private sector organisations which interact through a complex set of contractual, regulatory and governance arrangements”

misc · Rail industry cost and revenue sharing (2011)

“The ORR included two incentive regimes in its PR2008 determination with a view to aligning incentives between NR and train operators”

“To understand the connection between business operations maturity and performance, in 2020, we surveyed more than 1,100 C-suite and VP-level executives across 11 countries and 13 industries.”

“Those Optimistic about How Much Longer the Economy Will Be Impacted More Likely to be Confident and Active Investors”

DeutscheBank · deutsche bank global consumer conference 2023

“Complementary portfolio of both global and regional brands”

“Employees and HR Leaders Agree Financial Stress Affects Workplace Performance”

IPSOS · inv research 20210422 investing and covid 19 0

“Those Optimistic about How Much Longer the Economy Will Be Impacted More Likely to be Confident and Active Investors”

“We continue to grow our business at an industry-leading pace, winning with both new and existing customers”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Audio, avatar and image generation companies see their revenues accelerate wildly”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“Trillions of value: The combined enterprise value of private and public companies using AI”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Policy bot | GenAI simplifies compliance by ensuring automated update of internal policies and enabling employees to become compliance-savvy”

101× {REGION} , · Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, BondCap, Deloitte, GoldmanSachs, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“In both US and Europe, worker hoarding remains prevalent and labor market adjustment is happening mainly through channels other than outright layoffs”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Disinflationary momentum has stabilized somewhat in the US but continues more forcefully in Europe, mainly on the back of lower energy prices”

Accenture · March Macro Brief Financial fissures emerge

“In the US, Basic Materials, Financials and Consumer Goods continue to struggle; growth momentum for Consumer Services and Industrials turned positive in February”

“The pressure to transform is particularly high in Germany, Austria, and the Nordic countries”

misc · High-end Tourism – a strong driver for Europe

“High-end tourism is a sizeable segment in Europe, representing 22% of overall tourism and worth €130-170B”

“Italy, France, Canada and Germany have seen significant rises in belief the economy is rigged since the start of the cost-of-living crisis.”

misc · Digital Consumers of Tomorrow, Here Today: A SYNC

“Across Southeast Asia, preference to buy from online channels has seen a leap”

“The largest end-markets are EU-32, US, China, and Japan, together accounting for ~75% of the global lighting solutions market”

“Despite a reduction/plateauing in China, steel demand is expected to increase 91Mt until 2030 driven largely by ASEAN and India”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Global leader in Europe, North America and Asia”

“Italy, France, Canada and Germany have seen significant rises in belief the economy is rigged since the start of the cost-of-living crisis.”

“IN THE US, WE CAN LEVERAGE MULTIPLE, HIGHLY DIFFERENTIATED OFFERINGS, LIKE CREATIVE EXCELLENCE”

“Europe, Middle East, India and Africa: region strengthened its position as the second largest IPO market with 32% of all IPOs despite market uncertainties”

“Europe, Middle East, India and Africa IPO highlights: on average positive IPO performance in main and junior markets”

MorganStanley · ey mobility consumer index mci 2022 study

“Respondents in Italy, Spain, Norway are expected to drive the EV adoption in Europe; China, South Korea shine in APAC, while the US sits at the bottom in North America”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“In China, industrial policy and regulation go hand in hand”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“China, digital sovereignty and digital extra-territoriality”

“QR Code Scanning = Up 4x Y/Y in China, Offline Businesses Driving Online Connections”

99× {METRIC} · , Accenture, BCG, Bain, BondCap, Cognizant, CreditSuisse, Deloitte, EY, Gartner, IBM, IPSOS, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A tepid growth recovery, constrained by high rates and still-cautious consumers, is most likely for UK, with downside risk that economy gets stuck in cycle of rolling mild recessions”

Accenture · March Macro Brief Financial fissures emerge

“Other emerging markets lost growth momentum, while Saudi Arabia extended its gains”

“Recent data show moderating services growth in most regions, still-sluggish manufacturing activity, mixed consumer spending trends, and loss of disinflation momentum”

Accenture · Navigating uncertain skies Commercial Aerospace In

“Amid rising passenger demand and ongoing margin pressure, AI is emerging as a key lever for efficiency in an increasingly competitive market.”

“HIGH LEVELS OF REPORTED UNDERSTANDING OF INVESTMENT RISKS, BUT MANY INVESTORS SAY THEY DON'T CLOSELY MONITOR INVESTMENT PERFORMANCE”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

misc · Gartner delivers actionable, objective insight, gu

“IT Spending Forecast, 1Q22 Update: The Russian Invasion of Ukraine”

“Potential investable sectors were screened for (1) carbon abatement potential and (2) multiple investment criteria, to arrive at a holistic view of relative attractiveness”

“Quality hiring in targeted growth markets, leading to higher productivity; started net hiring in 9M19”

“IT Spending Forecast, 1Q22 Update: The Russian Invasion of Ukraine”

“HIGH LEVELS OF REPORTED UNDERSTANDING OF INVESTMENT RISKS, BUT MANY INVESTORS SAY THEY DON'T CLOSELY MONITOR INVESTMENT PERFORMANCE”

“Common share transactions increased, cash only transactions decreased; consideration mix returned to historical averages”

“Asian exchanges thrived on emerging growth engines, while the US recovered some lost ground on global share”

MorganStanley · MorganStanley

“On Key Quality & Growth Metrics, Our Portfolio* Superior to Index”

BCG · 2025 Executive Perspectives Unlocking Impact from

“AI is the next frontier of cost advantage, providing an edge on top of traditional cost levers”

BCG · 2025 Executive Perspectives Unlocking Impact from

“This set of technologies can be applied in four key patterns to alter the cost structure, creating a sustainable and long-term competitive advantage”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“GenAI directly accelerates supply chain transformations by making them more agile, increasing adoption rates, and improving value capture”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting efficiency of risk processes: driving cost savings, with focus on automation of labor-intensive and repetitive tasks”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Impact on Workforce = Seeing Productivity Gains, per Stanford HAI”

“BASIC STATS – INTERNET GROWTH REMAINS ROBUST, RAPID MOBILE ADOPTION STILL IN EARLY STAGES”

“Technology Companies = Largest + Fastest Growing R&D + Capex Spenders, USA”

“Technology Companies = 6 of Top 15 R&D + Capex Spenders, USA”

99× · {ACTORS} to Accenture, AirStreetCapital, BCG, Bain, BondCap, Capgemini, Cognizant, Deloitte, EY, Gartner, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

“They should consider creating stronger incentives to encourage customers to share their data.”

Accenture · Re-focus your talent lens: Abundance awaits

“Jobs that require highly skilled workers to manifest their creativity are the most engaging and satisfying”

Accenture · Re-focus your talent lens: Abundance awaits

“Companies should get their highly skilled workers to help them redesign jobs, starting with tasks.”

Accenture · January Macro Brief Special edition: 2024 outlook

“China de-risking involves diversifying supply chains and global portfolios, but it is also prompting companies to revisit their tech stacks, security and legal entities in China”

“Consumers want brands to take a stand and help to heal divisions”

“Many people want brands to help society, and consumers claim to be prepared to pay more to support them”

“Consumers want brands to act”

misc · Customer loyalty and Convenience

“Pandemic disruption compelled brands to reconsider the meaning of loyalty.”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“I trust business leaders to tell the truth”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“I trust business leaders to care for the environment”

“Disruptive technologies are allowing brands to elevate consumer experiences and optimize operations”

“Recent M&A activity demonstrates an appetite by strong brands to acquire new lighting capabilities as well as consolidation”

“Global cross-border transactions continues to face macroeconomic and regulatory challenges, however, the strength of the USD has encouraged North American companies to execute deals”

JPMorgan · malcolm barr jp morgan

“Forcing central banks to innovate with QE and FAIT”

MorganStanley · ey people leaders forum 2025 presentations day1

“How the HR executive must lead in Transformation: four transformations that the business needs HR executives to drive”

MorganStanley · eyp global economic outlook jan 2024

“Easing inflation and slowing economic momentum will push central banks to recalibrate policy, but lingering inflation fears will mean gradual, instead of rapid, rate cuts”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Universities team up with private companies to fill research resources gap”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-enabled procurement allows companies to achieve competitive advantage, resilience, and long-term profitability”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“BCG is partnering with leading global manufacturers to boost manufacturing competitiveness using AI”

BCG · 2024 Executive Perspectives The Future of the AI D

“Expanding five critical capabilities enables organizations to measure ongoing success”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“AI can help manage uncertainty, yet exposes organizations to new risks”

“Mobile Payments = Gateway for China Internet Leaders to... Become Diversified Financial Services Platforms”

“Incumbents = Increasingly Betting on Technology Companies to Fuel Growth... Non-Tech Acquisitions of Tech Companies +2.6x Since 2012”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Power Shifts Among Nations Prompt CEOs to Adapt Strategic Priorities”

98× {METRIC} · in Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, Bessemer, BondCap, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, UBS, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Recent consumer spending moderation in US and Europe has been concentrated in goods though services demand is also now softening”

Accenture · March Macro Brief Financial fissures emerge

“US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK”

Accenture · March Macro Brief Financial fissures emerge

“Energy and commodity prices are driving input cost increases in sensitive industries”

“Capex plans in the US are gaining traction as business leaders report optimism related to technology innovations and a friendlier corporate tax and regulatory environment”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

misc · Rail industry cost and revenue sharing (2011)

“Network Rail has launched a Transformation Programme to help it deliver the required efficiency savings in CP4”

misc · Evaluating NYC media sector development and settin

“NYC filmed entertainment industry growth impressive in face of nationwide decline”

“Investment opportunities in mainly project development (both onshore and offshore) to drive next wave of energy transition”

Barclays · unlocking growth creating tech ecosystems

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Costs: lower regulatory change spend facilitates investments in growth”

“Capturing new growth opportunities in Private Banking”

DeutscheBank · tifs investor presentation deutsche bank 17 june 2

“Financial discipline and revenue growth results in margin expansion”

“THE THREE KEY PILLARS OF OUR NEW GROWTH PLATFORM IN THE US”

“IN SUMMARY: THE THREE KEY PILLARS OF OUR NEW GROWTH PLATFORM IN THE US”

“...but lowering inference cost should drive margin expansion in the future”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Do huge productivity gains in the computer sector mask stagnation in U.S. manufacturing?”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“AI investment surges in every region”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Ensure rigorous measurement of value and AI-enabled cost reduction targets in budgets”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“AI can potentially unlock 30%+ productivity gains in manufacturing”

BCG · 2024 Executive Perspectives Transformation through

“Conversational capability in B2B sales | GenAI reinvents how sales teams in the field engage with customers across different channels”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Record breaking cloud M&A activity in 2020 with Slack receiving the largest revenue multiple paid in history”

97× · of {ACTORS} Accenture, BCG, Bain, Barclays, BenedictEvans, BondCap, Capgemini, Deloitte, EY, IPSOS, KPMG, Kearney, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, USydney, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“The digitalization of banks' operations over the past 25 years caused an escalation in what was commonly dubbed 'the war on talent'.”

Accenture · Commercial payments, reinvented Your blueprint for

“Commercial clients source advanced payments services from a variety of providers.”

“A growing number of providers are addressing these issues. Crowdsourcing delivery and Q-commerce services, for example, can facilitate fulfillment and reduce shipping costs. They also offer consumers greater flexibility.”

Accenture · The art of AI maturity Advancing from practice to

“Figure 2: Evolution of companies' AI-influenced revenue share from 2018 to 2024*”

“ALMOST HALF OF INVESTORS SAY THE NUMBER OF INVESTMENT PRODUCTS THEY OWN HAS INCREASED OVER PAST 5 YEARS”

misc · Process Automation: A quickly growing market with

“The landscape of companies in the fast-growing process automation tech stack is broad”

“Investment in the green economy cuts across multiple asset classes, deployed by a broad range of investors, with corporates being the largest”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Six NY industries account for a large share of the State economy based on percent of employees, payroll and small businesses”

Barclays · The J M Smucker Co 2023 Barclays Presentation

“STRONG PORTFOLIO OF BRANDS”

“ALMOST HALF OF INVESTORS SAY THE NUMBER OF INVESTMENT PRODUCTS THEY OWN HAS INCREASED OVER PAST 5 YEARS”

MorganStanley · ey connecting the dots m a deals in technology ser

“Deal activity shaped by critical digitalization priorities of enterprises and SMBs”

MorganStanley · ey digital survey shaping the new normal

“Majority of consumers (72%) in the region uses a second-hand device confirming a positive trend for the recycle economy in digital”

MorganStanley · ey digital survey shaping the new normal

“Majority of consumers have used a free streaming service”

“R&D has the potential to become the backbone of companies' value creation”

BenedictEvans · 2013 Benedict Evans 2013 Mobile is Eating the Worl

“Polarisation of manufacturers”

BondCap · 2001 Bond Cap Internet Trends 2001

“We are likely still in the early stages of wealth creation related to the evolution of the Internet, but the number of companies that are real winners will be small.”

“Freelancers = Significant & Growing Portion of Workers @ 53MM People, 34% of USA Workforce”

USydney · 2024 University of Sydney The 2025 Skills Horizon

“Every leader will need to have a relationship with AI, be it shaping, governing, driving, or simply using AI. Technical upskilling of leaders has become imperative.”

94× {REGION} and · Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, Deloitte, EY, IPSOS, Kearney, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Business activity momentum remains weak but generally stable or improving in the US and Europe, while Japan and Australia are seeing further deterioration”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Business activity downturn eased slightly in November across Europe, with UK and Ireland showing signs of expansion”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Real wage growth is now in positive territory across the US, UK and Euro area amidst subsiding inflation”

Accenture · January Macro Brief Special edition: 2024 outlook

“Most major economies closed out 2023 with sluggish activity momentum, though there was some notable improvement in China and the UK and continued resilience in the US”

“Simplicity is highly sought after in Asia and Latin America”

“Feelings of nostalgia are highest in Asia and Africa”

“$0.9bn PBT from Latin America in FY22*; full banking operations in Mexico, Argentina and Uruguay and wholesale businesses in Brazil and Chile”

“Feelings of nostalgia are highest in Asia and Africa”

“Simplicity is highly sought after in Asia and Latin America”

“Europe, Middle East, India and Africa: region strengthened its position as the second largest IPO market with 32% of all IPOs despite market uncertainties”

“Europe, Middle East, India and Africa IPO highlights: on average positive IPO performance in main and junior markets”

MorganStanley · m and a trends and outlook in the technology servi

“Strategic buyers leading deal activity with their focus on Europe and North America”

“Largest non-Gen AI deals at similar scale across US and EU/IL...”

“Europe now 1/4 of the US and counting...”

“UK, France and Israel are the top 3 represented countries”

Accel · 2021 Accel On the path to global domination

“Europe and Israel private cloud funding tripled in 2021”

92× for · {METRIC} Accenture, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, EY, IDC, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, USydney, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Dissonant perceptions of recession risk continue to drive high uncertainty, and the greater pessimism among consumers and firms could prove more relevant for future spending”

Accenture · Investor Analyst Conference

“Positioned for double digit growth across all our Strategic Growth Priorities¹ in FY22”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“First ideas for considerable cost savings”

“Shopping mall the main purchase channel for domestic offline sales; brand pop-up stores also help boost sales”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Volume Incentive: Network Rail receives a bonus payment for providing capacity growth beyond a baseline annual growth rate”

Barclays · 2024 Barclays ESG Conference Presentation

“Clear requirements and expectations, critical for supplier engagement”

“Transformed Asset Management model, now strongly positioned for further profitable growth”

DeutscheBank · 2023 Deutsche Bank FIG Presentation upload vf

“Global Hausbank positioned for further growth”

“A PROACTIVE AND PROGRAMMATIC APPROACH FOR GAINING MARKET SHARE”

JPMorgan · 20250114 bayer handout jpm 2025

“Building Momentum for Long-Term Growth as of 2027+”

Accenture · 2025 The new rules of Platform Strategy in the age

“Zurich Insurance: Designing AI-ready architecture for customer engagement”

BCG · 2024 Executive Perspectives The Future of Field Se

“AI enabled solutions have reshaped the ecosystem for service sales & delivery”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting effectiveness of risk processes: enabling better decisions and quality of output to pave the way for business growth”

BCG · 2024 Executive Perspectives Transformation through

“A comprehensive solution is essential to harness GenAI for revolutionizing customer engagement”

“Various Online Grocery Retail Formats = Competing For Consumer Wallet Share”

“Good News = Material Upside for Mobile Ad Spend vs. Mobile Usage”

“Material Upside for Mobile Ad Spend vs. Mobile Usage”

IDC · 2024 Building an AI fueled strategy

“Data is the strategic priority for GenAI adoption”

USydney · 2024 University of Sydney The 2025 Skills Horizon

“Generative AI for personal productivity”

92× · {METRIC} {METRIC} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, LEK, McKinsey, PwC, RolandBerger, misc

Accenture · March Macro Brief Financial fissures emerge

“Recent consumer spending growth remains tepid or negative in most major economies; China's consumer rebound after re-opening is starting to take hold”

Accenture · Value untangled Accelerating radical growth throug

“We already know that companies with high interoperability can unlock an additional five percentage points in annual revenue growth.”

“Disruptions drove $1.6 trillion in missed annual revenue growth”

Accenture · The art of AI maturity Advancing from practice to

“Figure 2: Evolution of companies' AI-influenced revenue share from 2018 to 2024*”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

misc · Fletcher Building – economic uncertainty analysis

“The outlook for infrastructure work done grows at a strong pace across all scenarios, underpinned by strength in business investment and public spending growth”

“KSA banks are successfully navigating the rate cycle through favorable asset repricing and improved cost efficiency”

“Higher operating income and improved cost efficiency resulted in increased ROE”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Modest cost growth due to prior investments in technology and people”

DeutscheBank · 2023 Deutsche Bank FIG Presentation upload vf

“Creating four client-centric businesses with improved revenue growth and profitability”

DeutscheBank · Client Creditor Overview August 2023

“Improved revenue growth and profitability”

DeutscheBank · Client Creditor Overview July 2023

“Improved revenue growth and profitability”

IPSOS · 2020 Effie UK Report in partnership with Ipsos MO

“Effie Winners are more likely to demonstrate Market Share Growth as the primary result”

misc · 2020 Effie UK Report • In partnership withIpsos

“Effie Winners are more likely to demonstrate Market Share Growth as the primary result”

“...fueled by unprecedented revenue growth”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Fewer farm workers on US farms, higher hourly wages per worker, but more automation leads to stable labor cost share of total gross farm revenue”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“AI-first companies accelerate their early revenue growth faster than SaaS peers”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech CapEx Spend Beneficiary = NVIDIA”

91× {ACTORS} · to · Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Deloitte, EY, IPSOS, KPMG, LEK, McKinsey, Microsoft, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Real pay gaps accumulated over past two years are likely to sustain upward pressure on labor costs as workers seek to restore lost purchasing power”

Accenture · March Macro Brief Financial fissures emerge

“In the US and Europe, consumers continue to rotate their spending into services, though car sales have been seeing a rebound”

Accenture · March Macro Brief Financial fissures emerge

“Manufacturing companies continue to report above-average commodity price and supply chain pressures, but at lowest levels in 2+ years”

Accenture · Thought you knew the Scope 3 issues in your supply

“Companies looking to decarbonize Scope 3 emissions are missing the mark.”

“MOST INVESTORS FOCUSSED ON BETTER LONG-TERM RETURNS WITH YOUNGER INVESTORS OPEN TO EXPERIMENTATION”

“Organizations tend to approach operations improvements too incrementally.”

“Banks continue to expand credit outlay which has outpaced deposit mobilization”

“Banks continued to focus on operational efficiency; aggregate C/I ratio inch closer to 30% level”

“MOST INVESTORS FOCUSSED ON BETTER LONG-TERM RETURNS WITH YOUNGER INVESTORS OPEN TO EXPERIMENTATION”

MorganStanley · 160316 BBVA MS Conference tcm927 569522

“Customers want to Bank Through the Mobile”

“In 2018, investors seem to focus more on profitability than growth, confirming a historical trend”

“Fastest growing cloud companies moving to profitability as growth slowed down...”

“Companies continue to compare well on growth rate”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Big tech companies continue to gobble up AI-first startups”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Despite trade tensions, Chinese companies continue to IPO on US public market”

Microsoft · 2025 2025 The year the Frontier Firm is born

“Employees turn to AI for things that humans can't provide”

91× · for {METRIC} Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Capgemini, CreditSuisse, Deloitte, EY, Gartner, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PAConsulting, PwC, RolandBerger, Strategy_and, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Companies should not wait to shift their talent portfolio into markets that are strongly positioned for growth.”

Accenture · Navigating uncertain skies Commercial Aerospace In

“Amid rising passenger demand and ongoing margin pressure, AI is emerging as a key lever for efficiency in an increasingly competitive market.”

“China faces structural challenges including its debt, demographics, consumer and FDI. Its economy is increasingly reliant on exports for growth, creating a risk from higher tariffs”

BCG · BCG Investor Perspectives Series Q4 2023

“Investors are almost equally supportive of companies reinvesting profits for growth or hunkering down by not reinvesting cost savings”

“Several avenues for growth exist in the broader lighting solutions market”

“Several avenues for growth exist in the broader lighting solutions market”

“POSITIONED FOR GROWTH THROUGH SMART M&A”

“A winning strategy for growth – creating a unique ecosystem”

Barclays · barclays disruptive technologies conference bayer

“Annual Portfolio Refresh Provides Foundation for Growth”

Barclays · 2024 barclays 17th annual global consumer staples

“Framing Our Algorithm for Growth”

“WE HAVE STRONG MOMENTUM AND ROOM FOR GROWTH”

“WE HAVE STRONG MOMENTUM AND PLATFORM FOR GROWTH”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Users look to AI for productivity, coding, and research...often replacing traditional search”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Embedding AI has significantly expanded the potential for cost reduction across industries”

“India Wireless Carriers = Incumbents + New Entrants... Fighting Aggressively for Share Over Past 4 Quarters...”

“India eCommerce = Many Players Fighting for Share...”

“Interest Rates Have Fallen to Historically Low Levels = Interest Rate Trends = Can be Indicative of Perception for Growth Outlook”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Customer-Centric Content Is Vital for Revenue Growth”

“Companies are most interested in allocating their AI investments in IT operations; Data quality, product innovation, and software coding are also popular areas for investment”

91× · {METRIC} , · Accenture, BCG, Bain, Barclays, BenedictEvans, BondCap, DeutscheBank, EY, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

“Technology strength is related to long-term profitable growth, especially when combined with strong business capabilities”

“Ready to build a culture of equality? Make it as important as financial growth, talent and productivity.”

Accenture · Work, workforce, workers Reinvented in the age of

“Change in sales professionals' reported productivity, confidence, impact and stress management as a result of integrating gen AI tools”

“European capex growth faces more of a challenge as firms prioritize replacement over expansion, constrained by financing costs, economic uncertainty, and regulatory hurdles”

misc · Towards the unified secondary market: The evolutio

“Lower transactions costs, increased liquidity are the main drivers for investors to switch to tokenization. However, uncertainty in regulatory environment holds them back...”

Barclays · FY24 Results and Progress Update Presentation

“Deposits and net lending growth, supported by the acquisition of Tesco Bank”

Barclays · Investment Community Presentation Barclays Energy

“Low cost, highly executable, staged expansions to match supply”

“SMBs | Expand our client base to keep strong double-digit growth, diversifying our portfolio and providing the best experience to our clients”

DeutscheBank · Deutsche Bank Q2 2023 Presentation

“Pre-provision profit, CAGR and operating leverage”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Capturing value from suppliers | GenAI enhances workforce and supplier productivity, reducing costs significantly”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“UK ecommerce is now 40% of retail revenue, excluding grocery (which needs a different supply chain)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“The proliferation of foundation models is driving a flywheel of developer-led infrastructure growth, reducing friction and accelerating the time from idea to product.”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Orbital / Satellite Launch Market Share, Global = SpaceX Rising”

“Google + Facebook = 85% (& Rising) Share of Internet Advertising Growth, USA”

“Google + Facebook = 76% (& Rising) Share of Internet Advertising Growth, USA”

91× {REGION} · = BondCap

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...China AI = LLMs Achieving Performance with Lower Training Costs, per Epoch AI...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...China AI = Industrial Robot Installed Base Higher vs. Rest of World”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“China AI = LLM Performance Catching Up to USA Models, per Stanford HAI...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...China AI = Industrial Robot Installed Base Higher vs. Rest of World...”

90× the {METRIC} of Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, Deloitte, IPSOS, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, misc

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

“Industries Are at Different Stages in the Adoption of Digital Technology”

“The data shows a significant uptick in the share of companies facing pressure to transform or restructure”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers in North America will increase rapidly and significantly, nearly tripling from the current 7% to 20% by 2024.”

misc · Rail industry cost and revenue sharing (2011)

“4 – Causes: Stakeholders generally favoured including all causes in the mechanism in order to avoid the cost of a Schedule 8 style cause attribution industry”

misc · Evaluating NYC media sector development and settin

“NYC is still the center for advertising and will most likely grow with the growth of transmedia campaigns”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

misc · Southeast Asia’s digital consumers: A new stage of

“Southeast Asia forges ahead with the adoption of future technologies”

misc · How can Australia’s agriculture sector realise opp

“Pre-emptive action has a price, yet the cost of inaction will be greater.”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

MorganStanley · ey emerging tech at work 2023 report updated

“Putting humans at the center is key to the adoption of emerging technologies”

MorganStanley · ey mobility consumer index 2023

“Car-buying intent continues to be strong: While the share of non-car owners intending to buy new cars declined by 2%, the same for car owners registered a 3% increase (y-o-y)”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Supervised learning and the cost of edge cases: New technology approaches are needed”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Graphcore M2000 offers faster training time to drop the cost of state-of-the-art models”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

BCG · Climate Change: BCG’s Perspectives and Offerings

87× ~ {N} · AirStreetCapital, BCG, Bain, BondCap, CreditSuisse, Deloitte, LEK, McKinsey, OliverWyman, RolandBerger, misc

“Humans cause ~50 Gt emissions per year”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Kortlægningen af FMI omfatter 1.752 ansatte med en samlet lønsum på ~866 mio. kr. for 2016”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Samlet bruttopotentiale på ~9 mio. kr. for alle tre delforslag”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Det samlede nettopotentiale for hjemtagning af kategori 1-3 opgaver vurderes til ~7 mio. kr. årligt”

“L.E.K., in collaboration with APACMed, conducted a survey with ~400 hospital executives across both public and private hospitals in key APAC markets”

“Indonesia has a 99% electrification rate with almost equal access for both urban & rural, however ~9,500 schools still operating with no electricity”

“Average spend per user on camera equipment is ~30 SEKk per year, however this varies by user and increases with share of income from photography and experience”

“Managing through negative interest rates: Illustrative UHNW RM book (~40 client groups with high CHF cash positions)”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“To achieve the needed quality improvements in machine translation, Google's final model trained for the equivalent of 22 TPU v3 core years or ~5 days with 2,048 cores non-stop”

“World Trade Rising as % of GDP = @ 25%, Up ~3x Over Past ~50 Years”

“Evolution of Commerce Over Past ~2 Centuries, USA = Stores → More Stores → Malls → E-Commerce”

“Average Global Mobile User = ~33 Apps...12 Apps Used Daily... 80% of Time Spent in 3 Apps”

87× · ~ {N} BCG, Bain, BondCap, Deloitte, Kearney, LEK, McKinsey, PwC, misc

BCG · Climate Change: BCG’s Perspectives and Offerings

“Humans cause ~50 Gt emissions per year”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Det samlede nettopotentiale for hjemtagning af kategori 1-3 opgaver vurderes til ~7 mio. kr. årligt”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Top-down metode: 10% reduktion af bilbasen medfører en besparelse på ~9 mio. kr. per år og ~36 mio. kr. i 2018”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Rejserne i VFK håndteres af ~350 medarbejdere”

“Users devote ~25% of their yearly photography equipment spend to lighting solutions, and usually purchase new lighting solutions every 3-4 years”

“The lighting equipment market has shown stable historical development – market participants indicate ~5% growth p.a. 2015-2019”

“Since 2010, Unfunded Liabilities for Social Security Up ~320% & Medicare Up ~175%... Unfunded Liabilities ~180% Greater than 2023 USA Public Debt... Today's Off-Balance Sheet Liabilities = Tomorrow's Debt”

“World Trade Rising as % of GDP = @ 25%, Up ~3x Over Past ~50 Years”

“Evolution of Commerce Over Past ~2 Centuries, USA = Stores → More Stores → Malls → E-Commerce”

87× and {METRIC} · Accenture, AirStreetCapital, BCG, Bain, Barclays, Capgemini, Deloitte, DeutscheBank, EY, IBM, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Disparities in consumer health and spending resilience are set to widen further, with lower-income groups likely to face particular pressure to rein in spending”

“A clearly articulated role for digital commerce in brand and growth strategies”

Accenture · Navigating uncertain skies Commercial Aerospace In

“Rethink operations for agility and cost control”

“Gucci: combine social media ads in a single campaign to maximize publicity and sales conversion”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of Network Rail is an essential enabler of all of the cost and revenue sharing options* (1 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of Network Rail is an essential enabler of all of the cost and revenue sharing options* (2 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“The ITT provided a list of assumptions that L.E.K. was required to make for the purposes of the cost and revenue sharing study”

“Mexico is a relevant country in the global economy, full of opportunities and growth prospects”

“Targeting improved sales and margin performance”

“CONSISTENT SALES AND MARGIN PROFILE”

“M&A, Partnerships and One Experian have shifted the financial and growth profile of the business”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Scaling laws for brain-to-image decoding: data per subject matters (and costs bite)”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“AI crosses the commercial chasm: adoption is up, retention is up, and spend gets bigger”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Our survey of 1,183 participants reveals significant AI usage and productivity gains”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“US export and investment controls on China tighten”

“AI drives value within organizations in different ways based on their values; Companies are more likely to value productivity and efficiency ROI measurements over hard dollar savings”

86× + {N} % · Accel, Barclays, BondCap, Deloitte, GoldmanSachs, MorganStanley

“The overall market showed a +18,2% increase in 2022 vs 2021, with significant growth across all regions besides APAC, returning to 2019 values (2.603 B€)”

“Travel experienced the highest growth (+43,0% YoY 21-22); delivery grew for the 6th consecutive year, increasing its share from 5% in 2016 to 19% in 2022”

“APAC is expected to lead the market growth in the next years (+6,4% CAGR 22-27), reversing the previous negative trend”

Deloitte · The Hotel Property Handbook 4.0 Investment & Finan

“Record breaking year for hotel properties with +57% increase over 2017 data”

“Income +11% YoY, with growth across all operating businesses”

GoldmanSachs · Goldman Sachs conference April 2021

“FY21 YTD Pro forma(4) Segment Profit +2% v pcp, Pro forma NPAT +11%”

MorganStanley · 20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1

“Indicative distributable income and DPU is +0.3% above 4Q 2022 and 2.4% lower to 1Q 2022”

“Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx Spend @ Big Six* Tech Companies (USA) = +21% Annual Growth Over Ten Years”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx Spend @ Big Six* Tech Companies = +63% Y/Y & Accelerated...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx Spend for Tech Hyperscalers = Mirrored by… +37% Annual Cloud Revenue Growth Over Ten Years”

85× {METRIC} · and Accel, Accenture, AlvarezMarsal, BCG, Bain, Barclays, Capgemini, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IBM, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, ZS, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A significant growth downshift and above-target inflation due to structural cost pressures is base case for US economy, though upside possibility of a soft landing has increased”

Accenture · Future-proof ad sales: The new transformation impe

“Boost sales organization effectiveness and enable multiplatform sales”

Accenture · Investor Analyst Conference

“Significant step up in P&L investments at scale while delivering modest margin expansion and strong EPS growth”

“Continued growth moderation and above-target inflation are the base case for the US, with continued stagnation or mild recessions most likely throughout Europe”

misc · Evaluating NYC media sector development and settin

“Filmed entertainment is experiencing cost pressures and a shift towards TV productions in NYC”

misc · Evaluating NYC media sector development and settin

“Cost pressures and new media distribution platforms disrupting broadcasting and cable subsectors”

“Multiple tailwinds are driving increased warehouse automation – the market is experiencing an accelerating adoption cycle and offers room for substantial growth”

“Leading companies share common themes and strengths across segments”

Barclays · 2024 barclays 17th annual global consumer staples

“We Have Gained Share Domestically and Internationally”

“We measure our business across key growth drivers and are making significant progress in each of them”

DeutscheBank · 20190312 Deutsche Bank MIT Conference

“Prudent Cost Management and Increasing Margins”

DeutscheBank · Deutsche Bank Q3 2023 Fixed Income Call

“Balanced revenue mix and continued franchise growth”

“Gartner is a growth company and a people business”

“The Public Sector is a growth market and a cornerstone of Total Understanding. It represents a signification growth opportunity for Ipsos globally.”

“Macro softening putting pressure on growth rates and accelerating decline”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“'DEPLOY' Overview | 'DEPLOY' unlocks 10-15% productivity improvement and prepares organization for broader AI change”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“AI leaders share common threads and key success factors”

“By linking long-term productivity gains and performance metrics to new solutions, leaders can measure the benefits of modernization—and put a price tag on shortcuts.”

85× {N} % · / Accel, BondCap

“Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Focus – Global CMOs = 75% Using / Testing AI Tools”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx Spend @ Big Six* Tech Companies = +63% Y/Y & Accelerated...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Tool Adoption by Developers = 63% vs. 44% Y/Y”

84× of · {N} Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“Today, women are still incredibly scarce at the top, comprising only 2.8 percent of FORTUNE Global 500 CEOs. Just one in five startups has a woman founder.”

“To help our clients navigate both the human and business impact of COVID-19, we've created a hub of all of our latest thinking on a variety of topics.”

“Domain-specific platforms and applications could be beneficiaries of Wave 2, with consolidation at the infrastructure layer and a shift towards smaller, customized models”

BCG · True-Luxury Global Consumer Insights 7th Edition

“SEVERE IMPACT OF COVID-19 ON LUXURY MARKET, WITH EXPERIENTIAL LUXURY FACING THE BIGGEST DROP”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of NR would improve the attractiveness of Option 1, Symmetrical Regional EBS, but some significant issues would remain”

misc · Rail industry cost and revenue sharing (2011)

“Assessment of Option 2, outperformance only Regional EBS, and comparison with symmetrical EBS mechanism”

misc · Rail industry cost and revenue sharing (2011)

“The sharing of TOC out/underperformance is an additional feature of Option 4 which is not included in Options 1-3. There are a number of significant issues with this aspect of the mechanism”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of NR would improve the attractiveness of Option 1, Symmetrical Regional EBS, but some significant issues would remain”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

Barclays · 20230215 Barclays FY22 Results Presentation

“Basel 3.1 day one impact expected to be at lower end of prior 5-10% RWA guidance”

Barclays · 20230215 Q422 FI Investor Presentation vFFF

“Basel 3.1 day one impact expected to be at lower end of prior 5-10% RWA guidance”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

MorganStanley · 20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1

“Resilient like-for-like DPU even in the height of COVID-19 and amidst the current macroeconomic environment”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The duality of GPT-5: today's best model was clouded by the worst launch”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Learning the language of Covid-19 to predict its evolution and escape mutants”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Enabling the use of consumer-grade 360° cameras in construction using deep learning”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19”

84× - {N} · Accel, Accenture, BCG, Bain, BenedictEvans, BondCap, Deloitte, IPSOS, Kearney, LEK, McKinsey, PwC, RolandBerger, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“The significant likelihood of higher-for-longer rates is expected to amplify corporate bankruptcy pressures, particularly as debt refinancing needs grow in next 1-2 years”

“In life sciences, Moderna became a household name in the US and beyond when it developed its COVID-19 vaccine in just one year (versus the typical 5-10 years needed).”

Accenture · May Macro Brief Consumer spending in flux

“Higher-income households have been key to consumer resilience over past 1-2 years, but pressures are also beginning to emerge for these wealthier consumers”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Bruttoprovenu i størrelsesorden 53-137 mio. kr.”

“OWNERSHIP OF 'TRADITIONAL' INVESTMENT PRODUCTS RISES WITH AGE. ALMOST 1 IN 5 25-34 YEAR OLDS ARE INVESTED IN CRYPTOCURRENCIES”

misc · Understanding public attitudes to early childhood

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

misc · Process Automation: A quickly growing market with

“Increased M&A activity expected in process automation over the next 12-24 months”

“Despite recent progress, a large emission gap of 2.6-3.2 Gt exists vs. 2030 targets”

“OWNERSHIP OF 'TRADITIONAL' INVESTMENT PRODUCTS RISES WITH AGE. ALMOST 1 IN 5 25-34 YEAR OLDS ARE INVESTED IN CRYPTOCURRENCIES”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

Accel · 2021 Accel On the path to global domination

“>50% of winners founded in the last 2-5 years vs 4-7 years in 2023...”

BCG · 2024 Executive Perspectives The Future of the AI D

“Top companies lean into the 10-20-70 principle to drive toward a platform-led organization; they see AI as mainly a people transformation vs. tech-only”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

Accenture · Year-end Macro Brief Into the Fog of Winter

83× {REGION} ' · Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, KPMG, McKinsey, MorganStanley, PwC, RolandBerger, misc

“A growth downshift remains the base case for the US as consumer and financial headwinds intensify; Europe's slowdown is further along, especially for manufacturing-led economies”

Accenture · Year-end Macro Brief Into the Fog of Winter

“China is expected to transition to slower growth path as it confronts structural challenges; Japan's resilience is waning and India's will be tested as global growth slows”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Japan's property market continues to heat up as investors take advantage of the weak yen, low interest rates and souring property sentiment in China, but rising prices have downside”

Accenture · January Macro Brief Special edition: 2024 outlook

“Japan's economy is expected to be sluggish in 2024 while India's resilience will be tested as global growth slows; Brazil's economy is likely to slow but rate cuts may provide cushion”

misc · DOES THE US HAVE A POSITIVE IMPACT ON THE WORLD?

“Among the US's closest allies and neighbours, belief the country will have a positive impact has dropped”

Barclays · unlocking the uk s tech talent potential

“Unlocking the UK's tech talent potential”

MorganStanley · ey sports engagement index january 2025

“The UK's largest participation sport, and third overall”

MorganStanley · ey sports engagement index january 2025

“Hiking: The UK's second most popular participation sport”

MorganStanley · ey sports engagement index january 2025

“The UK's fourth-largest sport, with strong gender balance”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Europe publishes the most AI papers, but only China's average citation rate is growing”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Why: China's annual imports of semiconductors have risen to $260 billion”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Why: China's semiconductor industry is small compared to that of the U.S.”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The New Silk Road: China's open models overtake the previously Meta-led West”

81× · {ACTORS} to · Accenture, AirStreetCapital, BCG, Bain, BondCap, Capgemini, Cognizant, Deloitte, EY, Gartner, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Jobs that require highly skilled workers to manifest their creativity are the most engaging and satisfying”

Accenture · Re-focus your talent lens: Abundance awaits

“Companies should get their highly skilled workers to help them redesign jobs, starting with tasks.”

Accenture · January Macro Brief Special edition: 2024 outlook

“China de-risking involves diversifying supply chains and global portfolios, but it is also prompting companies to revisit their tech stacks, security and legal entities in China”

Accenture · Global Banking Consumer Study Reignite human conne

“Activating the multiplier effect by integrating products and channels while creating a powerful sense of purpose allows banks to turn customers into advocates. But what, in hard dollars, are the benefits for banks?”

“Consumers want brands to take a stand and help to heal divisions”

“Many people want brands to help society, and consumers claim to be prepared to pay more to support them”

“Consumers want brands to act”

misc · Customer loyalty and Convenience

“Pandemic disruption compelled brands to reconsider the meaning of loyalty.”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“I trust business leaders to tell the truth”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“I trust business leaders to care for the environment”

“Disruptive technologies are allowing brands to elevate consumer experiences and optimize operations”

“Recent M&A activity demonstrates an appetite by strong brands to acquire new lighting capabilities as well as consolidation”

“Global cross-border transactions continues to face macroeconomic and regulatory challenges, however, the strength of the USD has encouraged North American companies to execute deals”

JPMorgan · malcolm barr jp morgan

“Forcing central banks to innovate with QE and FAIT”

MorganStanley · eyp global economic outlook jan 2024

“Easing inflation and slowing economic momentum will push central banks to recalibrate policy, but lingering inflation fears will mean gradual, instead of rapid, rate cuts”

MorganStanley · eyp global economic outlook jan 2024

“Inflation in many LatAm economies has dropped below 5%, allowing central banks to ease monetary policy”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Universities team up with private companies to fill research resources gap”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-enabled procurement allows companies to achieve competitive advantage, resilience, and long-term profitability”

BCG · 2025 Executive Perspectives Unlocking the Value Po

“BCG is partnering with leading global manufacturers to boost manufacturing competitiveness using AI”

BCG · 2024 Executive Perspectives The Future of the AI D

“Expanding five critical capabilities enables organizations to measure ongoing success”

“Incumbents = Increasingly Betting on Technology Companies to Fuel Growth... Non-Tech Acquisitions of Tech Companies +2.6x Since 2012”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Power Shifts Among Nations Prompt CEOs to Adapt Strategic Priorities”

80× · {N} - Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, LEK, McKinsey, RolandBerger, misc

“In life sciences, Moderna became a household name in the US and beyond when it developed its COVID-19 vaccine in just one year (versus the typical 5-10 years needed).”

Accenture · May Macro Brief Consumer spending in flux

“Higher-income households have been key to consumer resilience over past 1-2 years, but pressures are also beginning to emerge for these wealthier consumers”

AlvarezMarsal · UAE Health Sector Pulse Quarter 1, 2021

“UAE has a total population of 9.9M, nearly half of which are males in the age group 25-54; population is skewed toward younger age groups”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“For type 3-anskaffelser benyttes ikke IPT'er, men et tættere samarbejde mellem VFK og FMI etableres”

misc · Rail industry cost and revenue sharing (2011)

“The sharing of TOC out/underperformance is an additional feature of Option 4 which is not included in Options 1-3. There are a number of significant issues with this aspect of the mechanism”

misc · The economic and social impact of investment in th

“Broadband speeds have increased 3-fold over the course of the nbn network roll out and today are 6-times faster than in 2011”

misc · Understanding public attitudes to early childhood

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

misc · Understanding public attitudes to early childhood

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

Barclays · 20230215 Barclays FY22 Results Presentation

“Basel 3.1 day one impact expected to be at lower end of prior 5-10% RWA guidance”

Barclays · 20230215 Q422 FI Investor Presentation vFFF

“Basel 3.1 day one impact expected to be at lower end of prior 5-10% RWA guidance”

DeutscheBank · 20190312 Deutsche Bank MIT Conference

“Stable Markets – Concentration on DMAs 61-208 With Focus on State Capitals / Collegiate Presence”

“VERONA Clinical Trial Case Study 1 - Rapid Drying with Improved Vision After Single DURAVYU 2.7mg Treatment and No Supplementation”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

Accel · 2021 Accel On the path to global domination

“SaaS multiples below 10-year Pre-COVID average”

BenedictEvans · 2023 Benedict Evans 2023 AI and Everything Else

““The amount of compute needed to train Llama 4 will likely be almost 10x more than what we used to train Llama 3 - and future models will continue to grow beyond that””

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

Accenture · Banking on AI Banking Top 10 Trends for 2024

80× to {N} % Accel, Accenture, AlvarezMarsal, BCG, Bain, BondCap, Capgemini, Deloitte, DeutscheBank, EY, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc

“Banks can improve their productivity by up to 30% by adopting generative AI”

“During COVID-19, time spent using work related services over the nbn™ network increased by up to 175%”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers in North America will increase rapidly and significantly, nearly tripling from the current 7% to 20% by 2024.”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers will increase rapidly and significantly, more than doubling from the current 12% to 27% by 2024.”

misc · The Growing Challenge of Semiconductor Design Lead

“In absence of action, market share of US companies (a proxy for design leadership) is projected to drop to 36% by 2030”

misc · The Next Gen Index Millennials and Gen Z in the US

“Millennial and Gen Z share of spend will increase to 48% by 2030”

“New domestic capacity expansion is expected to gradually reduce the supply-demand gap and import reliance from 44 to 25% by 2030”

“Banks continued to focus on operational efficiency; aggregate C/I ratio inch closer to 30% level”

DeutscheBank · Client Creditor Overview Q4 2023

“Increasing ordinary distributions to 60%”

“Global Investment Banking grew market share for 4 consecutive years to 9.0%”

“ROE decreased from 15.9% in 2018 to 14.0% in 2019, primarily driven by capital”

JPMorgan · 2019 cib investor day ba56d0e8

“ROE increased from 14.5% in 2017 to 15.9% in 2018”

“2000: 14 years for NASDAQ to return to 80% of its peak...”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-driven procurement cuts headcount to 70%, freeing workers and requiring AI skills”

BCG · 2024 Executive Perspectives Unlocking Impact from

“Leading players set ambitions to improve customer service productivity by up to 60%”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI User Adoption – Time to 50% Household Penetration = Each Cycle Ramps in ~Half-the-Time…AI Following Pattern”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Physical World AI – Fully-Autonomous Vehicles (Waymo) = 0% to 27% Share of San Francisco Rideshares Over Twenty Months, per YipitData”

“...USA Inc. Next 93 Years (1931 – 2023) = Era of Expansion...By 2023... Defense Down to 13% of Spending...Social Security + Healthcare Up to 50%”

79× {N} % of the Accel, Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, Deloitte, EY, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, SimonKucher, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Non-bank financial institutions hold nearly 60% of the private sector's total global financial assets.”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 3% of the North American companies surveyed had already implemented responsible AI practices, nearly half (45%) aspire to scale such frameworks by the end of 2024.”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 6% of the companies surveyed had already implemented responsible AI practices, 42% of surveyed companies aspire to do so by the end of 2024.”

“In 2018 China's luxury market exceeded €110 Bn, 33% of the global market, and is growing at 6%”

misc · Process Automation: A quickly growing market with

“The global process automation market is growing rapidly, driven by a range of structural drivers. 85% of the process automation market is focused on six key sectors”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“These six sectors account for 40% of NY private sector GDP, over 50% of its workforce, and over 60% of the incremental UI claims filed recently”

“WHILE WE SEE A POSITIVE UPWARD TREND, ONLY 51% OF THE POPULATION ARE EXPECTING THE ECONOMY TO IMPROVE IN THE NEXT 6 MONTHS”

“FIFTY-FOUR (54) AFRICAN COUNTRIES WERE REPRESENTED IN THE BATCH OF 10,170 WITH NIGERIA COMPRISING 38.5% OF THE TOTAL APPLICATIONS”

“46% OF THE TOP 3,050 APPLICATIONS ARE FROM AGRICULTURE, ICT AND EDUCATION & TRAINING SECTORS”

IPSOS · Ipsos SEA Ahead Shift + Sentiments 20211209

“WHILE WE SEE A POSITIVE UPWARD TREND, ONLY 51% OF THE POPULATION ARE EXPECTING THE ECONOMY TO IMPROVE IN THE NEXT 6 MONTHS”

JPMorgan · ei strategy presentation

“While historically 57% of the available universe has hit the 2% dividend yield requirement, the quality of the opportunity set has deteriorated”

MorganStanley · ey digital survey shaping the new normal

“On average, 13% of the broadband customers enjoy more than 1 Gbit/s of internet speed”

“Notwithstanding the usual predominance of trade buyers, the sector has attracted more interest from private equity funds in 2017, which accounted for 30% of the total deals versus 25% in previous years”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“85% of the respondents decided to attend the matches because they were fans of the sport”

“Private market funding growing again with c. 40% of the recovery driven by Generative AI”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Intel's datacenter group accounts for 30% of the company's group revenue”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

“And Amazon is only 1.5% of the way”

“While roughly 5% of the global workforce consistently needs to be reskilled each year, the rapid advancement of AI has sent this figure skyrocketing.”

79× {REGION} and {REGION} Accenture, AirStreetCapital, BCG, Bain, Barclays, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Business activity momentum remains weak but generally stable or improving in the US and Europe, while Japan and Australia are seeing further deterioration”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Recent consumer spending moderation in US and Europe has been concentrated in goods though services demand is also now softening”

Accenture · Year-end Macro Brief Into the Fog of Winter

“A difficult hiring environment (relative to pre-pandemic norms) persists across US and Europe, though labor markets are showing some signs of cooling”

Accenture · Year-end Macro Brief Into the Fog of Winter

“In both US and Europe, worker hoarding remains prevalent and labor market adjustment is happening mainly through channels other than outright layoffs”

misc · Trend Compendium 2030 Megatrend 2 Globalization &

“The economic power and future development of the BRICS cluster is driven by China and India”

misc · Trend Compendium 2030 Megatrend 2 Globalization &

“However, beyond BRICS (driven by China and India), other fast growing country clusters shape the landscape of emerging markets”

“The global lighting solutions market had an estimated value of 8.2bn SEK in 2019, with the EU32, the US, China and Japan are the largest end markets”

“Choice of main lighting solution varies by market and type of user – US shows higher share of continuous, while Japan and China exhibit tendency toward speedlight”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Strong customer franchises in the UK and US”

JPMorgan · mi gtia

“China and India equities: Representation in global markets”

MorganStanley · ey connecting the dots m a deals in technology ser

“Large deals comeback with notable take-privates across US and Europe”

MorganStanley · ey mobility consumer index mci 2022 study

“Fully electric: Purchase consideration for a fully electric car is highest in China, followed by South Korea and Norway, while it is the lowest in the US and Japan”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“India and China see significant growth of AI talent, and India’s AI research is most diverse”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“AI-based screening mammography reduces false positives and false negatives in two large, clinically-representative datasets from the US and UK”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“The UK and China are the biggest beneficiaries of American-educated AI PhDs who leave the US after graduation”

78× the {METRIC} of · Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, Deloitte, IPSOS, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

“Industries Are at Different Stages in the Adoption of Digital Technology”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers in North America will increase rapidly and significantly, nearly tripling from the current 7% to 20% by 2024.”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers will increase rapidly and significantly, more than doubling from the current 12% to 27% by 2024.”

misc · Evaluating NYC media sector development and settin

“NYC is still the center for advertising and will most likely grow with the growth of transmedia campaigns”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

misc · Southeast Asia’s digital consumers: A new stage of

“Southeast Asia forges ahead with the adoption of future technologies”

misc · How can Australia’s agriculture sector realise opp

“Pre-emptive action has a price, yet the cost of inaction will be greater.”

“The adoption of smartphones and resulting increase in the number of content creators drives demand for and presents new opportunities within smartphone lighting”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

MorganStanley · ey emerging tech at work 2023 report updated

“Putting humans at the center is key to the adoption of emerging technologies”

MorganStanley · ey mobility consumer index 2023

“Car-buying intent continues to be strong: While the share of non-car owners intending to buy new cars declined by 2%, the same for car owners registered a 3% increase (y-o-y)”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Supervised learning and the cost of edge cases: New technology approaches are needed”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Graphcore M2000 offers faster training time to drop the cost of state-of-the-art models”

BenedictEvans · 2015 Benedict Evans 2015 Mobile is Eating the Worl

Accenture · January Macro Brief Special edition: 2024 outlook

78× {N} - {N} · Accel, Accenture, BCG, BenedictEvans, BondCap, Deloitte, IPSOS, LEK, McKinsey, misc

“The significant likelihood of higher-for-longer rates is expected to amplify corporate bankruptcy pressures, particularly as debt refinancing needs grow in next 1-2 years”

“In life sciences, Moderna became a household name in the US and beyond when it developed its COVID-19 vaccine in just one year (versus the typical 5-10 years needed).”

Accenture · May Macro Brief Consumer spending in flux

“Higher-income households have been key to consumer resilience over past 1-2 years, but pressures are also beginning to emerge for these wealthier consumers”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Bruttoprovenu i størrelsesorden 53-137 mio. kr.”

“OWNERSHIP OF 'TRADITIONAL' INVESTMENT PRODUCTS RISES WITH AGE. ALMOST 1 IN 5 25-34 YEAR OLDS ARE INVESTED IN CRYPTOCURRENCIES”

misc · Understanding public attitudes to early childhood

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

misc · Process Automation: A quickly growing market with

“Increased M&A activity expected in process automation over the next 12-24 months”

“Despite recent progress, a large emission gap of 2.6-3.2 Gt exists vs. 2030 targets”

“OWNERSHIP OF 'TRADITIONAL' INVESTMENT PRODUCTS RISES WITH AGE. ALMOST 1 IN 5 25-34 YEAR OLDS ARE INVESTED IN CRYPTOCURRENCIES”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Though most parents of children aged 0-5 seek out advice and support, few seek support on emotional or social development”

Accel · 2021 Accel On the path to global domination

“>50% of winners founded in the last 2-5 years vs 4-7 years in 2023...”

BCG · 2024 Executive Perspectives The Future of the AI D

“Top companies lean into the 10-20-70 principle to drive toward a platform-led organization; they see AI as mainly a people transformation vs. tech-only”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

Accenture · January Macro Brief Special edition: 2024 outlook

77× in · {METRIC} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

“In assessing investment and location decisions, companies should factor in the growing risk that government incentives get dialed back over time due to fiscal pressures”

Accenture · Value untangled Accelerating radical growth throug

“We already know that companies with high interoperability can unlock an additional five percentage points in annual revenue growth.”

“Disruptions drove $1.6 trillion in missed annual revenue growth”

“NATIONAL BRANDS HAVE POTENTIALLY MISSED OUT ON UP TO 4% IN ANNUAL SALES GENERATED FROM MEDIA SPEND”

misc · Rail industry cost and revenue sharing (2011)

“Analysis of the drivers of TOC passenger revenue suggest that there is an economic case for NR to take a minority share in TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Evaluating NYC media sector development and settin

“NYC film production is at its highest levels supporting employment of over 12k¹ and $1.4b in direct spend”

misc · Fletcher Building – economic uncertainty analysis

“The outlook for infrastructure work done grows at a strong pace across all scenarios, underpinned by strength in business investment and public spending growth”

“We are making significant progress in key growth drivers”

“Quality hiring in targeted growth markets, leading to higher productivity; started net hiring in 9M19”

DeutscheBank · 20190312 Deutsche Bank MIT Conference

“Strong Growth in Retransmission Revenue”

GoldmanSachs · Goldman Sachs 2024 Aircraft Leasing Conference

“Strong Improvement in Net Profit After Tax”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“China corporate R&D spending is growing fast but significant lags in market share”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“China is outpacing the US in STEM PhD growth...”

BCG · 2024 Executive Perspectives Transformation through

“In this BCG Executive Perspective, we show you how to leverage AI to transform and create value in customer engagement”

“Lots of Innovation in Biggest Consumer Spending Categories...”

“Many Internet Retailers / Brands @ $100MM in Annual Sales* in <5 Years... Took Nike = 14 Years / Lululemon = 9 / Under Armour = 8**”

77× , · {ACTORS} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, Prosus, PwC, RolandBerger, misc

“More broadly, HR organizations extend from transactional to strategic value-oriented contribution”

“To achieve strategy at the pace of technology, business leaders need to consider the aggregate potential of their tech-investments.”

“1. On C-suite dynamics, leading companies have closed the tech-fluency gap, and raised the bar for senior tech executives”

“2. On strategy dynamics, tech-forward companies have accelerated strategy cycle times and learned to allocate resources more flexibly than others”

misc · Rail industry cost and revenue sharing (2011)

“8 – Information: We would not recommend that TOCs be required to align any of their management practices with NR’s geographies. However, train operators should be required to split their P&Ls by NR geography”

misc · Evaluating NYC media sector development and settin

“Additionally, various media leaders have own programs underway that NYC could help support and publicize”

“Over the last five years, publicly listed companies active in the warehouse automation and material handling segment have traded at median levels of 12.5x LTM EBITDA and 12.0x NTM EBITDA”

misc · Customer Experience: The 14BN Risk Noted for Discu

“Despite the metric used to monitor CEX, Digital banks perform better”

“High expectations on retailers, policymakers, food manufacturers and brands to lead the way in sustainable practices.”

MorganStanley · ey people leaders forum 2025 presentations day1

“To bridge these demands, leading organizations are creating a Talent Advantage through five dimensions”

MorganStanley · eyp global economic outlook jan 2024

“Inflation in many LatAm economies has dropped below 5%, allowing central banks to ease monetary policy”

MorganStanley · eyp global economic outlook jan 2024

“Disinflationary forces are likely to remain in place through 2024, notwithstanding El Niño and geopolitical risks, allowing central banks to gradually ease policy”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Despite trade tensions, Chinese companies continue to IPO on US public market”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Driven by public companies, AI companies reach nearly $9T in value”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-driven procurement cuts headcount to 70%, freeing workers and requiring AI skills”

BCG · 2024 Executive Perspectives The Future of the AI D

“By modernizing their stack, leading companies across industries are driving innovation and growth and reaping material benefits from GenAI”

“To unlock value, HR leaders are investing in foundational enablers”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“Across the 3 plays, leading companies are setting ambitious targets when embarking on AI transformation journeys”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Which also meant creating huge, scary companies”

Prosus · 2025 The Rise of the Agentic Workforce

“As AI takes on more routine tasks, human workers need different skills”

76× vs . {N} BCG, Barclays, BondCap, IBM, JPMorgan, McKinsey

BCG · Women-led startups losing across the board: from c

“Only 1 in 4 women started a business solo (~30% less than men) & only ~1 in 10 partnered with other women (vs. 1 in 2 men partnered with other men)”

“The sector also witnesses a low digital banking penetration with 27% of adults having made a digital transaction vs. 60% benchmarks”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“Activists continue to launch proxy fights to effectuate change with 13 fights YTD vs. 10 in 2024”

“The JPMorgan Growth Advantage Strategy SMA (net of fees) returned 12.77% vs. 18.15% for the Russell 3000 Growth”

McKinsey · COVID-19 Auto & Mobility Consumer Insights

“62% of respondents travel less than before COVID-19; mobility slowly picking up (-10pp consumers traveling less vs. 1 month)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“R&D Spend @ Big Six* USA Public Tech Companies = 13% of Revenue...vs. 9% Ten Years Ago”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...CapEx Spend @ Big Six* Tech Companies = 15% of Revenue & Accelerated vs. 8% Ten Years Ago”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

76× · {METRIC} = BondCap

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Consumer / User AI Adoption = Unprecedented”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech Incumbent AI Adoption = Top Priority”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“'Traditional' Enterprise AI Adoption = Rising Priority”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Technology Ecosystem AI Adoption = Impressive”

75× · {ACTORS} , Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, BondCap, Deloitte, IPSOS, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A tepid growth recovery, constrained by high rates and still-cautious consumers, is most likely for UK, with downside risk that economy gets stuck in cycle of rolling mild recessions”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“China's growing involvement in the economies of most countries, and its concerted effort to attract foreign investors, is another risk that warrants scrutiny.”

“By directing green innovation at both prominent and practical green consumers, companies can expand their target market to over 80% of people.”

“Raising the bar for senior tech leaders, calling on them to distinguish relevance from noise”

misc · Our life with AI: The reality of today and the pro

“Tech companies, governments, and society—together.”

“Among active investors, most saw an opportunity to grow their portfolio; however, those who sold did so because they needed the money.”

misc · Southeast Asia’s digital consumers: A new stage of

“More consumers trying different brands, and small players set to benefit most”

“Hidden Workers, Untapped Talent”

“Our research identified several categories of people who became hidden workers, including people who have:”

“For previously hidden workers, the most important factor contributing to returning to work was supportive employer practices.”

IPSOS · our life with ai google ipsos report

“Tech companies, governments, and society—together.”

IPSOS · inv research 20210422 investing and covid 19 0

“Among active investors, most saw an opportunity to grow their portfolio; however, those who sold did so because they needed the money.”

“We are deepening relationships with our core Home Lending customers, and building on our existing momentum...”

“Notes on slide 24 – We are deepening relationships with our core Home Lending customers, and building on our existing momentum…”

“We are improving productivity to better acquire and serve customers, and optimize expense”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Driven by public companies, AI companies reach nearly $9T in value”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Of all venture-backed companies, the highest % of AI companies are found in robotics, enterprise software, space and security categories.”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“Once ignored by major pharma companies, AI is moving front and center for some”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“American companies, global reach”

“USA = 60% of Most Highly Valued Tech Companies Founded By... 1st or 2nd Generation Americans...1.9MM Employees, 2018”

75× · in {METRIC} Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, DeutscheBank, EY, JPMorgan, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“Disparities in consumer health and spending resilience are set to widen further, with lower-income groups likely to face particular pressure to rein in spending”

“Around 80% of Automotive – OES leaders fear significant escalations in cost (>5%) alongside losing talent (>5%), if they fail to overcome organizational challenges”

Accenture · Work, workforce, workers Reinvented in the age of

“Change in sales professionals' reported productivity, confidence, impact and stress management as a result of integrating gen AI tools”

Accenture · Value untangled Amplify speed to value through int

“Embracing agility in Growth Markets during uncertain times”

“Lloyd’s experienced a significant reduction in investment returns”

misc · Evaluating NYC media sector development and settin

“NYC television production has doubled since 2002, now accounting for $3b in spend and employing ~30k people”

misc · Southeast Asia’s digital consumers: A new stage of

“Video plays vital role in engagement amid rapidly growing usage”

“Half of the banks reported an improvement in cost efficiency”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Costs: lower regulatory change spend facilitates investments in growth”

DeutscheBank · Deutsche Bank Q4 FY 2024 Presentation

“Strong execution and positioning underpin confidence in revenue trajectory”

DeutscheBank · Client Creditor Overview Q4 2023

“Strong execution and positioning underpin confidence in revenue trajectory”

DeutscheBank · Q4 FY 2024 Fixed Income Call

“Strong execution and positioning underpin confidence in revenue trajectory”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“The economic impact is calculated by looking at the net increase in spending as a result of the event”

“...BUT decline in growth not always balanced enough by profitability, making rule of 40 companies a rare breed”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Why now? Satellite data is decreasing in cost and increasing in resolution and frequency”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“The drop in investment is most noticeable in megarounds”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Health care and financial institutions are the leading sectors in adoption of R&C AI/GenAI”

BCG · 2024 Executive Perspectives Transformation through

“Conversational capability in sales | GenAI transforms sales with hyper-personalization and AI-driven roles”

“Incremental Internet + Smartphone Users = Harder to Garner Owing to Phase in Adoption Cycles...”

74× · {METRIC} is Accel, Accenture, AirStreetCapital, BCG, Bain, BondCap, Cognizant, DeutscheBank, Gartner, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Real wage growth is now in positive territory across the US, UK and Euro area amidst subsiding inflation”

Accenture · The productivity push Powering the UK’s performanc

“Tech investment is falling short”

“Corporate capex is re-emerging as a primary engine of global growth after years of underinvestment as businesses look to modernize assets and capitalize on macro shifts”

“While China currently holds over 40% of current data center capacity in APAC, future capacity growth is expected to be driven by Japan, India, and ASEAN countries”

misc · Rail industry cost and revenue sharing (2011)

“Total GB rail industry revenue is c.£7.9bn and costs are c.£12.9bn p.a.”

misc · Gartner delivers actionable, objective insight, gu

“Total IT Spending is 4.4 Trillion US Dollars in 2022”

“Planned premium is down in many lines – and significantly so in some”

“Many districts still have weak or no mobile broadband signal, while fixed broadband penetration is considerably low at 0% for some provinces”

DeutscheBank · 1100 Aircastle

“Multi-year Growth in Upstream Oil & Gas Spending is Underway”

“Global economic growth is underpinned by low unemployment, solid consumer spending...”

“Total IT Spending is 4.4 Trillion US Dollars in 2022”

“Our strong organic growth is complemented by strategic acquisitions”

“Continuous investment is driving strong momentum across key business drivers”

JPMorgan · 2022 global technology

“Our expense growth is driven by investments”

“Mixed story for enterprise cloud giants as agentic adoption is still in its early days”

“Gross margin is still below traditional software...”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“China corporate R&D spending is growing fast but significant lags in market share”

“If It Seems Like Package / Parcel Growth is Accelerating... It’s Because It Is, +9% Y/Y...”

72× {N} : · Accenture, AirStreetCapital, BCG, Bain, Bessemer, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, Innosight, JPMorgan, KPMG, McKinsey, PwC, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 2: ROLE CLUSTERS OFFER A UNIQUE LENS ON EVOLVING WORK PATTERNS”

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 7: CHANGE IN IMPORTANCE OF SKILLS FOR SCIENCE AND ENGINEERING ROLES (2004-2017)”

“Figure 6: Reinventing roles – machine operator to autonomous production maintenance team lead”

“Figure 2: Almost 1.4 billion digitally astute and influential consumers will enter these eight markets over the next decade”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 1: Symmetrical Regional EBS – based on implementation in the short term”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 3: NR shares TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 4: Full scope for performance relative to a defined baseline”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 6: Partial exposure to changes in OMR baseline at periodic reviews”

CreditSuisse · 20230530 A long way down Credit Suisse Rolf Sethe

“Phase 2: One Scandal after the next”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 1: Sustaining the step-up in growth and competitiveness”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 2: Navigating through unprecedented cost inflation”

GoldmanSachs · 350e000c acff 48f1 ab1e fc2abe7a5f3c

“Tech Bubble 5 vs. Magnificent 7: Failing to reach consensus estimates stymied stocks in 2000”

Accenture · 2025 The new rules of Platform Strategy in the age

“Figure 2: Platform-native capabilities remain the dominant path for AI deployment”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“OpenAI launches Sora 2: controllable video-and-audio inches toward a world simulator”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The duality of GPT-5: today's best model was clouded by the worst launch”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Trump 47: back with a vengeance”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Llama-4: alleged data contamination, misleading benchmarking by overfitting and underwhelming vibes overall”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“Level 3: Recent BCG project reshaped supply chain processes with GenAI tools running complex scenarios/root-cause analysis”

72× · for · {METRIC} Accenture, BCG, Bain, Barclays, Deloitte, DeutscheBank, EY, IDC, JPMorgan, KPMG, Kearney, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, USydney, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Dissonant perceptions of recession risk continue to drive high uncertainty, and the greater pessimism among consumers and firms could prove more relevant for future spending”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“First ideas for considerable cost savings”

BCG · AI-Enabled Engineering Excellence

“As companies explore AI, understanding and mitigating risks are critical for responsible adoption”

BCG · BCG Investor Perspectives Series Q2 2023

“Investor support for prioritizing dividends is at a series high, but support for aggressive share repurchases remains modest”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

misc · Rail industry cost and revenue sharing (2011)

“Summary of the 4 options for sharing cost and revenue performance relative to a baseline trajectory that have been included in L.E.K.'s evaluation summary”

“Multiple tailwinds are driving increased warehouse automation – the market is experiencing an accelerating adoption cycle and offers room for substantial growth”

Barclays · 2024 Barclays ESG Conference Presentation

“Clear requirements and expectations, critical for supplier engagement”

DeutscheBank · 2023 Deutsche Bank FIG Presentation upload vf

“Global Hausbank positioned for further growth”

JPMorgan · 20250114 bayer handout jpm 2025

“Building Momentum for Long-Term Growth as of 2027+”

JPMorgan · 20250114 bayer handout jpm 2025

“Building Momentum for Long-term Growth as of 2027 while Managing LoE Transition”

Accenture · 2025 The new rules of Platform Strategy in the age

“Zurich Insurance: Designing AI-ready architecture for customer engagement”

BCG · 2024 Executive Perspectives The Future of Field Se

“AI enabled solutions have reshaped the ecosystem for service sales & delivery”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Focus on boosting effectiveness of risk processes: enabling better decisions and quality of output to pave the way for business growth”

BCG · 2024 Executive Perspectives Transformation through

“Path to implementation | Shift the insights function from data requestor to insights curator for customer-centric growth”

IDC · 2024 Building an AI fueled strategy

“Data is the strategic priority for GenAI adoption”

USydney · 2024 University of Sydney The 2025 Skills Horizon

“Generative AI for personal productivity”

72× · of · {ACTORS} Accel, Accenture, AirStreetCapital, BCG, Bain, BondCap, Capgemini, Cognizant, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, KPMG, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, misc

“In addition, the project team worked with a wide range of NYCHA employees and departments”

Accenture · Blueprint for Service Success

“The expectations of industrial companies' customers are changing.”

“A new generation of digital consumers will emerge in eight countries over the next 10 years.”

Accenture · Ready for take-off Why niche markets are the next

“The low footprint of large companies in these markets means that innovation is happening on too small a scale to have the needed impact, or is not happening in the places where it is needed the most.”

misc · Rail industry cost and revenue sharing (2011)

“5 – Percentages: There are precedents of train operators taking an interest in NR’s costs. These can be used to inform the setting of sharing percentages”

misc · Evaluating NYC media sector development and settin

“New ideas were proposed on media sector promotion, some of which could use the collaboration of media leaders”

“The young are more trusting of business leaders and more focused on their careers”

misc · Southeast Asia’s digital consumers: A new stage of

“Indonesia has largest number of digital consumers in Southeast Asia”

“Digitalization and school connectivity being top of mind of Indonesia leaders ...”

“China faces a world of declining workers and exports, leading it to focus on growth of consumer spending”

GoldmanSachs · 2021 q4 earnings results presentation

“Acquisitions of Partner-Firms provides access to distinct cash flow streams”

“The young are more trusting of business leaders and more focused on their careers”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Only the minority of local firms see ESG as a priority for investment in 2023”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“A number of local firms are looking to private equity and other sources of non-traditional capital financing”

“The number of SaaS companies created is exploding...”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“AI Nationalism: Governments increasingly plan to scrutinise acquisitions of AI companies”

BCG · 2025 Executive Perspectives Move Fast Scale Smart

“In this BCG Executive Perspective, we articulate the vision and value of AI-first companies”

“Current Generation of Internet Leaders = Growing Faster than Previous Generation”

“Incumbents = Increasingly Betting on Technology Companies to Fuel Growth... Non-Tech Acquisitions of Tech Companies +2.6x Since 2012”

72× {N} % {TIMEFRAME} Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers in North America will increase rapidly and significantly, nearly tripling from the current 7% to 20% by 2024.”

Accenture · The art of AI maturity Advancing from practice to

“The share of AI Achievers will increase rapidly and significantly, more than doubling from the current 12% to 27% by 2024.”

“Industry analysts expect the growth in US computer and consumer electronics retail e-commerce sales to reach 18% in 2020”

BCG · US Mail Volumes to 2020

“We project a volume decline of at least 15% by 2020 vs. 2009”

misc · The Growing Challenge of Semiconductor Design Lead

“In absence of action, market share of US companies (a proxy for design leadership) is projected to drop to 36% by 2030”

misc · Evaluating NYC media sector development and settin

“Filmed production industry direct spend has increased 70% since 2002. Employment grew by over 30k since 2004.”

misc · Projecting US Mail volumes to 2020

“We project a volume decline of at least 15% by 2020 vs. 2009”

“77% in Germany think society is broken, up from 61% in 2021.”

misc · The Next Gen Index Millennials and Gen Z in the US

“Millennial and Gen Z share of spend will increase to 48% by 2030”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Statutory RoTE: driving to above 12% by 2026”

“We are targeting a core RoTE of >8% and a Group RoTE of ~6% by 2025”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Ever Healthier Portfolio: 80%+ of sales in growing segments* now, up from < 50% in 2018”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Accelerating decarbonisation investments in EU will support EAF share growing to >50% by 2030”

“77% in Germany think society is broken, up from 61% in 2021.”

“...with no company growing above 40% In 2024”

Accel · 2017 Accel The Factory is Cranking

“Cloud Index grew 350% since 2011”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“US AI companies absorb 70% of global private capital in 2023, up from 55% in 2022”

“Remote Workers = Rising... ~5% of Americans vs. ~3% in 2000”

“ITDMs are more optimistic about the number of AI pilots their company will start in 2025; Around a third say their company has plans to start more than 20 AI pilots, compared to only around 20% in 2024”

71× {ACTORS} and · Accenture, AlvarezMarsal, BCG, Bain, Barclays, Deloitte, DeutscheBank, EY, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“In addition, the project team worked with a wide range of NYCHA employees and departments”

Accenture · Work, workforce, workers Reinvented in the age of

“Figure 4. Misaligned perceptions between workers and CxOs on key concerns related to gen AI's impact on work, the workforce and workers”

Accenture · Make the leap, take the lead: Tech strategies for

“COVID-19 has only widened the gap between Leaders and Laggards”

Accenture · Make the leap, take the lead: Tech strategies for

“Leaders and Leapfroggers demonstrate how bolder and broader enterprise tech strategies are crucial for success”

misc · Rail industry cost and revenue sharing (2011)

“Option 8 is a carrot-based option not a stick-based option. Allowing train operators and NR to develop their own approach to bespoke line-of-sight deals would maximise the scope for innovation”

misc · Rail industry cost and revenue sharing (2011)

“Option 8 is a carrot-based option not a stick-based option. Allowing train operators and NR to develop their own approach to bespoke line-of-sight deals would maximise the scope for innovation”

“Brands and governments recognise the importance of keeping people healthy”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Retail: Impacts and recovery vary among essential vs. non-essential retailers and depend on physical vs. online channel”

misc · Digital Economy: Trends, Opportunities and Challen

“Cross-border data flows surging and connecting more countries, companies and people”

“Supporting customers and clients in pursuit of our strategic priorities”

“Experian's Flywheel: Our strategic advantage which connects Consumers and Partners”

“Activate maximizes yield, creates certainty for consumers and partners and unlocks increased engagement and monetization of offers”

“China faces a world of declining workers and exports, leading it to focus on growth of consumer spending”

IPSOS · Investor Day Presentation 140623 FINAL

“COMPANIES AND GOVERNMENTS NEED INSIGHTS THAT ARE...”

“Brands and governments recognise the importance of keeping people healthy”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Procurement leaders must assess AI use in both their firms and suppliers”

71× · and · {ACTORS} Accenture, AirStreetCapital, BCG, Bain, Deloitte, DeutscheBank, EY, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A tepid growth recovery, constrained by high rates and still-cautious consumers, is most likely for UK, with downside risk that economy gets stuck in cycle of rolling mild recessions”

Accenture · March Macro Brief Financial fissures emerge

“Financial stress is elevated in the US in the aftermath of regional bank failures, fueling economic uncertainty and prompting companies to re-evaluate internal and external risks”

Accenture · March Macro Brief Financial fissures emerge

“The overall number of layoffs in the US edged down in February, but there was a noticeable increase among Media and Telecom companies”

“Figure 2: Almost 1.4 billion digitally astute and influential consumers will enter these eight markets over the next decade”

misc · Rail industry cost and revenue sharing (2011)

“Bespoke, line-of-sight deals are not a new concept. There are many examples of where NR and train operators have reached commercial agreements on issues of common interest”

misc · Rail industry cost and revenue sharing (2011)

“The ORR included two incentive regimes in its PR2008 determination with a view to aligning incentives between NR and train operators”

“To understand the connection between business operations maturity and performance, in 2020, we surveyed more than 1,100 C-suite and VP-level executives across 11 countries and 13 industries.”

“Those Optimistic about How Much Longer the Economy Will Be Impacted More Likely to be Confident and Active Investors”

“Fashion and retail brands are increasingly susceptible to a variety of demand and supply shocks across the supply chain”

DeutscheBank · deutsche bank global consumer conference 2023

“Complementary portfolio of both global and regional brands”

IPSOS · inv research 20210422 investing and covid 19 0

“Those Optimistic about How Much Longer the Economy Will Be Impacted More Likely to be Confident and Active Investors”

JPMorgan · mi gtia

“Equity market sentiment: Flows and domestic investors”

“We are improving productivity to better acquire and serve customers, and optimize expense”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“Trillions of value: The combined enterprise value of private and public companies using AI”

BCG · 2024 Executive Perspectives Managing Risks and Acc

“Policy bot | GenAI simplifies compliance by ensuring automated update of internal policies and enabling employees to become compliance-savvy”

71× · {ACTORS} have Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, BondCap, Capgemini, Deloitte, IPSOS, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Multinational companies have struggled to keep up, but an abundance of talent awaits”

Accenture · Re-focus your talent lens: Abundance awaits

“There are qualified talent pools that multinational companies have yet to discover”

Accenture · March Macro Brief Financial fissures emerge

“European banks have been slow to pass on interest rate increases to their depositors, but this dynamic could now change as competition for deposits intensifies”

Accenture · March Macro Brief Financial fissures emerge

“In general, banking sectors in APAC are even better capitalized than in the US, and central banks have been able to rely on USD swap lines in times of crisis to mitigate liquidity risks”

misc · Rail industry cost and revenue sharing (2011)

“Bespoke, line-of-sight deals are not a new concept. There are many examples of where NR and train operators have reached commercial agreements on issues of common interest”

misc · Evaluating NYC media sector development and settin

“Additionally, various media leaders have own programs underway that NYC could help support and publicize”

misc · Process Automation: A quickly growing market with

“In the last five years, publicly listed process automation companies have traded between 10x to 13x NTM EBITDA”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR

“Business leaders have a responsibility to speak out on social and political issues affecting my country”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders have a responsibility to speak out on social and political issues affecting my country”

misc · Blockchain and Digital Assets

“Fashion and beauty brands have used NFTs to create exclusive new experiences and products”

IPSOS · ipsos global trustworthiness monitor stability in

“Business leaders have a responsibility to speak out on social and political issues affecting my country”

IPSOS · ipsos global trustworthiness monitor 2022 charts

“Business leaders have a responsibility to speak out on social and political issues affecting my country”

MorganStanley · ey gl hfs horizons insurance services excerpt 06 2

“24 service providers have been evaluated in this report”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“All seven major private LiDAR companies have SPAC'd and trade below their IPO price”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“AI-first drug discovery companies have 18 assets in clinical trials, up from 0 in 2020”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“But many companies have yet to realize the full benefits of supply chain technologies”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Tech companies have hired at huge scale in the last decade”

“Data is now fundamental to how people work & the most successful companies have intelligently integrated it into everyone's daily workflow... Data is the new application.”

McKinsey · 2024 Outcompeting with AI in Process Industries

“Many enterprises have moved from experimentation to embedding AI in their business models...”

71× the · {METRIC} · Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, Bessemer, Deloitte, EY, GoldmanSachs, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“The implied public spending contraction needed to fund the UK government's recent tax cuts puts pressure on key public services and could further strain household finances”

Accenture · Year-end Macro Brief Into the Fog of Winter

“India continues to show the strongest growth momentum within Asia-Pacific, while conditions deteriorated further in Australia”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Falling year-over-year materials and energy prices have reduced some of the input cost pressures across industries”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should be agile in adapting their marketing, pricing and channel strategies to the diverging spending power of different customer segments”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

“What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?”

“What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?”

“What are the specific investment opportunities within these prioritized sectors and actions required to accelerate the trajectory to full potential?”

GoldmanSachs · Goldman Sachs Presentation Final

“We are finishing off the year in a strong position heading into 2022, and we're excited about the many organic growth opportunities we see across the franchise.”

GoldmanSachs · 3Q23 Investor Presentation GS

“Automation allows IBKR to be one of the lowest cost processors in the industry”

GoldmanSachs · 2025 05 28 Goldman Sachs Brazil Commodities Days

“Be "BEST-IN-CLASS" IN THE TOTAL PULP COST VISION”

“The JPMorgan Growth Advantage Strategy SMA (net of fees) returned 12.77% vs. 18.15% for the Russell 3000 Growth”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The Sovereign AI spending spree”

BenedictEvans · 2016 Benedict Evans 2016 Mobile is Eating the Worl

“Going electric: riding the battery cost curve”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Record breaking cloud M&A activity in 2020 with Slack receiving the largest revenue multiple paid in history”

“Streamlining the end-to-end sales process with role-based AI agents”

71× {N} · to Accel, AirStreetCapital, BCG, Bain, BenedictEvans, BondCap, Deloitte, DeutscheBank, Gartner, IPSOS, JPMorgan, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc, proposals

“Luxury players need to build capabilities in 3 dimensions to achieve long-term digital transformation”

“However, 3 key reasons to believe there is a strong potential to be unlocked”

BCG · AI-Enabled Engineering Excellence

“Challenges | AI value blockers – 6 challenges to overcome now”

BCG · Global Restart Key Dynamics COVID-19

“COVID-19 epidemic continues to progress globally while disease hotspots are changing and lockdown strategies are evolving”

“AROUND 1 IN 6 RESPONDENTS PLAN TO INVEST IN A NEW FINANCIAL PRODUCT IN THE NEXT YEAR”

misc · Rail industry cost and revenue sharing (2011)

“Options 3, 7 and 8 appear to be the most attractive in the short term. However, Options 3 and 7 are focussed on the same objective”

misc · Rail industry cost and revenue sharing (2011)

“Options 3, 7 and 8 appear to be the most attractive in the short term. However, Options 3 and 7 are focussed on the same objective”

misc · Rail industry cost and revenue sharing (2011)

“A VTAC based incentive mechanism could be an improvement on the status quo. However, Option 3 appears to be a more attractive way of incentivising NR to accommodate additional traffic”

“NAFTA Class 8 build continues to grow while Brazil build has plateaued and global light motor vehicle production has declined”

“AROUND 1 IN 6 RESPONDENTS PLAN TO INVEST IN A NEW FINANCIAL PRODUCT IN THE NEXT YEAR”

“Global Investment Banking grew market share for 4 consecutive years to 9.0%”

JPMorgan · 529 cpe

“Making rollovers from 529 plans to Roth IRAs”

MorganStanley · ey q2 2020 global ipo trends report v1

“COVID-19 led to decline in IPO activity in 1H 2020”

“2021: Only 18 MONTHS to reach the same milestone!”

“$3.1T AI data center revenue required over 5 years to payback '26-'30 expected CapEx”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Nutrition: Using genetic, metabolomic, metagenomic and meal-context information from 1,100 study participants to predict individuals’ metabolic response to food”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Using genetic, metabolomic, metagenomic and meal-context information from 1,100 study participants to predict individuals’ metabolic response to food at scale”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Case example 4 – Significant field forces | An oil and gas company developed a GPT-4 tool to optimize maintenance operations”

BCG · 2024 Executive Perspectives The Future of the AI D

“Top companies lean into the 10-20-70 principle to drive toward a platform-led organization; they see AI as mainly a people transformation vs. tech-only”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Focus on 5 hard-earned lessons to win”

BenedictEvans · 2023 Benedict Evans 2023 AI and Everything Else

“(Microsoft took 20 years to reach a $150bn valuation*)”

BenedictEvans · 2017 Benedict Evans 2017 Ten Year Futures

“The iPod took almost 5 years to work”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“4 Decisions to Make When Creating a Generative AI Policy”

71× · to {METRIC} Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, Strategy_and, misc, proposals

“Willingness to share data for reciprocal benefits”

“The majority of nbn users consider essential online tasks more important, however they tend to spend more time on activities they find enjoyable”

“Of the 169 hours per year saved by nbn users, 79 hours are spent on offline activities; with people choosing to spend the most time connecting with family and friends offline”

Accenture · Conquering the next value frontier in private equi

“We see PE firms gravitating toward two main paths to investment value. Doing either successfully means adopting new strategies and driving operating model changes.”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Process Automation: A quickly growing market with

“We span a global network of experts and look forward to connecting with you to share our experience in the automation sector”

“Various stakeholders active across the warehouse automation value chain; the end-market mix shift is largely attributed to growth in e-commerce”

“We are a global network of experts and look forward to connecting with you to share our experience in the automation sector”

“The public remain prepared to share their data, within limits”

Barclays · TSN Barclays Consumer Staples FINAL

“Tyson advantage leading to growth”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Committing to growth through the cycle”

IPSOS · 2020 Effie UK Report in partnership with Ipsos MO

“Winners tend to spend more overall”

“The public remain prepared to share their data, within limits”

“An experienced team dedicated to growth investing”

JPMorgan · presentation us tl strategy sma

“An experienced team dedicated to growth investing”

misc · 2020 Effie UK Report • In partnership withIpsos

“Winners tend to spend more overall”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“More for less: trends in capability to cost ratios are encouraging (Artificial Analysis)”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“More for less: trends in capability to cost ratios are encouraging (LMArena)”

BCG · 2024 Executive Perspectives Unlocking Impact from

“In addition to productivity, AI can radically enhance Customer experience...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech Big Six (USA) = Loaded With Cash to Spend on AI & CapEx”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

71× {N} · that Accenture, AlvarezMarsal, BCG, IBM, IPSOS, Innosight, LEK, McKinsey, OliverWyman, PwC, misc, proposals

Accenture · FULL VALUE. FULL STOP How to scale innovation and

“01 Adopt technologies that make the organization fast and flexible”

“42% of C-suite leaders say skills shortage is one of the top 3 challenges that would hold back their organizations' ability to respond to change. It is particularly a major concern in the healthcare industry.”

“The 40 factors that influence advancement and characterize a culture of equality”

AlvarezMarsal · UAE Health Sector Pulse Quarter 1, 2021

“UAE rise of insurance premiums remains high at 8%, exceeding inflation rate; UAE percentage rise of insurance premiums in ‘20 exceeds that of some developed nations”

misc · Process Automation: A quickly growing market with

“The growing industrial automation sector comprises 3 key subsectors that cover multiple industrial end-industries”

misc · WHAT THE FUTURE: WELLNESS

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

misc · Introduction to a dynamic market with numerous inv

“The growing industrial automation sector comprises 3 key subsectors that cover multiple industrial end-industries”

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”

“Open-source ecosystems are crucial to AI strategy, with 6-in-10 ITDMs reporting that their company is using open-source ecosystems to source their AI tools”

70× with · {METRIC} Accel, Accenture, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, JPMorgan, LEK, McKinsey, MorganStanley, RolandBerger, SimonKucher, misc

“Companies with long-term profitable growth demonstrate balanced strength across all performance dimensions in the Resilience Index.”

“RESPONSE CURVES HELP MARKETERS UNDERSTAND EXPECTED RETURNS ASSOCIATED WITH CHANGING SPEND LEVELS”

“Diverging business sentiment is influencing capital expenditures across major economies, with healthy capex expectations in the US, India, and Japan but less so in Europe”

BCG · AI at Work APAC

“AI adoption in APAC is strong, with uniquely high adoption rates for frontline employees”

“Warehouse automation assets with high-growth business models driving M&A and investment activity”

misc · Environmental Services Outlook

“Temporary job access may cause select remediation project delays, but consulting work with longer engagement cycles should be less impacted”

misc · Education: Mega Trends and Opportunities in Africa

“Education: Strong Correlation with Economic Growth”

misc · Luxury Goods Worldwide Market Study, Spring 2019

“POSITIVE Q1 2019 PERFORMANCE, WITH CHINESE SPENDING DYNAMICS FUELING GLOBAL LUXURY SCENE”

“H123: Group RoTE of 13.2% with statutory profit before tax of £4.6bn”

“Well positioned with significant growth opportunities”

“We've built a diversified, resilient business with multiple revenue and distribution models”

“Asia wealth projected to grow, with outsized share to top players”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

“Data Insight + Translation = Healthcare Delivery Could Change Faster With Consumer Engagement & Faster Innovation Cycles”

“Data Gathering + Optimization = Accelerates With Computer Adoption... Mainframes (Early 1950s*)...”

“...Data Gathering + Sharing + Optimization = Accelerates With Computer Adoption... Consumer Mobiles + The Cloud (2006→)...”

70× {ACTORS} have · Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BenedictEvans, BondCap, Capgemini, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Multinational companies have struggled to keep up, but an abundance of talent awaits”

Accenture · March Macro Brief Financial fissures emerge

“Delivery times and work backlogs for manufacturers have broadly normalized to pre-pandemic averages across major economies”

Accenture · The age of AI: Banking’s new reality

“By the time banks have executed their generative AI strategy, they will have reinvented and modernized most parts of the bank.”

“NATIONAL BRANDS HAVE POTENTIALLY MISSED OUT ON UP TO 4% IN ANNUAL SALES GENERATED FROM MEDIA SPEND”

misc · Process Automation: A quickly growing market with

“In the last five years, publicly listed process automation companies have traded between 10x to 13x NTM EBITDA”

misc · Environmental Services Outlook

“Operators have reduced capex in light of the pandemic”

“Brands have integral role in sustainability fight – but need to ‘gear up’ properly. Just remember your Shield, Sword & Standard.”

misc · Blockchain and Digital Assets

“Fashion and beauty brands have used NFTs to create exclusive new experiences and products”

“Companies Have Pulled Back on Benefits”

“In response to financial pressure, more employees have reduced contributions to savings compared to last year and are seeking support from employers”

IPSOS · What The Future Intelligence

“Workers have high hopes for AI assistance”

“Brands have integral role in sustainability fight – but need to ‘gear up’ properly. Just remember your Shield, Sword & Standard.”

JPMorgan · 2020 firm overview

“Banks have offered earnings growth and stability over the long-term – and among banks we have outperformed”

JPMorgan · 2020 firm overview

“Banks have offered earnings growth and stability over the long-term – and among banks we have outperformed”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“All seven major private LiDAR companies have SPAC'd and trade below their IPO price”

BCG · 2024 Executive Perspectives AI Unlocked Value Crea

“Only 26% of companies have managed to scale value from AI”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Tech companies have hired at huge scale in the last decade”

“Data is now fundamental to how people work & the most successful companies have intelligently integrated it into everyone's daily workflow... Data is the new application.”

McKinsey · 2024 Outcompeting with AI in Process Industries

“Many enterprises have moved from experimentation to embedding AI in their business models...”

70× · {METRIC} · to Accel, Accenture, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, EY, Gartner, IBM, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Saudi Arabia's growth continues to flourish while Turkey and Colombia struggle”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Consumer spending continues to moderate in most major economies, though it improved slightly in China”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Labor markets may be at a turning point as employment growth continues to decelerate in all major geographies”

Accenture · How aligning security and the business creates cyb

“Security investment continues to rise”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has used Oxera’s PR08 analysis of underlying cost volatility to evaluate the impact of this uncertainty on an outperformance only Regional EBS mechanism”

misc · Gartner delivers actionable, objective insight, gu

“57% of Consulting Spending Increase to top 7 Vendors”

misc · Towards the unified secondary market: The evolutio

“DEXs are gaining more market share compared to CEXs due to a.o. self-custody, easier entry for issuers, fewer regulatory obligations, and additional investor access”

misc · Digital Consumers of Tomorrow, Here Today: A SYNC

“Southeast Asia’s ecommerce players’ relative market share shows potential to grow”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Q423 structural cost actions to improve future returns”

DeutscheBank · Deutsche Bank Q4 FY 2023 Presentation

“Peak investment year to future proof franchise”

“57% of Consulting Spending Increase to top 7 Vendors”

“Distinct sales forces sell to leaders across the enterprise”

JPMorgan · cb q1 2024 ie outlook report

“U.S. venture investment returns to normal?”

JPMorgan · 2022 consumer community banking investor day

“Structural improvements in card marketing productivity allow us to scale investment as market opportunities present”

“$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Amazon's revenue continues to grow at 20% a year”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“iPhone Sales May Have Peaked in 2015... While Amazon Echo Device Sales Beginning to Take Off?”

68× · {N} % of Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, DeutscheBank, EY, IBM, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Non-bank financial institutions hold nearly 60% of the private sector's total global financial assets.”

“Around 80% of Automotive – OES leaders fear significant escalations in cost (>5%) alongside losing talent (>5%), if they fail to overcome organizational challenges”

Accenture · Thought you knew the Scope 3 issues in your supply

“For nearly 50% of industries, real upstream hot spots differ from those represented by Tier 1 suppliers”

“A staggering 64% of surveyed companies face significant risks across various domains due to network deficiencies.”

misc · High-end Tourism – a strong driver for Europe

“High-end tourism is a sizeable segment in Europe, representing 22% of overall tourism and worth €130-170B”

“Any potential investment for returns and climate impact is closely linked to three sectors (energy, nature, and agri-food) that capture 90% of SEA's carbon budget”

“Almost 50% of global warehouse automation is expected to come from e-commerce and grocery end markets by 2027, with a geographic focus in the U.S. and Western Europe”

misc · The net-zero transition

“Global capital spending in this scenario would rise to almost 9% of GDP by 2030 before falling back”

Barclays · FY24 Results and Progress Update Presentation

“Income up 6% YoY; more stable income streams 74% of Group income”

“Income up 11% YoY; more stable income streams 68% of Group income”

“BUK Q223 NII contributes 26% of Group income and 51% of Group NII”

“Data centers consume 3% of global electricity and are undergoing dramatic change”

“NEW SERVICES WILL EXCEED 30% OF OUR REVENUES BY 2025”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“NVIDIA's datacenter business breaks $2B run-rate, is growing >100% year on year and accounts for almost 20% of their group revenue”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Deep learning automates 98% of stock replenishment decisions for online grocers”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“US AI companies absorb 70% of global private capital in 2023, up from 55% in 2022”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Impressive 29% of USA Adults Own Tablet / eReader, Up from 2% Less Than Three Years Ago”

“While roughly 5% of the global workforce consistently needs to be reskilled each year, the rapid advancement of AI has sent this figure skyrocketing.”

68× {N} · of Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, misc

Accenture · Banking on AI Banking Top 10 Trends for 2024

“Almost 17 years of near-zero rates has caused house prices to rise strongly.”

“Talent, the No. 2 cause of business change, is ranked No. 4 by C-suite leaders – a perception gap”

Accenture · REINVENTION WITH GENERATIVE AI: CalPERS

“Catapulted by advances in GenAI, technology is the no. 1 cause of business change”

BCG · Seeing the BIG Picture

“Leveraging digital platforms to engage audiences for Season 2 launch of fiction show”

misc · High-end Tourism – a strong driver for Europe

“Overall European tourism generated ~€575-725B in 2019, with the 5 largest countries of focus contributing for ~67%”

“THE NIGERIAN APPLICATIONS WERE SPREAD ACROSS ALL 36 STATES AND THE FCT AS WELL AS THE 6 GEOPOLITICAL ZONES OF THE COUNTRY”

“THE FINAL LIST OF 3,050 COMPRISED OF APPLICATIONS RANKED MEDIUM AND ABOVE IN THE 3RD STAGE, AND OTHERS SELECTED ON DISCRETIONARY BASIS”

misc · Simple & Digital Customer Experience Model

“So far, we have identified 30 Elements of Value: These can lift products and services above commodity status”

Barclays · 20230215 Barclays FY22 Results Presentation

“IFRS 9 transitional relief of c.20bps as at Dec-22”

Barclays · 20230215 Q422 FI Investor Presentation vFFF

“IFRS 9 transitional relief of c.20bps as at Dec-22”

JPMorgan · 2020 am investor day

“Alternatives: Harnessing 50 years of innovation to drive growth”

JPMorgan · 250115 ucb company presentation jpm

“10 Years of Strong Growth and More to Come”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“ML models have 5 types of allocation bias that stem from training data”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Google inks PPA deal with CFS to buy ≥200 MW of electricity from planned fusion plant”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“The first phase 1 clinical trial of an AI-designed drug begins in Japan to treat OCD patients”

BCG · 2025 Rise with RISE Upskill Today for a Digital Fi

“50–70% of learners across RISE batches achieved a positive career outcome within 6 months of graduation”

BondCap · 2001 Bond Cap Internet Trends 2001

“But, it may take 6-18 months of sluggish conditions and relative pain to work through many of the excesses created over the past decade. Note that Telecom Services excesses could take longer.”

“Focus on 3 layers of the organization”

“The 3 phases of value capture maturity”

67× · {METRIC} . Accel, Accenture, AirStreetCapital, AlvarezMarsal, BCG, BondCap, Deloitte, DeutscheBank, Kearney, McKinsey, MorganStanley, PwC, Strategy_and, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Redefine your talent strategy to unlock future growth.”

“A growing number of providers are addressing these issues. Crowdsourcing delivery and Q-commerce services, for example, can facilitate fulfillment and reduce shipping costs. They also offer consumers greater flexibility.”

AlvarezMarsal · A&M Valuation Insights – German vs. European Banks

“European banks reported record levels of profitability in Dec22 due to higher interest rates and a decline in operating costs.”

“Two main drivers fueling KSA Luxury market growth...”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: Network Rail costs (5 of 6): L.E.K. has identified four main options for the scope of NR's costs. There are pros and cons to each”

misc · Rail industry cost and revenue sharing (2011)

“5 – Percentages: There are precedents of train operators taking an interest in NR’s costs. These can be used to inform the setting of sharing percentages”

“Since 2001, Lloyd’s has successfully focused on underwriting profit...”

“Global economic growth is underpinned by low unemployment, solid consumer spending...”

MorganStanley · ey e book the green transition

“Governments are at the front line of the green transition, but existing action plans and policies need to provide credible pathways to limit temperature growth.”

“Luxury shoes still remain the object of desire, leading the segment growth. Premium clothes will increase their pace and reach the same market value of the luxury segment in 2021”

“Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...”

“A new breed of private AI native applications shows unprecedented growth...”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Synthetic data starts gaining more widespread adoption...”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

67× {REGION} ' · · Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, KPMG, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“A growth downshift remains the base case for the US as consumer and financial headwinds intensify; Europe's slowdown is further along, especially for manufacturing-led economies”

Accenture · Year-end Macro Brief Into the Fog of Winter

“China is expected to transition to slower growth path as it confronts structural challenges; Japan's resilience is waning and India's will be tested as global growth slows”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Japan's property market continues to heat up as investors take advantage of the weak yen, low interest rates and souring property sentiment in China, but rising prices have downside”

Accenture · January Macro Brief Special edition: 2024 outlook

“Japan's economy is expected to be sluggish in 2024 while India's resilience will be tested as global growth slows; Brazil's economy is likely to slow but rate cuts may provide cushion”

misc · DOES THE US HAVE A POSITIVE IMPACT ON THE WORLD?

“Among the US's closest allies and neighbours, belief the country will have a positive impact has dropped”

Barclays · unlocking the uk s tech talent potential

“Unlocking the UK's tech talent potential”

MorganStanley · ey sports engagement index january 2025

“The UK's largest participation sport, and third overall”

MorganStanley · ey sports engagement index january 2025

“The UK's fourth-largest sport, with strong gender balance”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Europe publishes the most AI papers, but only China's average citation rate is growing”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Why: China's annual imports of semiconductors have risen to $260 billion”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Why: China's semiconductor industry is small compared to that of the U.S.”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The New Silk Road: China's open models overtake the previously Meta-led West”

67× · by {N} Accenture, AirStreetCapital, BCG, Bain, Deloitte, DeutscheBank, Gartner, GoldmanSachs, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, misc

“China and India have increased their digital investments in these markets by 25% and 15%, respectively, since 2016.”

“WHEN EVALUATING THE ATTRIBUTED RETURNS, THE SALES ROI OF TV INCREASED BY 23%”

Accenture · May Macro Brief Consumer spending in flux

“Even with the recent softening in tariff stance, the US' effective tariff rate has increased by 13 p.p., with an additional 14 p.p. still on the horizon”

Accenture · April Macro Brief: Special edition Tariff distress

“Collectively, the tariffs enacted to date have raised the US' effective tariff rate by 23 p.p., with an additional 13 p.p. still on the horizon”

misc · The Future of Procurement: Why is Technology Laggi

“Sirion’s automation reduces manual governance effort by 45%”

misc · The Next Gen Index Millennials and Gen Z in the US

“Spending on BNPL increased by 52% between Oct-21 and Nov-21, as consumers used BNPL to manage and budget their purchases”

DeutscheBank · Arion Bank Fireside chat slides

“Arion Bank’s international exposure in the Arctic region has increased by 87% in the last two years”

“We expect to grow quota bearing headcount (QBH) by 8-12% and CV by 12-16% over the medium-term”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Total adjusted EBITDA decreased by 17% yoy to €137m in 9M 2023, mainly due to lower zinc and alu prices, unfavourable TC, and higher coke price, partially offset by volume, better hedges and synergies”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“EBITDA increased by 4% yoy to €36m in 9M 2023; Lower cost (mainly lower energy prices) and improved volumes (Hanover) partially offset by lower aluminium prices”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“EBITDA decreased by 26% yoy to €8m in Q3 2023, mainly due to lower aluminium prices partially offset by improved volumes (Hanover back in operations) and lower energy prices”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Reducing the carbon emissions of large neural network training by 100-1000x”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 1 | Company accelerated tendering process by 40% and enabled better negotiation outcomes”

67× {METRIC} in the Accenture, AirStreetCapital, BCG, Bain, Deloitte, DeutscheBank, EY, GoldmanSachs, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“China's accelerated capex in the 'New Three' sectors is adding competitive pressure to companies operating globally in these sectors”

Accenture · May Macro Brief Consumer spending in flux

“Consumer spending in the US has slowed considerably across-the-board (except some frontloading of car purchases), while recent spending trends in Europe are a mixed bag”

“US energy companies have boosted their productivity in the past five years”

Bain · Bold moves: Leading Southeast Asia's next wav

“Opportunities and solutions exist for a new wave of growth in the region.”

“Investment in the green economy cuts across multiple asset classes, deployed by a broad range of investors, with corporates being the largest”

misc · Retail Banking Evolution in the Age of AI

“Business Volumes per employee and business volumes per branch experience significant growth in the past years”

misc · Southeast Asia’s digital consumers: A new stage of

“03. Balance security and efficiency in the supply chain”

misc · Insurance Trends and Growth Opportunities for Pola

“We see a number of global trends driving growth in the insurance industry”

“...as does construction spending growth in the EU and China”

GoldmanSachs · 2025 05 28 Goldman Sachs Brazil Commodities Days

“New investment in the largest P&W mill boosts cost efficiency and reduces carbon emissions”

GoldmanSachs · 2025 05 28 Goldman Sachs Brazil Commodities Days

“Net demand growth in the coming years potentially boosted by additional upside risks”

JPMorgan · 2022 commercial banking investor day

“Significant investment in the franchise while maintaining strong expense discipline”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“America increasingly using the Committee on Foreign Investment in the United States (CFIUS) to scrutinise foreign acquisitions”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“Investment in the USA accounts for more than half of the worldwide VC”

BCG · 2024 Executive Perspectives The Future of Data Man

“In addition, exponential growth in the volume of unstructured and multimodal data in the past decade has further raised the bar on data management.”

67× · = {N} BCG, BondCap

BCG · 2025 Executive Perspectives Future of Marketing wi

“Combined impact of these capabilities = 3-6x improvement on net contribution of marketing (working and nonworking)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Focus – Global CMOs = 75% Using / Testing AI Tools”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Research = 30%-80% Reduction in Medical R&D Timelines, per Insilico Medicine & Cradle”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Model Training Dataset Size = 250% Annual Growth Over Fifteen Years, per Epoch AI”

66× · for · {ACTORS} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Deloitte, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and

“The ability to deliver a consistent level of service across all channels is an increasingly important competitive differentiator for financial providers.”

“DESIGN AND PRODUCTION AND OPERATIONS ARE INNOVATION PRIORITIES FOR AUTO-OES COMPANIES”

Accenture · The ultimate healthcare experience: what people wa

“Figure 6. Clarity, reduced cost and increased drug development transparency are trust builders for pharma companies”

“Public and private capex in India is rising on the back of government initiatives to transform the manufacturing sector, providing opportunity for foreign firms to diversify supply chains”

“...by simplifying the digital mortgage process and providing differentiated experiences for Chase customers”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Deploying internal technology for efficiency is driving a major positive impact for local firms”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Accessing foreign exchange remains a key challenge for local firms”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Six key insights for C-suite executives”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“2025 is the year when "if you can't beat 'em, join 'em" became official media strategy for AI companies.”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“The Great Brain Drain: AI professors depart US universities for technology companies”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“Advances in AI are accelerating, creating new opportunities for CP companies”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“AI will reshape the winning playbook for CP companies as key foundations – from P&L to competitive advantage – begin to shift”

BCG · 2025 Executive Perspectives Consumer AI First Comp

“Reshaped P&L model | Full potential of GenAI for CP companies up to 500-800bps – to be reinvested in brand, consumer access and technology”

“Trendyol = Apparel... Private Label + Local Sourcing for Local Consumers (Middle East)”

66× in {REGION} , Accenture, AirStreetCapital, BCG, BondCap, GoldmanSachs, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Japan's property market continues to heat up as investors take advantage of the weak yen, low interest rates and souring property sentiment in China, but rising prices have downside”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Disinflationary momentum has stabilized somewhat in the US but continues more forcefully in Europe, mainly on the back of lower energy prices”

“The pressure to transform is particularly high in Germany, Austria, and the Nordic countries”

“While China currently holds over 40% of current data center capacity in APAC, future capacity growth is expected to be driven by Japan, India, and ASEAN countries”

misc · High-end Tourism – a strong driver for Europe

“High-end tourism is a sizeable segment in Europe, representing 22% of overall tourism and worth €130-170B”

“Generally, people in Asia, the Middle East and Africa place the highest value on brand image”

“Despite a reduction/plateauing in China, steel demand is expected to increase 91Mt until 2030 driven largely by ASEAN and India”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Global leader in Europe, North America and Asia”

“Generally, people in Asia, the Middle East and Africa place the highest value on brand image”

MorganStanley · ey mobility consumer index mci 2022 study

“Respondents in Italy, Spain, Norway are expected to drive the EV adoption in Europe; China, South Korea shine in APAC, while the US sits at the bottom in North America”

MorganStanley · ey mobility consumer index mci 2022 study

“Fully electric: Purchase consideration for a fully electric car is highest in China, followed by South Korea and Norway, while it is the lowest in the US and Japan”

MorganStanley · ey global economic outlook july 2023

“Modest growth is expected in Japan, with some support from stronger wage growth but lingering constraints from elevated inflation and weak global growth”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“In China, industrial policy and regulation go hand in hand”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“But after leaving university in China, 54% of graduates who go on to publish at NeurIPS move to the USA”

“QR Code Scanning = Up 4x Y/Y in China, Offline Businesses Driving Online Connections”

66× by {N} % Accenture, BCG, Bain, CreditSuisse, Deloitte, DeutscheBank, EY, GoldmanSachs, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, SimonKucher, misc

“China and India have increased their digital investments in these markets by 25% and 15%, respectively, since 2016.”

“WHEN EVALUATING THE ATTRIBUTED RETURNS, THE SALES ROI OF TV INCREASED BY 23%”

“From 2009 to 2024, falling prices caused US industrial demand for natural gas to rise by 28% a year—and demand is likely to keep growing at that rate”

BCG · Sustainability Private Markets

“BCG research shows that “enjoying work” can reduce turnover by 50%, but most companies overlook their employees’ emotional needs”

misc · The Future of Procurement: Why is Technology Laggi

“Sirion’s automation reduces manual governance effort by 45%”

misc · The Next Gen Index Millennials and Gen Z in the US

“All generations took advantage of Black Friday/ Cyber Monday sales, however older generations, in particular, increased spend by 15%”

misc · The Next Gen Index Millennials and Gen Z in the US

“Spending on BNPL increased by 52% between Oct-21 and Nov-21, as consumers used BNPL to manage and budget their purchases”

DeutscheBank · Arion Bank Fireside chat slides

“Reducing cost by 15%”

“Arion Bank’s international exposure in the Arctic region has increased by 87% in the last two years”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Total adjusted EBITDA decreased by 17% yoy to €137m in 9M 2023, mainly due to lower zinc and alu prices, unfavourable TC, and higher coke price, partially offset by volume, better hedges and synergies”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“EBITDA increased by 4% yoy to €36m in 9M 2023; Lower cost (mainly lower energy prices) and improved volumes (Hanover) partially offset by lower aluminium prices”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 1 | Company accelerated tendering process by 40% and enabled better negotiation outcomes”

66× {N} - {N} % Accel, Accenture, BCG, Bain, Barclays, BenedictEvans, BondCap, DeutscheBank, Gartner, KPMG, LEK, McKinsey, PwC, RolandBerger, Strategy_and, misc

“Companies mastering all network maturity drivers gain near-certainty (97-99%) of low-risk classification across all six risk categories”

Accenture · April Macro Brief: Special edition Tariff distress

“The impact of the 10-20% reciprocal tariff on the EU may be amplified by sector-specific tariffs affecting major pharmaceutical and automotive exporting countries”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Effektivisering på 9-11% forventet baseret på FMI egne erfaringer samt BCG benchmarks”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Der estimeres et potentiale på 7-10% for VN I og 3-5% for VN II ved driftseffektiviseringer i vedligeholdelsesstrukturen”

misc · Rail industry cost and revenue sharing (2011)

“A percentage revenue share rate in the range of 5-20% might be appropriate to provide sufficient incentive to NR without unduly blunting TOCs' incentives”

“Cooling (which accounts for 15-20% of SEA electricity demand) could be more efficient via proven solutions and offers low-risk, high-gain abatement potential”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Transportation: Ridership for NY public transportation authorities has declined 65-80% YoY, while rideshare services dropped >80%”

“The market has been impacted by COVID-19, however demand is expected to recover by 2023 with 3-5% growth p.a. expected thereafter”

Barclays · FY24 Results and Progress Update Presentation

“CET1 ratio within the 13-14% target range at 13.6%”

Barclays · FY24 Results and Progress Update Presentation

“Robust capital position with 13.9% CET1 ratio, top end of 13-14% range”

Barclays · Investment Community Presentation Barclays Energy

“10-12% CAGR through 2024”

“We expect to grow quota bearing headcount (QBH) by 8-12% and CV by 12-16% over the medium-term”

“Average funding in Europe is 30-40% lower than in the US”

“$3.1T revenue equivalent to an increase of 1-2% of global GDP CAGR”

“Data, tech, & partnerships | ~80-85% of HR organizations are exclusively buying or assembling built + bought solutions”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“'DEPLOY' Overview | 'DEPLOY' unlocks 10-15% productivity improvement and prepares organization for broader AI change”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“70 Years = New Technology Concerns Ebb / Flow... GDP Rises...Unemployment Ranges 2.9 - 9.7%”

“The GenAI opportunity equates to 4-18% of EBITDA and 19-23% of salary cost annually, across sectors.”

McKinsey · 2024 Outcompeting with AI in Process Industries

“This Virtual Expert could unlock 15-35% additional maintenance technician capacity”

66× · , · {METRIC} Accenture, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Cognizant, CreditSuisse, Deloitte, IPSOS, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, RolandBerger, misc

Accenture · The ultimate healthcare experience: what people wa

“Figure 6. Clarity, reduced cost and increased drug development transparency are trust builders for pharma companies”

“Studies have shown that feeling more included, for instance, boosts productivity, while having an ambition to reach leadership is important to advancing in an organization.”

“Consumer spending on services in the US is softening materially, whereas spending weakness across Europe continuous to be concentrated mainly in goods”

AlvarezMarsal · Saudi Arabia Banking Pulse Quarter 3, 2022

“Rising interest rates, improved cost efficiency and lower impairment charges led to an increase in profitability for KSA banks”

misc · The Growing Challenge of Semiconductor Design Lead

“In absence of action, market share of US companies (a proxy for design leadership) is projected to drop to 36% by 2030”

“Precision agriculture and farmer service platforms are most attractive due to regulatory support, market adoption readiness, and big addressable market”

“Strong fiscal and non-fiscal government support drove capital deployment into Solar and Wind, emerging investment theme on Mobility”

“Coverage as a service - revenue sharing (I/II) | Though Indonesia is used to sharing infra, formalized revenue-sharing provides opportunity for funding”

Barclays · FY24 Results and Progress Update Presentation

“Execution progress: growing IB revenues, improving efficiency”

Barclays · barclays americas select franchise conference fina

“Private Bank - high-quality, accretive growth”

CreditSuisse · csg investor day 2016 sru

“Pre-tax income drag from operating expenses, funding costs and valuation adjustments”

“DOUBLE-DIGIT, ORGANIC GROWTH IN 2022”

JPMorgan · presentation us tl strategy sma

“A fundamental, bottom-up investment process”

BCG · 2024 Executive Perspectives The Future of Data Man

“In addition, exponential growth in the volume of unstructured and multimodal data in the past decade has further raised the bar on data management.”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“GenAI directly accelerates supply chain transformations by making them more agile, increasing adoption rates, and improving value capture”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“Forced experiment, forced adoption”

BenedictEvans · 2020 Benedict Evans 2020 December The Great Unbund

“But elsewhere, market share or value share?”

“Net, Net, Economic Growth Slowing + Margins for Error Declining = Easy Growth Behind Us”

“Sensors = Big / Broad Business, Rapid Growth, Rising Proliferation /N Devices...”

“'Big' Internet Markets (India / Indonesia / Nigeria / Mexico / Philippines) = +20% Growth in 2013 = Strong, Material Penetration Upside”

“Developing 'Big' Smartphone Markets (China / India / Brazil / Indonesia / Russia) = +32% Growth in 2013 = Strong, Material Penetration Upside Remains”

65× to · {N} Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, BondCap, Deloitte, Gartner, Kearney, LEK, McKinsey, MorganStanley, RolandBerger, misc

Accenture · The “new” rules of engagement

“Pharma companies need to do more to better understand and meet the expectations of HCPs due to COVID-19.”

Accenture · Thought you knew the Scope 3 issues in your supply

“Companies looking to decarbonize Scope 3 emissions are missing the mark.”

AlvarezMarsal · UAE Health Sector Pulse Quarter 1, 2021

“Number of beds is also growing, compromising occupancy rates to below 60%”

BCG · The Evolving State of Digital Transformation

“Due to COVID-19, Certain Initiatives Are More Urgent Across the Board”

misc · Gartner delivers actionable, objective insight, gu

“57% of Consulting Spending Increase to top 7 Vendors”

misc · The net-zero transition

“Global capital spending in this scenario would rise to almost 9% of GDP by 2030 before falling back”

misc · Projecting US Mail volumes to 2020

“Standard Mail ad letter volume to increase 18% Some volume capture from First-Class Mail”

misc · Ground Station Life Cycle Assessment

“Overall, the largest contributor to Kiruna-1’s environmental footprint is the Infrastructure category, which contributes to more than 50% of impacts for most indicators.”

Barclays · FY24 Results and Progress Update Presentation

“Statutory RoTE: c.11% 2025 target, driving to above 12% target by 2026”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Statutory RoTE: driving to above 12% by 2026”

“57% of Consulting Spending Increase to top 7 Vendors”

MorganStanley · ey q2 2020 global ipo trends report v1

“Greater China IPO activity returns to pre-COVID-19 levels”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Drug discovery goes open source to tackle COVID-19. This is a rare example of where AI is being actively used on a clearly-defined problem that's part of the COVID-19 response.”

BenedictEvans · 2023 Benedict Evans 2023 AI and Everything Else

““The amount of compute needed to train Llama 4 will likely be almost 10x more than what we used to train Llama 3 - and future models will continue to grow beyond that””

“Public Debt as % of GDP Soon to Eclipse 100%... Deficit as % of GDP Already Above 5%... Levels Typically Seen Only in Wars or Recessions”

65× ~ {N} % of · BCG, Bain, BondCap, Deloitte, JPMorgan, LEK, McKinsey, MorganStanley, Nielsen, RolandBerger, misc

“Social content and digital media draw ~50% of attention; offline creative marketing gaining traction”

“Only ~20% of Sweden's top 50 companies have a CV¹ set-up”

BCG · What’s in a (Domain) Name? The $2 Billion Secondar

“US and China account for ~50% of secondary market sales, but US was main driver of growth from '17-'20”

BCG · Digitizing Make in India Report 2024

“Export potential — Indian exports poised to be ~25% of GDP at $2 Tn by 2030 driven by strong manufacturing focus”

misc · High-end Tourism – a strong driver for Europe

“Europe is the most visited region in the world: ~51% of global international arrivals”

misc · High-end Tourism – a strong driver for Europe

“Overall tourism contributed directly to ~4% of GDP and 12M jobs in 2019, up to ~6% and 22M if considering indirect impact”

“Significant regional differences in socioeconomic status in Indonesia lead to ~20% of schools being unconnected”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

“~50% of Consumer Banking primary customers are engaged across products”

MorganStanley · 20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1

“~92% of income backed by government-linked and MNC tenants”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

“Remote Workers = Rising... ~5% of Americans vs. ~3% in 2000”

“India Mobile Usage = A Global Leader vs. Desktop Usage... ~80% of Internet Usage on Mobiles...”

“...Stitch Fix Back-End Experience = 39% of Clients Purchase Majority of Clothing from Stitch Fix vs. ~30% of Clients Y/Y”

“~5% of Amazon USA Customers Own an Echo vs. 2% Y/Y... ~4MM Units Sold Since Launch (11/14), per CIRP”

65× the {REGION} · · Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, EY, KPMG, LEK, McKinsey, OliverWyman, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“The implied public spending contraction needed to fund the UK government's recent tax cuts puts pressure on key public services and could further strain household finances”

Accenture · March Macro Brief Financial fissures emerge

“Real wage growth has turned positive in the US amidst recent easing of inflation, but remains persistently negative across Europe”

Accenture · May Macro Brief Consumer spending in flux

“Global employment growth has slowed notably in the services sector and remained in contraction for manufacturing, with the UK showing particularly weak job growth”

Accenture · May Macro Brief Consumer spending in flux

“Inflation remains elevated in most major markets but shows easing in the US, Euro area, and Korea, while the UK faces renewed upward momentum”

misc · The Growing Challenge of Semiconductor Design Lead

“The US design workforce is estimated to face a 35% gap between supply and demand by 2030 creating a shortfall of 23,000 workers”

Barclays · unlocking the uk s tech talent potential

“Skills gap within the UK tech ecosystem”

Accel · 2021 Accel On the path to global domination

“... but the UK creates unicorns faster”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Healthcare: The US FDA cleared 3 AI-based diagnostic products in the last 12 months”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“More broadly, how is the US labour market actually changing?”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“How is the US labour market actually changing?”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“Meanwhile, global effects from the US streaming war”

65× {N} % vs BondCap, Deloitte, JPMorgan, Kearney, McKinsey

Deloitte · The Hotel Property Handbook 4.0 Investment & Finan

“RevPAR growth has experienced a consistent growth underpinned by the strong effort on asset repositioning and positioning, specially in 5* segment where RevPAR has increased by 40% vs. 2008 pre-crisis data.”

Kearney · Developing sustainable carbon circularity Looking

“Wind and solar energies are expected to grow faster than advanced biomass by 2040 (+7% vs. +2,5%)”

“The JPMorgan Growth Advantage Strategy SMA (net of fees) returned 12.77% vs. 18.15% for the Russell 3000 Growth”

McKinsey · COVID-19 Auto & Mobility Consumer Insights

“New car purchase intent ~-25% vs. pre-COVID-19 in US, UK, IT; markets except IT recovering; CN stable close to pre-COVID-19”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Tool Adoption by Developers = 63% vs. 44% Y/Y”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Global Internet Penetration = 68% vs. 16% Nineteen Years Ago, per ITU”

“Global New Smartphone Unit Shipments = Declining -4% vs. 0% Y/Y”

65× {N} % vs . BondCap, Deloitte, JPMorgan, Kearney, McKinsey

Deloitte · The Hotel Property Handbook 4.0 Investment & Finan

“RevPAR growth has experienced a consistent growth underpinned by the strong effort on asset repositioning and positioning, specially in 5* segment where RevPAR has increased by 40% vs. 2008 pre-crisis data.”

Kearney · Developing sustainable carbon circularity Looking

“Wind and solar energies are expected to grow faster than advanced biomass by 2040 (+7% vs. +2,5%)”

“The JPMorgan Growth Advantage Strategy SMA (net of fees) returned 12.77% vs. 18.15% for the Russell 3000 Growth”

McKinsey · COVID-19 Auto & Mobility Consumer Insights

“New car purchase intent ~-25% vs. pre-COVID-19 in US, UK, IT; markets except IT recovering; CN stable close to pre-COVID-19”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Tool Adoption by Developers = 63% vs. 44% Y/Y”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Global Internet Penetration = 68% vs. 16% Nineteen Years Ago, per ITU”

“Global New Smartphone Unit Shipments = Declining -4% vs. 0% Y/Y”

65× + {N} % · / Accel, BondCap

“Software is not going away: Globalscape Public Cloud Index recovering (+25% y/y)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx Spend @ Big Six* Tech Companies = +63% Y/Y & Accelerated...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Global Internet Users @ 5.5B = +6% Y/Y & Accelerating, per ITU”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Adoption @ USA Firms = +21% Q/Q @ ~7% of Companies (Q1:25)”

65× @ {N} % BondCap

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“ChatGPT Mobile App – Top User Countries = India @ 14%...USA @ 9%...Indonesia @ 6%, per Sensor Tower”

“Global Internet Users = China @ 21% of Total...India @ 12%...USA @ 8%”

“E-Commerce Share = Gains Continue @ 15% of Retail vs. 14% Y/Y”

“Video Time = Digital +2x in Five Years @ 28% of Total (vs. TV)”

64× · {N} : · Accenture, AirStreetCapital, BCG, Bain, Bessemer, CreditSuisse, Deloitte, DeutscheBank, GoldmanSachs, Innosight, JPMorgan, KPMG, McKinsey, PwC, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 2: ROLE CLUSTERS OFFER A UNIQUE LENS ON EVOLVING WORK PATTERNS”

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 7: CHANGE IN IMPORTANCE OF SKILLS FOR SCIENCE AND ENGINEERING ROLES (2004-2017)”

“Figure 6: Reinventing roles – machine operator to autonomous production maintenance team lead”

“Figure 2: Almost 1.4 billion digitally astute and influential consumers will enter these eight markets over the next decade”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 1: Symmetrical Regional EBS – based on implementation in the short term”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 3: NR shares TOC revenue”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 4: Full scope for performance relative to a defined baseline”

misc · Rail industry cost and revenue sharing (2011)

“Assessment: Option 6: Partial exposure to changes in OMR baseline at periodic reviews”

CreditSuisse · 20230530 A long way down Credit Suisse Rolf Sethe

“Phase 2: One Scandal after the next”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 1: Sustaining the step-up in growth and competitiveness”

DeutscheBank · fd4b1c5071718761657e3d9fd9dec1092cda8949

“Priority 2: Navigating through unprecedented cost inflation”

GoldmanSachs · 350e000c acff 48f1 ab1e fc2abe7a5f3c

“Tech Bubble 5 vs. Magnificent 7: Failing to reach consensus estimates stymied stocks in 2000”

Accenture · 2025 The new rules of Platform Strategy in the age

“Figure 2: Platform-native capabilities remain the dominant path for AI deployment”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“OpenAI launches Sora 2: controllable video-and-audio inches toward a world simulator”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The duality of GPT-5: today's best model was clouded by the worst launch”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Trump 47: back with a vengeance”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Llama-4: alleged data contamination, misleading benchmarking by overfitting and underwhelming vibes overall”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“Level 3: Recent BCG project reshaped supply chain processes with GenAI tools running complex scenarios/root-cause analysis”

64× of {ACTORS} · Accenture, AirStreetCapital, BCG, Capgemini, EY, Gartner, IPSOS, KPMG, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“The data shows a significant uptick in the share of companies facing pressure to transform or restructure”

Accenture · Work, workforce, workers Reinvented in the age of

“95% of workers see value in working with gen AI—but their top concern is that they don't trust organizations to ensure positive outcomes for everyone.”

Accenture · Banking Consumer Study 2025

“46% of customers feel pressured at least some of the time to accept products that serve the bank more than themselves”

Accenture · The Best Service Providers for Commercial Banks, 2

“HFS Horizons: The Best Service Providers for Commercial Banks, 2025— summary of providers assessed in this report”

misc · API Trends

“Over 2/3 of organizations currently use API Management solutions”

“Only 14% of customers believe they will end up benefitting most from AI”

“2/3 of consumers agree that “being healthy is being safe””

Gartner · wipoapiday2023 o neill

“Over 2/3 of organizations currently use API Management solutions”

IPSOS · cx global insights 2025 ipsos sneak peek

“Only 14% of customers believe they will end up benefitting most from AI”

“2/3 of consumers agree that "being healthy is being safe"”

MorganStanley · ey digital survey shaping the new normal

“Around 90% of consumers plan to make a connected device purchase in the next year”

“Almost half of customers associate sexiness with shoes and accessories from the top luxury brands”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“The rapid growth of consumers selling products online is supported by AI-first photo app”

64× {METRIC} · to · Accenture, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, DeutscheBank, EY, Gartner, JPMorgan, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Saudi Arabia's growth continues to flourish while Turkey and Colombia struggle”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Consumer spending continues to moderate in most major economies, though it improved slightly in China”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Labor markets may be at a turning point as employment growth continues to decelerate in all major geographies”

AlvarezMarsal · A&M Valuation Insights November 2023

“US firms are priced at a premium compared to CDAX firms, most prominent in Information Technology”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has used Oxera’s PR08 analysis of underlying cost volatility to evaluate the impact of this uncertainty on an outperformance only Regional EBS mechanism”

misc · Gartner delivers actionable, objective insight, gu

“57% of Consulting Spending Increase to top 7 Vendors”

misc · U.S. Podcast Advertising Revenue Study

“Investment shifted to remnant from longer-commitment annual buys”

misc · Towards the unified secondary market: The evolutio

“DEXs are gaining more market share compared to CEXs due to a.o. self-custody, easier entry for issuers, fewer regulatory obligations, and additional investor access”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Q423 structural cost actions to improve future returns”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Modest cost growth due to prior investments in technology and people”

DeutscheBank · Deutsche Bank Q4 FY 2023 Presentation

“Peak investment year to future proof franchise”

“57% of Consulting Spending Increase to top 7 Vendors”

JPMorgan · cb q1 2024 ie outlook report

“U.S. venture investment returns to normal?”

“Image Creation + Sharing = Engagement Continues to Ramp...”

“INTERNET DEVICES + USERS = GROWTH CONTINUES TO SLOW”

“Internet Users... Growth Harder to Find After Hitting 50% Market Penetration”

“iPhone Sales May Have Peaked in 2015... While Amazon Echo Device Sales Beginning to Take Off?”

64× vs . {N} % BondCap, IBM, JPMorgan, McKinsey

“The sector also witnesses a low digital banking penetration with 27% of adults having made a digital transaction vs. 60% benchmarks”

“The JPMorgan Growth Advantage Strategy SMA (net of fees) returned 12.77% vs. 18.15% for the Russell 3000 Growth”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“R&D Spend @ Big Six* USA Public Tech Companies = 13% of Revenue...vs. 9% Ten Years Ago”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...CapEx Spend @ Big Six* Tech Companies = 15% of Revenue & Accelerated vs. 8% Ten Years Ago”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

64× {N} · . · Accenture, BCG, Bain, Barclays, Kearney, PwC, RolandBerger, misc

Accenture · May Macro Brief Consumer spending in flux

“Even with the recent softening in tariff stance, the US' effective tariff rate has increased by 13 p.p., with an additional 14 p.p. still on the horizon”

Accenture · April Macro Brief: Special edition Tariff distress

“Collectively, the tariffs enacted to date have raised the US' effective tariff rate by 23 p.p., with an additional 13 p.p. still on the horizon”

Accenture · April Macro Brief: Special edition Tariff distress

“Even in a de-escalation scenario, the tariff-related hit to US GDP could be on the order of 0.5 p.p, putting the economy at growing risk of stagflation”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“Provenuet indfases løbende til 33 mio. kr. netto ved udgangen af kommende forligsperiode”

misc · COVID-19: Briefing Note

“COVID-19 U.S. impact could exceed anything since the end of WWII”

Barclays · The J M Smucker Co 2023 Barclays Presentation

“#1 U.S. BRANDED AT-HOME COFFEE MANUFACTURER”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“40 U.S. campaigns, up 43% year-over-year, have comprised over half of global activity YTD”

64× = {N} % BondCap

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Focus – Global CMOs = 75% Using / Testing AI Tools”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Focus – S&P 500 Companies = 50% & Rising Talking-the-Talk”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Research = 30%-80% Reduction in Medical R&D Timelines, per Insilico Medicine & Cradle”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Retention (ChatGPT as Proxy) = 80% vs. 58% Over Twenty-Seven Months, per YipitData”

63× {METRIC} . . Accel, AirStreetCapital, BCG, BondCap, DeutscheBank, LEK, McKinsey, misc

“Two main drivers fueling KSA Luxury market growth...”

LEK · Good as Gold: Resilience and Continued Attractiven

“Overall, during the past 5-6 years, the premium segment has seen strong revenue growth ...”

McKinsey · Digital Luxury Experience

“Affordable segment and beauty products are driving online luxury sales...”

“Since 2001, Lloyd’s has successfully focused on underwriting profit...”

DeutscheBank · 02 20230302 SDD Strategy Outlook and Ambition for

“Sustainability constitutes a major driver of growth...”

“Global economic growth is underpinned by low unemployment, solid consumer spending...”

“Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...”

“A new breed of private AI native applications shows unprecedented growth...”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Synthetic data starts gaining more widespread adoption...”

63× {METRIC} . . . Accel, AirStreetCapital, BCG, BondCap, DeutscheBank, LEK, McKinsey, misc

“Two main drivers fueling KSA Luxury market growth...”

LEK · Good as Gold: Resilience and Continued Attractiven

“Overall, during the past 5-6 years, the premium segment has seen strong revenue growth ...”

McKinsey · Digital Luxury Experience

“Affordable segment and beauty products are driving online luxury sales...”

“Since 2001, Lloyd’s has successfully focused on underwriting profit...”

DeutscheBank · 02 20230302 SDD Strategy Outlook and Ambition for

“Sustainability constitutes a major driver of growth...”

“Global economic growth is underpinned by low unemployment, solid consumer spending...”

“Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...”

“A new breed of private AI native applications shows unprecedented growth...”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Synthetic data starts gaining more widespread adoption...”

61× {N} - · Accel, Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, GoldmanSachs, IBM, Kearney, LEK, McKinsey, MorganStanley, RolandBerger, SimonKucher, misc

“The impact of 10-K regulations: Catalyzing a virtuous cycle of disability inclusion”

“Specialist care was only a 10-minute video call away for Charlotte, a mother of two in rural Victoria”

Accenture · April Macro Brief: Special edition Tariff distress

“The 90-day pause on part of the reciprocal tariffs and additional exemptions for consumer electronics provide some short-term reprieve, but do not remove uncertainty around eventual future increases”

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“For type 3-anskaffelser benyttes ikke IPT'er, men et tættere samarbejde mellem VFK og FMI etableres”

misc · The economic and social impact of investment in th

“Broadband speeds have increased 3-fold over the course of the nbn network roll out and today are 6-times faster than in 2011”

misc · Environmental Services Outlook

“Sector trading multiples are still above 3-year historical metrics, suggesting continued bullish market sentiment”

misc · Introduction to a dynamic market with numerous inv

“Strong M&A activity across the industrial automation space despite COVID-19-related lockdowns, travel restrictions and liquidity concerns”

“We are growing our industry-leading data to drive financial inclusion and unlock our 360-degree view of the consumer for clients”

“VERONA Clinical Trial Case Study 1 - Rapid Drying with Improved Vision After Single DURAVYU 2.7mg Treatment and No Supplementation”

“VERONA Clinical Trial Case Study 2 - Continued Drying at Week 24 with Improved VA After Single DURAVYU 2.7mg Treatment and No Supplementation”

MorganStanley · ey industry pulse report travel and tourism

“Hotel capacity continues growing, mainly for 5-star hotels, with segment growth also observed in refurbishments”

“Euroscape multiples reverting to 10-YR pre-Covid average”

“SaaS multiples below 10-year Pre-COVID average”

“2025 CapEx is concentrated in large hyperscalers and their op. cash flow can finance a 5-year build out”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“More thinking, more tool use, less cost: DeepSeek V3.1 and V3.2-Exp”

“Open-source ecosystems are crucial to AI strategy, with 6-in-10 ITDMs reporting that their company is using open-source ecosystems to source their AI tools”

60× in {N} · Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, KPMG, Kearney, LEK, McKinsey, Nielsen, PAConsulting, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Foreign direct investment in China is turning negative for the first time in 25 years amidst geopolitical tensions, weak domestic demand and yield differentials with other economies”

Accenture · Global Banking Consumer Study Reignite human conne

“Consumers were surveyed in 33 countries:”

Accenture · Work, workforce, workers Reinvented in the age of

“We uncovered the percent of total working hours impacted by gen AI by analyzing time spent on language-based tasks across occupations and industries in 22 countries.”

Accenture · May Macro Brief Consumer spending in flux

“Manufacturing momentum in Southeast Asia remains mixed, with growth in Singapore and Philippines, and a decline in Indonesia for the first time in 5 months”

“JUST OVER 1 IN 3 RESPONDENTS REPORT HAVING AT LEAST ONE TYPE OF INVESTMENT”

“AROUND 1 IN 6 RESPONDENTS PLAN TO INVEST IN A NEW FINANCIAL PRODUCT IN THE NEXT YEAR”

misc · Retail Banking Evolution in the Age of AI

“The 2024 Retail Banking Radar tracks 89 retail banks in 21 European markets”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

“We will invest in 4 key growth drivers which fuel the Direct to Consumer business”

“JUST OVER 1 IN 3 RESPONDENTS REPORT HAVING AT LEAST ONE TYPE OF INVESTMENT”

“AROUND 1 IN 6 RESPONDENTS PLAN TO INVEST IN A NEW FINANCIAL PRODUCT IN THE NEXT YEAR”

IPSOS · global advisor earth day perils of perception envi

“In Great Britain, over 7 in 10 agree: "I understand what action I need to take to play my part in tackling climate change." But do we really?”

“Streaming Set to Reach ~50% of U.S. On TV Screen Consumption Hours in 3 Years”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“NVIDIA's enterprise value has 10x in 3 years since the deep learning revolution ignited”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Race across the world: Wayve's 90-city world tour in 90 days”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Exits in AI: almost 3.5-fold growth in AI-first SaaS enterprise value creation in 12 months”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“AI Safety: fewer than 100 researchers work on AI Alignment in 7 leading AI organisations”

60× {N} – · BCG, Barclays, GoldmanSachs, JPMorgan, McKinsey, RolandBerger, misc

RolandBerger · Automated Trucks The next big disruptor in the aut

“Incremental costs of automated driving increase from Stage 1 to 5 – Total incremental cost of stage 5 truck over 20 k USD”

RolandBerger · Automated Trucks The next big disruptor in the aut

“Long-haul case allows payback in 3 years for all stages but stage 3 – Payback times too long for regional transportation”

RolandBerger · Megatrend 5 – Technology & Innovation

“Business model innovation dynamics – as part of Industry 4.0 – affect many interconnected sectors”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: The starting point for the “full scope” option is the broadest possible scope of costs and revenues being included in the mechanism. This section then considers which items should be excluded”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (2 of 3): Including all VTAC related items in the sharing mechanism would give NR an incentive to help TOCs to reduce the cost impact of rolling stock on NR's infrastructure”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC revenue (2 of 3): Not including TOC schedule 8 receipts would cause perverse incentives. However, NR’s corresponding schedule 8 costs should be excluded to avoid TOCs being worse off than currently”

Barclays · Retail resilience report

“Figure 4 – risks around environment and social are expected to rise the most over the next five years”

Barclays · Retail resilience report

“Figure 6–retail leaders view GenAI more as an opportunity than a risk”

GoldmanSachs · Fresenius SE 2023 06 13 14 Goldman Sachs 44th Annu

“Q1/23 – Good growth momentum”

JPMorgan · 2020 am investor day

“Notes on slide 9 – Asset Management: Strong investment performance provides opportunity to scale”

McKinsey · COVID-19 Auto & Mobility Consumer Insights

“A third of consumers plans to spend less on their next vehicle than planned before COVID-19 – fairly stable since last survey wave”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Case example 4 – Significant field forces | An oil and gas company developed a GPT-4 tool to optimize maintenance operations”

60× · {N} · that Accenture, BCG, IBM, Innosight, LEK, McKinsey, misc

“42% of C-suite leaders say skills shortage is one of the top 3 challenges that would hold back their organizations' ability to respond to change. It is particularly a major concern in the healthcare industry.”

BCG · True-Luxury Global Consumer Insights 7th Edition

“8 CONSUMER TRENDS SHAPING THE NEW LUXURY REALITY, WITH 5 ACCELERATED BY THE COVID-19 CRISIS THAT ARE HERE TO STAY”

Innosight · Navigating Disruption Financial Services

“We identified 8 incumbents that are strategic transformers in financial services”

LEK · Education: 2021 Deal Round-up and Trends to Watch

“There are multiple global K-12 platforms that have demonstrated scale and are growing rapidly”

misc · Process Automation: A quickly growing market with

“The growing industrial automation sector comprises 3 key subsectors that cover multiple industrial end-industries”

misc · Introduction to a dynamic market with numerous inv

“The growing industrial automation sector comprises 3 key subsectors that cover multiple industrial end-industries”

“Open-source ecosystems are crucial to AI strategy, with 6-in-10 ITDMs reporting that their company is using open-source ecosystems to source their AI tools”

60× · {ACTORS} = BondCap

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Focus – Global Enterprises = Growth & Revenue…Not Cost Reduction”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx Spend – Big Technology Companies = On Rise for Years as Data Use + Storage Exploded”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“R&D Spend @ Big Six* USA Public Tech Companies = 13% of Revenue...vs. 9% Ten Years Ago”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...CapEx Spend @ Big Six* Tech Companies = 15% of Revenue & Accelerated vs. 8% Ten Years Ago”

60× = · {METRIC} BondCap

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech CapEx Spend Driver = Compute Spend to Train & Run AI Models”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech’s Perpetual A-Ha = Declining Costs + Improving Performance → Rising Adoption...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Monetization...Chips = NVIDIA Quarterly Revenue +78% to $39B Y/Y...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Monetization...Chips = NVIDIA Revenue +28x Over Ten Years...Big Six CapEx + R&D +6x”

59× to · {ACTORS} Accenture, AlvarezMarsal, BCG, Bain, Barclays, BondCap, Deloitte, EY, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, misc

“They should consider creating stronger incentives to encourage customers to share their data.”

Accenture · Global Banking Consumer Study Reignite human conne

“Activating the multiplier effect by integrating products and channels while creating a powerful sense of purpose allows banks to turn customers into advocates. But what, in hard dollars, are the benefits for banks?”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“China's growing involvement in the economies of most countries, and its concerted effort to attract foreign investors, is another risk that warrants scrutiny.”

Accenture · Commercial payments, reinvented Your blueprint for

“Dissatisfied clients are looking to switch payments providers”

“Over the past year, there has been a marked return to global brands”

misc · Blockchain and Digital Assets

“Leading brands have shown that NFTs can be used to engage consumers”

“Technology and culture contribute to keeping workers hidden.”

misc · Understanding the path to digital marketing maturi

“Global study to help brands on the path to digital marketing maturity”

“Unleashing data to help consumers...”

“Over the past year, there has been a marked return to global brands”

“Performance has been driven by stock selection across sectors, complemented by the flexibility to identify companies early in their growth lifecycle”

“Treasury Services growth outpaced our top competitors as we continue to serve companies – large and small – around the world”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Cost and capital constraints pose the largest internal challenge to local organizations, followed by culture and employee engagement issues”

“Agentic workforces will reshape all industries—Agentic AI is the entry point to cyber-physical agentic enterprises in business.”

“China Internet Leaders = Evolving from Info-Only to On-Demand Service Providers”

59× · , {REGION} Accenture, AirStreetCapital, BCG, Bain, BondCap, EY, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, SimonKucher, Strategy_and, misc

“Looking ahead, the outlook will be driven less by post-pandemic normalization impulses and more by trade policies, US and China dynamics, and domestic capital investments”

Accenture · April Macro Brief: Special edition Tariff distress

“If sustained, US tariffs will be a major headwind for Canada given its existing domestic economic struggles and high share of exports to US”

“To identify the right strategic path forward, US natural gas players need to consider their company's fit with the capabilities they need”

BCG · The Dawn of the Deep Tech Ecosystem

“In this Deep Tech Environment, France Has a Strong Presence in Photonics & Electronics and Adv. materials”

“More than every second basketball fan knows that Indonesia, Japan and the Philippines have hosted the FIBA Basketball World Cup 2023. The highest share has followed the event on TV.”

“Italy, France, Canada and Germany have seen significant rises in belief the economy is rigged since the start of the cost-of-living crisis.”

“Italy, France, Canada and Germany have seen significant rises in belief the economy is rigged since the start of the cost-of-living crisis.”

“Europe, Middle East, India and Africa: region strengthened its position as the second largest IPO market with 32% of all IPOs despite market uncertainties”

“Europe, Middle East, India and Africa IPO highlights: on average positive IPO performance in main and junior markets”

MorganStanley · rmb morgan stanley conference quilter september 20

“Quilter: a leading, UK-centric full service wealth manager”

MorganStanley · eyp global economic outlook jan 2024

“Softened BRICS in 2024 as India leads the way, China struggles with structural headwinds, Brazil flirts with a recession and South Africa grows below trend”

Nielsen · FIBA faninsights juli24

“More than every second basketball fan knows that Indonesia, Japan and the Philippines have hosted the FIBA Basketball World Cup 2023. The highest share has followed the event on TV.”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“As the two major superpowers race to power their AI aspirations, China pulls ahead to a dominant lead:”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“The China-US AI research paper gap explodes if we include the Chinese-language database, China National Knowledge Infrastructure”

“In 3 Years, China Added More Internet Users than Exist in USA... China / India / Nigeria / Russia / Iran = Biggest Adders”

“Tencent WeChat (400MM+ Users, +4X Y/Y, China) – Mobile Communication + Local Commerce via QR Codes”

58× {N} % ) Accenture, AirStreetCapital, Bain, Barclays, BondCap, Deloitte, EY, IPSOS, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“Around 80% of Automotive – OES leaders fear significant escalations in cost (>5%) alongside losing talent (>5%), if they fail to overcome organizational challenges”

Accenture · The art of AI maturity Advancing from practice to

“35% of Achievers in North America have employees with consistently high AI skills competencies, while Innovators (33%) and Experimenters (27%) have fewer such employees, on average.”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 3% of the North American companies surveyed had already implemented responsible AI practices, nearly half (45%) aspire to scale such frameworks by the end of 2024.”

“The C-suite survey reveals that more than half (52%) of them don't feel fully prepared to respond to the change they will face in the 2024 business environment.”

misc · Understanding public attitudes to early childhood

“Nine in ten (91%) recognise the importance of early childhood in shaping later life”

misc · Understanding public attitudes to early childhood

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

misc · High-end Tourism – a strong driver for Europe

“Culture, entertainment and shopping making the most of the expenditure for high-end tourism (~50%), followed by “stay” (~30%)”

“OVERALL, EASTERN AFRICA HAD THE GREATEST PROPORTION OF HIGH RANKING APPLICATIONS (18.6%) COMPARED TO OTHER REGIONS”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“The U.K. continues to drive the majority of European activity, albeit down (38%) year-over-year”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“European activity remains muted with only 10 campaigns, trending (~33%) below the four-year average of 15”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Nine in ten (91%) recognise the importance of early childhood in shaping later life”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

MorganStanley · ey digital survey shaping the new normal

“Majority of consumers (72%) in the region uses a second-hand device confirming a positive trend for the recycle economy in digital”

MorganStanley · ey digital survey shaping the new normal

“More than a third of consumers (38%) still keep their old smartphone as a spare”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“AI Safety: an overwhelming majority (68%) of machine learning researchers surveyed believe that AI Safety research should be prioritised more than at present”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“DeepSeek Mobile App @ 54MM MAUs in Four Months = Growth Concentrated in China (34% Users) & Russia (9%)”

“Data Volume Growth Continues @ Rapid Clip... % Structured / Tagged (~10%) Rising Fast...”

“Household Debt = Back @ Peak (Q3:08) Level & Rising... Now vs. Q3:08 = Mortgage Debt (-7%) / Student Loans (+120%) / Auto Loans (+44%)”

58× the · {METRIC} of Accel, Accenture, AirStreetCapital, AlvarezMarsal, Bain, Deloitte, IPSOS, JPMorgan, Kearney, LEK, McKinsey, PwC, RolandBerger, Strategy_and, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

Accenture · Bridging the Skills Gap in the Future Workforce

“Physical Manual Labor represents the largest share of employment in China. By 2028, demand will decrease, but it will remain the dominant form of employment.”

AlvarezMarsal · Saudi Arabia Banking Pulse Quarter 3, 2022

“SIB and ANB majorly drove the aggregate cost of risk”

AlvarezMarsal · A&M Valuation Insights – German vs. European Banks

“With the surge in bank stocks prior to the collapse of SVB, the implied cost of capital declines and P/B ratios show slight signs of recovery.”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

“The incremental cost to firm intermittent resources varies regionally, depending on the current effective load carrying capability (ELCC) values and the current cost of adding new firming resources.”

“Certain renewable energy generation technologies have an LCOE that is competitive with the marginal cost of existing conventional generation”

“CCS costs are still high and the majority of the capital cost of a CCS system consists of balance-of-system components”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Aside from Japan, there is stronger belief that the economic cost of climate change itself will be larger than the cost of measures to reduce it”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“Generally, more citizens say that the economic cost of climate change itself will be larger than the cost of measures to reduce it.”

JPMorgan · 2022 corporate investment bank investor day

“We've delivered strong results across our businesses at returns above the firmwide cost of capital”

“With Foundation Models commanding the lion's share of GenAI funding...”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“The rapid growth of consumers selling products online is supported by AI-first photo app”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“Enterprise software is the most invested category globally, while robotics captures the largest share of VC investment into AI”

58× · ( {YEAR} Accenture, BondCap, Deloitte, IPSOS, KPMG, McKinsey, PwC, RolandBerger, misc

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 7: CHANGE IN IMPORTANCE OF SKILLS FOR SCIENCE AND ENGINEERING ROLES (2004-2017)”

“Segmenting companies based on revenue growth and profitability (2017–2022) revealed five performance groups”

Deloitte · The Logistics Property Handbook 4.0 Investment & F

“Average Catalonia Logistics Market vacancy rate has decreased -550 bps YoY (2014-2018) due to the strong increase of the demand and the lack of a quality supply.”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR

“Change in net trustworthiness (%) of Government: change during Covid (2019-21) and change since 2021”

misc · Scalar calibration For Life insurance business

“Proposed Japan Specific Health Adjustment Factor (2023)”

IPSOS · ipsos global trustworthiness monitor stability in

“Change in net trustworthiness (%) of Government: change during Covid (2019-21) and change since 2021”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… JP Morgan – End-to-End AI Modernization (2020)”

“Media Time vs. Advertising Spending = Mobile @ Equilibrium (2018)...Desktop (2015)”

“Freemium Enterprise (2006) = Google G Suite...”

57× {N} · in Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, EY, GoldmanSachs, IPSOS, JPMorgan, Kearney, McKinsey, MorganStanley, OliverWyman, RolandBerger, SimonKucher, Strategy_and, UBS, misc

“"You cannot overtake 15 cars in sunny weather... but you can when it's raining."”

Accenture · Thought you knew the Scope 3 issues in your supply

“Thought you knew the Scope 3 issues in your supply chain? Think again.”

“WE ASSESSED SPEND ACROSS 4 KEY VERTICALS IN CANADA”

“In life sciences, Moderna became a household name in the US and beyond when it developed its COVID-19 vaccine in just one year (versus the typical 5-10 years needed).”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has taken into account 13 different criteria in its evaluation of the 8 options”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has taken into account 13 different criteria in its evaluation of the 8 options”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

“VALUES REMAIN MOSTLY UNCHANGED 1.5 YEARS IN”

“COVID-19 OUTBREAK END IN SIGHT”

“Across the 30 countries included in our survey, perception of the quality of education does not always align with reality.”

“COMPARED TO THE LAST YEAR, ALL 54 COUNTRIES IN AFRICA WERE REPRESENTED WITH A MARGINAL INCREASE IN THE NUMBER OF WOMEN PARTICIPATING IN THE PROGRAMME...”

“The #1 DataTech in Brazil”

“Ongoing DURAVYU Phase 3 Trials in Wet AMD Supported by Phase 2 DAVIO 2 Results - All Primary and Secondary Endpoints Met”

IPSOS · Education Monitor 2024 Ipsos

“Across the 30 countries included in our survey, perception of the quality of education does not always align with reality.”

“We maintained #1 rank in Global Investment Banking fees and achieved 9.0% market share in 2019 - the highest share in a decade”

“Energy stayed ahead by proceeds, with four of the top 10 IPOs in Q1 2023”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Robotic process automation: An overnight enterprise success (15 years in the making)”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“China mobilizes 115,000 restricted GPUs in massive data center project”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Viz.ai’s stroke detection software helps 1 patient every 47 seconds in the US today”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“AI-first drug discovery companies have 18 assets in clinical trials, up from 0 in 2020”

57× {METRIC} · for Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, BenedictEvans, Bessemer, BondCap, Deloitte, GoldmanSachs, IPSOS, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

“Willingness to share data for reciprocal benefits”

Accenture · March Macro Brief Financial fissures emerge

“In the US, Basic Materials, Financials and Consumer Goods continue to struggle; growth momentum for Consumer Services and Industrials turned positive in February”

“Domestic investment will be the key incremental growth lever for countries that effectively mobilize capital for Gen AI, energy infrastructure, and reshoring of manufacturing”

Accenture · May Macro Brief Consumer spending in flux

“Large businesses in the US are showing signs of more cautious capex intentions for the next 6 months, while small business capex plans have fallen sharply since Q4 2024”

“Potential growth opportunities for lighting OEMs include continuous lighting, smartphone solutions, workflow solutions and industry applications”

misc · The economic contribution of Western Australia’s o

“There are strong investment opportunities for Western Australia’s oil and gas industry”

Barclays · 2024 Barclays ESG Conference Presentation

“What does lower EV penetration mean for Nemak?”

GoldmanSachs · Fresenius SE 2023 06 13 14 Goldman Sachs 44th Annu

“Global Trends offer Growth Opportunities for Fresenius”

“The healthcare sector is a growth market undergoing transformation, and it represents a significant growth opportunity for Ipsos.”

“The Public Sector is a growth market and a cornerstone of Total Understanding. It represents a signification growth opportunity for Ipsos globally.”

MorganStanley · MSDL 4Q23 Earnings Presentation

“NAV per Share Bridge For the Quarter Ended December 31, 2023”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“Results are in: GitHub CoPilot drives significant productivity gains for developers”

BCG · 2024 Executive Perspectives Unlocking Impact from

“Deep dive: short-term impact | Initial productivity uplift for tech company already achieved today”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“The growth chart for the 2020s”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Ad revenue slows for the giants”

Bessemer · 2025 Bessemer Venture Partners State of AI 2025

“The new $100M ARR growth curve for AI startups”

“Most Online Consumers Share Data for Benefits...”

“China Internet Users = More Willing to Share Data for Benefits vs. Other Countries per GfK”

57× of {N} % BCG, Bain, Barclays, BondCap, EY, GoldmanSachs, JPMorgan, LEK, McKinsey, MorganStanley, Nielsen, PwC, misc

BCG · Investor Perspectives Series Pulse Check 21

“Most investors expect inflation to remain elevated through 2023 year-end, with a median rate of 5.7% expected for year-end 2022 and 3.8% for 2023 and 2024”

EY · The CMO Survey The Highlights and Insights Report

“On average 4% of marketing budgets are devoted to training and development, dropping from pre-COVID high of 5.8%”

LEK · Good as Gold: Resilience and Continued Attractiven

“At an average penetration of 15%-25% currently, the private segment across major cities has headroom for growth”

LEK · Good as Gold: Resilience and Continued Attractiven

“At an average penetration of 5%-15% currently, the premium segment across major cities has headroom for growth”

misc · The Future of Procurement: Why is Technology Laggi

“Sirion has successfully delivered hard savings of 9.78% through invoice reductions”

“4.5 Billion dollars spent on 2021 CTV upfronts. An increase of 50%”

Barclays · FY24 Results and Progress Update Presentation

“Group delivered FY24 RoTE of 10.5%”

Barclays · FY24 Results and Progress Update Presentation

“Group CIR of 62% supported by £1bn of gross efficiency savings”

Barclays · FY24 Results and Progress Update Presentation

“Barclays UK delivered Q424 RoTE of 28.0%”

Barclays · FY24 Results and Progress Update Presentation

“US Consumer Bank delivered Q424 RoTE of 11.2%”

“4.5 Billion dollars spent on 2021 CTV upfronts. An increase of 50%”

BondCap · 2001 Bond Cap Internet Trends 2001

“Global Internet user growth should rise at an annual rate of 20%+ for the next three to five years or so.”

57× · {METRIC} to Accenture, AirStreetCapital, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, EY, JPMorgan, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Enabling 5G adoption to create local impact”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should focus on improving business productivity to manage increasing labor costs pressures”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should place greater focus on business continuity planning and government engagement to mitigate risk”

Accenture · March Macro Brief Financial fissures emerge

“US and Euro area companies are increasingly passing on their input costs to consumers, while margin erosion continues in the UK”

“Uncertainty about who will pay the system costs to allow scale integration of renewables across SEA is a further impediment to scale investment”

“The incremental cost to firm intermittent resources varies regionally, depending on the current effective load carrying capability (ELCC) values and the current cost of adding new firming resources.”

misc · Solving fashion’s product returns

“6. Returns charges have the potential to significantly influence returns behaviour, however at a high financial cost to retailers”

“Users devote ~25% of their yearly photography equipment spend to lighting solutions, and usually purchase new lighting solutions every 3-4 years”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Impairment: lending growth to maintain loan loss rate of 50-60bps”

“We are increasing our strategic investment to modernize our estate along a consistent and common architecture”

“Digitally enabled client engagement to improve profitability”

“Asia wealth projected to grow, with outsized share to top players”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“We're rapidly approaching outrageous computational, economic, and environmental costs to gain incrementally smaller improvements in model performance”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech CapEx Spend Driver = Compute Spend to Train & Run AI Models”

“35% Y/Y Global Mobile 3G Subscriber Growth to 936MM (17% of all Mobile Subscribers), Q2:11”

57× {N} % of {ACTORS} Accenture, BCG, Bain, BondCap, Capgemini, EY, IBM, IPSOS, LEK, McKinsey, MorganStanley, RolandBerger, SimonKucher, misc

Accenture · The art of AI maturity Advancing from practice to

“Figure 3: Only 7% of organizations are AI Achievers”

Accenture · The art of AI maturity Advancing from practice to

“Figure 3: Only 12% of organizations are AI Achievers”

Accenture · Work, workforce, workers Reinvented in the age of

“95% of workers see value in working with gen AI—but their top concern is that they don't trust organizations to ensure positive outcomes for everyone.”

“Just 21% of companies are fully leveraging technology to shape their business strategy.”

“Only 14% of customers believe they will end up benefitting most from AI”

“70% of customers say they choose to use a brand because they know the experience will be good”

“61% of consumers are doing more cooking at home now compared to pre-pandemic times.”

“40% OF WORKERS ARE NOT SATISFIED IN THEIR CURRENT JOB”

IPSOS · cx global insights 2025 ipsos sneak peek

“Only 14% of customers believe they will end up benefitting most from AI”

MorganStanley · ey digital survey shaping the new normal

“Around 90% of consumers plan to make a connected device purchase in the next year”

MorganStanley · ey uli fow global survey 2020 report

“50% of respondents say that more than 60% of employees will be working remotely post-COVID-19”

BCG · 2024 Executive Perspectives AI Unlocked Value Crea

“Only 26% of companies have managed to scale value from AI”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Adoption @ USA Firms = +21% Q/Q @ ~7% of Companies (Q1:25)”

“By the end of 2024, 71% of companies will have started more than 10 AI pilots”

57× % of {ACTORS} Accenture, BCG, Bain, BondCap, Capgemini, EY, IBM, IPSOS, LEK, McKinsey, MorganStanley, RolandBerger, SimonKucher, misc

Accenture · The art of AI maturity Advancing from practice to

“Figure 3: Only 7% of organizations are AI Achievers”

Accenture · The art of AI maturity Advancing from practice to

“Figure 3: Only 12% of organizations are AI Achievers”

Accenture · Work, workforce, workers Reinvented in the age of

“95% of workers see value in working with gen AI—but their top concern is that they don't trust organizations to ensure positive outcomes for everyone.”

“Just 21% of companies are fully leveraging technology to shape their business strategy.”

“Only 14% of customers believe they will end up benefitting most from AI”

“70% of customers say they choose to use a brand because they know the experience will be good”

“61% of consumers are doing more cooking at home now compared to pre-pandemic times.”

“40% OF WORKERS ARE NOT SATISFIED IN THEIR CURRENT JOB”

IPSOS · cx global insights 2025 ipsos sneak peek

“Only 14% of customers believe they will end up benefitting most from AI”

MorganStanley · ey digital survey shaping the new normal

“Around 90% of consumers plan to make a connected device purchase in the next year”

MorganStanley · ey uli fow global survey 2020 report

“50% of respondents say that more than 60% of employees will be working remotely post-COVID-19”

BCG · 2024 Executive Perspectives AI Unlocked Value Crea

“Only 26% of companies have managed to scale value from AI”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Adoption @ USA Firms = +21% Q/Q @ ~7% of Companies (Q1:25)”

“By the end of 2024, 71% of companies will have started more than 10 AI pilots”

56× more than {N} Accenture, BCG, Bessemer, Deloitte, EY, IBM, IPSOS, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc, proposals

“When we surveyed more than 3,000 consumers in these eight markets, we found that:”

“As part of this, British Sugar will fully embrace the Industry 4.0 ecosystem, with more than 15 different digital manufacturing use cases in plan.”

“More than 70% of consumers, mainly those young consumers aged below 30, are still influenced by KOLs”

BCG · What’s in a (Domain) Name? The $2 Billion Secondar

“More than 1 in 6 Dot-Com names is held for resale by “Domainers””

misc · PEOPLE AND CLIMATE CHANGE

“53% think that an increase in global average temperatures by more than 1.5 °c is a big deal.”

“To understand the connection between business operations maturity and performance, in 2020, we surveyed more than 1,100 C-suite and VP-level executives across 11 countries and 13 industries.”

misc · Customer Experience: The 14BN Risk Noted for Discu

“Most customers already work with more than 1 bank”

misc · Ground Station Life Cycle Assessment

“Overall, the largest contributor to Kiruna-1’s environmental footprint is the Infrastructure category, which contributes to more than 50% of impacts for most indicators.”

IPSOS · People&ClimateChange2025

“53% think that an increase in global average temperatures by more than 1.5 °c is a big deal.”

IPSOS · People&ClimateChange2025

“Increase in global average temperatures by more than 1.5 °C is not that big a deal.”

MorganStanley · ey mobility consumer index 2023

“More than 50% of respondents in Europe consider charging costs as the key deterrent; high-rise dwellers in China are more concerned about the long waiting time”

MorganStanley · ey digital survey shaping the new normal

“On average, 13% of the broadband customers enjoy more than 1 Gbit/s of internet speed”

MorganStanley · ey digital survey shaping the new normal

“In the region, more than 50% respondents have subscribed to a video streaming service in the last 1 year”

MorganStanley · ey uli fow global survey 2020 report

“Post-COVID-19, employees may be working remotely between 1 and 3 days per week according to more than 75% of respondents”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Case example 2 | Manufacturer achieved more than 50% time efficiency in procurement processes with GenAI”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Major indices dropped more than 30% over the course of three weeks”

“By the end of 2024, 71% of companies will have started more than 10 AI pilots”

“ITDMs are more optimistic about the number of AI pilots their company will start in 2025; Around a third say their company has plans to start more than 20 AI pilots, compared to only around 20% in 2024”

56× and · {METRIC} · Accenture, AlvarezMarsal, BCG, Bain, Barclays, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, JPMorgan, KPMG, Kearney, McKinsey, MorganStanley, Nielsen, PwC, RolandBerger, Strategy_and, misc

“Labor and services costs remain primary drivers of inflation across industries, even as energy and material prices show signs of relief”

Accenture · May Macro Brief Consumer spending in flux

“Labor and purchased services remain key inflation drivers across industries, as energy and materials costs stabilize or decline in sectors like Energy, Utilities, and Chemicals”

Accenture · Navigating uncertain skies Commercial Aerospace In

“Amid rising passenger demand and ongoing margin pressure, AI is emerging as a key lever for efficiency in an increasingly competitive market.”

“As 2025 progresses, structural forces that began to re-shape the global economy in 2024 will also persist and likely strengthen, weighing on growth and renewing cost pressures”

“Gains or Losses From Crypto Assets and Crypto Investment Funds”

“$509M of FY10 operating and capital spend prioritized as in-scope for Phase II BCG solution design”

misc · Melbourne as a Global Cultural Destination

“Leading cultural and creative cities share six dimensions”

misc · The economic contribution of Western Australia’s o

“New oil and gas investment supports Western Australia's economic prosperity”

Barclays · EFX+ +Barclays+Credit+Bureau+Day+Presentation+2023

“Expanding TAM and Broadening Revenue Base”

“Strong traction for Experian Verify with high demand from existing financial services clients and significant growth opportunity ahead”

Barclays · 20240220 Barclays UK Investor Update

“Tesco Bank acquisition and partnership underpins growth ambitions”

IPSOS · inv research 20231129 crypto asset survey 2023

“Gains or Losses From Crypto Assets and Crypto Investment Funds”

Nielsen · 2024 icc men’s t20 world cup economic impact repor

“$52.9M was generated through food and beverages sales both at and away from the event in USA”

misc · Economic Impact Assessment ICC Men’s T20 World Cup

“$52.9M was generated through food and beverages sales both at and away from the event in USA”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Ensure rigorous measurement of value and AI-enabled cost reduction targets in budgets”

56× · of · {N} Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“To help our clients navigate both the human and business impact of COVID-19, we've created a hub of all of our latest thinking on a variety of topics.”

“Domain-specific platforms and applications could be beneficiaries of Wave 2, with consolidation at the infrastructure layer and a shift towards smaller, customized models”

BCG · True-Luxury Global Consumer Insights 7th Edition

“SEVERE IMPACT OF COVID-19 ON LUXURY MARKET, WITH EXPERIENTIAL LUXURY FACING THE BIGGEST DROP”

BCG · Decoding Chinese Internet 2.0 Next Chapter

“Chinese Internet companies focus more on application-driven than tech-driven innovation, according to a survey of around 40 industry experts¹”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of NR would improve the attractiveness of Option 1, Symmetrical Regional EBS, but some significant issues would remain”

misc · Rail industry cost and revenue sharing (2011)

“Assessment of Option 2, outperformance only Regional EBS, and comparison with symmetrical EBS mechanism”

misc · Rail industry cost and revenue sharing (2011)

“The sharing of TOC out/underperformance is an additional feature of Option 4 which is not included in Options 1-3. There are a number of significant issues with this aspect of the mechanism”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of NR would improve the attractiveness of Option 1, Symmetrical Regional EBS, but some significant issues would remain”

misc · GLOBAL TRENDS 2021 Aftershocks and continuity

Barclays · 20230215 Barclays FY22 Results Presentation

“Basel 3.1 day one impact expected to be at lower end of prior 5-10% RWA guidance”

Barclays · 20230215 Q422 FI Investor Presentation vFFF

“Basel 3.1 day one impact expected to be at lower end of prior 5-10% RWA guidance”

MorganStanley · 20230608 172439 CWCU 9YRZMYZ26FO0PKXJ.1

“Resilient like-for-like DPU even in the height of COVID-19 and amidst the current macroeconomic environment”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“The duality of GPT-5: today's best model was clouded by the worst launch”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Learning the language of Covid-19 to predict its evolution and escape mutants”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Enabling the use of consumer-grade 360° cameras in construction using deep learning”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19”

56× · and {REGION} Accenture, AirStreetCapital, BCG, Bain, Barclays, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“China is expected to transition to slower growth path as it confronts structural challenges; Japan's resilience is waning and India's will be tested as global growth slows”

“Deceleration towards a new, lower structural growth rate remains base case for China, while Japan's economy is expected to recover modestly and India remains an outperformer”

Accenture · May Macro Brief Consumer spending in flux

“Deceleration towards a lower structural growth rate remains base case for China, while Japan's economy is expected to recover modestly and India to remain an outperformer”

Accenture · May Macro Brief Consumer spending in flux

“Europe's overall performance shows mixed signals, with Spain and Ireland expanding solidly while France remains a key laggard and UK sees a drastic slowdown in April”

“Italy, France, Canada and Germany have seen significant rises in belief the economy is rigged since the start of the cost-of-living crisis.”

“Despite a reduction/plateauing in China, steel demand is expected to increase 91Mt until 2030 driven largely by ASEAN and India”

“Impairment: Q123 wholesale exposures and UK/US cards arrears rates”

Barclays · 20230215 Barclays FY22 Results Presentation

“Impairment: Wholesale exposures and UK/US cards arrears rates”

Barclays · 20230215 Q422 FI Investor Presentation vFFF

“Impairment: Wholesale exposures and UK/US cards arrears rates”

“...as does construction spending growth in the EU and China”

“Italy, France, Canada and Germany have seen significant rises in belief the economy is rigged since the start of the cost-of-living crisis.”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“The EU and China are leading the pack in passing new, AI-specific legislation, with especially stringent measures around foundation models”

56× next {N} · Accenture, AirStreetCapital, BCG, Bain, BondCap, Cognizant, Deloitte, EY, GoldmanSachs, IPSOS, KPMG, LEK, McKinsey, PwC, RolandBerger, USydney, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

“A new generation of digital consumers will emerge in eight countries over the next 10 years.”

Accenture · May Macro Brief Consumer spending in flux

“Large businesses in the US are showing signs of more cautious capex intentions for the next 6 months, while small business capex plans have fallen sharply since Q4 2024”

BCG · Climate Change: BCG’s Perspectives and Offerings

“The next 30 years set the following 10,000”

misc · THE IPSOS AI MONITOR 2024

“How likely, if at all, do you think it is that AI will replace your current job in the next 5 years?”

misc · Presentation to Regional Economic Prosperity Manag

“In the preliminary baseline case, Metro Vancouver's economy rebounds in Q3 of 2020 and recovers in the second half of 2021; however many key sectors are not likely to recover in the next 2 years”

“WHILE WE SEE A POSITIVE UPWARD TREND, ONLY 51% OF THE POPULATION ARE EXPECTING THE ECONOMY TO IMPROVE IN THE NEXT 6 MONTHS”

misc · How can Australia’s agriculture sector realise opp

“The Maranoa Electorate has the potential to grow significantly over the next 10 years through carbon farming.”

“Financial impacts to be achieved over next 5 years”

misc · Trend Compendium 2030 Megatrend 2 Globalization &

“Performance of BRICS, MINT, MIST and Next 11 countries shows: Developing economies have tremendous potential”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Proven track record since IPO; Megatrends driving growth over next 5 years”

IPSOS · Ipsos AI Monitor 2024 final APAC

“How likely, if at all, do you think it is that AI will replace your current job in the next 5 years?”

IPSOS · Ipsos SEA Ahead Shift + Sentiments 20211209

“WHILE WE SEE A POSITIVE UPWARD TREND, ONLY 51% OF THE POPULATION ARE EXPECTING THE ECONOMY TO IMPROVE IN THE NEXT 6 MONTHS”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“6 predictions for the next 12 months”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“8 predictions for the next 12 months”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“AI Safety: if transformative AI might happen in the next 30 years, how many people are working on making sure it goes well for humanity?”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“8 predictions for the next 12 months”

USydney · 2024 University of Sydney The 2025 Skills Horizon

“The next 10 years will be the most disorienting of your career. They could also become the most impactful.”

56× · {METRIC} {TIMEFRAME} Accenture, BCG, Bain, Barclays, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

“Geopolitics and structural supply headwinds will continue to challenge growth in 2025 and drive increased regional divergence”

BCG · Digital consumer spending India

“$100 Bn digital consumer spending by 2020”

Bain · Altagamma 2018 Worldwide Luxury Market Monitor

“GLOBAL LUXURY MARKETS: ~1.2T€, WITH 5% REAL-TERM GROWTH IN 2018”

Bain · Altagamma 2018 Worldwide Luxury Market Monitor

“SOLID MID-TERM GROWTH TO 2025, DRIVEN BY POSITIVE FUNDAMENTALS, WITH SOME POSSIBLE BUMPS ALONG THE ROAD”

misc · The Combustion Engine Business Model in the Age of

“Worldwide 60% BEV share by 2035 with large regional differences”

misc · Trend Compendium 2030 Megatrend 2 Globalization &

“Among developing – and developed – country clusters, BRICS clearly lead the way in GDP growth to 2030”

misc · Luxury Goods Worldwide Market Study, Spring 2019

“SOLID MID-TERM GROWTH TO 2025, DRIVEN BY POSITIVE FUNDAMENTALS, WITH SOME POSSIBLE BUMPS ALONG THE ROAD”

misc · Luxury Goods Worldwide Market Study, Spring 2019

“GLOBAL LUXURY GOODS GROWTH IN 2019 EXPECTED STEADY, CONFIRMING THE RESPECTIVE GROWTH CONTRIBUTION OF THE VARIOUS REGIONS”

Barclays · Barclays Global Financial Services Conference 2023

“Take out costs and lower expense growth in 2024+”

Barclays · Barclays Global Financial Services Conference 2023

“Take out costs and lower expense growth in 2024+”

“We continue to expect a year of global growth in 2019... although trade disputes create storm clouds on the horizon”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Palmerton plant refurbishment progressing well to seize market growth in 2025”

“DOUBLE-DIGIT, ORGANIC GROWTH IN 2022”

“We will reach 12% of Ipsos revenue by 2025”

56× {N} % {METRIC} BCG, Bain, Barclays, BenedictEvans, BondCap, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

BCG · Digital consumer spending India

“Only 20% spend 60–65% of their total spends online”

Bain · Altagamma 2017 Worldwide Luxury Market Monitor

“POSITIVE MARKET OUTLOOK TO 2020: 4-5% GROWTH PER ANNUM”

Bain · Altagamma 2019 Worldwide Luxury Market Monitor

“GLOBAL LUXURY MARKETS REACHING ~€1,3T, WITH 4% GROWTH IN 2019 AT CONSTANT EXCHANGE RATES”

LEK · Education: 2022 M&A Deal Roundup and Trends to Wat

“North America has seen a lower decline of about 20-25% in investments relative to most other geographies, which have seen >50% investment value tumble in 2022”

“The market has been impacted by COVID-19, however demand is expected to recover by 2023 with 3-5% growth p.a. expected thereafter”

“The lighting equipment market has shown stable historical development – market participants indicate ~5% growth p.a. 2015-2019”

“The market has been impacted by COVID-19, however demand is expected to recover by 2023 with 3-5% growth p.a. expected thereafter”

“57% cost: income ratio in Q125; FY25 guidance of c.61%”

MorganStanley · ey digital survey shaping the new normal

“As expected, Smartphones show a ~90% adoption rate – overall adoption of devices in KSA+UAE falls short of the UK, except for smart watches”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“'DEPLOY' Overview | 'DEPLOY' unlocks 10-15% productivity improvement and prepares organization for broader AI change”

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

BenedictEvans · 2022 Benedict Evans 2022 The New Gatekeepers

“Retail media may have taken 10% share in 2022”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“NVIDIA AI Ecosystem Tells Over Four Years = >100% Growth in Developers / Startups / Apps”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...AI Engagement (ChatGPT App as Proxy) = +106% Growth in Sessions & +47% Growth in Duration Over Twenty-One Months”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Big Six* Generating Loads of Cash = +263% Growth in Free Cash Flow Over Ten Years to $389B...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...Big Six* Generating Loads of Cash = +103% Growth in Cash Over Ten Years to $443B”

55× · {N} , Accenture, AirStreetCapital, AlvarezMarsal, BCG, Deloitte, GoldmanSachs, IPSOS, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, misc

“During COVID-19, time spent using work related services over the nbn™ network increased by up to 175%”

“To help our clients navigate both the human and business impact of COVID-19, we've created a hub of all of our latest thinking on a variety of topics.”

“Domain-specific platforms and applications could be beneficiaries of Wave 2, with consolidation at the infrastructure layer and a shift towards smaller, customized models”

AlvarezMarsal · European Distressed Credit Watch List

“The high yield bond share of the leveraged finance market decreased to 47.3% in 1Q'16, down from 62.8% in 1Q'15”

misc · Rail industry cost and revenue sharing (2011)

“Options 3, 7 and 8 appear to be the most attractive in the short term. However, Options 3 and 7 are focussed on the same objective”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of NR would improve the attractiveness of Option 1, Symmetrical Regional EBS, but some significant issues would remain”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. recommends that funders / ORR promote Option 8, bespoke line-of-sight deals. However, a cultural change is required in order for these to make a significant contribution to improving rail industry VfM”

misc · Rail industry cost and revenue sharing (2011)

“Assessment of Option 2, outperformance only Regional EBS, and comparison with symmetrical EBS mechanism”

GoldmanSachs · 2023 Goldman Conference Presentation

“Current expectations unchanged from October 19, 2023 earnings call”

IPSOS · Ipsos Global Advisor Earth Day 2023 Full Repor

“These are the findings of an Ipsos Global Advisor survey conducted between 20 January and February 3, 2023.”

“Within the S&P 500, growth premium remains...”

MorganStanley · MSDL 4Q23 Earnings Presentation

“NAV per Share Bridge For the Quarter Ended December 31, 2023”

MorganStanley · ey uli fow global survey 2020 report

“Post-COVID-19, employees may be working remotely between 1 and 3 days per week according to more than 75% of respondents”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“DALL-E 2, Imagen and Parti...the battle for text-to-image generation rages”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“The number of exits in EU-27, Switzerland & Norway has already exceeded 2021 levels”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“GPT-3, like GPT-2, still outputs biased predictions when prompted with topics of religion”

55× {ACTORS} , · Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, Deloitte, IPSOS, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, SimonKucher, misc

“Raising the bar for senior tech leaders, calling on them to distinguish relevance from noise”

Accenture · The Best Service Providers for Commercial Banks, 2

“As commercial banks strive to meet the broad B2B needs of small and medium enterprises, commercial clients, and corporates, they need to seriously up their digital game.”

“More than 70% of consumers, mainly those young consumers aged below 30, are still influenced by KOLs”

“In creation of billion dollar tech companies, Sweden is ranked #1 per capita and #5 in absolute terms 2003-2015”

misc · Our life with AI: The reality of today and the pro

“Tech companies, governments, and society—together.”

“To better understand near-term opportunity, this report assessed levers based on interviews with investors, sector screening, and deep dives of priority subsectors”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Six NY industries account for a large share of the State economy based on percent of employees, payroll and small businesses”

“High expectations on retailers, policymakers, food manufacturers and brands to lead the way in sustainable practices.”

“The luxury players are faced with a challenging and evolving environment, with shifting markets, consumers, categories and channels”

IPSOS · our life with ai google ipsos report

“Tech companies, governments, and society—together.”

“High expectations on retailers, policymakers, food manufacturers and brands to lead the way in sustainable practices.”

MorganStanley · ey tt amcham presentation 2023 economic outlook 20

“Cost and capital constraints pose the largest internal challenge to local organizations, followed by culture and employee engagement issues”

MorganStanley · ey people leaders forum 2025 presentations day1

“Established market-leading insights along with new perspective from executives, ground us in data to navigate the next five years”

MorganStanley · ey global ipo trends 2022 v1

“Three keys to improving access to mental health care: providers, proximity and process”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Driven by public companies, AI companies reach nearly $9T in value”

AirStreetCapital · 2023 Air Street Capital The State of AI Report 202

“Once ignored by major pharma companies, AI is moving front and center for some”

BenedictEvans · 2025 Benedict Evans 2025 Spring AI eats the world

“For enterprises, use cases are easier to see but implementation is hard”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“American companies, global reach”

55× · {METRIC} · in Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, Bessemer, BondCap, Deloitte, GoldmanSachs, JPMorgan, KPMG, McKinsey, MorganStanley, PwC, RolandBerger, UBS, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Recent consumer spending moderation in US and Europe has been concentrated in goods though services demand is also now softening”

Accenture · March Macro Brief Financial fissures emerge

“Energy and commodity prices are driving input cost increases in sensitive industries”

“Consumer spending remained steady in the US but declined in Europe and the UK, while Australia saw an uptick driven by increased discretionary spending”

“Diverging business sentiment is influencing capital expenditures across major economies, with healthy capex expectations in the US, India, and Japan but less so in Europe”

misc · Evaluating NYC media sector development and settin

“NYC filmed entertainment industry growth impressive in face of nationwide decline”

“Attractive investment opportunity mainly in Vietnam and Philippine in both offshore and onshore, given large future potential (due to geography) and appealing returns”

“Attractive investment opportunity in offshore project development due to higher return and potential, selective opportunity in operating onshore projects”

“Room to grow for green investment space in Malaysia, emerging Solar momentum”

Barclays · unlocking growth creating tech ecosystems

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Costs: lower regulatory change spend facilitates investments in growth”

GoldmanSachs · 3Q23 Investor Presentation GS

“Automation allows IBKR to be one of the lowest cost processors in the industry”

GoldmanSachs · Befesa Investor Presentation Goldman Sachs 4th Ann

“Well defined growth roadmap in execution towards 2027”

AirStreetCapital · 2018 Air Street Capital The State of AI Report 201

“Do huge productivity gains in the computer sector mask stagnation in U.S. manufacturing?”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“AI investment surges in every region”

BCG · 2025 Executive Perspectives Unlocking Impact from

“Ensure rigorous measurement of value and AI-enabled cost reduction targets in budgets”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Record breaking cloud M&A activity in 2020 with Slack receiving the largest revenue multiple paid in history”

“India Internet Usage Growth Strong Owing In Part to Broader Availability of Low Cost Data Access...”

55× · the · {METRIC} Accel, Accenture, AirStreetCapital, AlvarezMarsal, Bain, BenedictEvans, Bessemer, Deloitte, EY, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“India continues to show the strongest growth momentum within Asia-Pacific, while conditions deteriorated further in Australia”

Accenture · Bridging the Skills Gap in the Future Workforce

“Empathy and Support roles represent the largest share of employment in the US and will also require a major increase in workers over the next 10 years.”

Accenture · Bridging the Skills Gap in the Future Workforce

“Physical Manual Labor represents the largest share of employment in China. By 2028, demand will decrease, but it will remain the dominant form of employment.”

Accenture · May Macro Brief Consumer spending in flux

“Asia-Pacific activity has seen steady momentum, with India maintaining the strongest growth while China experiences some deceleration in activity”

“Issues with accessibility and economics are limiting the market adoption at scale; full potential can be unlocked through concerted gov't/industry/finance actions”

“Uncertainty about who will pay the system costs to allow scale integration of renewables across SEA is a further impediment to scale investment”

misc · Retail Banking Evolution in the Age of AI

“Europe hit the lowest cost-to-income ratio in the last 16 years – just the right time to invest for the future”

misc · HCP Engagement End-To-End Continuum

“When does your company plan to automate the HCP engagement continuum?”

JPMorgan · 2022 corporate investment bank investor day

“We've delivered strong results across our businesses at returns above the firmwide cost of capital”

MorganStanley · ey praesentation startup barometer 2025 englisch

“Detailed analysis Health: BioTech secured the lion's share with almost half a billion euros - Fitness and Digital Health each also receive three-digit million amounts”

MorganStanley · m and a trends and outlook in the technology servi

“Varied PE strategies to leverage the digital adoption wave”

“Sales growth for cosmetics companies in the next three years will come mostly from a digital-first mindset, which increases the consumer engagement and omnichannel commerce”

“With Foundation Models commanding the lion's share of GenAI funding...”

“Record $230B cloud venture funding since 2020 - Unicorns taking the lion's share...”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“Enterprise software is the most invested category globally, while robotics captures the largest share of VC investment into AI”

BenedictEvans · 2016 Benedict Evans 2016 Mobile is Eating the Worl

“Going electric: riding the battery cost curve”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Record breaking cloud M&A activity in 2020 with Slack receiving the largest revenue multiple paid in history”

“Streamlining the end-to-end sales process with role-based AI agents”

55× ( {YEAR} ) BondCap, KPMG, McKinsey, RolandBerger, misc

KPMG · Big shifts small steps Sustainability 2022

“Figure 6: Top 10 countries, territories and jurisdictions by percentage of N100 companies including sustainability information in annual financial reports (2022)”

KPMG · Big shifts small steps Sustainability 2022

“Figure 25: Top 10 countries, territories and jurisdictions by percentage of N100 companies reporting in line with TCFD recommendations (2022)”

KPMG · Big shifts small steps Sustainability 2022

“Figure 22: How companies intend to reach their carbon reduction targets (2022)”

McKinsey · Grocery profitability outlook –Europe

“On average, hyper/supermarkets (6.6%) and discounters (6.4%) have EBITDA margins (2023)”

misc · Scalar calibration For Life insurance business

“Proposed Japan Specific Health Adjustment Factor (2023)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Enterprise AI Adoption = Rising Priority… JP Morgan – End-to-End AI Modernization (2020)”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley”

“Media Time vs. Advertising Spending = Mobile @ Equilibrium (2018)...Desktop (2015)”

54× {N} . · · Accel, Accenture, AlvarezMarsal, BCG, Bain, Deloitte, IPSOS, Kearney, McKinsey, RolandBerger, SimonKucher, misc

“3. Reinvention goes beyond benchmarks, embracing the art of the possible”

“4. Talent strategy and people impact are central to Reinvention”

“3. BUILD IN-HOUSE INNOVATION FACTORIES WITH TARGETED INFLUENCE / 4. MAP KEY INNOVATION ENABLERS TO APPROPRIATE BUSINESS FUNCTIONS”

Accenture · Reinventing Operations in Asset Management

“1. Artificial intelligence: reaching critical mass”

misc · Southeast Asia’s digital consumers: A new stage of

“3. Ruthlessly remove barriers to conversion”

misc · Southeast Asia’s digital consumers: A new stage of

“03. Balance security and efficiency in the supply chain”

misc · WHAT THE FUTURE: WELLNESS

“Four tensions that will drive change: 4. Equitable access vs. pay for access”

IPSOS · IEI 2024 Global Charts

“4. Equitable access vs. pay for access”

“3. Security shifting left”

Accenture · 2025 The new rules of Platform Strategy in the age

“4. Market correction”

“2. Business demands outpacing platforms”

Accenture · 2025 The new rules of Platform Strategy in the age

“5. Transform culture: Empower people, build trust and evolve how work gets done”

Accenture · 2024 Making Reinvention Real with Gen AI

“2. Reinvent talent and ways of working”

54× {ACTORS} ' · Accenture, BCG, Bain, BondCap, BoozAllenHamilton, Deloitte, EY, JPMorgan, KPMG, Kearney, LEK, McKinsey, MorganStanley, OliverWyman, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“As banks' lending standards tighten, risks of a credit crunch and economic slowdown grow”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies' energy transition and technology transformation ambitions depend heavily on on critical minerals, which are geographically concentrated, particularly in China”

Accenture · Global Banking Consumer Study Reignite human conne

“To respond to these customer trends and boost their relevance in their customers' lives, banks need to rethink their approach to customer relationships by making three distinct but related pivots.”

Accenture · Banking on AI Banking Top 10 Trends for 2024

“The digitalization of banks' operations over the past 25 years caused an escalation in what was commonly dubbed 'the war on talent'.”

misc · International Comparison of Australia’s Freight an

“An analysis of grain handling and marketing companies' injury rates suggests the Australian grain industry may be less safe than Canada's”

JPMorgan · 2022 consumer community banking investor day

“We have strengthened our omn-channel model to better serve our customers' day-to-day needs”

JPMorgan · 2022 consumer community banking investor day

“Looking ahead, we will continue to earn the right to be at the center of our customers' financial lives”

“We closely monitor the health of our consumers' balance sheets (2 of 2)”

“We closely monitor the health of our consumers' balance sheets (1 of 2)”

“R&D has the potential to become the backbone of companies' value creation”

“Consumers' Top Privacy Concerns = Data Selling / Storage / Access / Being Identified Individually...”

54× {N} · , · Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, Deloitte, IPSOS, JPMorgan, KPMG, Kearney, LEK, McKinsey, PwC, misc

Accenture · The art of AI maturity Advancing from practice to

“In fewer than 70 years, artificial intelligence (AI) has evolved from a scientific concept to a societal constant.”

Accenture · The art of AI maturity Advancing from practice to

“In fewer than 70 years, artificial intelligence (AI) has evolved from a scientific concept to a societal constant.”

BCG · Seeing the BIG Picture

“Contrary to industry belief, even cohorts like over-35 years, women and small-town residents have significant digital influence”

BCG · The True-Luxury Global Consumer Insight (7th Editi

“In the next 12 months, repatriation of Personal Luxury will stay, while experiences will fuel travelling”

“On average across 30 countries, parents with children in school have a more positive opinion of education in their country.”

“Across 30 countries, parents generally see themselves as having greater responsibilities than those without children in school.”

“Across 30 countries, parents with children in school have a much more positive evaluation of schools when it comes to providing safe spaces and embracing diversity.”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“European activity remains muted with only 10 campaigns, trending (~33%) below the four-year average of 15”

IPSOS · Education Monitor 2024 Ipsos

“On average across 30 countries, parents with children in school have a more positive opinion of education in their country.”

JPMorgan · mi gtm latam br en

“U.S.: Magnificent 7 performance, earnings and dispersion”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“While over the last 2 years, mega $250M+ rounds dominated AI financings”

BCG · 2024 Executive Perspectives CEO s Guide to Maximiz

“Across the 3 plays, leading companies are setting ambitious targets when embarking on AI transformation journeys”

“First Generation of Re-Imagination - After 125 Years, Landlines Were Surpassed by Mobiles in 2002”

“First Generation of Re-Imagination – After 244 Years, Encyclopedia Britannica is Going Out of Print in 2012”

“Advertising $ = Internet > TV Within 6 Months, Global”

54× in {REGION} · Accenture, AirStreetCapital, AlvarezMarsal, BCG, Barclays, DeutscheBank, EY, GoldmanSachs, IPSOS, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Most of the world's highly skilled workers will continue to live in Asia Pacific, Africa and Latin America”

“Industry analysts expect the growth in US computer and consumer electronics retail e-commerce sales to reach 18% in 2020”

“Global consumer sentiment remains largely pessimistic, especially in the US, China and Japan, while optimism in Brazil remains high”

AlvarezMarsal · A&M Valuation Insights March 2024

“The price for taking equity risk in Germany continues its downward trend”

“In Japan anti-immigrant beliefs are growing.”

misc · Trend Compendium 2030 Megatrend 2 Globalization &

“Developing countries, particularly in Asia Pacific, will be able to bring their economies to the fore”

misc · Understanding the path to digital marketing maturi

“There is a significant range of maturity within industries in Asia Pacific”

misc · Understanding the path to digital marketing maturi

“The most mature brands in Asia Pacific report significant benefits from digital marketing”

Barclays · FY24 Results and Progress Update Presentation

“Broadly stable delinquency trends in US cards”

Barclays · FY24 Results and Progress Update Presentation

“Execution progress: on track to deploy £30bn RWAs in UK businesses”

“Stable delinquency trends in US cards and seasonal increase in reserving”

Barclays · 20240220 Barclays US Consumer Bank Investor Update

“Higher delinquencies in US cards driving impairment reserve build”

“In Japan anti-immigrant beliefs are growing.”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“...but opts not to restrict the use of hardware by Chinese labs in US data centers”

54× {ACTORS} should · Accenture, BCG, Bain, Deloitte, Gartner, IPSOS, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

“Providers should invest in and communicate clearly on measures to protect customer data.”

Accenture · Re-focus your talent lens: Abundance awaits

“Companies should increase the agility of their future talent supply.”

Accenture · Re-focus your talent lens: Abundance awaits

“Companies should get their highly skilled workers to help them redesign jobs, starting with tasks.”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should focus on improving business productivity to manage increasing labor costs pressures”

misc · COVID-19: Briefing Note

“What business leaders should look for in coming weeks”

misc · WHAT THE FUTURE: INTELLIGENCE

“What brands should know about AI early adopters”

IPSOS · What The Future Intelligence

“What brands should know about AI early adopters”

“Companies and investors should look out for ...”

Accenture · 2025 Sovereign AI report

“Companies should flip the script. Sovereign AI can unlock new value by turning local trust and cultural alignment into competitive advantage.”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“Best-suiting technology | Companies should select and use the best tools available to accomplish the procurement mission”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Legal leaders should apply different restrictions to publicly available applications than they do for more business-specific applications from a trusted third-party provider.”

54× over {N} · Accel, AirStreetCapital, BCG, Bain, BondCap, Deloitte, EY, Gartner, GoldmanSachs, JPMorgan, Kearney, LEK, McKinsey, MorganStanley, Prosus, PwC, RolandBerger, Strategy_and, misc

BCG · Budgetanalyse af Forsvaret 2017 Materialesamling D

“... Da over 90 mio. kr. er gentagelser anskaffelser i FMI”

BCG · Open Education Resources ecosystem

“Methodology: Completed nearly 40 interviews and surveyed over 375 teachers and educators”

“By 2040, data campuses that each consume over 200 MW a year will drive over 50% of the demand for power from US data centers”

“Originally over 100 opportunities on the table with many requiring cross-functional resources”

“Originally over 100 opportunities on the table with many requiring cross-functional resources”

misc · Scalar calibration For Life insurance business

“Core effort spread over 3 months, with weekly touchpoints between Oliver Wyman and ACLI working group”

GoldmanSachs · 2021 q4 earnings results presentation

“Goldman Sachs Asset Management has operated in the space over 15 years, with the IPO setting the company up for the opportunity ahead”

JPMorgan · 529 cpe

“Staying diversified over 18 years”

MorganStanley · morgan stanley virtual hk summit march 2022

“Over 50 years of unbroken profitability”

“$3.1T AI data center revenue required over 5 years to payback '26-'30 expected CapEx”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Biology is experiencing its “AI moment”: Over 21,000 papers in 2020 alone”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“China hires over 100 TSMC engineers in push to close gap in semiconductor capabilities”

BCG · 2024 Executive Perspectives Unlocking Impact from

“Long-term ambition of value realization requires time horizon of over 24 months with first benefits possible after 3 months”

Gartner · 2023 AI Here and Now Gartner Business Quarterly 3Q

“Over 60,000 attended a Gartner conference last year — Don't miss out this year”

53× ( {N} % Accenture, AirStreetCapital, Bain, Barclays, BondCap, Deloitte, EY, IBM, IPSOS, LEK, McKinsey, MorganStanley, OliverWyman, Prosus, PwC, RolandBerger, misc

Accenture · The art of AI maturity Advancing from practice to

“35% of Achievers in North America have employees with consistently high AI skills competencies, while Innovators (33%) and Experimenters (27%) have fewer such employees, on average.”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 3% of the North American companies surveyed had already implemented responsible AI practices, nearly half (45%) aspire to scale such frameworks by the end of 2024.”

“The C-suite survey reveals that more than half (52%) of them don't feel fully prepared to respond to the change they will face in the 2024 business environment.”

Bain · e-Conomy SEA Unlocking the $200 billion digital op

“The online ads market is expected to increase by 5x, reaching ~$10 billion by 2025 (17% CAGR)”

misc · Understanding public attitudes to early childhood

“Nine in ten (91%) recognise the importance of early childhood in shaping later life”

misc · Understanding public attitudes to early childhood

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

“OVERALL, EASTERN AFRICA HAD THE GREATEST PROPORTION OF HIGH RANKING APPLICATIONS (18.6%) COMPARED TO OTHER REGIONS”

“A TOTAL OF 3,634 APPLICATIONS (35.7%) FROM THE BATCH OF 10,170 WERE FROM FEMALE ENTREPRENEURS, WITH FEMALE APPLICATIONS EXCEEDING MALES IN SOUTHERN AFRICA REGION”

Barclays · Barclays Q1 2025 Review of Shareholder Activism 15

“The U.K. continues to drive the majority of European activity, albeit down (38%) year-over-year”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Nine in ten (91%) recognise the importance of early childhood in shaping later life”

IPSOS · Royal Foundation Attitudes to Early Childhood Key

“Parents of children aged 0-5 have a wide community of sources for help on social and emotional development – over half (56%) sought help from family or friends”

MorganStanley · ey digital survey shaping the new normal

“Majority of consumers (72%) in the region uses a second-hand device confirming a positive trend for the recycle economy in digital”

MorganStanley · ey digital survey shaping the new normal

“More than a third of consumers (38%) still keep their old smartphone as a spare”

MorganStanley · ey digital survey shaping the new normal

“More than two-third (68%) of the households in the region, buy broadband bundled with other services”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“AI Safety: an overwhelming majority (68%) of machine learning researchers surveyed believe that AI Safety research should be prioritised more than at present”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“DeepSeek Mobile App @ 54MM MAUs in Four Months = Growth Concentrated in China (34% Users) & Russia (9%)”

“35% Y/Y Global Mobile 3G Subscriber Growth to 936MM (17% of all Mobile Subscribers), Q2:11”

“Good News = Mobile Monetization Growing Rapidly (71% Apps, 29% Ads)”

“Investment in open-source solutions for AI continues into 2025; More AI solutions are expected to be based on open-source in the new year (37% 2024 vs. 41% 2025)”

53× · {METRIC} · , Accenture, BCG, Bain, BondCap, CreditSuisse, EY, Gartner, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, PwC, RolandBerger, misc

Accenture · January Macro Brief Special edition: 2024 outlook

“A tepid growth recovery, constrained by high rates and still-cautious consumers, is most likely for UK, with downside risk that economy gets stuck in cycle of rolling mild recessions”

“Recent data show moderating services growth in most regions, still-sluggish manufacturing activity, mixed consumer spending trends, and loss of disinflation momentum”

Accenture · Navigating uncertain skies Commercial Aerospace In

“Amid rising passenger demand and ongoing margin pressure, AI is emerging as a key lever for efficiency in an increasingly competitive market.”

“Recent data shows strong services growth in most India, still-sluggish manufacturing activity in Europe, mixed consumer spending momentum, and continued disinflation”

misc · Rail industry cost and revenue sharing (2011)

“The average under-spend of NR as a result of underlying cost volatility is expected to be £460m averaged across the under-spend outcomes, or £230m averaged across all outcomes”

misc · Gartner delivers actionable, objective insight, gu

“IT Spending Forecast, 1Q22 Update: The Russian Invasion of Ukraine”

“Potential investable sectors were screened for (1) carbon abatement potential and (2) multiple investment criteria, to arrive at a holistic view of relative attractiveness”

“C&I and utility-scale project development are most attractive investment opportunities, due to maturity of market and potential returns”

“Quality hiring in targeted growth markets, leading to higher productivity; started net hiring in 9M19”

“IT Spending Forecast, 1Q22 Update: The Russian Invasion of Ukraine”

“Common share transactions increased, cash only transactions decreased; consideration mix returned to historical averages”

“Asian exchanges thrived on emerging growth engines, while the US recovered some lost ground on global share”

MorganStanley · eyp global economic outlook jan 2024

“Rebalancing labor markets have led to a gradual easing of wage growth pressures, but positive inflation-adjusted wage growth continues to drive purchasing power”

BCG · 2024 Executive Perspectives Supply Chains Unlockin

“GenAI directly accelerates supply chain transformations by making them more agile, increasing adoption rates, and improving value capture”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“AI Impact on Workforce = Seeing Productivity Gains, per Stanford HAI”

“BASIC STATS – INTERNET GROWTH REMAINS ROBUST, RAPID MOBILE ADOPTION STILL IN EARLY STAGES”

“Sina Weibo – 530MM+ Users (+2x Y/Y) Help Push For Social Change…$100MM Revenue Run Rate, Up From $0 Y/Y”

“The GenAI opportunity equates to 4-18% of EBITDA and 19-23% of salary cost annually, across sectors.”

53× {ACTORS} · in Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, Barclays, Bessemer, Deloitte, EY, IPSOS, JPMorgan, KPMG, LEK, McKinsey, PwC, RolandBerger, misc

“They should actively target customers interested in personalized services with experiences that strengthen their brand values at every touchpoint.”

Accenture · The Value Multiplier: Intelligent Operations Matur

“Future-ready organizations excel in many business areas”

Accenture · March Macro Brief Financial fissures emerge

“US consumers report reductions in their price sensitivity and pressure to trade down since the beginning of 2023, but both metrics remain elevated amidst persistent inflation”

“More long-term profitable growth companies score high in financial and business & technology dimensions”

“Over the last five years, publicly listed companies active in the warehouse automation and material handling segment have traded at median levels of 12.5x LTM EBITDA and 12.0x NTM EBITDA”

misc · The Future of Procurement: Why is Technology Laggi

“...the typical services procured by enterprises vary in type, scale and complexity.”

misc · IPSOS GLOBAL TRUSTWORTHINESS MONITOR January 2023

“Business leaders generally behave in an ethical way”

misc · Discrete (Factory) Automation

“In the last five years, publicly listed companies active in discrete automation as component manufacturers or system integrators have traded between 10x and 19x LTM EBITDA”

“2: Half of the steel companies got stuck in a digital transformation “pilot trap” due to 3 key themes of challenges”

Barclays · FY24 Results and Progress Update Presentation

“Resilient mortgage book with customers proactively locking in rates”

“Resilient mortgage book with customers proactively locking in rates”

“Resilient mortgage book with customers proactively locking in rates”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Resilient mortgage book with customers proactively locking in rates”

IPSOS · ipsos global trustworthiness monitor 2022 charts

“Business leaders generally behave in an ethical way”

AirStreetCapital · 2024 Air Street Capital The State of AI Report 202

“Two of TechBio’s leading public companies come together in a $688M deal”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Private >$15M funding rounds for AI-first companies remain strong in spite of COVID-19”

“For HR organizations lagging in data foundations, critical to address upfront and factor into GenAI investment priorities”

Bessemer · 2021 Bessemer Venture Partners State of Cloud 2021

“Three GTM strategies top cloud companies employ in The New Normal”

53× {N} of {N} AirStreetCapital, AlvarezMarsal, BCG, BondCap, Deloitte, JPMorgan, LEK, PwC, misc

AlvarezMarsal · Vietnam Logistics

“High concentration exists in the first mile, with 6 of 75 ports accounting for 77.1% of container throughput in 2020...”

BCG · Economic Impact of Ford and F-Series

“The F-150 is the most popular vehicle on the road in 39 of 50 US states”

Deloitte · New Mexico State Staffing Study

“The average coverage ratio of Admin Assistants to total Division staff is 11.33:1. 18 of 26 Divisions fall below that average.”

LEK · Good as Gold: Resilience and Continued Attractiven

“Overall growth in the premium segment across these top cities is expected to be driven by strong macroeconomic fundamentals, growing affluence and increasing adoption (3 of 9)”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of Network Rail is an essential enabler of all of the cost and revenue sharing options* (1 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“Horizontal separation of Network Rail is an essential enabler of all of the cost and revenue sharing options* (2 of 2)”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (3 of 3): Analysis of the drivers of TOC costs suggest that there is an economic case for NR to share in TOC costs. However, TOCs have highlighted that this could encourage gaming”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (2 of 3): Including all VTAC related items in the sharing mechanism would give NR an incentive to help TOCs to reduce the cost impact of rolling stock on NR's infrastructure”

“We closely monitor the health of our consumers' balance sheets (2 of 2)”

“We’ve maintained a prudent risk profile while we continue to grow the business (1 of 2)”

“We've maintained a prudent risk profile while we continue to grow the business (2 of 2)”

“We closely monitor the health of our consumers' balance sheets (1 of 2)”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Google comes out unscathed in 1 of 2 antitrust cases but search is on the ropes...”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“20 of 42 US federal agencies own or use facial recognition systems for law enforcement”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“Even so, driverless cars are still not so driverless: Only 3 of 66 companies with AV testing permits in California are allowed to test without safety drivers since 2018”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Global Public Market Capitalization Leaders – May, 2025 = 83% (25 of 30) USA-Based...”

53× {YEAR} - {YEAR} Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, BondCap, Deloitte, DeutscheBank, GoldmanSachs, IPSOS, JPMorgan, LEK, McKinsey, PwC, RolandBerger, misc

Accenture · Innovate or Fade European businesses need to addre

“Europe lags in the share of AI patents (2010-2021/09)”

Accenture · Bridging the Skills Gap in the Future Workforce

“FIGURE 7: CHANGE IN IMPORTANCE OF SKILLS FOR SCIENCE AND ENGINEERING ROLES (2004-2017)”

“In creation of billion dollar tech companies, Sweden is ranked #1 per capita and #5 in absolute terms 2003-2015”

Bain · Altagamma 2018 Worldwide Luxury Market Monitor

“YOUNGER CUSTOMERS WILL REPRESENT ~55% OF THE MARKET IN 2025 AND WOULD DELIVER ~130% OF TOTAL GROWTH OVER THE 2018-2025 PERIOD”

misc · IPSOS GLOBAL TRUSTWORTHINESS INDEX 2023

“The lighting equipment market has shown stable historical development – market participants indicate ~5% growth p.a. 2015-2019”

“We are on track to achieve our 2015-2020 goals”

GoldmanSachs · ecb.forumcentbankpub2024 Hatzius presentation.en

“Trade Policy Uncertainty Rose Significantly During the 2018-2019 Trade War and Has Recently Ticked Up”

GoldmanSachs · ecb.forumcentbankpub2024 Hatzius presentation.en

“A Rise in Trade Policy Uncertainty to the 2018-2019 Peak Would Likely Subtract More from Euro Area than US Growth”

IPSOS · Ipsos global trustworthiness index 2023

JPMorgan · 2022 consumer community banking investor day

“From 2019-2022, we are investing an incremental $3.3B to strengthen and grow the franchise”

AirStreetCapital · 2021 Air Street Capital The State of AI Report 202

“Investing in AI: enterprise software is the most invested category globally, 2010-2021”

BenedictEvans · 2023 Benedict Evans 2023 AI and Everything Else

“The great model boom of 2023-2024”

“Trendline of Decreasing Federal Civilian Headcount Reported in 2011 Has Reversed... Federal Civilian Employment Up 24% in F2023 vs. F2008... If 1988-2009 Trendline Stayed in Place, Headcount Would Be 36% (~840K) Lower”

“Gaming Evolution = Individual Play → Global Collaborative Play (1967-2017)...”

“Media Evolution (1950-2017) = Market of Millions → Market of One x Millions”

“2015 - 2025 was the decade of "driving agents"”

“2015 - 2025 was the decade of "driving agents"”

“2025-2035 is the decade of agents.”

52× of {N} · Accenture, AirStreetCapital, AlvarezMarsal, BCG, Bain, BondCap, Deloitte, EY, JPMorgan, McKinsey, Nielsen, OliverWyman, PwC, RolandBerger, SimonKucher, Strategy_and, misc

Accenture · April Macro Brief: Special edition Tariff distress

“Even in a de-escalation scenario, the tariff-related hit to US GDP could be on the order of 0.5 p.p, putting the economy at growing risk of stagflation”

AlvarezMarsal · Vietnam Logistics

“High concentration exists in the first mile, with 6 of 75 ports accounting for 77.1% of container throughput in 2020...”

BCG · The True-Luxury Global Consumer Insight (7th Editi

“1 out of 2 true luxury consumers, among the 39% aware, has bought luxury in-game items and, out of them, 86% purchased the corresponding physical version”

Bain · e-Conomy SEA Unlocking the $200 billion digital op

“SEA internet speeds outside Singapore range from 3.6 to 19.8 mbps (vs global average of 23.3 mbps)”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has evaluated a further 4 options for changing incentives which do not (necessarily) involve the sharing of cost or revenue under/outperformance relative to a defined baseline. This results in a total of 8 options”

misc · Rail industry cost and revenue sharing (2011)

“L.E.K. has evaluated a further 4 options for changing incentives which do not (necessarily) involve the sharing of cost or revenue under/outperformance relative to a defined baseline. This results in a total of 8 options”

misc · The economic and social impact of investment in th

“A survey of 1,500 users was the primary source of insights in measuring nbn’s social impact”

“Interest in basketball – Market comparison (top 10 out of 18 core markets)”

“Citizens of 30 Countries Assess Threats and Engagement in International Affairs”

JPMorgan · 529 cpe

“Making the most of 529 plan gifts”

Nielsen · FIBA faninsights juli24

“Interest in basketball – Market comparison (top 10 out of 18 core markets)”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“Analysis of 16,625 AI papers over 25 years shows immense growth in publication output with machine learning and reinforcement learning being the most popular topics”

AirStreetCapital · 2019 Air Street Capital The State of AI Report 201

“88% of 4,000 researchers who published papers at NeurIPS, ICML or ICLR were men”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Google comes out unscathed in 1 of 2 antitrust cases but search is on the ropes...”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“Our survey of 1,183 participants reveals significant AI usage and productivity gains”

52× · {ACTORS} and Accenture, AlvarezMarsal, BCG, Bain, Barclays, Deloitte, DeutscheBank, EY, Gartner, GoldmanSachs, IPSOS, Kearney, McKinsey, PwC, RolandBerger, SimonKucher, misc

“In addition, the project team worked with a wide range of NYCHA employees and departments”

Accenture · Navigating uncertain skies Commercial Aerospace In

“Leading MRO providers are scaling capacity, upskilling workers and adopting digital tools to meet rising demand while navigating labor and supply chain constraints.”

Accenture · Unlocking alpha in deals

“High-TSR companies and top value creators are more likely to embed a holistic digital strategy across the deal lifecycle.”

Accenture · Unlocking alpha in deals

“High-TSR companies and top value creators are more likely to effectively leverage past deal data to inform current and future deal strategies.”

misc · Rail industry cost and revenue sharing (2011)

“Option 8 is a carrot-based option not a stick-based option. Allowing train operators and NR to develop their own approach to bespoke line-of-sight deals would maximise the scope for innovation”

misc · Rail industry cost and revenue sharing (2011)

“Option 8 is a carrot-based option not a stick-based option. Allowing train operators and NR to develop their own approach to bespoke line-of-sight deals would maximise the scope for innovation”

“The young are more trusting of business leaders and more focused on their careers”

misc · NY COVID-19 Preliminary Economic Impact Assessment

“Retail: Impacts and recovery vary among essential vs. non-essential retailers and depend on physical vs. online channel”

“High expectations on retailers, policymakers, food manufacturers and brands to lead the way in sustainable practices.”

“Supporting customers and clients in pursuit of our strategic priorities”

“Experian's Flywheel: Our strategic advantage which connects Consumers and Partners”

“China faces a world of declining workers and exports, leading it to focus on growth of consumer spending”

“Insights segment serves executives and their teams across all major enterprise functions in every industry”

“HR Leaders and Employees Agree That Employers Need to Step Up Their Support”

“The young are more trusting of business leaders and more focused on their careers”

“High expectations on retailers, policymakers, food manufacturers and brands to lead the way in sustainable practices.”

BCG · 2024 Executive Perspectives Maximizing Value Poten

“AI-driven procurement cuts headcount to 70%, freeing workers and requiring AI skills”

52× {METRIC} to · Accenture, AirStreetCapital, BCG, Bain, Barclays, BondCap, CreditSuisse, Deloitte, DeutscheBank, EY, IBM, JPMorgan, KPMG, LEK, McKinsey, MorganStanley, OliverWyman, RolandBerger, misc

Accenture · Re-focus your talent lens: Abundance awaits

“Enabling 5G adoption to create local impact”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should focus on improving business productivity to manage increasing labor costs pressures”

Accenture · January Macro Brief Special edition: 2024 outlook

“Companies should place greater focus on business continuity planning and government engagement to mitigate risk”

“ONLY THE AUTO INDUSTRY HAD SUFFICIENT LFVC AD SPENDING TO ANALYZE IN OUR STUDY”

“Uncertainty about who will pay the system costs to allow scale integration of renewables across SEA is a further impediment to scale investment”

“The incremental cost to firm intermittent resources varies regionally, depending on the current effective load carrying capability (ELCC) values and the current cost of adding new firming resources.”

“Users devote ~25% of their yearly photography equipment spend to lighting solutions, and usually purchase new lighting solutions every 3-4 years”

misc · What if all vehicles were electric?

“Number of external factors need to be true for EV penetration to continue as projected; Charging infrastructure, battery supply are potentially rate-limiting”

Barclays · 20240220 Barclays FY2023 Results and Investor Upda

“Impairment: lending growth to maintain loan loss rate of 50-60bps”

“We are increasing our strategic investment to modernize our estate along a consistent and common architecture”

“Digitally enabled client engagement to improve profitability”

“Asia wealth projected to grow, with outsized share to top players”

AirStreetCapital · 2020 Air Street Capital The State of AI Report 202

“We're rapidly approaching outrageous computational, economic, and environmental costs to gain incrementally smaller improvements in model performance”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Tech CapEx Spend Driver = Compute Spend to Train & Run AI Models”

52× the {METRIC} · Accenture, AirStreetCapital, BCG, Bain, Barclays, BenedictEvans, EY, GoldmanSachs, IBM, JPMorgan, LEK, McKinsey, MorganStanley, RolandBerger, misc

Accenture · Bridging the Skills Gap in the Future Workforce

“Many have talked about the growth boost that new technologies will generate, but few have attempted to understand how that growth could be imperilled by not addressing the skills crisis.”

“WHEN EVALUATING THE ATTRIBUTED RETURNS, THE SALES ROI OF TV INCREASED BY 23%”

“Pop-up store and PR event the growth drivers of traditional marketing”

BCG · Shaping Future Indian ME

“1.2 OTT: Continues the growth trajectory with wide scale adoption”

misc · Rail industry cost and revenue sharing (2011)

“1 – Scope: TOC costs (2 of 3): Including all VTAC related items in the sharing mechanism would give NR an incentive to help TOCs to reduce the cost impact of rolling stock on NR's infrastructure”

“...catering for different end-user needs, with the premium segment dominating amongst high-end image creators”

Barclays · FY24 Results and Progress Update Presentation

“Execution progress: growing stable revenues in the Investment Bank”

GoldmanSachs · 2021 q4 earnings results presentation

“How does the investment income and GP commit work?¹”

“After a record 2021, the Investment Banking (IB) industry wallet reverted to pre-pandemic levels in 2022, with a softer start this year”

MorganStanley · ey emerging tech at work 2023 report updated

“Advancing the adoption curve”

AirStreetCapital · 2025 Air Street Capital The State of AI Report 202

“As the costs rack up it’s unclear who is making money”

BCG · 2025 Executive Perspectives Unlocking Impact from

“This set of technologies can be applied in four key patterns to alter the cost structure, creating a sustainable and long-term competitive advantage”

BenedictEvans · 2020 Benedict Evans 2020 January Shoulders of Gian

“The growth chart for the 2020s”

“As organizations embrace fit-for-purpose AI models—combined with open source and agile—the cost side of the equation will start to shrink.”

52× {REGION} and · · Accel, Accenture, AirStreetCapital, BCG, Bain, Deloitte, IPSOS, Kearney, McKinsey, MorganStanley, PwC, RolandBerger, Strategy_and, misc

Accenture · Year-end Macro Brief Into the Fog of Winter

“Business activity downturn eased slightly in November across Europe, with UK and Ireland showing signs of expansion”

Accenture · Year-end Macro Brief Into the Fog of Winter

“Real wage growth is now in positive territory across the US, UK and Euro area amidst subsiding inflation”

Accenture · January Macro Brief Special edition: 2024 outlook

“Most major economies closed out 2023 with sluggish activity momentum, though there was some notable improvement in China and the UK and continued resilience in the US”

Accenture · March Macro Brief Financial fissures emerge

“Resurgent food price pressures drove inflation higher again in the UK in February; headline inflation eased slightly in US and Euro area but core inflation remains high”

“Simplicity is highly sought after in Asia and Latin America”

“Simplicity is highly sought after in Asia and Latin America”

“Europe, Middle East, India and Africa IPO highlights: on average positive IPO performance in main and junior markets”

MorganStanley · m and a trends and outlook in the technology servi

“Strategic buyers leading deal activity with their focus on Europe and North America”

Accel · 2021 Accel On the path to global domination

“Europe and Israel private cloud funding tripled in 2021”

AirStreetCapital · 2022 Air Street Capital The State of AI Report 202

“While US-based authors published more AI papers than Chinese peers in 2022, China and Chinese institutions are growing their output at a faster rate”

52× {N} % ( BCG, BondCap, McKinsey, PwC, misc

“Lebanon currently has the third highest public debt-to-GDP ratio in the world standing at ~145% (in 2016)”

PwC · Overview of the ASEAN-6 Automotive Market

“Share of EV as a % of total PV has increased from 9% (225k units) in 2023 to 13% (351k units) in 2024 in ASEAN-6”

PwC · Vitamins & Dietary Supplements Market trends – Ove

“The Vitamins and Dietary Supplements global market has grown at a rate of 6,3% (CAGR 2014-2018), mainly driven by the segment of Food Supplements”

PwC · Vitamins & Dietary Supplements Market trends – Ove

“North America has the highest market value (around 26 €B in 2018) with respect to European market, with a growth trend of 6,7% (CAGR) in the period 2014-2018”

misc · U.S. Podcast Advertising Revenue Study

“2020 Podcast ad revenues grew 19% (to $842m) despite a shrinking economy”

misc · Discrete (Factory) Automation

“The global discrete automation market was worth c. $110bn in 2021, and is forecast to grow at a long-term rate of c.6% (2019-25)”

BCG · 2024 Executive Perspectives The Future of the AI D

“With AI spending expected to rise with a CAGR of ~30% (and ~85% for GenAI), companies are prioritizing different levers to control AI-related IT costs.”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“CapEx as % of Revenue (AWS as Proxy) – AI vs. Cloud Buildouts = 49% (2024) vs. 4% (2018) vs. 27% (2013), per Morgan Stanley”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“Global Public Market Capitalization Leaders – May, 2025 = 83% (25 of 30) USA-Based...”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...Global Public Market Capitalization Leaders – December, 1995 = 53% (16 of 30) USA-Based”

BondCap · 2025 Bond Cap Artificial Intelligence AI 2025

“...Global Public Technology Market Cap Leaders – December, 1995 = 53% (16 of 30) USA-Based”

51× only {N} % Accenture, AirStreetCapital, BCG, Bain, BenedictEvans, BondCap, IPSOS, McKinsey, MorganStanley, Nielsen, OliverWyman, SimonKucher, misc

Accenture · The art of AI maturity Advancing from practice to

“Figure 3: Only 7% of organizations are AI Achievers”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 3% of the North American companies surveyed had already implemented responsible AI practices, nearly half (45%) aspire to scale such frameworks by the end of 2024.”

Accenture · The art of AI maturity Advancing from practice to

“Figure 3: Only 12% of organizations are AI Achievers”

Accenture · The art of AI maturity Advancing from practice to

“Even though only 6% of the companies surveyed had already implemented responsible AI practices, 42% of surveyed companies aspire to do so by the end of 2024.”

misc · WHAT THE FUTURE: WELLNESS

“Today, only 36% of adults ages 18-34 feel that the U.S. healthcare system works for them.”