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GlobalData PLC

GlobalData Plc is a data, insight, and technology company operating in Europe, North America, and the Asia Pacific. It operates in two segments: Data, Analytics and Insights: Healthcare; and Data, Analytics and Insights: Non-Healthcare. The company offers performance advertising and consulting services, as well as proprietary data, expert analysis, and purpose-built artificial intelligence integrated into a unified platform, delivering solutions such as industry sector research, analytics, consulting, single copy reports, and events. It serves industries including aerospace, defense, and security; agribusiness; apparel; automotive; banking and payments; construction; consumer; food services; healthcare; insurance; medical devices; mining; oil and gas; packaging; pharmaceuticals; power; retail; public sector; technology; travel and tourism; and sport. The company was formerly known as Progressive Digital Media Group Plc and changed its name to GlobalData Plc in January 2016. GlobalData Plc was incorporated in 2000 and is headquartered in London, the United Kingdom.

Price · split & dividend adjusted
News & notes moving DATA.LSE
DATA.LSE

IKEA enters UK home insurance market with Urban Jungle partnership

IKEA has entered the UK home insurance market through a partnership with insurtech Urban Jungle, embedding home insurance at the point of sale for its customers. According to GlobalData's 2025 UK Insurance Consumer Survey, 30% of consumers said they would be willing to buy a home insurance policy from IKEA, the highest proportion among alternative providers, compared with 18.4% for Amazon, which discontinued a similar initiative in 2024. Only 15.4% of consumers were familiar with Urban Jungle, signaling a major win for the insurtech. The partnership offers contents and buildings cover during the same transaction as furniture purchases, with no further input required, unlike Amazon's price comparison website model. Following the partnership, the Financial Conduct Authority moved Urban Jungle into its Scale-Up Unit, a program giving fast-growing firms dedicated regulatory support.
Life Insurance International·32dRead more →
Energy Transition & Power Demand

Global energy transition investment shows resilience but faces uneven growth and infrastructure risks

Global energy transition investment has shown resilience despite a tougher macro environment, driven by electrification, energy security concerns, and demand from AI and data centres, according to GlobalData analyst Alex Phillips. While renewables continue to dominate new power investment, solar remains the biggest capital magnet but faces slowing growth later this decade due to supply chain concentration and policy shifts. Nuclear investment is resurging, with a projected sharp rise by 2030 and a geographic shift from Asia-Pacific toward Europe and the US, partly fueled by small modular reactors for data centres. Phillips warns that high interest rates increase borrowing costs for capital-intensive clean technologies, and that without prioritizing transmission and grid modernization, cost declines may not translate into reliable power. Investment in supporting infrastructure like energy storage and grids is significant, but supply chain bottlenecks and permitting delays pose delivery risks.
Offshore Technology·72dRead more →
Robotics & Physical AI

Dark factories may reshape energy transition manufacturing economics

Fully automated dark factories could redefine where advanced manufacturing for the energy transition becomes commercially viable, with GlobalData expecting their number to grow from a handful today to hundreds by 2030. The primary commercial argument is higher asset utilisation and more consistent production, not energy savings, which is particularly relevant for producers of batteries, power electronics, and other clean energy technologies facing pressure to cut costs and expand capacity. Labour shortages and rising wages in the US, China, and Japan, along with industrial policies treating renewable energy manufacturing as strategic, are accelerating automation and making reshoring easier to justify. China's leadership in robotics and AI gives its manufacturers an advantage beyond labour costs, forcing other regions to compete on automation capability as well as policy. Adoption will be incremental due to high upfront investment, complex software integration, cybersecurity risks, and the ongoing need for human oversight, but the selective shift could influence where new capacity is built and which investments offer the strongest long-term returns.
Energy Monitor·80dRead more →