Notably, cloud was one of the most frequently referenced themes in Q1 2023, ranking highest in terms of mentions, ahead of Covid-19 and social, according to GlobalData.

Of the top leading companies in the aerospace, defence & security industry, Axon Enterprise had the greatest increase in references for cloud in Q1 2023, compared with the previous quarter. GlobalData identified 41 cloud-related sentences in the company's filings - % of all sentences - and an increase of 100% in Q1 2023 compared with Q1 2022. General Dynamics’s mentions of cloud rose by 100% to 5 and Leidos’s by 100% to 3 and Lockheed Martin’s by 200% to 3 and MTU Aero Engines’s by 100% to 1.

GlobalData’s Company Filings Analytics also applies sentiment weight to reference sentences, based on whether the sentences are positive, negative, or neutral. Starting at 100 in 2020, an index over 100 is more positive. The overall index for cloud in Q1 2023 was 80.

To further understand GlobalData's analysis on Cloud Computing in Aerospace, Defense and Security (ADS) Sector – Thematic Intelligence market, buy the report here.

The post Who’s saying what? Cloud mentions in company filings of aerospace, defence & security industry increased by 7% in Q1 2023 appeared first on Army Technology.