Amazon and Google are the leading companies in the Conversational Platforms theme, according to the latest Thematic Scorecard for the consumer electronics sector from GlobalData, a leading data and analytics company.

The two companies both gained the highest Thematic score (5 out of 5) in GlobalData’s Thematic scorecard for the consumer electronics sector. A Thematic score of 5 out of 5 indicates that this theme will significantly improve their future performance.

On their tail, with scores of 4 out of 5, are Apple, Microsoft, Alibaba, and Samsung.

GlobalData’s Thematic Scorecard ranks companies within a sector on the basis of overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future earnings growth.