Mergers & Acquisitions in TMT - Thematic Research
DESCRIPTION
TABLE OF CONTENTS
RELATED REPORTS
SAMPLE REQUEST
REVIEWS
DESCRIPTION
Mergers & Acquisitions in TMT - Thematic Research
Summary
If you really want to understand the themes that drive an industry, just look at the list of recent mergers and acquisitions (M&A). In part 1 of this report, we explain how disruptive themes have been driving M&A activity over the last five years. In part 2, we select the most notable M&A deals announced in the technology, media and telecoms (TMT) sector over the last five years and identify their thematic drivers. Finally, in part 3, we highlight potential acquisition targets, explaining who is likely to acquire them and why.
In 2017, the largest M&A deal announced in the TMT sector was Disneys $71bn bid for 21st Century Fox, driven by the disruptive threat of internet TV. In 2018, it was Broadcoms $121bn bid for Qualcomm, driven by 5G and the Internet of Things (IoT) - though this deal was later aborted. So far in 2019, the largest announced deal is FISs $35bn acquisition of Worldpay, potentially kickstarting a string of fintech deals.
In 2018, the total transaction value of M&A deals announced in the global TMT sector reached $630bn, up 23% from 2017, according to Thes Deals Database. As the chart below illustrates, the value of M&A in the TMT sector dwarfed that of other markets in both 2017 and 2018.
Scope
- This report provides an overview of merger and acquisitions activity in the global TMT market.
- It identifies the M&A deals announced in the TMT market over the last five years and highlights potential acquisition targets that are likely to be acquired over the next three years.
- The report provides a comprehensive sector-by-sector analysis of themes driving the key M&A deals across each sector in the past five years.
Reasons to buy
- This report provides an overview of the mergers and acquisitions in TMT market.
- It identifies the key themes driving the M&A deals in the TMT market.
- The report highlights comprehensive thematic rationales for the key M&A deals announced over the last five years.
- It also highlights companies from across the TMT sector that are likely to be acquisition targets over the next three years, as well as identifying potential acquirers.
Summary
If you really want to understand the themes that drive an industry, just look at the list of recent mergers and acquisitions (M&A). In part 1 of this report, we explain how disruptive themes have been driving M&A activity over the last five years. In part 2, we select the most notable M&A deals announced in the technology, media and telecoms (TMT) sector over the last five years and identify their thematic drivers. Finally, in part 3, we highlight potential acquisition targets, explaining who is likely to acquire them and why.
In 2017, the largest M&A deal announced in the TMT sector was Disneys $71bn bid for 21st Century Fox, driven by the disruptive threat of internet TV. In 2018, it was Broadcoms $121bn bid for Qualcomm, driven by 5G and the Internet of Things (IoT) - though this deal was later aborted. So far in 2019, the largest announced deal is FISs $35bn acquisition of Worldpay, potentially kickstarting a string of fintech deals.
In 2018, the total transaction value of M&A deals announced in the global TMT sector reached $630bn, up 23% from 2017, according to Thes Deals Database. As the chart below illustrates, the value of M&A in the TMT sector dwarfed that of other markets in both 2017 and 2018.
Scope
- This report provides an overview of merger and acquisitions activity in the global TMT market.
- It identifies the M&A deals announced in the TMT market over the last five years and highlights potential acquisition targets that are likely to be acquired over the next three years.
- The report provides a comprehensive sector-by-sector analysis of themes driving the key M&A deals across each sector in the past five years.
Reasons to buy
- This report provides an overview of the mergers and acquisitions in TMT market.
- It identifies the key themes driving the M&A deals in the TMT market.
- The report highlights comprehensive thematic rationales for the key M&A deals announced over the last five years.
- It also highlights companies from across the TMT sector that are likely to be acquisition targets over the next three years, as well as identifying potential acquirers.
TABLE OF CONTENTS
PART 1: M&A AND THE IMPORTANCE OF THEMES
Companies who invest in the right themes become success stories
Themes drive M&A strategy
PART 2: M&A ACTIVITY OVER THE LAST FIVE YEARS
Hardware
Semiconductors
Servers, storage, and networking equipment
Consumer electronics
Component makers
Industrial automation
Software
Application software
Security software
Video games software
Services
Cloud services
IT services
Internet & media
Ecommerce
Social media
Advertising
Music, film, & TV
Publishing
Telecoms
Telecom operators
Cable & satellite operators
PART 3: FUTURE ACQUISITION TARGETS
Hardware
Semiconductors
Servers, storage & networking equipment
Consumer electronics
Component makers
Industrial automation
Software
Application software
Security software
Video games software
Services
Cloud services
IT services
Internet & media
Ecommerce
Social media
Advertising
Music, film, and TV
Publishing
Telecoms
Telecom operators
Cable & satellite operators
PART 4: DEAL SELECTION
PART 5: GLOSSARY
APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY
RELATED REPORTS
Mergers and Acquisitions in Tech, Media and Telecom (TMT), 2020 Themes Presentation - Thematic Research
Mergers and Acquisitions in Tech, Media and Telecom (TMT), 2020 Themes Presentation - Thematic ResearchA detailed presentation analyzing how themes drive M&A activity in the tech, media, and telecoms (TMT)
View ReportMergers and Acquisition in Tech, Media and Telecom (TMT), 2020 Update - Thematic Research
Mergers and Acquisition in Tech, Media and Telecom (TMT), 2020 Update - Thematic ResearchIf you want to understand the themes that drive an industry, simply look at the list of
View ReportOil and Gas Monthly Mergers & Acquisitions (M&A) Activity in United States of America (USA) - June 2020
Oil and Gas Monthly Mergers & Acquisitions (M&A) Activity in United States of America (USA) - June 2020Oil and Gas Monthly Mergers & Acquisitions (M&A) Activity in United States of
View ReportMergers & Acquisitions in Technology, Media, and Telecom - Review of H1 2020
Mergers & Acquisitions in Technology, Media, and Telecom - Review of H1 2020If you want to understand the themes that drive an industry, simply look at the list of recent
View ReportSAMPLE REQUEST
Fill The Form For Sample Request
REVIEWS
