Mergers and Acquisitions in Tech, Media, and Telecom (TMT) 2022 Themes – Thematic Intelligence
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M&A in TMT Thematic Report Overview
In 2022, the major themes that impacted the M&A sector in the technology, media, and telecom (TMT) industry were mainly categorized into four segments- hardware, software and services, internet & media, and telecom services. M&A activity in the global TMT sector has been increasing since 2018, but the trend reversed in 2022. In 2022, the software and services sector accounted for more than 57% of the overall TMT M&A deal value. The Mergers and Acquisitions (M&A) in Tech, Media, and Telecom (TMT) thematic research report analyzes the disruptive themes that drove M&A activity across the technology, media, and telecoms industry in 2022.
Top Themes Driving Growth in the M&A in TMT Industry
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The hardware sector includes semiconductors, electrical components, consumer electronics, IT infrastructure, telecom infrastructure, and industrial automation.
Semiconductors: Many integrated chip designers have sold off their manufacturing plants, or fabs, to focus solely on design, leaving the big foundries—TSMC, Global Foundries, Intel, Samsung Electronics, and others—with a greater share of chip production. Meanwhile, Chinese firms are determined to enter the high-end chip market in a big way, despite currently being weak in both design and production. Consequently, the strategic value of owning a high-end chip designer with its own foundry may rise.
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Software and Services
The software and services sector include application software, security, gaming, IT services, and the cloud.
Application Software: CAD software may continue to see growth from themes such as VR, AR, in-house chip design, 3D printing, AI, computer vision, high-tech engineering, and IoT. Autodesk and PTC are two of the leading players in CAD software, together with Dassault Systèmes. Larger software houses like Adobe or industrial conglomerates like GE could enter this high-growth market by buying one of these players.
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Internet & Media
The internet and media sector include ecommerce, social media, advertising, music, film, & TV, and publishing.
Ecommerce: Niche online retailers are beginning to look exposed as Big Tech moves further into ecommerce. Many of these larger ecosystems may soon have new in-house tools that give them clear advantages, including mobile payment technologies, conversational platforms, and machine learning, which enables them to better understand customers. Some larger ecosystems, like Amazon and Alibaba, are already competing directly with niche online fashion retailers. Others, rather than starting from scratch, are likely to enter the online fashion market by acquisition.
With a market value of more than $2 billion, US Cellular is too small to compete with AT&T, Verizon, and the combined T-Mobile and Sprint. The investment required in 5G, SDN, and edge computing will be too great. Consolidation of some kind is likely.
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M&A in TMT Thematic Report Overview
|Major Themes||Hardware, Software and Services, Internet & Media, and Telecom Services|
- This report provides an overview of merger and acquisition activity in the global TMT market in 2022.
- It identifies the M&A deals announced in the TMT market between January 1, 2018 and December 31, 2022 and provides comprehensive sector-by-sector analysis of the themes driving this activity.
Reasons to Buy
- This report offers a unique perspective on M&A activity in the TMT sector by focusing on the themes driving deals. This allows for a deeper understanding of the themes that are shaping the industry.
- It provides analysis of M&A activity in major geographic regions, including North America, Europe, and Asia-Pacific.
- It evaluates the M&A deals announced by the leading technology companies (Google, Amazon, Meta, Microsoft, and Apple), identifying the five themes on which they are focusing.
- The report also includes our predictions for future acquisitions targets across all TMT sectors.
Advanced Info Service
Advanced Micro Devices
Affinity Equity Partners
AI Medical Systems
Allied Universal Security Services
Apollo Global Management
Aspen Technology (AspenTech)
Atlantic Coastal Acquisition
Australia Tower Network
Baring Private Equity Asia
Beijing Infinities Interactive Media
Brookfield Asset Management
Caisse de dépôt et placement du Québec (CDPQ)
Canada Pension Plan
CBRE Caledon Capital
CBS Studio Center
CC Capital and consortium
CF Finance Acquisition
Chatham Asset Management
Chicken Soup for the Soul Entertainment
Chubb Fire & Security
Clayton, Dubilier & Rice
Clearlake Capital Group
Colt Technology Services
Conyers Park II Acquisition
Cox Media Group
CVC Capital Partners
Daily Mail & General Trust
Digital Media Solutions
Digital Realty Trust
Dun & Bradstreet
DuPont de Nemours
EMI Music Publishing
Emirates Telecommunications (Etisalat)
Engineering Ingegneria Informatica
EQT Infra IV
EQT Infrastructure IV
EQT Infrastructure IV Fund
Evergreen Coast Capital
Flying Eagle Acquisition
Foley Trasimene Acquisition
Francisco Partners Management
Global Infrastructure Partners
Golden Nugget Online Gaming
Gulf Energy Development
Guojin Industrial Transfer
H&F and consortium
Hainan Zhongxing Future
Hellman & Friedman
Hellman & Friedman Capital
HG Vora Capital Management
Hollysys Automation Technologies
Houghton Mifflin Harcourt
Hubei Dinghui Microelectronics
I Squared Capital
Infrastrutture Wireless Italiane
Insite Wireless Group
Ion Investment Group
ISOC edotco Towers
James M. Peck
Janus Henderson Group
Japan Advanced Semiconductor
KKR & Co
L&T Infotech (renamed as LTIMindtree)
Laird Performance Materials
Lecron Internet Media
Local Media Group
London Stock Exchange
Lotte IT Tech
Macquarie and consortium
Madison Square Garden Entertainment
Masmovil Ibercom (MasMovil)
Matrox Electronic Systems
McGraw Hill Companies
Media units/Dogan Sirketler Grubu
Meta (formely Facebook)
Millicom International Cellular
National Media Group
New Beginnings Acquisition
New Classics Media
Oil Price Information Service
Open Door Labs
Open Text UK
Peak Oyun Yazilim ve Pazarlama
Penguin Random House
Poema Global Holdings
PT Dayamitra Telekomunikasi (Mitratel)
PT EPID Menara Asset
PT Sarana Menara Nusantara
PT. Solusi Tunas Pratama
Qinhuangdao Tianye Tolian Heavy Industry
QTS Realty Trust
R. R. Donnelley & Sons
Recco Control Technology
Ritchie Bros Auctioneers
Saber Servicos Educacionais
Safaricom Telecommunications Ethiopia
Santa Cruz Works
Shanghai Autokol Network
Shanghai Mutong Technology
Shanghai Xingyi Cinema
Shenzhen EVOC Intelligence
Shenzhen O-film Tech
Sirius Computer Solutions
Social Capital Hedosophia
Spartan Energy Acquisition
Sports Ventures Acquisition
Stone Point Capital
SVF Investment III
Swiss Life Asset Management
Take-Two Interactive Software
TCL Huaxing Optoelectronics
Technology & Telecommunication
Telefonaktiebolaget LM Ericsson
Teraco Data Environments
The Blackstone Group
The Carlyle Group
The E. W. Scripps
The IRONMAN Group
The Meet Group
The New York Times Company
The Rocket Science
The Saudi Public Investment
Thomas H Lee Partners
Tianjin Zhonghuan Electronics
Turkey Wealth Fund
Vantage Data Centers Management
Veritas Capital Fund Management
Viacom (remaned to ViacomCBS)
Vista Equity Partners
Vivint Smart Home
Warner Media (renamed to Warner Bros. Discovery)
Will Be S&T
Windy City Wire Cable & Technology Products
Zhuhai Orbit Aerospace
Zoom Video Communications
Table of Contents
M&A Market Review
Thematic Drivers, 2018-2022
Future Acquisition Targets
Deal Selection Methodology
Thematic Research Methodology
Frequently asked questions
What are the major themes that impacted the M&A sector in the TMT industry in 2022?
In 2022, the major themes that impacted the M&A sector in the TMT industry are mainly categorized into four segments- hardware, software and services, internet and media, and telecom.
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