Tech M_A Targets – Global Thematic Research

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Published: October 10, 2016 Report Code: GDTMT-TR-M136-TH

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In 2016, a number of M&A transactions in the technology and media sectors occurred including the takeovers of NetSuite, Marketo, Arcam and DreamWorks as well as several others.
Over the coming two to three years, M&A activity in the technology and media sectors is expected to move into overdrive. Disruptive technology of some sort is likely to be the primary driver behind many of these future M&A transactions.

In this report, technology companies expected to be targeted over the next two years, who is likely to acquire them and why are indicated.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Reasons to Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

21st Century Fox
3D Systems
Activision Blizzard
Adobe
Akamai
Alibaba
Alphabet
Amazon
AMC Networks
AMD
AMS
Analog Devices
Ansys
Apple
ARM
Arris
ASOS
Atmel
Autodesk
Axel Springer
Baidu
Barracuda Networks
Blackberry
Boohoo.com
Box
Broadcom
CA Technologies
Cadence Design Sys
CBS
Check Point Software
Cisco
Citrix Systems
comScore
Cornerstone OnDemand
Ctrip
Cyberark Software
Dassault Systemes
DemandWare
Discovery Communications
Dreamworks
Electronic Arts
EMC
Expedia
F5 Networks
Facebook
FireEye
Fitbit
Fortinet
F-Secure
Garmin
Gemalto
GoDaddy
GoPro
GrubHub
HP Enterprise
HP Inc
HTC
IAC Interactive
IBM
Imperva
Ingenico
Intel
InvenSense
iRobot
ITV
JD.com
Jumei
Just Dial
Just Eat
Kakao
LG Electronics
Linear Technology
Linkedin
Lions Gate Entertainment
LogMeIn
MakeMyTrip
Mcgraw-Hill
Mediaset
Melexis
Micro Focus
Microchip
Micron
Microsoft
Mobileye
Moneysupermarket
NetEase
Netflix
NetSuite
Nielsen
Nuance Communications
Nvidia
NXP
Ocado
Oracle
Palo Alto Networks
Pandora
Paylocity
PayPal
Priceline
ProofPoint
ProSiebenSat.1
PTC
Qualcomm
Qualys
Rakuten
Rapid7
Rea Group
Red Hat
Rocket Internet
Rovi
RTL
Salesforce.Com
Samsung Electronics
SAP
Scripps Networks Interactive
SecureWorks
Seiko Epson
ServiceNow
Sony
Sophos
Soufun.Com
Splunk
Square Enix
Starz
STMicroelectronics
Stratasys
Symantec
Synopsys
Tencent
Texas Instruments
Time Warner
TomTom
Tremor Video
Trend Micro
TripAdvisor
TubeMogul
Twitter
Ubiquiti Networks
Ubisoft
Ultimate Software
United Internet
Viacom
Vivendi
VMware
Walt Disney
Web.com
Workday
Xilinx
Yahoo!

PART : POTENTIAL ACQUISITION TARGETS OVER THE NEXT TWO YEARS

Semiconductor sector

Hardware sector

Software sector

Internet sector

Media sector

PART : M&A ACTIVITY OVER THE LAST TWO YEARS

Semiconductors

Hardware

Software

Internet

Media

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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