Tech M&A Targets - Global Thematic Research

  • ID: 4473035
  • Report
  • Region: Global
  • 17 pages
  • GlobalData
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FEATURED COMPANIES

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Tech M&A Targets - Global Thematic Research

Summary

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 the ecosystem of thematic investment research reports, supported by the “thematic engine”.
  • About the Thematic Research Ecosystem
  • The author 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, the author’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, the author 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 the author’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. The 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. The 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

  • The thematic investment research product, supported by the 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.
  • The unique differentiator, compared to all rival thematic research houses, is that the thematic engine has a proven track record of predicting winners and losers.
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FEATURED COMPANIES

  • 21st Century Fox
  • Box
  • F-Secure
  • Linkedin
  • Paylocity
  • Splunk
  • MORE
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: “THEMATIC” RESEARCH METHODOLOGY
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  • 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!
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