Mergers and Acquisitions (M&A) in Tech, Media, and Telecom (TMT) 2022 Themes - Thematic Intelligence
Summary
If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A). This report analyzes the disruptive themes that drove M&A activity across the technology, media, and telecoms (TMT) industry in 2022.
Key Highlights
M&A activity in the global technology, media, and telecom (TMT) sector has been increasing since 2018, but the trend reversed in 2022. Total global M&A deal value dropped 39% in 2022 to $754 billion, compared to $1.1 trillion in the previous year. Deal volume reached 612 deals in 2022, down 39% from 2021.
In 2022, the software and services sector accounted for 58% of the overall TMT M&A deal value. The sector had a total of 292 deals worth $431 billion.
The big themes driving the top 100 TMT M&A deals in 2022 were cloud, gaming, and connectivity. The big cloud deals were Broadcom’s acquisition of VMware for $69 billion and the acquisition of Citrix by PE firms Evergreen Coast Capital and Vista Equity Partners for $16.5 billion. The most notable gaming deal was the acquisition of Activision Blizzard by Microsoft for $68.7 billion. The big connectivity deal was $19 billion Orange Espana merger with Masmovil Ibercom. The other big themes driving the TMT M&A market in 2022 were big data, social media, cybersecurity, and ecommerce.
Scope
- 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.
- 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.
- Executive Summary
- M&A Market Review
- 2018–2022 deal analysis
- 2022 highlights
- Thematic Drivers, 2018–2022
- Hardware
- Semiconductors
- Consumer electronics
- Electrical components
- IT infrastructure
- Telecom infrastructure
- Industrial automation
- Software and services
- Application software
- Security software
- Gaming software
- IT services
- Cloud services
- Internet and media
- Ecommerce
- Social media
- Advertising
- Music, film, & TV
- Publishing
- Telecom services
- Future Acquisition Targets
- Our track record in predicting M&A deals
- Our 2023 theme map helps predict tomorrow’s M&A targets
- Hardware
- Semiconductors
- Consumer electronics
- Electrical components
- IT infrastructure
- Telecom infrastructure
- Industrial automation
- Software & services
- Application software
- Security software
- Gaming software
- IT services
- Cloud services
- Internet & media
- Ecommerce
- Social media
- Advertising
- Music, film, & TV
- Publishing
- Telecom services
- Deal Selection Methodology
- Glossary
- Further Reading
- GlobalData reports
- Our Thematic Research Methodology
- About GlobalData
- Contact Us
- List of Tables
- Table 1: Greece Water Infrastructure Construction Output Value (EUR Million), 2017 - 2021
- Table 2: Greece Water Infrastructure Construction Output Value (US$ Million), 2017 - 2021
- Table 3: Greece Water Infrastructure Construction Output Value (EUR Million), 2021 - 2026
- Table 4: Greece Water Infrastructure Construction Output Value (US$ Million), 2021 - 2026
- Table 5: Greece Water Infrastructure Construction Output, by Cost Component (EUR Million), 2017 - 2021
- Table 6: Greece Water Infrastructure Construction Output, by Cost Component (US$ Million), 2017 - 2021
- Table 7: Greece Water Infrastructure Construction Output, by Cost Component (EUR Million), 2022 - 2026
- Table 8: Greece Water Infrastructure Construction Output, by Cost Component (US$ Million), 2022 - 2026
- Table 9: Greece Water Infrastructure Construction Output Value, New Construction (EUR Million), 2017 - 2021
- Table 10: Greece Water Infrastructure Construction Output Value, New Construction (US$ Million), 2017 - 2021
- Table 11: Greece Water Infrastructure Construction Output Value, New Construction (EUR Million), 2021- 2026
- Table 12: Greece Water Infrastructure Construction Output Value, New Construction (US$ Million), 2021- 2026
- Table 13: Greece Water Infrastructure Construction Output, New Construction by Cost Component (EUR Million), 2017 - 2021
- Table 14: Greece Water Infrastructure Construction Output, New Construction by Cost Component (US$ Million), 2017 - 2021
- Table 15: Greece Water Infrastructure Construction Output, New Construction by Cost Component (EUR Million), 2022 - 2026
- Table 16: Greece Water Infrastructure Construction Output, New Construction by Cost Component (US$ Million), 2022 - 2026
- Table 17: Greece Water Infrastructure Construction Output Value, Repair and Maintenance (EUR Million), 2017 - 2021
- Table 18: Greece Water Infrastructure Construction Output Value, Repair and Maintenance (US$ Million), 2017 - 2021
- Table 19: Greece Water Infrastructure Construction Output Value, Repair and Maintenance (EUR Million), 2021 - 2026
- Table 20: Greece Water Infrastructure Construction Output Value, Repair and Maintenance (US$ Million), 2021 - 2026
- Table 21: Greece Water Infrastructure Construction Output, Repair and Maintenance by Cost Component (EUR Million), 2017 - 2021
- Table 22: Greece Water Infrastructure Construction Output, Repair and Maintenance by Cost Component (US$ Million), 2017 - 2021
- Table 23: Greece Water Infrastructure Construction Output, Repair and Maintenance by Cost Component (EUR Million), 2022 - 2026
- Table 24: Greece Water Infrastructure Construction Output, Repair and Maintenance by Cost Component (US$ Million), 2022 - 2026
- Table 25: Greece Water Infrastructure Construction Output Value, Refurbishment (EUR Million), 2017 - 2021
- Table 26: Greece Water Infrastructure Construction Output Value, Refurbishment (US$ Million), 2017 - 2021
- Table 27: Greece Water Infrastructure Construction Output Value, Refurbishment (EUR Million), 2021 - 2026
- Table 28: Greece Water Infrastructure Construction Output Value, Refurbishment (US$ Million), 2021- 2026
- Table 29: Greece Water Infrastructure Construction Output, Refurbishment by Cost Component (EUR Million), 2017 - 2021
- Table 30: Greece Water Infrastructure Construction Output, Refurbishment by Cost Component (US$ Million), 2017 - 2021
- Table 31: Greece Water Infrastructure Construction Output, Refurbishment by Cost Component (EUR Million), 2022 - 2026
- Table 32: Greece Water Infrastructure Construction Output, Refurbishment by Cost Component (US$ Million), 2022 - 2026
- Table 33: Greece Water Infrastructure Construction Output Value, Demolition (EUR Million), 2017 - 2021
- Table 34: Greece Water Infrastructure Construction Output Value, Demolition (US$ Million), 2017 - 2021
- Table 35: Greece Water Infrastructure Construction Output Value, Demolition (EUR Million), 2021 - 2026
- Table 36: Greece Water Infrastructure Construction Output Value, Demolition (US$ Million), 2021 - 2026
- Table 37: Greece Water Infrastructure Construction Output, Demolition by Cost Component (EUR Million), 2017 - 2021
- Table 38: Greece Water Infrastructure Construction Output, Demolition by Cost Component (US$ Million), 2017 - 2021
- Table 39: Greece Water Infrastructure Construction Output, Demolition by Cost Component (EUR Million), 2022 - 2026
- Table 40: Greece Water Infrastructure Construction Output, Demolition by Cost Component (US$ Million), 2022 - 2026
- Table 41: GlobalData - Water Infrastructure Construction Market Definitions
- Table 42: Exchange Rate, 2017 - 2021
- Table 43: Exchange Rate, 2022 - 2026 Forecast
- List of Figures
- Figure 1: Primary themes driving top 100 M&A deals in the global TMT sector by value and volume in 2022
- Figure 2: In 2022, total deal value and volume of M&A in the TMT sector saw a sharp drop compared to 2021
- Figure 3: In 2022, Q2 saw the highest quarterly count with 187 M&A deals and a deal value of $277 billion
- Figure 4: In 2022, the software and services sector accounted for $431 billion, 58% of total deal value in TMT
- Figure 5: In 2022, the value of M&A deals in the software and services sector fall by 21%
- Figure 6: In 2022, the US dominated TMT deal activity with 68% of M&A deals worth $510 billion
- Figure 7: In 2022, US companies continued to lead the M&A deal value in the TMT sector
- Figure 8: saw 115 billion-dollar deals worth $622 billion in total
- Figure 9: In 2022, all three deal value segments witnessed a strong drop compared to the previous year
- Figure 10: Cloud, gaming, and connectivity were the top themes driving the top 100 M&A deals in 2022
- Figure 11: Since 2018, five themes have driven M&A strategy at Google, Amazon, Meta, Microsoft, and Apple
- Figure 12: At GlobalData we cover the following 17 sectors within TMT
- Figure 13: M&A activity in the global semiconductor sector over five years (ending December 31, 2022)
- Figure 14: M&A activity in the global consumer electronics sector over five years (ending December 31, 2022)
- Figure 15: M&A activity in the global electrical components sector over five years (ending December 31, 2022)
- Figure 16: M&A activity in the global IT infrastructure sector over five years (ending December 31, 2022)
- Figure 17: M&A activity in the global telecom infrastructure sector over five years (ending December 31, 2022)
- Figure 18: M&A activity in the global industrial automation sector over five years (ending December 31, 2022)
- Figure 19: M&A activity in the global application software sector over five years (ending December 31, 2022)
- Figure 20: M&A activity in the global security software sector over five years (ending December 31, 2022)
- Figure 21: M&A activity in the global gaming software sector over five years (ending December 31, 2022)
- Figure 22: M&A activity in the global IT services sector over five years (ending December 31, 2022)
- Figure 23: M&A activity in the global cloud services sector over five years (ending December 31, 2022)
- Figure 24: M&A activity in the global ecommerce sector over five years (ending December 31, 2022)
- Figure 25: M&A activity in the global social media sector over five years (ending December 31, 2022)
- Figure 26: M&A activity in the global advertising sector over five years (ending December 31, 2022)
- Figure 27: M&A activity in the global music, film, & TV sector over five years (ending December 31, 2022)
- Figure 28: M&A activity in the global publishing sector over five years (ending December 31, 2022)
- Figure 29: M&A activity in the global telecom services sector over five years (ending December 31, 2022)
- Figure 30: Our 2023 theme map shows the 37 biggest themes driving growth in the TMT sector
- Figure 31: M&A activity by transaction value in the global TMT sector by sub-sectors, 2018–2022
- Figure 32: Our five-step approach for generating a sector scorecard
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