Capitalizing on the convergence, growth and disruption of the TMT markets

Telecom

Industry Trends

  • Data traffic growth is accelerating exponentially:  50%+ of world population connected to the internet with 5.9 hour average daily usage
  • More wireline and wireless infrastructure will be needed to support data growth
  • Margins are under pressure

Strategies

  • Growth: disruptive (low-cost) business models / underserved areas with limited competition / infrastructure
  • Restructuring: underperforming assets
  • Consolidation: infrastructure sharing / cost cutting

Media

Industry Trends

  • Media proliferation has fragmented audiences
  • Streaming has taken off and will continue to disrupt distribution
  • Brand credibility and consumer data will build audiences and drive value
  • Consolidation in traditional media will be critical

Strategies

  • Growth: emerging brands / content with loyal following / direct-to-consumer models
  • Restructuring: underperforming assets / technology transformation
  • Consolidation: audiences / customer base / brands / ad inventories

Technology

Industry Trends

  • Cloud adoption is accelerating
  • Continuous development of new tech. increases obsolescence / fragmentation
  • Data enables rise of platform economies
  • E-commerce is disrupting retail and increasing the need for logistics and payment solutions
  • Global IT talent scarcity

Strategies

  • Growth: enterprise solutions including cloud management / cybersecurity / AI solutions
  • Consolidation: within market and adjacent sectors
  • Partnering: import best in class business models from other markets

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