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

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.

Companies mentioned

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!