Megabuyte CEOBarometer Podcast: January 2025 – Insights for UK Tech CEOs and Boards
Megabuyte CEOBarometer Series
by Megabuyte
1M ago
In this month's podcast: As we enter 2025, this month’s Megabuyte CEOBarometer adopts a slightly different format. Like last January’s episode, this month’s show runs to an hour to provide a comprehensive round-up of the past year and set the scene for the year ahead. The podcast begins with a 12-month retrospective, revisiting key technology and growth trends, corporate activity data, and a look back at our 2024 predictions to assess their accuracy. Building on these insights, we then turn to our forward-looking predictions for 2025, offering perspectives on the themes that will shape the yea ..read more
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Megabuyte CEOBarometer Podcast: December 2024 – Insights for UK Tech CEOs and Boards
Megabuyte CEOBarometer Series
by Megabuyte
2M ago
In this month's podcast: Finally, some good news! UK tech sector share prices and valuations actually saw some meaningful improvement in November, making it a positive month for the sector across the board. As expected, M&A volumes were strong, boosted by pre-budget deals, with ICT Services activity seeing a particularly notable pop. Private equity had a strong showing too, with a 10% year-on-year rise in deals, driven largely by MBOs making a return after some time. Even the downtrodden venture capital sector had a good month, raising over £500m - its best month since May - thanks to incr ..read more
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Megabuyte CEOBarometer - November 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
3M ago
In addition to the usual analysis of corporate activity and valuations, this month’s ‘spotlight’ is on growth trends, providing an overview of current market growth rates, some context on where we are relative to recent highs and lows, and our view on the outlook. In particular, we analyse why, as Software sector growth remains robust, parts of the ICT Services sector still have some way to go. M&A activity received the expected pre-budget boost, though this impact has yet to be fully reflected in the numbers, and private equity activity remained strong across both MBOs and SBOs. In c ..read more
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Megabuyte CEOBarometer - October 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
4M ago
In addition to our customary monthly updates, this month’s show has an AI flavour as we analyse the latest product announcements from key players, revealing what they signal about AI adoption trends and spotlighting three critical takeaways. Meanwhile, in our monthly analysis of share prices, valuations and corporate activity: After a positive summer for share prices in the UK tech sector, September was disappointing with flat prices, in line with the UK market but underperforming a resurgent US market. Deal activity was also muted, with a 25% year-on-year drop across all categories. Private e ..read more
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Megabuyte CEOBarometer - September 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
5M ago
While it feels like most tech CEOs are getting on with the new norm, the statistics over the summer tell a different story. While UK tech sector share prices were solid across July and August, and valuations are generally stable, corporate activity in all categories was down, even in the otherwise resilient private equity sector, where weak MBO numbers mean that year-to-date deal volumes are now flat. M&A activity also remains muted with increased polarisation between ICT Services and Software, with the latter enjoying decent deal volumes and some chunky transactions over the summer. The s ..read more
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Megabuyte CEOBarometer - July 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
8M ago
As we head into the summer lull, June was relatively quiet on the corporate activity front, although the massive valuation on Preqin’s sale to Blackrock certainly caught the eye. Trends observed this year have persisted, with strong private equity volumes contrasting with ongoing, though moderating, weaknesses in M&A, venture capital, and capital markets activities. Meanwhile, notwithstanding the undoubted success of the Raspberry Pi IPO, UK tech sector share prices and quoted valuations remain at near 10-year lows after another soggy month, especially for software. However, the outlook fo ..read more
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SPECIAL EDITION: Megabuyte AI Strategy Framework
Megabuyte CEOBarometer Series
by Megabuyte
9M ago
Over the last year, I've been working on a major research project on AI strategy. The genesis of this research programme was an AI-focused panel session at the 2023 Megabuyte CEOStrategy Offsite. The depth of audience engagement in that panel session, but also what appeared to be a lack of clear thinking around strategy on AI, left me in little doubt that there was more research needed in this critical area. So I set about sense checking that interpretation with multiple CEOs. And the consensus was clear - there is a strong desire, or perhaps imperative is a better word, to advance AI strategi ..read more
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Megabuyte CEOBarometer - June 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
9M ago
The patchy recovery continued in May, marked by a notable pop in UK share prices. Trading conditions continue to be mixed but are improving overall, while evidence of the gap between the AI haves and have-nots is growing. Regarding corporate activity, private equity continues to be the bright spot; fundraising numbers clearly suggest that VC has turned a corner, but it was another flat month for M&A. Meanwhile, there’s good and bad news on the IPO front. The good news is that Raspberry Pi has pulled the trigger, but the bad news is that the WANdisco team is attempting to return to public c ..read more
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Megabuyte CEOBarometer - May 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
10M ago
In April, some familiar trends became more pronounced in the UK tech sector - the most striking of which was the increasing juxtaposition of confidence levels between private equity and the capital markets. There were no fewer than four billion-dollar private equity deals announced - the Darktrace P2P and SBOs from Focus, Rimes, and Zellis – with only three small follow-on offerings in reply from the stock market. Soggy share prices once again only served to underline the stock market gloom, even if we did outperform NASDAQ for a change. Venture capital continues to bump along the bottom with ..read more
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Megabuyte CEOBarometer - April 2024 update
Megabuyte CEOBarometer Series
by Megabuyte
11M ago
March was a busy month for public company results, painting a solid picture overall.  Nonetheless, there were notable exceptions as share prices and public company valuations remained stagnant. Looking at deal flow, a superficial analysis of the data suggests that activity levels in March mirrored those of January and February – and were notably lower than the levels achieved in Q1 2023. While this observation holds true, it overlooks some crucial underlying trends, the most striking of which is the significant surge in private equity activity, with deals up 2.5 times from March 2023. Sim ..read more
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