Megabuyte CEOBarometer - October 2022 update
October: The share price rout returns after a brief summer lull as we wait to see how the coming recession impacts trading.
Oct 04, 2022•22 min•Ep. 33
The Megabuyte CEOBarometer Podcast
A quarterly podcast offering clear, strategic perspective on the forces shaping the UK tech sector – M&A, capital flows, AI, and more. Our podcast is powered by proprietary data and insight from Megabuyte’s industry-leading financial analysts. Learn more at www.megabuyte.com.
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Episodes
Megabuyte CEOBarometer - September 2022 update
September: A lacklustre summer rally belies a continuation for first half trends. But no-one seems to be talking about the trading outlook?
Sep 08, 2022•29 min•Ep. 32
Megabuyte CEOBarometer - July 2022 update
July: Capital markets activity reaches rock bottom … VC continues to trend downwards … but the private equity guys continue to make hay
Jul 07, 2022•26 min•Ep. 31
Megabuyte CEOBarometer - June 2022 update
June 2022: Oh dear, this is getting serious! The VC bubble is bursting and share prices are continuing to fall… someone needs to let the PE guys know that the party’s over!
Jun 09, 2022•28 min•Ep. 30
Megabuyte CEOBarometer - May 2022 update
May 2022: After another tough month, share prices and deal volumes are largely back to pre-pandemic levels, but where do they go from here?
May 12, 2022•22 min•Ep. 29
Megabuyte CEOBarometer - April 2022 update
April 2022: Private equity and M&A activity normalises, capital markets deal flow slows and VC megadeals are noticeably absent; blip or new trend?
May 12, 2022•24 min•Ep. 28
Megabuyte CEOBarometer - March 2022 update
March 2022: Has the correction arrived? Will the market uncertainty triggered by recent geo-political events extend to deal volumes & valuations?
Mar 04, 2022•24 min•Ep. 27
Megabuyte CEOBarometer - February 2022 update
February 2022: With tech share prices dropping on both sides of the Atlantic, what next for corporate activity and valuations?
Feb 04, 2022•25 min•Ep. 26
Megabuyte CEOBarometer - January 2022 update
January 2022: 2021 may have ended on a high, but are steadier-state deal volumes and valuations pointing to a more ‘normal’ 2022?
Jan 07, 2022•31 min•Ep. 25
Megabuyte CEOBarometer - December 2021 update
December 2021: M&A overtakes private equity in snaring MBO targets; £1bn fund raise emerges as the monthly venture capital ‘new norm’; and valuation inflation continues.
Dec 09, 2021•30 min•Ep. 24
Megabuyte CEOBarometer - November 2021 update
November 2021: While digital halos start to slip on the public markets, the M&A resurgence continues with data management and process automation the new flavour of the month.
Nov 04, 2021•29 min•Ep. 23
Megabuyte CEOBarometer - October 2021 update
October 2021: Troubled waters ahead? We think so, as valuations continue to overheat in both public and private markets.
Oct 08, 2021•30 min•Ep. 22
Megabuyte CEOBarometer - September 2021 update
September 2021: We report on the July & August silly season as UK tech share prices soar and deal flow records continue to be broken.
Sep 10, 2021•31 min•Ep. 21
Megabuyte CEOBarometer - July 2021 update
July 2021: Records are made to be broken: We analyse the UK tech IPO bonanza looking set to deliver the best performance of the decade, and a bumper month for deal volumes and valuations.
Jul 08, 2021•29 min•Ep. 20
Megabuyte CEOBarometer - June 2021 update
June 2021: Specialist data consultancies – the new darling of the investor community? London-listed companies go transatlantic and the rise of digitally-powered healthcare solutions providers.
Jun 04, 2021•28 min•Ep. 19
Megabuyte CEOBarometer - May 2021 update
May 2021: A return to steady-state corporate activity; transatlantic capital markets rev up and growth and venture capital steal a march on private equity.
May 07, 2021•30 min•Ep. 18
Megabuyte CEOBarometer - April 2021 update
April 2021: Effervescent deal activity; private capital hotspots; and IPO and SPAC momentum gathers pace.
Apr 08, 2021•28 min•Ep. 17
Megabuyte CEOBarometer - March 2021 update
March 2021: Private equity hot(ter) spots, stock market inflation jitters, more signs of the digital IPO wave and SPACs make their presence felt.
Mar 05, 2021•29 min•Ep. 16
Megabuyte CEOBarometer – February 2021 update
February 2021: Despite a tentative start to the year for capital markets, later-stage VC and mid-market PE power ahead evidencing our bullish outlook for 2021.
Feb 05, 2021•22 min•Ep. 15
Megabuyte CEOBarometer COMPANY FINANCIALS & TRADING UPDATE - January 2021
January 2021 - Company Financials & Trading Update: Stock market highs, a record month for corporate activity, resilience becomes confidence and the arrival of SPACs.
Jan 08, 2021•20 min•Ep. 14
Megabuyte CEOBarometer MARKETS & DEALS UPDATE - January 2021
January 2021 - Markets & Deals Update: Stock market highs, a record month for corporate activity, resilience becomes confidence and the arrival of SPACs.
Jan 08, 2021•25 min•Ep. 14
Megabuyte CEOBarometer – December 2020 update
December 2020: Upbeat markets and valuations, the return of mid-market private equity and why NOW is the time to evaluate strategy.
Dec 04, 2020•38 min•Ep. 13
Megabuyte CEOBarometer – November 2020 update
November 2020: The country may be heading into ‘Lockdown 2.0’ but corporate activity and financial performance in the UK tech and digital sector continue to demonstrate remarkable resilience. In particular, mid-market private equity is back with a bang, and M&A activity continues to return to pre-COVID levels, especially in Enterprise Software. I discuss the key deals and valuation trends. Also this month, the wave of IPOs seems definitely now to have reached European shores and I look at wh...
Nov 06, 2020•28 min•Ep. 12
Megabuyte CEOBarometer – October 2020 update
October 2020: As deal activity continued to recover in September; despite lockdown uncertainty, I take a look at ‘Chapter 2’ investment trends in venture and growth capital as well as recovering M&A and mid-market PE activity. Although share prices were more muted in September after a very strong run, the US IPO market continued its resurgence with some eye-watering valuations to match. Are these sustainable and will the IPO gold rush be exported to Europe? The signs are there. On trading, a...
Oct 02, 2020•22 min•Ep. 11
Megabuyte CEOBarometer – September 2020 update
September 2020: As the summer progresses into its quietest month, there is still plenty to talk about in the tech sector. Mega-deals have returned with gusto, underlining resurgent confidence from management teams and investors alike. I examine the evidence for returning strength in the UK IPO market and how data strategies of every flavour are at the core of much of this activity right now. Meanwhile, I take my usual look at current trading and uncover some businesses that are now expecting hig...
Sep 04, 2020•25 min•Ep. 10
Megabuyte CEOBarometer – August 2020 update
August 2020: As part of my usual review of key trends in trading, corporate activity and valuations, this month, I draw out the key themes in data showing a resurgence of M&A activity, assess the possibility of green shoots in the UK IPO market, examine news flow in fintech which suggests that it is entering a new, more uncertain phase and update on the recurrent theme of resilience. Last, but definitely not least, I summarise the latest installment of the reboot of our Generational Shift th...
Aug 07, 2020•24 min•Ep. 9
Megabuyte CEOBarometer – July 2020 update
July 2020: This month, as IPOs abound in the US, I examine the outlook for valuations in the face of seemingly ever-rising stock markets, with some surprising conclusions. I also give the usual deal stats which show continuing strength in growth capital and some green shoots in mid-market PE and M&A activity. On trading, the news remains good, but our four resilience measures will be even more crucial as the economic recession starts to bite.
Jul 03, 2020•21 min•Ep. 8
Megabuyte CEOBarometer – June 2020 update
June 2020: As our Barometer podcast goes monthly, markets continue to defy gravity, CEOs get more cheerful as they see ‘flat is the new growth’ and there’s mixed news on transaction volumes and valuations. I give my take on the key recent trading, transaction and funding news and to look forward to what that might mean for the outlook - the earthquake may be over, but are we missing the tsunami now rushing towards the beach?
Jun 05, 2020•32 min•Ep. 7
Megabuyte Barometer – COVID-19 – Week 10 update
Friday 1st May: It has been another busy week for trading news but, as expected, corporate activity has slowed to a trickle. This week we focus on a few key results including, Microsoft’s Q3s, talk about the valuation outlook and consider our ongoing theme of resilience. My thought for the week is ‘are you running your business better because of COVID-19?'
May 01, 2020•17 min•Ep. 6
Megabuyte Barometer – COVID-19 – Week 9 update
Friday 24th April: In another busy week for COVID-19 related news, we discuss trading and corporate news from Blue Prism, Just Eat, Computacenter, BT, GB Group, Alfa Financial Software and GoCo, and our thought for the week centres on the coming digital revolution.
Apr 24, 2020•19 min•Ep. 5
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