Coronakrisen giver digitaliseringen nye muligheder, og Morgan Stanley ser en tendens til, at high-tech selskaber, telekom- og medieselskaber bliver endnu større og mere dominerende. Giganterne tager markedet.
Uddrag fra Morgan Stanley:
Three key trends underpin tech, media and telecom companies’ race to claim larger slices of the digitalization pie, through consolidation, cloud computing and machine learning.
As consumers and businesses around the world demand increased digitalization, companies in technology, media and telecommunications are pushing to expand their market reach and become bigger multiline platforms than ever before.
It’s one of the biggest takeaways from Morgan Stanley’s Tech, Media and Telecom Conference in San Francisco in the first week of March, where the firm’s bankers helped facilitate a gathering of companies and investors to learn about and discuss the industries’ most important trends, corporate outlooks and big debates.
“Companies are re-platforming their applications to engage with their customers in new ways,” says Melissa Knox, Head of Software Investing Banking at Morgan Stanley. “You have to engage customers wherever they are, by any channel.”
En graf fra Deutsche Bank illustrerer et aspekt ved Morgan-analysen, nemlig at Europa halter efter USA i etableringen af firmaer på området kunstig intelligens.
