spike circle

Analysis

Technology, media, and telecommunications M&A update: Q4 2024

Recently passed “right to repair” laws in numerous US states stand to significantly enhance the market for value-added resellers (VARs).

Technology, media, and telecommunications trends

  • Collaboration and communication software
    Employers in highly regulated industries suffer significant financial and reputational costs from communication breaches, with worldwide cybercrime cost estimates to reach $10.5 trillion in 2025—an average breach cost of $4.88 million.1
  • Computing and internet infrastructure software
    As enterprise customers look to ensure efficiency across a large number of disparate systems, monitoring and system automation continues to grow in relevance and importance.2
  • Health care software
    Health care software providers are continuing to address shifting consumer demands for more accessible, convenient, and personalized care through ongoing innovations, solidifying telehealth’s role in modern health care.3
  • Education software
    Artificial intelligence (AI) implementation in educational platforms will help enable teachers to offer personalized learning, reach a broader student audience, and develop additional learning content.4
  • Value-added resellers and technology distributors
    Driven by further innovations in customization and features, the software VAR market is expected to witness a 9.9% CAGR from 2025 until 2031.5
  • Music and radio
    Valued at an estimated $6.2 billion in 2025, global AI in the music market is poised for substantial growth, with a projected CAGR of 25.8%, reaching $38.7 billion by 2033.6

 

Technology, media, and telecommunications quarterly update: Q4 2024

This newsletter is a periodic compilation of certain capital markets information. Information contained in this newsletter should not be construed as a recommendation to sell or a recommendation to buy any security. Any reference to or omission of any reference to any company in this newsletter shall not be construed as a recommendation to sell, buy, or take any other action with respect to any security of any such company. We are not soliciting any action with respect to any security or company based on this newsletter. This newsletter is published solely for the general information of clients and friends of Deloitte Corporate Finance LLC. It does not take into account the particular investment objectives, financial situation, or needs of individual recipients. Certain transactions, including those involving early-stage companies, give rise to substantial risk and are not suitable for all investors. This newsletter is based on information that we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such. Prediction of future events is inherently subject to both known risks, uncertainties, and other factors that may cause actual results to vary materially. We are under no obligation to update the information contained in this newsletter. We and our affiliates and related entities, partners, principals, directors, and employees, including persons involved in the preparation or issuance of this newsletter, may from time to time have “long” and “short” positions in, and buy or sell, the securities, or derivatives (including options) thereof, of companies mentioned herein. The companies mentioned in this newsletter may be: (i) investment banking clients of Deloitte Corporate Finance LLC; or (ii) clients of Deloitte Financial Advisory Services LLP and its related entities. The decision to include any company for mention or discussion in this newsletter is wholly unrelated to any audit or other services that Deloitte Corporate Finance LLC may provide or to any audit services or any services that any of its affiliates or related entities may provide to such company. No part of this newsletter may be copied or duplicated in any form by any means, or redistributed without the prior written consent of Deloitte Corporate Finance LLC.

References

1. Jacob Fox, “Top cybersecurity statistics for 2025,” Cobalt, December 23, 2024.
2. Stonebranch, “6 top trends in infrastructure and operations (I&O) for 2025,” accessed January 9, 2025.
3. Delora Crowley, “How virtual care is still evolving in a post-pandemic landscape,” RXNT, updated November 6, 2024.
4. Matt Russell, “2024 ed tech trends: Insights from TCEA and SETDA,” TCEA, October 1, 2024.
5. Market Research Intellect, “Global value-added resellers (VARs) software market size, share and forecast by key players, press release," January 2, 2025.
6. Market.US, Global AI in music market, October 2024.

Previous edition:

 

Industry M&A updates