Shows
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer Pocast: Q4 2025This quarter’s CEOBarometer analyses a UK tech sector showing signs of stabilisation but still struggling to regain pre-COVID momentum. Growth across Software has levelled off while ICT Services remain under pressure, and capital markets and private equity deal flow are subdued. We look at why 2025 has disappointed, what cautious optimism for 2026 looks like, and how vertical focus, disciplined go-to-market execution, and realistic budgeting will define success for companies. Plus, we look ahead to Megabuyte’s 2026 events programme and the State-of-the-Nation event in January, which will set the agenda for tech boardrooms – from AI and growth strategy to financial benchm...
2025-10-3055 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer Podcast: Q3 2025This quarter’s CEOBarometer dives into the realities of a UK tech sector that entered 2025 expecting growth but is instead facing slower trading, elongated sales cycles, and selective capital. We explore the standouts bucking the trend - from ICT players like Wireless Logic to software innovators like Nervecentre and Origin - and unpack how AI adoption, capital market shifts, private equity’s “flight to quality,” and selective M&A are reshaping the landscape. The takeaway? In today’s market, success comes down to sharp positioning, clear focus, and strong execution.
Timestamps:
01:16 - Growth Outlook - Who’s outpacing...
2025-08-131h 02
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer Podcast: Q2 2025This quarter’s CEOBarometer spotlights subdued trading conditions, faltering investment flows, and the selective rise of AI.
Organic growth has slowed across the board—Software companies posted 13% growth, while ICT Services lagged at 7%. The deceleration is sharpest in consulting services, where low recurring revenue and discretionary budget cuts have driven many businesses into stagnation. In contrast, recurring revenue models continue to provide resilience in Software, where growth has largely stabilised at pre-COVID levels.
Despite these challenges, standout performers in areas like cybersecurity and defence—such as Bridewell, DIGI2AL, and FSP—are still delivering strong double-d...
2025-05-021h 10
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer Podcast: January 2025 – Insights for UK Tech CEOs and BoardsIn 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 year ahead.
...
2025-01-1548 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer Podcast: December 2024 – Insights for UK Tech CEOs and BoardsIn 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 t...
2024-12-0426 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - November 2024 updateIn this month's podcast: 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...
2024-11-0635 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - October 2024 updateIn 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 equity was pa...
2024-10-0930 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - September 2024 updateWhile 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 same goes for...
2024-09-1242 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - July 2024 updateAs 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 for the second half of the year looks increasingly bright, wi...
2024-07-0326 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - June 2024 updateThe 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 on its IPO, and it seems to be going we...
2024-06-1031 min
The Megabuyte CEOBarometer PodcastSPECIAL EDITION CEOBarometer: Megabuyte AI Strategy FrameworkOver 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...
2024-06-051h 04
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - May 2024 updateIn 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 an...
2024-05-0829 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - April 2024 updateMarch 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. Similarly, although M&A deal statistics were generally lacklustre, thi...
2024-04-0331 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - March 2024 updateFebruary in the UK tech sector continued to prove the notion that downturns are sudden and universal whereas recoveries are slow and patchy.
While some companies report improved trading, others are still finding it hard going, especially those focused on the financial services sector. Share prices were weak in the UK but much stronger in the US, evidencing an emerging (and worrying) trend that the UK is not benefiting from the AI bounce. Deal volumes remain subdued, with similar trends to the previous month with solid private equity numbers, ongoing weakness in M&A volumes, especially in...
2024-03-0631 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - February 2024 updateIt has been a rather subdued start to the year in most parts of the UK tech sector, but the overall picture does seem to be improving.
Trading news, of which there has been plenty, is broadly positive with the emphasis very much on utilising operational leverage to build back to the Rule of 40. Share prices on both sides of the Atlantic consolidated recent gains, but UK stock market corporate activity is still at rock-bottom. Once again, private equity activity was robust with SBOs leading the way, while VC and M&A activity continued the stable trends...
2024-02-0727 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - January 2024 updateAs we kick off 2024, this month’s Megabuyte CEOBarometer follows a slightly different format.
In addition to reviewing all of the key share price and corporate activity trends for 2023, this month’s show is all about looking forward to the coming year and beyond. We present on our 10 key predictions for 2024, exploring tech demand trends, valuation dynamics, and the outlook for corporate activity. Focused on actionable insights, we also share five key recommendations for tech company Boards looking to capitalise on these trends.
So what of 2023? While the recovery was slower than expected to get goin...
2024-01-1134 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - December 2023 updateIn this month's podcast:
Finally, there's some positive news to discuss regarding UK tech share prices, as they surged by 11% in November, hinting at the first signs that investors anticipate brighter prospects ahead. Let's hope that this upturn proves to be sustainable this time. Unfortunately, that's where the positive developments for this month largely conclude. Trading conditions remain challenging, and indications from FDM and Kainos updates suggest a continued deterioration.
Moreover, activity in capital markets, mergers and acquisitions, as well as venture capital, was notably feeble in November, with only private equity activity remaining robust...
2023-12-0629 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - November 2023 updateIn this month's podcast:
After a brief summer uptick, the UK tech sector faced a Q4 setback, grappling with tough trading conditions, escalating costs, and, in some cases, excessive leverage. October's 5% drop in tech sector share prices pushed valuations to a decade low, dimming the optimism sparked earlier in the year. Capital investments from venture capitalists hit a five-year low, and apart from public takeovers, M&A activities stagnated. While the private equity market offered some relief, deal flow remained below last year's levels. Despite the prevailing gloom, history reminds us that in moments of despair, recovery...
2023-11-0826 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - October 2023 updateIn this month’s podcast:
The market adapts to the 'new norm' of higher interest rates and lower valuations, witnessing a thaw in the SBO market and a resurgence in VC funding in September. However, persistent weakness in M&A volumes, burdened by increased debt servicing costs, prevails. Tech share prices, especially in software, hit a 5-year low, hindering the revival of capital markets deal activity.
2023-10-0424 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - September 2023 updateIn this month’s podcast:
The summer got off to a roaring start with strong share prices and enhanced corporate activity, but August rolled back much of the gains. Overall, UK tech sector share prices were broadly flat across July and August, modestly underperforming the wider market, and the picture was similar in the US. Public company valuations have largely stabilised at their lower levels but there is still some price discovery going on in the private equity world. Kerridge’s buyout by CapVest was a particularly interesting case in point. Indeed, it was surprising strong period for...
2023-09-0629 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - July 2023 updateIn this month’s podcast:
While UK tech sector share prices were stronger in June, valuations remain stubbornly low, especially in ICT Services. Meanwhile, the US tech sector continues its rapid recovery with a 33% jump in the tech-heavy NASDAQ so far this year compared to just 7% in the UK. Nevertheless, confidence in capital markets does seem to be recovering, albeit from rock bottom levels, with more fundraising and M&A activity amongst listed businesses. Likewise, AI-driven green shoots continue in the UK tech VC market where deal numbers were better than they have been all year. Conversely, th...
2023-07-0626 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - June 2023 updateJune: It's quiet out there people! Weakening confidence finally spills over into M&A and private equity.
2023-06-0821 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - May 2023 updateMay: Reasonable deal stats hide underlying disquiet while medium-term clouds are gathering for private equity investors.
2023-05-0324 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - April 2023 updateApril: What a difference a month makes: the UK tech sector marks time as the mini banking crisis weighs heavily on sentiment while the quoted markets are rocked by the WANdisco sh*t show.
2023-04-0524 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - March 2023 updateMarch: Growth rates continue to revert to the mean; the toughest of comps for VC fundraising; while PE remains rock solid
2023-03-0924 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - February 2023 updateFebruary: Stronger share prices belie continuing caution in many parts of the tech sector, as anecdotal evidence of tougher trading slowly grows.
2023-02-0825 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - January 2023 updateJanuary: Our 12 key predictions for the UK tech sector this year
2023-01-1129 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - December 2022 updateDecember: Share prices move from stability to recovery as PE activity slows and it’s a bumper month of ICT Services M&A activity.
2022-12-0622 min
Megabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Interpreting the post-COVID new norm for IT Managed ServicesFeaturing Rob Davies, CEO, BCN Group; Philip Carse, Chief Analyst, Megabuyte; Reece Donovan, CEO, Iomart; Andy Gilbert, Founder & CEO, Node4 and Chris Woodland, Partner, OC&C Strategy Consultants.
2022-11-101h 03Megabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Interpreting the post-COVID new norm for Data & Automation Software and ServicesFeaturing Mark Wheeler, Director of Automation & AI, Sapphire Systems; Ian Spence, Founder & Chairman, Megabuyte; Mat Rule, Founder & CEO, Toca; James Preece, Senior Analyst, Megabuyte and Simon Roberts, Director, Alantra.
2022-11-101h 02
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - November 2022 updateNovember: Despite clear signs of a trading slowdown in enterprise tech spending, Trans-Atlantic share prices hold steady. And in news that will surprise no-one, private equity deals continue apace.
2022-11-0325 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - October 2022 updateOctober: The share price rout returns after a brief summer lull as we wait to see how the coming recession impacts trading.
2022-10-0421 minMegabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Interpreting the post-COVID new norm for Governance, Risk & Compliance SoftwareFeaturing Ben Dorks, CEO, Ideagen; Ian Spence, Founder & Chairman, Megabuyte;
Tom Eggleston, CEO, ProofID; Cameron Naylor, Senior Analyst, Megabuyte and Christopher Fielding, Partner, HG.
2022-09-151h 01Megabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Interpreting the post-COVID new norm for Human Capital Management SoftwareFeaturing Abakar Saidov, Co-founder & CEO, Beamery; Ian Spence, Founder & Chairman, Megabuyte;
Matt Macri-Waller, Founder & CEO, Benefex; Stephen Read, CEO, Kallidus and Richard Latner, Managing Director, CG Results.
2022-09-151h 02
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - September 2022 updateSeptember: A lacklustre summer rally belies a continuation for first half trends. But no-one seems to be talking about the trading outlook?
2022-09-0828 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - July 2022 updateJuly: Capital markets activity reaches rock bottom … VC continues to trend downwards … but the private equity guys continue to make hay
2022-07-0725 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - June 2022 updateJune 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!
2022-06-0927 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - May 2022 updateMay 2022: After another tough month, share prices and deal volumes are largely back to pre-pandemic levels, but where do they go from here?
2022-05-1222 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - April 2022 updateApril 2022: Private equity and M&A activity normalises, capital markets deal flow slows and VC megadeals are noticeably absent; blip or new trend?
2022-05-1224 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - May 2022 updateMay 2022: After another tough month, share prices and deal volumes are largely back to pre-pandemic levels, but where do they go from here?
2022-05-1022 minMegabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Interpreting the post-COVID new norm for IT ConsultingFeaturing Anthony Young, Co-founder & Co-CEO, Bridewell Consulting; Philip Carse, Chief Analyst, Megabuyte; Stewart Smythe, CEO, Ascent; Neil Logan, CEO, Incremental and Tom Fletcher, Partner, CIL Management Consultants.
You also may be interested in watching this panel session on-demand here.
2022-03-301h 15Megabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Interpreting the post-COVID new norm for WealthtechFeaturing Hamish Purdey, CEO, FE fundinfo; Ian Spence, Founder & Chairman, Megabuyte; Nick Eatock, Founder & CEO, intellifo; Mark Harrison, CTO, Killik & Co and Sergio Ferrarini, Partner, Inflexion.
You also may be interested in watching this panel session on-demand here.
2022-03-301h 16
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - March 2022 updateMarch 2022: Has the correction arrived? Will the market uncertainty triggered by recent geo-political events extend to deal volumes & valuations?
2022-03-0424 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - February 2022 updateFebruary 2022: With tech share prices dropping on both sides of the Atlantic, what next for corporate activity and valuations?
2022-02-0424 minMegabuyte CEOSummit Series 2020 - 2022CEO Panel Session: Setting the Scene for 2022: ICT & Digital ServicesFeaturing Stuart Bullock, MD, BJSS; Philip Carse, Chief Analyst, Megabuyte; Martin Hess, MD, Telefónica Tech; Grayson Thomas, Head of Change - Chief Digital Information Officer, Natwest and Neil Bellamy, National Head of TMT & Services, NatWest.
You also may be interested in watching this panel session on-demand here.
2022-01-251h 30
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - January 2022 updateJanuary 2022: 2021 may have ended on a high, but are steadier-state deal volumes and valuations pointing to a more ‘normal’ 2022?
2022-01-0731 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - December 2021 updateDecember 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.
2021-12-0929 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - November 2021 updateNovember 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.
2021-11-0428 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - October 2021 updateOctober 2021: Troubled waters ahead? We think so, as valuations continue to overheat in both public and private markets.
2021-10-0829 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - September 2021 updateSeptember 2021: We report on the July & August silly season as UK tech share prices soar and deal flow records continue to be broken.
2021-09-1030 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - July 2021 updateJuly 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.
2021-07-0829 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - June 2021 updateJune 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.
2021-06-0427 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - May 2021 updateMay 2021: A return to steady-state corporate activity; transatlantic capital markets rev up and growth and venture capital steal a march on private equity.
2021-05-0730 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - April 2021 updateApril 2021: Effervescent deal activity; private capital hotspots; and IPO and SPAC momentum gathers pace.
2021-04-0928 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer - March 2021 updateMarch 2021: Private equity hot(ter) spots, stock market inflation jitters, more signs of the digital IPO wave and SPACs make their presence felt.
2021-03-0528 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – February 2021 updateFebruary 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.
2021-02-0522 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer COMPANY FINANCIALS & TRADING UPDATE - January 2021January 2021 - Company Financials & Trading Update: Stock market highs, a record month for corporate activity, resilience becomes confidence and the arrival of SPACs.
2021-01-0819 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer MARKETS & DEALS UPDATE - January 2021January 2021 - Markets & Deals Update: Stock market highs, a record month for corporate activity, resilience becomes confidence and the arrival of SPACs.
2021-01-0824 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – December 2020 updateDecember 2020: Upbeat markets and valuations, the return of mid-market private equity and why NOW is the time to evaluate strategy.
2020-12-0437 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – November 2020 updateNovember 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 where the next IPOs might come from - and where they won't. On trading, the picture remains broadly positive but there is some...
2020-11-0627 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – October 2020 updateOctober 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, as well as more indications of resilience, I comment on horrible results from WANdisco.
2020-10-0221 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – September 2020 updateSeptember 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 higher profitability than before COVID.
2020-09-0424 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – August 2020 updateAugust 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 theory.
2020-08-0724 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – July 2020 updateJuly 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.
2020-07-0321 min
The Megabuyte CEOBarometer PodcastMegabuyte CEOBarometer – June 2020 updateJune 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?
2020-06-0531 min
The Megabuyte CEOBarometer PodcastMegabuyte Barometer – COVID-19 – Week 10 updateFriday 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?'
2020-05-0116 min
The Megabuyte CEOBarometer PodcastMegabuyte Barometer – COVID-19 – Week 9 updateFriday 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.
2020-04-2418 min
The Megabuyte CEOBarometer PodcastMegabuyte Barometer – COVID-19 – Week 8 updateFriday 17th April: Tales of resilient software, VC investor focus and media sector stock market support
2020-04-1715 min
The Megabuyte CEOBarometer PodcastMegabuyte Barometer – COVID-19 – Week 7 updateThursday 9th April: Markets bounce, trading updates abound, another busy week for corporate activity and we get granular
2020-04-0911 min
The Megabuyte CEOBarometer PodcastMegabuyte Barometer – COVID-19 – Week 6 updateFriday 3rd April: A tale of resilience, opportunity and corporate activity despite turbulent times
2020-04-0915 min
The Megabuyte CEOBarometer PodcastMegabuyte Barometer – COVID-19 – Week 5 updateFriday 27th March: It’s early days, but the impact is already evident: we report on direct hits, collateral damage, near misses, mitigation and more
2020-04-0100 min