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TechCheck
Zscaler CEO Jay Chaudhry on Earnings, Intel Breaks Ground on Ohio Chip Factory & Finding Software Consolidation Targets 9/9/22
Sep 9, 2022
Zscaler CEO Jay Chaudhry discusses the cloud security company’s latest earnings beat. Intel breaks ground on its chip factory in Ohio. BMO Wealth Management Chief Investment Strategist Yung-Yu Ma offers his long-term bull case for cybersecurity and enterprise software. Crypto prices rise. Union Square Advisors Co-Founder and President Ted Smith shares his outlook for M&A in software.
43:07
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Quick takeaways
- The cybersecurity and enterprise software sectors are expected to experience consolidation due to increased M&A activity in the market.
- T-Mobile aims to enhance shareholder value and capitalize on its positive performance by implementing a $14 billion share buyback program.
Deep dives
M&A Activity Expected to Pick Up in the Tech Sector
Despite a decrease in M&A activity compared to last year, there is still a busy environment and a potential for an uptick in consolidation. Private equity firms continue to be active, taking advantage of lower valuations. Large corporate buyers are also active in the market. SaaS companies are seen as resilient with their subscription-based models, and healthcare IT is an attractive sector for investment as technology and AI improve the healthcare system.
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