After a strong performance in our spring report, the FOCUS Enterprise-Focused Telecom Technology Index (EFTTI) reversed course and dropped 2.8% in our summer reporting period. This was despite a favorable market backdrop where the S&P 500 gained 3.6% and the NASDAQ gained 5.0% over the corresponding time frame. Even after this period’s losses, the EFTTI …
In public markets, the FOCUS Communications Service Provider Index (CSPI) had its second straight three-month period in negative territory, dropping 4.6% in our summer reporting period. This was despite relatively healthy gains in both the S&P 500 (up 2.6%) and the NASDAQ (up 3.9%). The difference between the CSPI and the broader indices is even …
Our IT Team has been extremely busy as the first half of 2017 turned out to be an exceptional period for M&A.
We believe the FOCUS IT team is uniquely qualified to help you meet your objectives because, unlike most information technology groups, we:
- Employ a proven transaction methodology which delivers results
- Devote senior C-level
Inside, be sure to read Part I of a fascinating new two-part article, “Precision Medicine—The Leading Edge of Medical Therapeutics.” According to the authors (an impressive group of FOCUS interns and researchers), precision medicine is a transformative approach to disease treatment and prevention, customizing healthcare based on an individual’s genetic makeup, lifestyle and environment. It …
In public markets, with a gain of 3.9% in our summer reporting period, the FOCUS Telecom Business Services Index (TBSI) once again posted a solid three-month gain. The performance of the TBSI was significantly better than the three-month gain of the S&P 500 of 2.6%, and was identical to the three-month return of the NASDAQ. …
The latest issue of the FOCUS Government, Aerospace, and Defense Group Report — highlighting aerospace and defense — is now available. The new GAD Report includes:
- AirVault and GE’s Predix: An Innovative New Route to Aircraft Records Management Supports NextGen Goals
- Major Q2 2017 Deals in the GAD Sector
- Performance: S&P 500 vs. GAD Government
In public markets, the FOCUS Carrier-Focused Telecom Technology Index (CFTTI) was relatively flat in our summer reporting period, dropping 0.3% in the past three months. This underperformed both the 2.0% gain in the S&P 500 and the 6.4% gain in the NASDAQ over the same time frame.
M&A activity continues to remain strong within the broad technology sector. 451 Research ranked the following sectors in order of highest amount of acquisition spend within the technology sector in 2015.
- Enterprise Security
- Mobile Technology
- Internet Content/Commerce
- Enterprise Application Software
- Enterprise Infrastructure Software
Mobile Technology has been drawing the highest amount of spend from acquirers …