FOCUS Carrier-Focused Telecom Technology Quarterly: Fall 2022 Report
The FOCUS Carrier-Focused Telecom Technology Index (CFTTI) held steady over the past three months, neither gaining nor losing value.
Precision Ag 2.0: Investments, M&A and New Technologies on the Rise
Established agriculture and technology companies are bringing innovative products and services to the agriculture arena--this emerging industry is called precision agriculture. This expanded edition of this Special Market Report includes the following: Introduction; Advanced Technologies, Sustainability - Driving Investments and New Sebsections, Public Companies, Private Company Key Players, and Partnerships.
FOCUS Enterprise-Focused Telecom Technology Quarterly: Summer 2022 Report
Public Markets Continuing its downward slide, the FOCUS Enterprise-Focused Telecom ...
FOCUS Telecom Business Services Quarterly: Summer 2022 Report
The FOCUS Communications Service Provider Index (CSPI) dropped 12.8% in the past three months. This is the fourth straight period (a full year) where the sector suffered a negative return. Losses were broad based, with every sub sector in the CSPI in negative territory. The broader indices were also down this period with the S&P 500 and the NASDAQ falling 16.5% and 22.4%, respectively. Not surprisingly given this recent string of losses, the CSPI is deeply in negative territory for the full year period with a decline of slightly more than 31%. This decline is even larger than the substantial declines in the broader indices of 11.9% in the S&P 500 and 24.0% in the NASDAQ. Sector multiples are meaningfully lower than they were a year ago.The sector revenue multiple went from 3.1x to 2.5x, while the sector EBITDA multiple went from 8.7x to 7.1x.
FOCUS Telecom U.S. Communications Service Provider Quarterly: Summer 2022 Report
The FOCUS Communications Service Provider Index (CSPI) dropped 12.8% in the past three months.This is the fourth straight period (a full year) where the sector suffered a negative return. Losses were broad based, with every sub sector in the CSPI in negative territory. The broader indices were also down this period with the S&P 500 and the NASDAQ falling 16.5% and 22.4%, respectively. Not surprisingly given this recent string of losses, the CSPI is deeply in negative territory for the full year period with a decline of slightly more than 31%. This decline is even larger than the substantial declines in the broader indices of 11.9% in the S&P 500 and 24.0% in the NASDAQ. Sector multiples are meaningfully lower than they were a year ago.The sector revenue multiple went from 3.1x to 2.5x, while the sector EBITDA multiple went from 8.7x to 7.1x. DOWNLOAD TO READ MORE
FOCUS Carrier-Focused Telecom Technology Quarterly: Summer 2022
The FOCUS Carrier-Focused Telecom Technology Index (CFTTI) did not escape from the overall market carnage and dropped 15.8% in our summer reporting period. This decline was steeper than the drop in both the S&P 500 (down 5.5%) and the NASDAQ (down 12.1%). This period’s declines were also enough to push the sector into negative territory for the full year. The CFTTI is now down 15.7% compared to this time last year, which once again compares unfavorably to the 1.7% drop in the S&P 500 and the 12.1% drop in the NASDAQ. Sector multiples continued to decline. The sector revenue multiple dropped from 2.6x a year ago to 2.1x currently, and the sector EBITDA multiple fell from 12.8x to 10.2x over the same time frame.
Supply Chain Technology and Logistics Index – Spring 2022
The logistics industry has gone through a tremendous amount of turmoil since March 2020 and the volatility continues. Business owners are thinking about major players in the market, trends and how to stay competitive. Our quarterly report begins to address these topics.
FOCUS Enterprise-Focused Telecom Technology Quarterly – Spring 2022
Public Markets
The FOCUS Enterprise-Focused Telecom Technology Index (EFTTI) continued its downward slide with a loss of 8.4% in the past three months. This performance was essentially in-line with the 8.5% loss in the S&P 500 but better than the 13.4% drop in the NASDAQ over the corresponding time period. The EFTTI is also in negative territory for the full year with a decline of 6.4%. This underperformed the 1.2% dip in the S&P 500 but outperformed the NASDAQ’s 11.7% decline. Compared to this time last year, the sector revenue multiple dropped from 6.3x to 5.4x.The sector EBITDA multiple also declined, but at a much more modest rate as it went from 24.0x a year ago to 21.8x currently.
Women’s Health – Q1 2022 Acquisition Activity and Outlook
The first quarter of 2022 delivered six reported Women's Health transaction, marking a sharp increase in transaction activity compared to the end of last year.
Urology – Q1 2022 Acquisition Activity and Outlook
The first quarter of 2022 delivered three reported urology practice acquisitions, continuing a pattern of smaller deal volume and larger deal size when compared to other practice specialties undergoing M&A consolidation.