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Analysis

Analysis

Devoncroft Podcast: Revisiting the Impact of COVID-19 on the Media Technology Sector — Scenarios for Media Tech Suppliers, the Lack of College Sports, and the Time is Now for Serious Conversations

Six months into the pandemic, broadcaster ad revenues are down, cord-cutting is up, and that a lack of live sports has seriously impacted the market. There’s little doubt that media company...

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Analysis, Broadcast Technology Vendor Financials, Media Technology M&A

Belden’s Sale of Grass Valley to Black Dragon Capital: Full Devoncroft Analysis

Updated July 8, 2020 On July 2, 2020, Belden announced that it had completed the previously announced divestiture of Grass Valley The acquirer is Black Dragon Capital, a Florida-based private equity...

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Analysis, Broadcast Technology Vendor Financials, Media Technology M&A

Devoncroft Analysis: Belden Completes Sale of Grass Valley to Black Dragon Capital

Note: This is a developing story. We are revising our analysis based on the most recent information received. We will publish another post with our full analysis.  Please check back for latest...

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Analysis, Media Technology M&A, Podcast

Devoncroft Podcast: Waiting for Closure… Belden, Grass Valley, and Black Dragon Capital

245 days have passed since Belden announced its intention to divest Grass Valley and 149 days have passed since the announcement of the sale of Grass Valley to Black Dragon Capital. That’s a...

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Analysis

Podcast: Avid CEO Jeff Rosica “If anybody thinks we are going back to the way it was, we are not”

This is a re-post of our earlier, fascinating discussion with Jeff Rosica CEO of Avid (which was mistakenly removed from our blog).  The discussion (recorded on May 14th) covered the longer-term...

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Analysis, Podcast

Podcast: EVS CEO Serge Van Herck Discusses Axon Deal and Corporate Strategy in 2020

For the latest Devoncroft podcast, we speak with EVS CEO Serge Van Herck. We discuss several topics, including: EVS’s new corporate strategy (“PlayForward”) The commercial rationale...

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Analysis, Media Technology M&A

Analysis: EVS Acquisition of Axon

EVS announced the acquisition of Axon, a media networking infrastructure provider based in the Netherlands. This is – by orders of magnitude – the largest acquisition EVS has made in its...

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Analysis

Podcast: Tim Shoulders, President Grass Valley, Discussing the Impact to Media Technology Supplier Community

We recorded this podcast with Tim Shoulders, President Grass Valley, earlier this month (April 10th).  As the CEO of one of the largest technology suppliers in the sector, Shoulders offers a candid...

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Analysis

Podcast: Pat Sullivan, CEO Game Creek Video, Discussing the Business Impact to the Live Production Community

Devoncroft Podcast with Pat Sullivan, CEO Game Creek Video

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Analysis

Podcast: Business Impact to Media Technology Sector of COVID-19

We have posted a podcast reviewing our preliminary thoughts on the potential business impact of COVID-19 to the global media technology sector.  We have been receiving a lot of inbound inquiry about...

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