Broadcast Technology Vendor Financials

Analysis, Broadcast Technology Market Research, Broadcast Technology Vendor Financials, Devoncroft Executive Summit, Market Research, Media Technology M&A

Agenda and Speaker Line-Up for November 2021 Devoncroft Executive Summit

Whether you’re a broadcast technology buyer or supplier, the November 2021 Devoncroft Executive Summit offers a unique opportunity to gain a 360-degree view of industry economics and the strategic...

Analysis, Broadcast Technology Vendor Financials

Analysis: The Lessons of Verizon Digital Media Services (Edgecast)

On September 1, 2021, private equity firm Apollo closed on its acquisition of Yahoo (formerly Verizon Media) from Verizon. At precisely the same time, the Verizon Media Platform business rebranded...

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

Avid Nears $2B Enterprise Value, Validating Business Model Transition

During the intraday trading session on July 12th Avid’s stock traded at pricing levels above $40 per share (it closed today’s session at $36.95). A pricing level of $41 a share or higher will...

Analysis, Broadcast Technology Vendor Financials

OTT Technology Growth Rates: Brightcove Case Study

Last week Brightcove announced Q3 2020 results after the market closed on Wednesday the 21st. A record revenue result, exceeding earlier guidance, contributed to a 10%+ rise in Brightcove’s stock...

Analysis, Broadcast Technology Vendor Financials

Analysis of Technicolor Restructuring, and a Serious Discussion about Post-Production

On September 22, 2020 Technicolor announced the “successful completion of the final steps of the financial restructuring of the company.” In plain terms, Technicolor – #1 market position...

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

Analysis: Sony Acquisition of Nevion

Sony announced it has acquired the remaining equity capital of Nevion that it did not already own. The acquisition builds on Sony taking a minority equity stake in Nevion last July. The press...

Analysis, Broadcast Technology Vendor Financials

Dalet 1H Results Resilient in Challenging Market

Last week, Dalet announced earnings results for the first half of 2020. Given Dalet’s position in the media technology value chain, the release is a timely financial data point on the impact of...

Analysis, Broadcast Technology Vendor Financials

ATEME 1H Results Highlight Market Transition

Video compression specialist ATEME released its complete first half 2020 results today. As with all media technology supplier financial results in this environment, the release is a timely, objective...

Analysis, Broadcast Technology Vendor Financials

Evertz Q1 FY 2021 Revenue Plunges 46% as Pandemic Bites, Outlook Looks Better

Last week Evertz announced its earnings result for the first quarter of its 2021 fiscal year, which covers the three-month period ending July 31, 2020. The results are a telling data point about...

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...