CFA：2026年春季全球科技、传媒和电信行业并购策略与市场趋势报告（英文版）（27页）.pdf

1、Technology,Media and TelecomINDUSTRY REPORTSpring|2026CREAT IN GM&A STRATEGIES FOR BUSINESS OWNERSSINCE 1956Technology,Media&Telecom Industry News|Spring 2026|Page 2Table of ContentsMarket Observations.3Transaction Highlights.10Public Companies .13CFA Overview.20Technology,Media&Telecom Industry New

2、s|Spring 2026|Page 3Market ObservationsTechnology,Media&Telecom Industry News|Spring 2026|Page 4Market SummaryTechnology Market The Technology,Media,and Telecommunications sector entered Q1 2026 with strong momentum,supported by expanding enterprise IT budgets and accelerating investment in AI-drive

3、n infrastructure.Gartner forecasts global IT spending to reach$6.15 trillion in 2026,reflecting 10.8%growth over 2025.Server spending is expected to increase 36.9%year over year,while total data center investment is projected to exceed$650 billion in 2026.Hyperscalers including Amazon,Google,Microso

4、ft,and Meta collectively invested over$350 billion in AI-related capital expenditure in 2025,with elevated spending expected to continue in 2026.Supply constraints for AI-optimized server infrastructure persisted,extending delivery timelines for non-hyperscale buyers.The software segment remains a k

5、ey growth driver.U.S.Software Publishing revenue is projected to reach$567 billion in 2026,representing a 3.6%CAGR since 2021.Generative AI spending grew 80.8%,a primary driver behind the broader software markets 14.7%growth forecast for 2026.The global SaaS market is expected to reach$375.6 billion

6、 in 2026,while data processing and hosting services are projected at$131 billion with sustained double-digit growth.Hybrid and multi-cloud adoption continues to outperform broader hosting trends,with North America maintaining a leading revenue share.The technology consulting market shows stronger ex