Morgan Stanley looks Ahead in Technology, Media and Telecommunications


In San Francisco on March 3-6, 2014, Morgan Stanley is bringing together 240 industry leaders and 1,200 investors to discuss the outlook for the technology, media and telecommunications sectors this year. The firm's analysts highlight themes likely to emerge at the annual TMT conference in the videos below.

See agenda here.
Ben Swinburne
Pricing Power of Content: Benjamin Swinburne, Managing Director and Media, Cable & Satellite Analyst, discusses how valuable content is to the growth potential of media companies.
Simon Flannery
Competitive Intensity in Market: Simon Flannery, Managing Director and Telecom Services Analyst, discusses increased competition in the industry and how wireless providers are responding the uptick in intensity.
Katy Huberty
Internet of Things: Katy Huberty, Managing Director and US IT Hardware Analyst, discusses the next computing cycle - a world of sensors - and how this sensor data can impact the business world and consumers' lives.
Ben Swinburne
Online Video and Disruption: Benjamin Swinburne, Managing Director and Media, Cable & Satellite Analyst, discusses how online video may disrupt traditional advertising spend dynamics.
Simon Flannery
Innovation and Networks: Simon Flannery, Managing Director and Telecom Services Analyst, discusses how emerging technology trends and new devices are going to impact wireless providers and equipment companies in the sector.
Katy Huberty
Next Generation Stategy and Investment: Katy Huberty, Managing Director and US IT Hardware Analyst, discusses how technology companies have record levels of cash on their balance sheets and how this impacts their investment strategy.
Ben Swinburne
Continued Value of Television Advertising: Benjamin Swinburne, Managing Director and Media, Cable & Satellite Analyst, discusses global television advertising and how there are continued opportunities for growth.
Simon Flannery
Investing in Data Connectivity: Simon Flannery, Managing Director and Telecom Services Analyst, discusses how telecommunications companies are addressing increasing user consumption on wireless devices.
Katy Huberty
Changing dynamics in PC and Tablet markets: Katy Huberty, Managing Director and US IT Hardware Analyst, discusses how tablet cannibalization may be diminishing and how trends like cloud computing are impacting PC sales.
Ben Swinburne
Internet Access and Media Consumption: Benjamin Swinburne, Managing Director and Media, Cable & Satellite Analyst, discusses media consumption and why now is the Golden Age of Television for investors.
Simon Flannery
Key Debates for Telecom: Simon Flannery, Managing Director and Telecom Services Analyst, discusses the wireless wars, regulation and other issues impacting the outlook for network providers in the year ahead.