Ideas

TMT 2017: Anticipating the Next Cycle of Growth

Morgan Stanley's thought leaders share their insights on the latest industry trends ahead of our Tech, Media & Telecom conference in San Francisco.

More than 1,200 investors and over 2,500 attendees gather in San Francisco from Feb 27-29th, for 210 company presentations and to discuss the latest developments and trends for the technology, media and telecommunications sectors.

We asked members of our TMT Research team, Simon Flannery, Katy Huberty, Brian Nowak, and Ben Swinburne, to discuss key industry themes, developments and emerging trends.

Media Content Suppliers Enjoy Rising Demand

Creators of high quality or exclusive content are seeing increased pricing power, as competition for their products soar.

Winner Takes Most in Online Advertising

The future of digital advertising is all about social media and search, says Internet Analyst Brian Nowak.

Investing in the Next Big Computing Cycle

Every 10 years, a new trend in computing creates significant value. Is the next one within sight? Katy Huberty explains.

A Smartphone Supercycle

Why the next smartphone update might be a market-boosting supercycle.

Consolidation on the Horizon for U.S. Telecoms

Simon Flannery discusses how deregulation and tax reform could affect emerging trends and the outlook for the telecom market.

Media Stocks: Time to Tune Back In

Improving prospects and low current valuations suggest that many old-school media stocks are now compelling investments.

More Stories

Want Better Profits at Less Risk? Hire More Women

A Silicon Valley recruiter shares stories from the front lines of the ever-changing workplace, while a sustainable investing analyst takes a look at the hard data.

Impact of Safer-Driving Tech on Used-Car Values

The recent spike in road accidents and deaths has spurred growth in new safety features—good news for drivers, but not for the used-car industry.

What Will Be the Face of China in 10 Years?

The latest act in its economic success story may see China achieve high-income status in 10 years, an unprecedented transformation with far-reaching ramifications.