Ideas

TMT 2018: Adapting to the Shifting Shape of Disruption

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

Morgan Stanley is bringing together more than 250 public and private companies with more than 1,200 investors to discuss the latest developments, trends and outlook for the technology, media and telecommunications sectors this year.

In these quick takes, a collection of Morgan Stanley equity analysts share their views on some of the hottest topics in the industries they cover, including 5G wireless rollouts, the evolution of television, video games as spectator sport, the acceleration of software-as-a-service and more.

The Future of Streaming Television: The Plot Thickens

Streaming TV is disrupting how content gets distributed (and by whom), but picking winners and losers in this space may still be a bit premature.

IT Hardware Gets a Second Life—and a Double Upgrade

Although enterprises have been shifting to the cloud, IT Hardware could see a new lease on life—and double-digit earnings growth in 2018.

Have E-Sports Hit the Majors?

eSports is on track to be a $1.5 billion industry by 2020 as it emulates the business models of major league sports. Should investors be paying attention?

Video Games Flip the Switch on Business Model

The business model of gaming is pivoting from a reliance on one-off titles to a model built on subscriptions, in-game purchases and lucrative franchises.

U.S. Wireless Providers Ready to Make the Call on 5G

Although the jump to 5G has gained considerable momentum in the U.S., there are still significant hurdles standing in the way of network upgrades.

From Vaults to Virtual: Digital Remakes Banking

The expansion of real-time payments could give banks around the world an opportunity to win new customers, improve engagement and raise efficiencies.

Taking Software-as-a-Service at More Than Face Value

SaaS is poised to dominate software sales, but high customer acquisition costs may be hiding the true long-term potential for this segment.

SaaS Rising: Could the Big Get Bigger?

SaaS-based applications are beginning to dominate their respective markets, but a confluence of factors could position these vendors to expand the boundaries of their markets even wider.

Engineering the 21st Century Digital Factory

Modern manufacturing is primed for a tech disruption that takes advantage of big data, IoT and other tech advancements to optimize the factory floor.

Will Electric Cars Take Us Back to the Future?

Electric vehicles are poised to dominate global markets in the next few decades. What impact will they have on how we live our lives?

TMT Barcelona 2017

Space: Satellite Broadband and the Final Frontier

The worldwide demand for data shows no signs of slowing. By 2040, satellite broadband could represent 70% of the projected growth of a global space economy.

Investment Banking

European Tech and Media M&A Outlook: A Robust 2018?

The continuing triple wave of convergence, in-market consolidation and cross-border transactions suggest a strong M&A environment in 2018.

Is Augmented Reality the Next Killer Smartphone App?

Over the next three years, Augmented Reality could accelerate smartphone upgrades, drive demand for apps and initiate a new era of eCommerce.

Apparel eCommerce: Sizing Up Augmented Reality

For the apparel industry, Augmented Reality could be a perfect fit with eCommerce, reducing customer friction points and driving sales in all categories.

Semiconductors and AI Rewrite the Future of Business

While businesses explore the best applications for AI, semiconductor companies race to meet the demand for power and speed.

A Quantum Leap Toward a Computing Revolution

Why the next generation of supercomputers may not only redefine business, they could trigger a new industrial revolution.

Cinema's New Hero: Premium On Demand

Film studios could bolster revenue by releasing premium video on demand but will that spell trouble for exhibitors?

European Media Aims to Flip the Script for 2018

After a challenging 2017, European media companies look to digital and new forms of distribution to fuel a rebound for the sector in 2018.

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4 Ideas That Could Add Alpha for Global Investors

What are the policies and trends shaping 2018? Morgan Stanley Research identifies four key debates where analyst views diverge from market consensus.

Wealth Management

How Olympic Skiers Avoid Slippery Financial Slopes

After two Olympics, mogul skier Heather McPhie Watanabe knows something about smoothing out financial bumps athletes often suffer during their quest for gold.

Investment Banking

Beauty Industry Embraces Digital Disruption & Social Makeover

Digital-savvy consumers are giving the global cosmetics industry a makeover, and prompting investment bankers to parallel that disruption with a touch-up of their own.