EY Tech Connect: Recent Episodes
Ernst & Young
Join us for the EY Tech Connect podcast, where we have candid conversations about the most pressing business and technology issues facing tech, media and entertainment, and telecommunications companies, and strategic insights and approaches to address them. As industry ecosystems evolve in new directions, we use these discussions to reflect on how companies can not only take advantage of new opportunities, but also tackle emerging challenges.
Join us as we talk about asset-right strategies for telcos, considering how they can maximize the value of their assets and the key considerations when reviewing levels of infrastructure ownership.
We start by exploring why an asset-right strategy is essential. What’s the rationale behind it, and why do telcos need to take action now?
Many telcos own a range of assets across fixed and mobile infrastructure, and there is also a broader Information and Computer Technology (ICT) ecosystem to consider. We review how geography and the market affect which domains are key as telcos move toward becoming asset-right.
For many telcos, becoming “asset-right” is a phased and continuous journey that will evolve over a period of years. We review what telcos need to consider for their asset-right strategies to be fit for the future.
Hear insights from:
- Isabel De Dios Gonzalez, Partner, Technology, Media and Entertainment, and Telecommunications (TMT) Transactions and Corporate Finance, Ernst & Young SL
- Michael Misrahi, Partner at EY Parthenon, Ernst & Young LLP
Along with our EY Tech Connect moderator:
- Adrian Baschnonga, EY Global Lead Analyst for Telecommunictions
For a transcript of this episode please visit: http://www.ey.com/eytechconnect
Join us as we discuss capital operations and the imperatives for TMT companies as they continue to recover from the pandemic. Never has capital investment been more significant, and a robust approach to capital planning and deployment can translate into a significant competitive advantage.
A recent EY survey of global TMT executives revealed that 87% of respondents said the success of their recovery depends on maintaining certain levels of capital investment. But, perhaps surprisingly, 70% of those TMT leaders said they struggle to demonstrate the value of their capital investments.
We hear from EY TMT leaders Loren Garruto and Daniel Theander as they discuss why TMT companies often struggle to hit their capital investment objectives and what approaches they can take to overcome this.
Insights from:
- Daniel Theander, EY US-Central Region Technology, Media & Entertainment and Telecommunications (TMT) Consulting Leader, Ernst & Young LLP
- Loren Garruto, EY Global and Americas Corporate Finance Leader
Along with our EY Tech Connect moderators:
- Adrian Baschnonga, EY Global Lead Analyst for Telecommunications
- Christina Winquist, EY TMT go-to-market strategy lead
For a transcript of this episode please visit: http://www.ey.com/eytechconnect
In this episode, we discuss how consumer behavior has changed regarding content consumption and access. The rise in streaming bolstered by the COVID-19 pandemic has media companies following the customer by launching new streaming services.
Media companies are watching customers cut the cord and lean toward digital; they realize that streaming solutions can give them a competitive edge. However, the cost of keeping content relevant, marketing to make customers aware of services, and the heavy technology investment required for streaming platforms may mean we see some future consolidation in the market, whether that is through partnering and joint ventures or acquisitions.
We also touch on the overlap with adjacent channels such as e-gaming, e-sports and the metaverse to understand how media companies can scale and expand their revenue models. There is momentum behind the convergence of all these worlds as companies continue to innovate and create other channels of engagement with their end users.
Join us for insights from:
- Irene Pipola, EY Italy Leader for Technology, Media and Entertainment, and Telecommunications
- John Harrison, EY Americas Media and Entertainment Leader
Along with our EY Tech Connect Moderators:
- Christina Winquist, EY TMT go-to-market strategy lead
- Martyn I. Whistler, EY Client Executive – Media & Entertainment
For a transcript of this episode please visit: http://www.ey.com/eytechconnect
On this episode of EY Tech Connect, members of the EY Strategy and Transactions team, experts on capital allocation, explore the successes and pain points tech companies are experiencing and what needs to change.
We’ve seen the tech sector hit near record highs as tech companies increase their value chain exposure, drive disruption and transformation across sectors; on the surface, everything looks great. But are there hidden challenges that some of the recent successes may be obscuring?
The EY Team explains why now is the time for Tech Companies to pause, reflect and strategize differently.
Capital allocations is a broad topic; when we talk about capital allocations, our focus is on assessing, planning, reviewing, and prioritizing the uses of financial resources across an organization. Some categories we explore are; debt repayment, dividends, capital investment, sales and marketing expenditures, share repurchases, acquisitions, and R&D. EY finds that it’s imperative to develop a framework that consistently evaluates these investment decisions and monitor the progress on the basis that really allows executives to prioritize the many choices and demands on their capital.
Join Barak Ravid, EY Global TMT leader for Strategy and Transactions, Ryan Citro, EY Partner, Erika Maymon, and Akhilesh Kulkarni from the EY Strategy and Transactions team to discuss capital allocations and the actions Tech companies should be taking now. Hosted by our EY Tech Connect Moderators, Adrian Baschnonga, Lead Analyst for Telecommunications and Christina Winquist, TMT go-to-market strategy lead.
Key Takeaways include:
- For additional information: EY.com/techcapitalallocation.
- What do high-performing tech companies need to consider when thinking about their capital allocation decisions?
- Have a rigorous, well-defined process that includes governance.
- Review the company's long and short-term objectives, risk appetite, and return requirements.
- Have a live tool to continuously enter new data and adjust assumptions to stay responsive and agile.
- Aligned data to your business drivers and KPIs to allow ongoing tracking and performance monitoring.
- The process should ultimately be applied in a consistent manner through the company to ensure it remains sustainable with data you can interpret across the organization.
The past year has transformed nearly every aspect of our world, how we used connectivity and content were crucial. Customer’s relationship with their internet service providers have been super-charged as dramatic shifts caused internet service to become essential for working, educating, and playing at home.
For Telco internet providers, perhaps no COVID-19 business phenomenon will have a more lasting impact on the interaction between customers and their service providers. EY Decoding the Digital Home consumer survey has helped us uncover some of these changing household attitudes and we’ll be drawing on some of the outputs of this research as part of today’s conversation.
Join us for insights from:
- Ioannis Melas, Ernst & Young Partner and UK&I Customer & Growth Solutions Leader for the Technology, Media, and Entertainment, and Telecommunications sector
- Pippa Dussuyer, Ernst & Young Partner, Technology, Media, and Entertainment, and Telecommunications sector focused on digital and customer-centric transformations
- Along with our EY Tech Connect Moderators, Adrian Baschnoga, Lead Analyst for Telecommunications and Christina Winquist, TMT go-to-market strategy lead
For a transcript of this episode please visit: http://www.ey.com/eytechconnect
We are talking about the future of connectivity and we are going to zero into one crucial topic as part of that, it consists of one number and one letter, that’s right, it’s time to talk about 5G.
For the last twenty-two months, the pandemic has caused many to stay at home, connectivity is the lifeblood of how we live, work, play, eat and shop. 5G encompassed many industries making that connectivity possible.
We discuss what makes 5G unique, the advantages of combining 5G with other technologies, and what operators need to consider when embarking on 5G upgrades.
We take some time to dive into how 5G affects sustainability and the need for deeper cybersecurity.
The podcast concludes with thoughts on what the future holds for new technology innovations.
Listen to this episode for insights from:
- Ernst & Young's Tom Loozen, Global Telecommunications and EMEIA TMT Leader
- Anastasia Ribbing Kristoffers, Director of Technology, Media and Entertainment
- Peik Schulman, Former Global Business Development Lead for 5G and IOT
For a transcript of this episode please visit: http://www.ey.com/eytechconnect