Strategic and financial analysis from our sector desk heads, covering valuation, market positioning, and deal rationale.
Strategic analysis of Netflix’s $82.7 billion acquisition of Warner Bros. Discovery’s studio and streaming assets, examining the strategic reversal for a company that once declared itself ‘better builders than buyers’, the existential debt crisis driving WBD’s sale, and the substantial regulatory and competitive risks facing the deal.
Netflix / Warner Bros. Read More »
Home›Reports›IB Perspective›TMT IB Perspective TMT February 2, 2026 Strava's Acquisition of Runna A pivotal move in fitness tech consolidation FW
Strategic analysis of Alphabet’s largest-ever acquisition, examining why Google paid ~46x ARR for the cloud security startup, the competitive necessity driving the deal at 13% cloud market share, and the risks of preserving Wiz’s multi-cloud neutrality under Google ownership.
Strategic analysis of James Hardie’s $8.75 billion acquisition of AZEK, examining the material conversion thesis, $350 million synergy target, and the impact of Trump’s tariff regime on the deal’s growth assumptions.
James Hardie / AZEK Read More »