Analysing Global Trends in Technology, Media and Telecoms Our corporate presentation explains how we help CEOs, CTOs and CIOs predict the future of technology, media and telecoms.

1. Technology
Media
Telecoms
Analysing Global Trends in Technology, Media and Telecoms
www.researchcm.com
+44 (0) 20 3393 3866
CM Research
Authorised and regulated by the Financial Conduct Authority
22 Upper Grosvenor Street
London W1K 7PE, U.K.

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Contents
About us
Our clients
Our research approach
Our business model
Our executive team
Our research services
Our top themes for 2014

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About us
CM Research provides a subscription research service covering the
global technology, media and telecom industries.
Our research is:
 Independent
 Thematic
 Global
 TMT-focused

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Our clients
Our research approach is thematic, helping our clients to see the big picture. Our analysis is supported
by rigorous global sector models. Our predictive analysis is invaluable to both investors and industry
executives.
Investor clients
For our investor clients, we convert these trends into global investment themes, highlighting local stocks
that might be impacted. Our aim is to help CIOs formulate a TMT investment strategy that is global,
thematic, timely and coherent.
Corporate clients
For our corporate clients, we provide industry analysis and market intelligence, predicting how
technology markets will evolve and which business models will win. Our aim is to help CEOs stay one
step ahead of the technology trends that are shaping their industry.
“We help Chief Executive Officers and Chief Investment Officers predict the future.”

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Our research approach
We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. Our focus
is on disruptive technologies. How will they unfold? Which industries will be impacted? And who will be
the ultimate winners and losers?
Our research approach:
 Search for emerging technology trends
 Spot global investment themes
 Screen for local companies affected
Our research product:
 Global TMT Trend Forecast (annual)
 In-depth thematic research (fortnightly)
 Technology briefings
 Analyst access
 Bespoke research
Our clients:
 Asset managers
 Industry executives
 Private equity & venture capital
 Consultancy houses
 Governments
 Family offices
Our recent themes:
3D printing, App revolution, Chinese Internet, Big Data,
Chinese Internet, Cloud Computing, Cyber Security,
Digital Media, HTML5, Mobile Internet, Mobile Payments,
Net Neutrality, Regulation, Robotics, Smartphones,
Social networks, Software Defined Networks, Video
Games
Technology, Media
& Telecoms
Thematic
ResearchTrack record
Forward
thinking

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Our business model
 Growth: through word of mouth and an
established track record
 Client base: institutional investors,
governments, family offices, consultancies,
corporations
 Payment
o by direct subscription; or
o commission sharing agreements
(CSAs) using any major broker
 Global distribution: subscribers can access
research through global platforms such as
S&P Capital IQ, Bloomberg and Factset
 Regulation: Authorised and regulated by the
UK’s Financial Conduct Authority
Research partnerships Distribution platforms
Broker relationships Regulator

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Our executive team
Cyrus Mewawalla
Director of Research
Elgen Strait
Director of Sales
 TMT strategist
 20 years’ experience in TMT sector
 Former No. 1 ranked analyst (Bloomberg)
 Formerly at Nomura and PwC
 Former advisor to McKinsey
 Mentor at Level 39
 Chartered Accountant
 M.A. in Economics, University of Cambridge
 Author of a bestselling book about conflicts
of interest in the investment research sector
 Head of Sales
 10 years’ experience in institutional research
sales
 Formerly at BCA Research
 First Salesperson at a start-up research firm
(CognoLink)
 First Salesperson for a technology start-up
servicing the institutional research
community
 B.A. in Economics, University of Maryland

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Our research services
Our clients use us to analyse global trends in Technology, Media and Technology. We have three
research services
Thematic research Bespoke research Analyst access
 TMT sector outlook
(annually)
 In-depth thematic research on
emerging technology themes
(fortnightly)
 Client-specific research
 White-labelled research
 Valuation
 Forensic analysis
 Breakfast briefings
 Quarterly analyst conference calls
 Fast response to client queries by
email and telephone
Fee structure
 Subscription fees  Commissioned fees  Dependent upon amount of
analyst time required

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Our Top Investment Themes for 2014
These are the main investment themes we will be researching this year.
Social
‐ crowd funding
‐ music, video, games
‐ group shopping
‐ Google Glass
Cloud
‐ everything everywhere
‐ cyber security
‐ IT cost reduction
‐ software ecosystems
Mobile
‐ wearable devices
‐ maps
‐ mobile payments
‐ mobile ads
Big data
‐ Re‐imagination
‐ privacy issues
‐ wearable devices
‐ age of software analytics
Copying Apple
‐ Ecosystem lock‐in
‐ Walled gardens
‐ Hardware/software
integration
Cyber security
‐ BYOD
‐ national security issues
‐ open SDN standards
‐ M&A
Adv. Manufacturing
‐ 3D printing
‐ Robotics
‐ Flexible displays
‐ software defined network
Regulation
‐ Net neutrality
‐ Data privacy
‐ Patents
‐ Anti‐competition law
TV
‐ Internet TV
‐ Second/third screens
‐ 16k / flexible screens
‐ Social networks
Software defined
networks
‐ Cost reduction
‐ service enhancement
‐ Network function virtualis
Local
‐ maps
‐ Google Glass
‐ Ecommerce
China
‐ telecom equip trade wars
‐ Varied Interest Entities
‐ Accounting scandals
‐ Alibaba IPO

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About CM Research
CM Research is an independent research provider with a blue chip list of institutional clients. We analyse emerging trends in the technology, media and telecom
sectors and develop them into global investment themes, highlighting the winners and losers. At a time when many of our competitors have had their reputations mired
by conflicts of interest, we fiercely guard our independence. Our business model is based on independence, exclusivity and experience. CM Research is a member of
the European Association of Independent Research Providers (EuroIRP). CM Research is authorised and regulated by the Financial Conduct Authority.
Contact CM Research
Research
Cyrus Mewawalla
cyrus@researchcm.com
+44 20 3393 3866
Sales
Elgen Strait
elgen@researchcm.com
+44 20 3744 0105
22 Upper Grosvenor Street | London W1K 7PE | United Kingdom
www.researchcm.com
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