Technology, Media & Telecom (TMT)
Master key TMT concepts that investment bankers need to know. From SaaS metrics to network effects, media distribution models to telecom infrastructure, prepare for sector-specific interview questions.
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Interview Questions
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TMT Mini-Case Drills
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Netflix Subscriber Loss & Valuation Impact
Netflix reports a net loss of 1M subscribers in Q2 after price increases. Explain the first-order impact on churn, LTV/CAC, and revenue visibility. How might this move trading multiples in the near term?
SaaS Company Churn Rate Impact
A high-growth SaaS company sees monthly churn increase from 2% to 3.5% due to economic headwinds. Current ARPU is $100/month with 70% gross margins. Analyze the impact on unit economics and suggest valuation adjustments.
High-Growth Tech IPO Pricing
A pre-revenue AI company is going public with $50M ARR run-rate, 200% YoY growth, but burning $30M quarterly. TAM is $100B, but competitive landscape is intensifying. How do you approach valuation for the IPO?
Social Media Platform Network Effects
A social media platform has 10M users with 15% monthly active user growth. User engagement (time spent) increases by 5% for every 1M new users added. How do network effects impact valuation?
Streaming Wars Competitive Impact
Disney+ launches with aggressive pricing ($6.99 vs Netflix's $15.99) and exclusive content. Netflix's subscriber growth slows to 5% YoY from 20%. Analyze the competitive impact on Netflix's valuation.
5G Network Deployment ROI Analysis
A telecom operator plans $10B in 5G capex over 3 years. Expected benefits: 30% ARPU increase, 15% churn reduction, and new enterprise services generating $2B annually by Year 5. Analyze the investment case.
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Cases Completed
SaaS Metrics & Valuation
Key metrics for evaluating Software-as-a-Service companies
Network Effects & Platform Economics
Understanding how networks create value and competitive moats
Technology Company Valuation
Approaches to valuing high-growth technology companies
Media Distribution Models
Evolution of content distribution and monetization strategies
Telecom Infrastructure & Economics
Understanding telecommunications networks and business models