Technology, media, and telecommunications M&A update: Q4 2025

The cloud FinOps market is estimated at $15.1 billion in 2025 and projected to reach $39.0 billion by 2034, boosting demand for tools that allocate spend, set guardrails, and tie consumption to business value.

Technology, media, and telecommunications trends

  • Computing and internet infrastructure software
    The broader infrastructure software market is estimated at about $217.05 billion in 2025 and is expected to reach roughly $297.87 billion by 2030, reflecting mid-single-digit growth as enterprises invest in tools that improve reliability, automation, and day-to-day manageability across hybrid stacks.1
  • Collaboration and communication software
    As work becomes more distributed, enterprises are rationalizing fragmented point solutions into unified platforms to simplify user experience and operations.2
  • Health care software
    The global health care IT market is forecast to grow from roughly $402.7 billion in 2026 to nearly $1.4 trillion by 2034, at approximately 16.7% CAGR, driven by cloud-native clinical systems, telehealth, revenue cycle management (RCM), interoperability, and AI-enabled patient engagement that strengthen care coordination and operational efficiency.3
  • Education software
    The global education technology market is expected to reach $165.0 billion in 2026 and grow to $375.0 billion by 2033, at 13.0% CAGR from 2026–2033, driven by sustained demand for online/distance learning, higher expectations for personalized instruction, and wider adoption of advanced digital technologies.4
  • Value-added resellers (VAR) and technology distributors
    The IT sector VAR market is estimated at $534.0 billion in 2025 and projected to reach $1.1 trillion by 2032, at approximately 10.3% CAGR, driven by higher enterprise spending on cloud migration, cybersecurity, and hybrid IT.5
  • Music and radio
    Valued at an estimated $6.6 billion in 2025, the global AI in music market is poised for substantial growth, with a projected CAGR of 27.8%, reaching $47.3 billion by 2033.6

 

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References

1The Business Research Company, Infrastructure software market report 2026, February 2026.

2Future Market Insights, Unified communications and collaboration market size and share forecast outlook 2025 to 2035, September 26, 2025.

3Fortune Business Insights, Healthcare IT market size, share & industry analysis report, February 9, 2026.

4Coherent Market Insights, “Educational technology market size worth US$375 billion by 2033,” press release, January 14, 2026.

5360iResearch, IT sector value-added resellers market by offering, February 2026.

6Market.US, Global AI in music market report, September 2025.

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