GP Bullhound：2023年第二季度数字服务行业报告（英文版）（23页）.pdf

1、Digital Servicessector updateQ2 2023Qualitative insights into broader Digital Services trends and public and private valuations across the transaction spectrum,and interviews with todays leaders transforming the sector.Important disclosures appear at the end of this reportGP Bullhound Corporate Fina

2、nce Ltd and GP Bullhound Asset Management Limited are authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRAGP Bullhound Luxembourg S.R.L.is regulated by the CSSF in Luxembourg2Q2 2023 Digital Services sector updateAbout usPublic comparablesTransaction tren

3、dsPublic company analysesCEO commentaryTakeawaysTHE VIEWQ2 Digital Services Perspectives from GP BullhoundLow-code solutions are continuing to democratise development Low-code solutions have reduced development friction,making non-technical users“citizen developers”,with new tools enabling businesse

4、s to deliver flexibly and at the pace demanded by modern agile environments Proliferation of low-code has resulted in a broad range of technical solutions from both global incumbents and specialist players,accompanied by growing adoption by regulated industries and expansion into more complex applic

5、ations Widening skills gap and economic pressures are making low-code capability highly valued in a fast-growing multi-billion-dollar market,accelerating M&A activityContinuous development in VFX is pioneering innovation in digital VFX is increasingly being used within digital marketing by leading b

6、rands as a creative solution for those who are looking for new and innovative ways to engage with their audience Advancements in technology,such as AI,and M&A consolidation are considered as key growth drivers for leading creative design studios who operate in the space Recent examples of M&A includ