Marketing Technology in a Post-COVID World

The global pandemic has changed marketing forever. For more than a decade, the marketing clouds have duked it out, taking part in several acquisition “waves” – social, email, ecommerce, and data. What is the next wave of acquisitions? Here are the key trends that we believe will persist and attract future buyers:

-Work-from home and hybrid work environments will persist past Covid, and MarTech players that most effectively empower these environments will win.

-Customer experience (“CX”) and customer journey players are addressing a critical marketing need, as good CX is the most important factor for both customer acquisition and retention.

-Brand Experience (“BX”) is a growing subset of CX, quickly developing its own ecosystem.

-Covid has also turbo-charged the Creator Economy, as influencers earn their living through social channels, while giving brands access to eyeballs shifted by the pandemic.

-Brands seek authentic experiences, leveraging creators and influencers for effective content marketing strategies.

-Mobile continues to rule digital video advertising, and is now 5x the size of desktop, and nearly 3x the size of Connected TV.

Our MarTech comps are trading up 119% since post-Covid lows in March 2020. 2021 is on pace for a record $49B in M&A activity, as mega-deals Thoma/Medallia and Zendesk/Momentive show the sector picking up steam.