The uneven rebound from the pandemic will make a distinct imprint on the TMT space in 2022, affecting content creation, distribution, device availability and consumption habits.

A 2022 return to the big screen is expected to revive box office receipts, but a rebound to pre-pandemic levels is complicated by new release windows devised to navigate theater closures. The symbiotic relationship of sending high-value movies more quickly to streaming services contributes to rising costs and is expected to delay profitability for newer entrants while softening the landing of slower post-pandemic growth. Sustaining residential broadband growth levels is unrealistic after the pandemic-fueled gains, but the heightened societal prominence of remote work and education has prompted government funding that is expected to further lift the segment in 2022.

How would these trends continue to shape the TMT sector in 2022?