Analysing edge computing M&A trends

Edge Insights

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This report summarises the value and trends of M&A deals related to edge computing, covering the time period of the last four years. The report highlights key deals and company spotlights, as well as providing insights into the expected M&A activity over the next year.

M&A activity in edge computing has matured over the last four years

While general TMT M&A deals trended down in 2023, there was evidence of both resilience and maturation in the edge computing market. Several significant deals, particularly related to edge computing data centres and software companies, have bucked overall industry trends. We highlight key deals, such as the acquisitions made by European edge datacentre company nLighten and the seed funding of the SASE company Cato Networks.

In this research note, we provide coverage of deals including M&A, venture capital and private equity, looking into the types of edge computing companies most likely to attract investment and general trends in the market.

Value of edge computing investments in comparison to cloud market investments

Source: STL Partners edge investments tracker

While investment into edge computing remains a small fraction of investment into technologies like cloud, the deal value for edge transactions increased 184% in 2023 in comparison to 2022.

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Table of contents

  • Summary of M&A performance in edge computing (2020-2023)
    • Total value of investments and number of deals in the edge computing market
    • Trends in the edge investment market
  • Spotlight deals and companies to watch
    • Summary of largest deals in the edge investment market (2020-2023)
    • Deal spotlights
  • Methodology

Related research

This research note is part of our Edge Insights Service which also includes:

Technologies and industry terms referenced include: , , , , , , , ,

Tilly Gilbert

Tilly Gilbert

Tilly Gilbert

Director, Consulting & Edge Practice Lead

As a Director in STL's consulting business Tilly has more than five years of experience leading growth projects for technology and telecoms firms. She heads up our research and consulting practice focused on edge and cloud computing and was nominated for Edge Computing Woman of the Year in 2022. Tilly has a BA from Oxford University and an MA from the University of Pennsylvania.