Fabric Data merges with TMT Insights to form Fabric Insights
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Fabric Data and TMT Insights have merged to create Fabric Insights, a combined media‑and‑entertainment SaaS platform owned by both firms' shareholders; the financial terms were not disclosed.
Fabric Data has merged with TMT Insights to form Fabric Insights, creating a single entity owned by the shareholders of both companies, with the deal value undisclosed. The transaction, announced on September 10, 2026, names Fabric Data CEO Rob Delf as CEO of the new company and TMT Insights co‑founder Andy Shenkler as President. The merger brings together Fabric’s data, automation and AI capabilities with TMT Insights’ orchestration platform for media and entertainment clients.
Deal Terms
The combined firm will be owned jointly by the existing shareholders of Fabric Data and TMT Insights, including TMT co‑founders and Banneker Partners, which continues to back the venture. Leadership will be split between the two legacy teams: Delf will run overall strategy as CEO, while Shenkler will oversee product, technology and operations as President. Hannah Barnhardt moves into a chief marketing and engagement role, and Kira Baca remains chief strategy and growth officer, preserving continuity for the sales and success organization.
Strategic Rationale
“We’ve spent years watching the industry add more systems and more technology in an effort to make increasingly complex operations simpler,” said Delf. “The answer isn’t another system, it’s better orchestration across all of them.” The merger pairs Fabric’s authoritative data, business logic and foundational platforms with TMT’s orchestration layer, aiming to deliver a unified “single pane of glass” for complex media workflows. Shenkler added that the combined product suite will be consumed through elegant user experiences and agents, giving clients “maximum adaptability and the flexibility to move fast.”
Integration plans focus on tighter coupling of Fabric’s Origin Studio with TMT’s Polaris and Focus platforms. Fabric’s recent AI module, released as part of its X2 modernization of the Xytech broadcast platform, will now sit alongside TMT’s workflow orchestration tools, promising more sophisticated, AI‑driven decision support for broadcasters and streaming services. The joint portfolio is positioned to serve over 380 existing Fabric customers and the high‑profile media brands already using TMT’s solutions, such as Sky, BBC Studios, Crunchyroll and A+E Global Media.
The merger reflects a broader trend of vertical SaaS consolidation in media and entertainment, where operators seek end‑to‑end solutions that reduce integration overhead and accelerate digital transformation. By uniting data, automation and orchestration under one roof, Fabric Insights aims to capture a larger share of the growing spend on cloud‑based media operations software, while offering a differentiated, AI‑enabled platform that can scale across global broadcasters and OTT providers.
Why It Matters
For Fabric Data, the merger provides immediate access to a suite of high‑touch, implementation‑heavy products that have historically generated strong expansion revenue and high net‑revenue retention in the media vertical. This should accelerate Fabric’s cross‑sell opportunities and deepen its foothold with existing broadcast customers, positioning it against rivals such as Dalet and Vizrt that also bundle data and workflow tools.
TMT Insights gains a robust data and AI engine that can enhance its orchestration platform, potentially shortening sales cycles and increasing average contract values. The combined leadership team also signals continuity for enterprise clients, reducing churn risk while enabling the joint entity to compete more aggressively for large‑scale transformation projects that were previously out of reach for either firm alone.
Key Points
- Fabric Data and TMT Insights merged on September 10, 2026 to form Fabric Insights; deal value was undisclosed.
- Rob Delf will serve as CEO and Andy Shenkler as President of the combined company.
- Ownership includes shareholders of both firms and Banneker Partners, which remains an investor.
- The merger unites Fabric’s data, AI and automation stack with TMT’s Polaris and Focus orchestration platforms.
- Clients include major media brands such as Sky, BBC Studios, Crunchyroll and A+E Global Media.
Analysis
The Fabric‑TMT merger underscores a accelerating wave of vertical SaaS consolidation in media and entertainment, where operators prioritize end‑to‑end orchestration over point solutions. By pairing Fabric’s AI‑driven data engine with TMT’s workflow platform, the new entity can offer a unified stack that reduces integration costs and shortens time‑to‑value for broadcasters and OTT services. For investors, the deal illustrates confidence in the premium valuation multiples that vertical SaaS firms can command when they demonstrate high net‑revenue retention and expansion revenue potential. While the transaction’s financial terms remain private, comparable deals in the space have fetched 8‑12× ARR, suggesting that Fabric Insights could be positioned for a future exit at a strong multiple if it sustains its growth trajectory. The combined product suite also aligns with the industry’s shift toward AI‑enabled automation, giving the company a competitive edge in securing large transformation contracts that demand both data intelligence and seamless workflow orchestration. Operators looking to modernize legacy broadcast infrastructure may view Fabric Insights as a one‑stop shop, potentially reshaping vendor dynamics and prompting rivals to pursue similar integrations or acquisitions.