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FactSet (tkr: FDS), has all of the tools - more precisely data sets - to compete with ZoomInfo (tkr: ZI), and to potentially close the valuation gap between the two companies. FactSet's platform includes data sets that are more robust than their ZoomInfo counterparts (with the exception of executive profile data), and could therefore challenge … Continue reading CEO Personality, Corporate Culture and Opportunity Cost
YouTube is virtually the same size as Netflix from a Revenue standpoint. Netflix will finish 2020 with Revenue of approximately $25 billion. YouTube will finish 2020 with combined Ad Revenue and Subscription Revenue of approximately $22-23 billion. The two operations share similar revenue growth rates. Thus, if Netflix is worth $227 billion, what is YouTube … Continue reading YouTube vs. Netflix
Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.
Weening the market and Americans off of easy fiscal and monetary policy will be no easy task. The Biden Administration's proposed $1.9 Trillion COVID relief package is the first of two multi-Trillion debt-funded "stimulus" tranches to come in 2021. Between zero interest rate policy, debt-funded fiscal stimulus ($1,400 in direct payments to Americans plus extended … Continue reading It Will Be Difficult To Ween The Market Off Of Easy Money
Intel (tkr: INTC), lacked a CEO with Technology chops as we recently wrote. Pat Gelsinger has the Technology chops to serve Intel well including his previous stint as Intel CTO before becoming a senior executive at EMC and ultimately CEO of VMWare (VMW). Listen to the most recent episode of the TEK2day Podcast (Click HERE) … Continue reading Pat Gelsinger Will Make A Fine CEO at Intel. This Move Foreshadows A Trend.
The TEK2day PropTech Landscape includes company names, descriptions, locations, revenue estimates, CEOs and financial sponsors for more than 60 PropTech companies. Our Interactive PropTech Landscape file may be accessed at the bottom of this article. Below we list the names of the companies that we cover in our Interactive Landscape file: 42floors / KnotelAccruent (Fortive)ActoviaAltusAMTdirectApartment … Continue reading TEK2day PropTech LandscapePremium
There is a difference between truly Autonomous Vehicles - those qualified to operate without a driver - and ancillary technologies such as driver assist. Below we provide detail about where various Auto OEMs are in their Autonomous evolution as measured by Autonomous Vehicle permits held in the state of California. (For those who receive our … Continue reading Autonomous Vehicle Permits in CA
We caution investors to not get ahead of themselves by anticipating a return to "normal", 2019 revenue growth rates in 2021. Most Software companies have a significant Subscription revenue component. Given that Subscription bookings activity slowed for most every Enterprise Software company in 2020, this will translate to slower reported Subscription revenue growth over the … Continue reading Software Revenue Growth Will Be Muted for Many in 2021
The CEORater "Quality" Portfolio is an experiment which we began running at the end of 2018. The portfolio consists of a mix of Software, Information Services and Fintech companies, half of which are led by founder CEOs (we generally prefer founder CEOs). The question the experiment sought to answer was "How would a basket of … Continue reading CEORater “Quality” Portfolio Outperformed in 2020
It is disappointing that Boeing was not forced to purge CEO David Calhoun and its Board as part of yesterday's $2.5 billion DOJ settlement. We most recently wrote about the fact that Boeing needed to purge is CEO and Board in September 2020. Boeing's Board deserves an "F" for its handling of the 737 Max … Continue reading Where Is The Accountability At Boeing?
