Hear that? Someone is listening. In fact, they all are: Google, Microsoft, Amazon, even Apple (who has positioned itself as a privacy champion). AI - more specifically the neural networks that power voice assistants - are far from fully autonomous. Deep learning models require human assistance at this juncture. Fair. It is when companies do … Continue reading AI’s Dark Side – They’re Listening
The software industry is fluid and unforgiving - especially the CyberSecurity space. Companies either innovate or fall behind. There is no such thing as standing still. This week semiconductor firm Broadcom (tkr: AVGO) agreed to acquire Symantec's Enterprise business. Symantec (tkr: SYMC), is a CyberSecurity software vendor and is a laggard in an industry that's … Continue reading The Software Treadmill: Keep Pace or Fall Behind
We have definitely entered a period of CyberSecurity fatigue. When Capital One's (tkr: COF), stock barely gets hit in the aftermath of a significant CyberBreach you know many investors - as Rhett Butler once said - "don't give a damn". CEO's need to "own" CyberSecurity and operate it like a line of business. Customer PII … Continue reading CyberSecurity Is Not Someone Else’s Problem
Facebook imagines a future in which consumers will pay for online and offline services with its cryptocurrency - Libra. Our view is that Libra will eventually enjoy broad adoption. The cryptocurrency floodgates are open, it’s primarily a question as to how Libra and others will be regulated. Regulation boils down to the size of the … Continue reading Facebook Calibra and Libra.
Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.
FTC slaps Facebook on the wrist and levies $5B fine. Combining legacy Facebook, Instagram and WhatsApp. A grand product strategy or slick tactical move to avert regulators? Facebook only found religion as it relates to user privacy after the FTC threatened to break up the company into three separate entities - 1) legacy Facebook, 2) … Continue reading Checkmate. Facebook Wins.
It has leaked that semiconductor giant Broadcom (tkr: AVGO) is working to acquire CyberSecurity software company Symantec (tkr: SYMC). Semiconductor investors are not fans of the deal as AVGO shares have traded off 6% since the news leaked. Conversely, we like the prospective acquisition for a couple of reasons: First, Symantec’s recurring revenues will help … Continue reading We Applaud Creative M&A Strategies
Two-factor authentication or 2FA is virtually painless and greatly mitigates the risk of compromised personal and enterprise data. People don’t like to be told “take your medicine” much less read about it. However, an ounce of prevention goes a long way. Whether you wish to add a layer of security beyond the common password to … Continue reading Use Two-Factor Authentication (“2FA”) to Reduce the Risk of Compromised Data
Identifying acquisition targets is an arduous process. Machine learning can help. It is somewhat easier to identify acquisition targets today than it was 10 years ago given the advent of private company databases such as Bob's Guide, Crunchbase, CB Insights, PitchBook and others. However, we have yet to find a data service that combines a … Continue reading M&A Deal Sourcing – A Significant Opportunity for Machine Learning
Fortune 500 real estate title insurer First American Financial Corp. (ticker: FAF) leaked hundreds of millions of documents related to mortgage transactions dating back to 2003. CEOs and Boards Need to Make CyberSecurity A Top Priority We have previously taken the position on our podcast and in this newsletter that CyberSecurity is a C-level/ Board-level … Continue reading CyberSecurity Should Be A CEO and Board-level Priority