Category: Investment Banks

Streaming Services Unbound

Streaming Services Unbound

There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound

How AI Will Conquer Financial Services<span class="badge-status" style="background:red">Premium</span> 

How AI Will Conquer Financial ServicesPremium 

From Chat bots to Ambient AI. Cloud-based AI and Machine Learning technology is readily available. Large technology platform companies such as Amazon (Alexa), Google and Microsoft (Azure), encourage third-party developers to build applications and services on top of their core AI and Machine Learning platforms. This enables developers to focus resources on building value through … Continue reading How AI Will Conquer Financial ServicesPremium 

Too Little Too Late. BB&T & SunTrust.<span class="badge-status" style="background:red">Premium</span> 

Too Little Too Late. BB&T & SunTrust.Premium 

BB&T announced that it plans to acquire SunTrust primarily in an effort to scale its technology capability such that it may deliver more on-demand services to customers. This is a corporate governance issue. You simply DO NOT have the luxury to wait for Payments upstarts like Square (tkr: SQ) to capture a $30B-plus valuation ($40B-plus … Continue reading Too Little Too Late. BB&T & SunTrust.Premium 

Securities Trading in A Blockchain World<span class="badge-status" style="background:red">Premium</span> 

Securities Trading in A Blockchain WorldPremium 

Private Blockchain Networks Will Soon Arrive It will take longer for blockchain to go mainstream than most industry analysts posit. Equity and Fixed Income trading networks, “smart” contracts for residential and commercial real estate and myriad consumer cases will all eventually become the norm. Private, closed-loop commercial networks (securities trading for example) will go mainstream … Continue reading Securities Trading in A Blockchain WorldPremium 

Acquire or Be Acquired: FinTech Lions and Lambs<span class="badge-status" style="background:red">Premium</span> 

Acquire or Be Acquired: FinTech Lions and LambsPremium 

FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium 

Will Financial Institutions Learn to Stop Worrying and Embrace Technology?<span class="badge-status" style="background:red">Premium</span> 

Will Financial Institutions Learn to Stop Worrying and Embrace Technology?Premium 

Financial Institutions May Recover Lost Glory If They Aggressively Adopt Technology Fee Compression As Far As The Eye Can See Long gone are the days of white-collared shirts, suspenders and fat fees. The Financial Services industry is reducing headcount across the board. No pocket of the capital markets is immune. Investment Banks, Depository Institutions and … Continue reading Will Financial Institutions Learn to Stop Worrying and Embrace Technology?Premium 

CEORater Technology Founder CEO Index Outperformed in 2018

CEORater Technology Founder CEO Index Outperformed in 2018

The CEORater Technology Founder CEO Index posted an Unweighted Return of 8.2% for calendar 2018 vs. -2.5% for the benchmark (ticker: RYT). +10.7% outperformance. The CEORater Technology Founder CEO Index posted a Weighted Return of 7.8% for calendar 2018 vs. -3.0% for the benchmark (ticker: S5INFT). +10.8% outperformance. To view the individual stocks that comprise … Continue reading CEORater Technology Founder CEO Index Outperformed in 2018

SS&C Technologies: Multi-Tenant Machine Learning at Scale

SS&C Technologies: Multi-Tenant Machine Learning at Scale

For the past few years I've poked around the machine learning ("ML") and artificial intelligence ("AI") space. I advised Boston-based DataRobot back in 2014 when they started to build their machine learning platform. I've thought about how we at CEORater may leverage ML to score CEOs and companies. Typically when we read about ML and … Continue reading SS&C Technologies: Multi-Tenant Machine Learning at Scale

Stock Buybacks & Overzealous Cookie Consumption

Stock Buybacks & Overzealous Cookie Consumption

You are a Technology company CEO and/or Board member and the company generates significant free cash flow. You are thinking through your options as to how best to deploy discretionary capital: 1.) M&A: Our advice is go for it. M&A is rarely easy for a variety of reasons but a disciplined approach can result in … Continue reading Stock Buybacks & Overzealous Cookie Consumption