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.
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
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
Yesterday Qualcomm (tkr: QCOM) announced that Cristiano Amon - an engineer - would become the company's next CEO in June. Current QCOM CEO Steven Mollenkopf is also an engineer. This contrasts sharply with Intel (tkr: INTC), CEO Bob Swan - a career CFO. If you regularly read these pages and listen to our TEK2day Podcast … Continue reading Technology CEOs Who Lack Technology Chops
The deal for Australia's Link Group (tkr: LNK) is a competitive one, insofar as Link Group has disclosed. The competing prospective acquirers include SS&C Technologies (tkr: SSNC), and a pair of private equity firms - Sydney-based Pacific Equity Partners (Link's former owner) and Carlyle Group (tkr: CG) whom are bidding together. Our best guess is … Continue reading We Like The Prospective Link Group Acquisition for SS&CPremium
From Bubble valuations to zombie companies to Cleantech, 2021 is likely to deliver more of the excesses of 2020. Barring a negative event out of left field, it will take a meaningful interest rate hike and/or corporate tax increase to derail the asset bubble of 2020 that bled into equities, fixed income, home values, lumber, … Continue reading 2021 Outlook: The Froth Will Continue
We highlight the six most popular, CEO-centric articles that we published in 2020. CEORater 2020 Technology CEOs of the YearCEORater CEO Hall of Fame Class of 2020Cult of Personality – A Deep Dive On CEO Personality ResearchCEO Quality Is CriticalUsing NLP To Predict CEO ChurnCarlos Brito Is On His Way Out as BUD CEO. Did … Continue reading Our Most Read, CEO-Focused Articles from 2020
Apple CEO in-waiting Jeff Williams is a Tim Cook clone. We argue that Apple's next Chief Executive ought to be a risk-taking, product-focused CEO that conducts him/herself with a sense of urgency to drive Product & Services growth. Another caretaker CEO would be less than optimal. Companies mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Cerner … Continue reading Apple’s Next CEO Ought To Be An Innovator