Category: Software

The CEORater CEO Hall of Fame Class of 2020

The CEORater CEO Hall of Fame Class of 2020

For our inaugural CEO Hall of Fame class we selected CEO Hall of Fame members largely based upon their contribution toward building their respective companies as well as creating long-term shareholder value. Our selection process included a variety of quantitative and qualitative elements including financial operating performance, total stock returns, longevity, innovation, corporate governance and … Continue reading The CEORater CEO Hall of Fame Class of 2020

Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers

Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers

Robinhood and other Fintech firms are using Social Media-based principles and tools such as "gamification" software to drive customer growth and usage. Legacy Asset Managers are taking the M&A route. Order Flow Revenue or "Pay-to-Play Revenue" is the revenue that Asset Managers generate from directing equity and options order flow to various trade execution firms … Continue reading Two Different Approaches To Growth: Fintech vs. Legacy Asset Managers

FinTech Companies and Their Website Traffic<span class="badge-status" style="background:red">Premium</span> 

FinTech Companies and Their Website TrafficPremium 

The world's most popular Websites are: 1.) Google.com; 2.) YouTube.com; 3.) Facebook.com and 4.) Amazon.com. We also took a snapshot of Website traffic for eight leading FinTech companies. We found this data interesting, but be careful about reading too much into it. Many of these companies operate multiple Android and iOS apps which are the … Continue reading FinTech Companies and Their Website TrafficPremium 

New IBM CEO Arvind Krishna Understands the Value of Spin-Offs

New IBM CEO Arvind Krishna Understands the Value of Spin-Offs

IBM plans to spin off the Managed Infrastructure Services business within its Global Tech Services ("GTS") segment (approximately $19B TTM revenue through June 2020). Doing so will provide more air time to the acquired RedHat OpenShift (IBM's "Hybrid Cloud" strategy) and cognitive computing businesses. Post-spin, the growth in these businesses will make a greater revenue … Continue reading New IBM CEO Arvind Krishna Understands the Value of Spin-Offs

Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.

Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.

It is amazing what institutional investors - especially large holders - put up with. Do Portfolio Managers communicate with CEOs any longer? PMs used to speak with management teams to provide feedback around capital allocation decisions, financial disclosures and more. My sense is that less of this interaction occurs today. Below we cover a few … Continue reading Institutional Investors Forgot They Have A Voice. PLUS – Big Tech Regulation.

Narcissist CEOs Drive Risky Corporate Behavior

Narcissist CEOs Drive Risky Corporate Behavior

CEOs that allow themselves to be ruled by ego and emotion, that need to see their name in news headlines ("Narcissist" CEOs as defined by Stanford Professor Charles O'Reilly), are more likely to take significant risks - including impulsive M&A transactions - at the expense of a thoughtful, long-term operating strategy. Stanford's O'Reilly has done … Continue reading Narcissist CEOs Drive Risky Corporate Behavior

Three High Quality CEOs

Three High Quality CEOs

We recently called out several CEOs for putting forth less than optimal efforts. Conversely, here are several long-time, high quality CEOs - two of them founders - of market-leading companies. Tickers mentioned: Clarivate Analytics (tkr: CCC), CoStar Group (tkr: CSGP), SS&C Technologies (tkr: SSNC) Here are three quality CEOs where investors won't have to worry … Continue reading Three High Quality CEOs

Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech

Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech

Many CEOs with deep Enterprise Technology experience have struggled to adapt to the "consumerization" of Tech. We have seen this phenomenon a number of times within the Enterprise Software industry. A common scenario is as follows: A Board of Directors recruits a "battle-tested" Software CEO. A "Battle-tested CEO" often means that 70-80% of that CEO's … Continue reading Enterprise Technology CEOs Struggle to Adapt to The “Consumerization” of Tech

Amazon and Facebook Are Killing Google’s Ad Biz One Bite at A Time

Amazon and Facebook Are Killing Google’s Ad Biz One Bite at A Time

It is no great mystery as to how or why Google's Ad business is losing share to Amazon and Facebook. People are increasingly conducting product searches on Amazon and are entertaining themselves on Instagram. Thus, advertisers increasingly want to be on Amazon and Facebook. Video game platforms are another competitor Google should be concerned with … Continue reading Amazon and Facebook Are Killing Google’s Ad Biz One Bite at A Time

CEO Quality Is Critical

CEO Quality Is Critical

At CEORater we evaluate CEOs on 42 attributes across four quadrants (Operations-related, Strategy & Tactics, Investor-related and Personality-related attributes). Great CEOs are time-tested, have a well-rounded skill set, are high character, are intellectually curious, the list goes on. Several founders and CEOs recently reminded us of their blind spots. Tickers mentioned: GM, ORCL, TSLA Mary … Continue reading CEO Quality Is Critical