Category: Software

If You Build It They Won’t Necessarily Come<span class="badge-status" style="background:red">Premium</span> 

If You Build It They Won’t Necessarily ComePremium 

Incentivize Prospective Participants with A Seat at the Table MoviePass shut down on September 14th. We do not have first-hand knowledge of MoviePass’ ever-evolving business model. However, we do know that MoviePass never quite figured out how to properly incentivize movie theaters to drive audience participation.  When building new network businesses, it makes sense to … Continue reading If You Build It They Won’t Necessarily ComePremium 

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Don’t Bite the Hand that Feeds You

Don’t Bite the Hand that Feeds You

Alternative Title: Innovation at Scale Sure, it's cheaper than ever to innovate today. Computing power increases while prices stay relatively flat. Cloud computing enables startups and small companies to acquire server capacity when needed and to leverage Artificial Intelligence capability from Day 1. Yet there are still real benefits to having scale, especially within the … Continue reading Don’t Bite the Hand that Feeds You

AI as A Competitive Differentiator for Asset Managers<span class="badge-status" style="background:red">Premium</span> 

AI as A Competitive Differentiator for Asset ManagersPremium 

Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium 

Three Activist Investor Targets

Three Activist Investor Targets

We recently wrote that “Scale Matters in Tech”. Technology companies that have captured the number 1 or number 2 position within a particular vertical enjoy Economies of Scale including: 1.) automatically getting a seat at the table for sales bakeoffs, 2.) job seekers naturally gravitate toward market leaders, 3.) prospective acquisition targets will find you, … Continue reading Three Activist Investor Targets

AI’s Dark Side – They’re Listening

AI’s Dark Side – They’re Listening

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

It Takes Two to Tango. Don’t Expect M&A Activity to Accelerate Anytime Soon

It Takes Two to Tango. Don’t Expect M&A Activity to Accelerate Anytime Soon

Based on June quarter earnings call results, management teams have less visibility into Sales pipelines, Revenue forecasts and Profitability in the aggregate than several months ago. This in turn causes would be acquirers to haircut purchase price valuations if not walk away from deals entirely. In the former case, valuation haircuts typically either stall deal … Continue reading It Takes Two to Tango. Don’t Expect M&A Activity to Accelerate Anytime Soon

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.<span class="badge-status" style="background:red">Premium</span> 

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.Premium 

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.Premium 

Checkmate. Facebook Wins.

Checkmate. Facebook Wins.

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.

AI, Machine Learning and More

AI, Machine Learning and More

We used Google to search for various terms related to Artificial Intelligence to gauge popularity. We ran queries using Google's trend analysis to gauge the popularity of various search terms related to Artificial Intelligence. You may access our results here. We executed Google searches on the following five search terms: "AI", "Machine Learning", "Deep Learning", … Continue reading AI, Machine Learning and More

We Applaud Creative M&A Strategies

We Applaud Creative M&A Strategies

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