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.
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
Early last week we wrote about SolarWinds and the potential for another leg to drop. SolarWinds has a long road to recovery. Cyberbreaches of that sort don't engender customer trust and often lead to significant customer churn. What other companies may be at risk of a cyberbreach? Tickers mentioned: AMZN, AVGO, CERN, EFX, EXPGF, FICO, … Continue reading SolarWinds Is One of Many Cyberbreaches to Come
Apple promotors want investors to believe that Apple is a Services company. That is not reality. "Services" accounted for only 20% of revenue in AAPL's most recent fiscal year (see our table below). If Apple were to "bundle" certain hardware products into a version of its Apple One subscription (see our header photo), the company … Continue reading Apple Is A Services Company. Except It’s Not.
Usage-based pricing models enable customers to better understand cost drivers of a given product or service. In addition, Technology vendors may capture revenue lift from usage-based pricing that otherwise may be left on the table under a traditional tiered fee or flat fee pricing model. Tickers mentioned: GOOG, SNOW The tiered subscription pricing model favored … Continue reading Usage-Based Pricing Models Can Be A Win-Win for Customers and Vendors
A WarnerMedia sale is not likely to happen before Q4 2021. A WarnerMedia sale is likely to occur, but not before calendar Q4 2021. The WarnerMedia business unit is a significant drag on AT&T's (tkr: T) ability to invest in its core, capital intensive, distribution/data/fiber business. Disney (tkr: DIS) is the natural buyer. Apple (tkr: … Continue reading Don’t Expect AT&T to Sell WarnerMedia In The Near-Term