Tag: advanced analytics

Leveraging Competitors To Drive Your Revenue

Leveraging Competitors To Drive Your Revenue

We highlight the example of Amazon's AWS unit leveraging Snowflake - a competitor and partner - to drive AWS revenue. Tickers mentioned: AMZN, GOOG, MSFT, SNOW. Snowflake makes a living providing cloud-based Data & Analytics tools to data scientists and analysts. Snowflake's offerings sit on top of AWS, Azure and GCP. Certain of its offerings … Continue reading Leveraging Competitors To Drive Your Revenue

Palantir Is Not A Software Company

Palantir Is Not A Software Company

Palantir (tkr: PLTR) is not a Software company no matter how hard it may try. It appears that Palantir has allocated a portion of Costs of Goods Sold to General & Administrative expenses in order to boost Gross Margins in-line with Software company Gross Margins (click here for PLTR table). Doing so helped PLTR benefit … Continue reading Palantir Is Not A Software Company

Leading A Successful Advanced Analytics Project Is More Difficult Than Many Companies Anticipate

Leading A Successful Advanced Analytics Project Is More Difficult Than Many Companies Anticipate

Advanced Analytics is not easy. It takes significantly more effort than hiring a bunch of Data Scientists and leasing Analytics software and tools. Some questions to consider as an operating executive when preparing to embark on an Analytics journey: What is the mission? What do you hope to achieve? It is critical that operating executives … Continue reading Leading A Successful Advanced Analytics Project Is More Difficult Than Many Companies Anticipate

Here’s How Roper Technologies (tkr: ROP) Can Raise Its Game

Here’s How Roper Technologies (tkr: ROP) Can Raise Its Game

Roper Technologies has generally executed well over the past number of years. We offer three recommendations to Roper for driving superior operational performance and shareholder returns. 1.) Focus the Enterprise Software M&A strategy: This is Priority One. To date Roper has taken a buckshot approach to M&A with acquisitions scattered across the Software landscape. This … Continue reading Here’s How Roper Technologies (tkr: ROP) Can Raise Its Game