Corporate customers ought to think about diversifying beyond AWS, Azure and Google Cloud for cloud storage and embedded capabilities such as AI/ML/NLP and more. Sure, there is Oracle, Alibaba and others. Yet it would seem now may be the time for Industry-focused players to offer cloud services alternatives. Tickers mentioned: AMZN, BABA, FIS, GOOG, MSFT, … Continue reading AWS, Azure & Google Cloud Alternatives
We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech
The Auto OEM of the future will be vertically integrated across traditional automobile components, batteries and alternative power sources, software and chips. BYD (tkr: BYDDY) is a prime example of a vertically integrated Auto OEM given its Automotive and Battery operating segments. Ford (tkr: F), today announced it is partnering with GlobalFoundries (tkr: GFS), to … Continue reading Vertically Integrated Auto OEMs
Amazon may not be a surprise to investors given the ubiquity of Amazon's ecommerce platform. Apple is an online advertising challenger given the services that sit on top of its devices from Gaming (Arcade) to Apple TV to Apple News to Apple's forthcoming push into AR/VR. Microsoft is another Tech giant that does not enjoy … Continue reading Amazon, Apple and Microsoft Are Online Advertising Challengers
Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects
As AWS, Azure and Google Cloud compete to win the hearts of Government officials, acquiring a top-tier defense contractor would do much to gain the inside track on strategic, DoD/DHS/Govt. mega-contracts. Amazon's Arlington VA campus suggests it views the D.C./Northern VA area as more long-term strategic than does Microsoft or Google (the latter tends to … Continue reading Tech Prediction of the Week: Amazon Will Acquire Lockheed Martin
AWS, Azure and Google Cloud should leverage proprietary applications as a growth lever, particularly if the Federal Government forces a breakup of these cloud platforms from their respective parent companies. Oracle pioneered the strategy of extending the value of its database and infrastructure software by adding applications to its product portfolio. Oracle chose to grow … Continue reading Applications As A Growth Lever For AWS, Azure & Google Cloud
Google Health's CEO is to become Cerner's CEO. Google will allocate its Health projects to different parts of the organization. This wreaks of government interference. Cerner and Epic are two prime examples of large, established Healthcare IT players that should have been acquired by some combination of Amazon, Apple, Google or Microsoft by now. The … Continue reading Google To Dissolve Google Health
The Fed conveniently excludes Food and Energy price increases from its Core CPI calculation. Speaking personally, our grocery bill is up approximately one-third vs. last year. We wouldn't be surprised if many Americans were experiencing grocery price increases of 25-50% over last year. At some point Food (and Energy), price increases translate into consumers buying … Continue reading Price Inflation Caused Consumers To Shop Less, Not COVID Fears. More Automation Is Coming.
TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at email@example.com with any questions.