Operating at the Intersection of Technology and the Capital Markets
Tag: analytics
Think of Generative AI as an Advanced Automation tool that may be deployed widely across the Enterprise. The only limitations are the underlying data sets used to train the AI models and human imagination. If used optimally, Generative AI could help companies gain insights that could strengthen existing competitive advantages and identify new ones. Where … Continue reading Generative AI’s Secret Sauce: Data
Alteryx would do well for itself to significantly reduce OpEx as a percentage of revenue. Sales & Marketing was 64% of March Q revenue, which is far too high. Given March Q revenue of $199 million, there is no reason why Sales & Marketing could not be in the 25-30% of revenue range. If Sales … Continue reading Alteryx (AYX): Lots of Operating Leverage Should the Company Choose To Unlock It
A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government
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 (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
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
Snowflake and Tesla are the poster children for irrational valuations and outsized CEO compensation packages. Investors - or more accurately "speculators" - value Analytics company Snowflake (tkr: SNOW) at 183x Revenue. That's right, not 183x depressed earnings. 183x revenue. ($110 billion Market Value on approximately $600 million of Revenue). Speculators value Snowflake 9x more than … Continue reading Nosebleed Technology Stock Valuations & CEO Compensation
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
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.
We hosted a podcast episode with Upendra Belhe as our guest. Upendra leads TEK2day's "On-Demand CAO" advisory service. We covered a variety of topics related to Data and Advanced Analytics, perhaps most notably the recent sense of urgency that insurance carriers have around standing up Analytics operations (COVID-related claims are of course a driver along … Continue reading Advanced Analytics in Insurance – A Conversation with Upendra Belhe
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