Tag: AVGO

Go Vertical or Go Home<span class="badge-status" style="background:red">Premium</span> 

Go Vertical or Go HomePremium 

Unless your name is Amazon, Apple, Facebook, Google or Microsoft, it is best to pursue vertical go-to-market and product strategies. Only the previously mentioned Technology giants have the requisite scale to take a horizontal approach. We provide examples of "Vertical Leaders" and "At-Risk Horizontal Players". Tickers mentioned: ACN, AMZN, AAPL, AVGO, BOX, CCC, CRM, CSCO, … Continue reading Go Vertical or Go HomePremium 

One M&A Prophecy Fulfilled. More to Come.

One M&A Prophecy Fulfilled. More to Come.

Debt remains cheap. Strategic acquirers and PE firms are flush with cash. It doesn't take a genius to arrive at the conclusion that Software & Services M&A activity will remain healthy in 2020 all else held equal. (tickers mentioned: ACN, AVGO). Today's news that Accenture (ticker: ACN) agreed to acquire Symantec's CyberSecurity Services business from … Continue reading One M&A Prophecy Fulfilled. More to Come.

The Software Treadmill: Keep Pace or Fall Behind

The Software Treadmill: Keep Pace or Fall Behind

The software industry is fluid and unforgiving - especially the CyberSecurity space. Companies either innovate or fall behind. There is no such thing as standing still. This week semiconductor firm Broadcom (tkr: AVGO) agreed to acquire Symantec's Enterprise business. Symantec (tkr: SYMC), is a CyberSecurity software vendor and is a laggard in an industry that's … Continue reading The Software Treadmill: Keep Pace or Fall Behind

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