Tag: AWS

Amazon Ups Its M&A Effort

Amazon Ups Its M&A Effort

Amazon (ticker: AMZN), has become more aggressive on the M&A front under new CEO Andy Jassy. We have seen this across the Entertainment, Health and Robotics sectors - each highly strategic in our view. Entertainment: Amazon recently closed its acquisition of MGM for $8.5 billion. The MGM acquisition onboards the James Bond franchise - a … Continue reading Amazon Ups Its M&A Effort

Apple + Disney

Apple + Disney

We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney

A Short & Shallow Recession?

A Short & Shallow Recession?

What is the logic to suggest that a "short & shallow" recession is likely? Isn't it more likely things will get worse before they get better? The U.S., Europe and China are experiencing economic slowdowns. The U.S. is in a recession if you believe the Atlanta Fed (GDPNow for Q2 2022 is -1.6%. See GDPNow … Continue reading A Short & Shallow Recession?

Apple Health – What’s The Holdup?

Apple Health – What’s The Holdup?

Our criticism of Apple (AAPL) and its CEO Tim Cook typically focuses on the fact that Apple does not move swiftly enough as it relates to new market opportunities. Financial Services and Healthcare are two such examples. Back in 2018 we wrote a well-received article entitled Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution. … Continue reading Apple Health – What’s The Holdup?

Platform Companies Will Increasingly Design Proprietary Silicon

Platform Companies Will Increasingly Design Proprietary Silicon

It is only logical that the leading smartphone company (Apple) and the leading AI company (Google) are increasingly designing more of their own silicon which is optimized for each company's respective products and services. Tickers mentioned: AAPL, AMZN, AVGO, GOOG, INTC, QCOM, SWKS Think of the iPhone and Google's Pixel phone. Every feature, every application, … Continue reading Platform Companies Will Increasingly Design Proprietary Silicon

Bold Broadcom Pursues VMware

Bold Broadcom Pursues VMware

Last year Broadcom pursued an acquisition of SAS Institute (private) before SAS Co-founder and CEO Jim Goodnight withdrew. Now, the WSJ reports that Broadcom (AVGO) is working to acquire private cloud and infrastructure software provider VMware (VMW). While the SAS pursuit was bold and creative, the prospective VMW acquisition is bold, risky and lacks creativity. … Continue reading Bold Broadcom Pursues VMware

The Big 3 Cloud Giants Are Poised To Drive M&A

The Big 3 Cloud Giants Are Poised To Drive M&A

AWS, Azure and Google Cloud are poised to drive vertical M&A for years to come. By vertical M&A we refer to M&A transactions that would enable to AWS, Azure and Google Cloud to build a footprint at the application layer across various industry verticals. The obvious acquisition targets would be customers and partners of AWS, … Continue reading The Big 3 Cloud Giants Are Poised To Drive M&A

AWS, Azure & Google Cloud Alternatives

AWS, Azure & Google Cloud Alternatives

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

Tech Prediction of the Week: Amazon Will Acquire Lockheed Martin

Tech Prediction of the Week: Amazon Will Acquire Lockheed Martin

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