Tag: Azure

History Repeats Itself and Often Rhymes

History Repeats Itself and Often Rhymes

We have seen this movie before. The economy is slowing. This Coronavirus-led slowdown feels much like 2003's SARS outbreak exacerbated by the social media echo chamber. When entering an economic slowdown investors would be wise to understand the level of exposure that portfolio holdings have to discretionary revenue. In Software & Services land this primarily … Continue reading History Repeats Itself and Often Rhymes

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Not All Clouds Are Created Equal

Not All Clouds Are Created Equal

Alphabet shed some light on its cloud operations - "Google Cloud" - tonight after the close. It got us thinking about the three cloud platform providers that matter: AWS (Amazon), Azure (Microsoft) and GCP (Google/Alphabet). Click HERE to access a revenue breakdown for each of the big three. Our revenue comparison is not apples-to-apples. Microsoft … Continue reading Not All Clouds Are Created Equal

IBM Names A New CEO

IBM Names A New CEO

Tickers mentioned: AMZN, FDS, GOOG, IBM, INFO, MSCI, MSFT, ORCL, SSNC, VRSK Late to the Cloud and Little Appetite for Acquisitions IBM named Arvind Krishna to replace Ginni Rometty as CEO effective April 6th, 2020. Some 7-8 years ago IBM accelerated its transition to the cloud. This transition was accompanies by a change to pro … Continue reading IBM Names A New CEO

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

Microsoft's proof-of-concept "Project Silica" stores Warner Brothers' original Superman movie on a piece of quartz glass measuring 75x75x2 millimeters thick. It is estimated that more than 100 Zettabytes of data will be stored in the cloud by 2023 (from a data volume standpoint one Zettabyte represents as much information as there are grains of sand … Continue reading Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning

The NFL as a Streaming Service<span class="badge-status" style="background:red">Premium</span> 

The NFL as a Streaming ServicePremium 

What if the NFL were to convert to a premium subscription service? From a technical standpoint it would not be terribly difficult to migrate to a streaming service model. The NFL could build the direct-to-consumer platform on top of AWS, Azure or GCP. The NFL’s library isn’t nearly as vast as Disney’s nor Netflix’s. The … Continue reading The NFL as a Streaming ServicePremium 

CyberSecurity Is Not Someone Else’s Problem

CyberSecurity Is Not Someone Else’s Problem

We have definitely entered a period of CyberSecurity fatigue. When Capital One's (tkr: COF), stock barely gets hit in the aftermath of a significant CyberBreach you know many investors - as Rhett Butler once said - "don't give a damn". CEO's need to "own" CyberSecurity and operate it like a line of business. Customer PII … Continue reading CyberSecurity Is Not Someone Else’s Problem

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Companies mentioned: Accenture (ACN), Alibaba (BABA), AWS (AMZN), Azure (MSFT), Bottomline Technologies (EPAY), Broadridge (BR), DataRobot (Pvt.), GCP (GOOG), IHS Markit (INFO), Oracle (ORCL), Palantir (Pvt.), Qlik (Pvt.), Solera (Pvt.), SS&C (SSNC), Tibco (Pvt.), Verisk (VRSK). Accenture’s CEO of North America, Julie Sweet, will become CEO of Accenture effective September 1st 2019. Ms. Sweet is … Continue reading Accenture Is Preparing to Double-Down on M&A. We Share Our Ideas for Likely Target Areas.

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Whether evaluating a company as an investment vehicle or as a potential vendor, the processes are similar. Three elements are at the heart of our due diligence process when we evaluate Technology companies as investment vehicles and when we evaluate them as vendors. 1.) Quality of the Management Team. We listed this attribute first as … Continue reading Vendor Due Diligence and Investment Due Diligence Processes Are Similar

Microsoft is the Cloud

Microsoft is the Cloud

Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud