Tag: Azure

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

Broadcom Agrees To Acquire VMware

Broadcom Agrees To Acquire VMware

Broadcom agrees to acquire VMware for $61 billion As we wrote previously, we believe this acquisition is a strategic blunder on the part of Broadcom (AVGO). Broadcom's acquisition of VMware (VMW) is essentially a "bet the company" type of acquisition given the amount of purchase consideration ($61 billion) and also given the fact that the … Continue reading Broadcom Agrees To Acquire VMware

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

CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

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 2 of 3: Platform Companies

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

Applications As A Growth Lever For AWS, Azure & Google Cloud

Applications As A Growth Lever For AWS, Azure & Google Cloud

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

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlight: The Evolving Insurance Industry

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 info@tek2day.com with any questions.

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud

Health records, utilities, payment processing systems, streaming platforms and thousands of other consumer and commercial use cases will either be migrated to the cloud or will continue to scale on the cloud. This activity will continue to drive cloud revenue growth for decades to come. AWS, Azure and Google Cloud are well-positioned to become three … Continue reading It’s Early Days for Cloud Platforms AWS, Azure and Google Cloud