Operating at the Intersection of Technology and the Capital Markets
Tag: Azure
Back in March 2019 we wrote about the future use of NLP-powered applications across various industries - in particular Financial Services (our 2019 TEK2day article HERE). Microsoft (MSFT) is bringing natural language capability to its Productivity suite - Microsoft 365. This natural language offering has a name: "Copilot". We include an example of Copilot deployed … Continue reading NLP & Productivity Apps: Microsoft Copilot
Sure, if Alphabet (ticker: GOOGL), were to spin off YouTube and Google Cloud it would be easier for Wall Street to value the component parts. However, I'm not sure that YouTube or Google Cloud ought to spin-off. Here's why: Google Cloud: Google Cloud consists of Google Cloud Platform (GCP is the comp to AWS and … Continue reading Spin-Off YouTube and Google Cloud?
I've long argued that Google is the AI King. Here's Why. Mobile. There are only 2 mobile operating systems that matter: Android (72% share) and iOS (28%) share. Therefore, when users interact with their phones through voice, they are primarily using Google's natural language AI (Google Assistant) or Apple's natural language AI (Siri). Nowhere to … Continue reading Putting AI In Perspective
The NASDAQ Composite has had a nice little run, up more than 9% year-to-date. However, I would exercise caution ahead of Tech earnings and the Fed's January 31st / February 1st FOMC meeting. We have written on numerous occasions that we expect management teams to take a conservative approach to 2023 Revenue and EPS guidance. … Continue reading Technology Stocks Are Not Yet In The Clear
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
I would not be surprised to see Salesforce (CRM) and Oracle (ORCL) combine in 2023 or 2024. A Salesforce, Oracle deal used to be rumored back around the time of CRM's 2004 IPO which raised $110 million. At that time Oracle Co-Founder & CEO Larry Ellison was pushing hard on building ORCL's Application layer (largely … Continue reading Oracle + Salesforce
AWS is Amazon's (AMZN) most profitable business unit (26% operating margin in the September quarter), and is subsidizing other Amazon business units. While AWS allocates capital to other AMZN business units, competing cloud platforms Azure and Google Cloud are capital allocation recipients. While AWS touts its new, high-end Graviton chips - these chips will compete … Continue reading AWS vs. Azure vs. Google Cloud
Headcount reductions and business closures will hit AWS and Azure in calendar Q4 and 2023. Every time you read about headcount reductions or a startup that failed, that is likely negative news for AWS and Azure as the two remote server platforms (particularly AWS), are leveraged to the number of users and data generated/stored by … Continue reading AWS and Azure Headwinds
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 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
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