Tag: cloud computing

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Amazon's AWS cloud platform is by definition a "horizontal" offering. "Horizontal" in that it is industry agnostic. Beginning with the Automotive vertical, AWS is deploying a "verticalization" strategy that layers industry vertical capability on top of its core horizontal offering to differentiate from competitors. We wrote about AWS' relationship with VW last year. Today, Toyota … Continue reading Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

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

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

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

When Companies Aren’t Led by Experts

When Companies Aren’t Led by Experts

Much was made of Apple's chief designer Jony Ive stepping down last week. Rightfully so. What does it mean when companies aren't led by domain experts? "He’s not just a designer. That’s why he works directly for me. He has more operational power than anyone else at Apple except me. There’s no one who can … Continue reading When Companies Aren’t Led by Experts

The Now Economy and Workplace Implications

The Now Economy and Workplace Implications

The "Now Economy" We are all familiar with streaming services such as Netflix and ESPN+ which provide immediate gratification. Food delivery is one of the hottest sectors for Venture Capital (Walmart has recently followed suit). Smart home technology is making it such that we aren't required to lift a finger within the home - soon … Continue reading The Now Economy and Workplace Implications

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Technology-Enabled Services Companies Insurance companies are undervalued Technology-Enabled Services companies. Further, they share attributes with richly-valued SaaS companies – namely predictable, recurring revenue. Insurance companies obviously don’t develop and sell technology as a core business, yet they leverage various software applications and analytical tools that power their core underwriting services. From … Continue reading Insurance Companies Are Undervalued Tech Companies