Tag: Data

3 FinTech Names & Long-Term Trends

3 FinTech Names & Long-Term Trends

We rank three FinTech companies - FactSet, IHS Markit and SS&C Technologies - from a relative risk standpoint. We also outline key long-term trends that will impact the capital markets and companies that sell into this segment of the Financial Services industry. A few long-term trends will impact the capital markets and participant organizations. These … Continue reading 3 FinTech Names & Long-Term Trends

One M&A Prophecy Fulfilled. More to Come.

One M&A Prophecy Fulfilled. More to Come.

Debt remains cheap. Strategic acquirers and PE firms are flush with cash. It doesn't take a genius to arrive at the conclusion that Software & Services M&A activity will remain healthy in 2020 all else held equal. (tickers mentioned: ACN, AVGO). Today's news that Accenture (ticker: ACN) agreed to acquire Symantec's CyberSecurity Services business from … Continue reading One M&A Prophecy Fulfilled. More to Come.

Salesforce to Acquire Tableau Software – Expect More Such Deals

Salesforce to Acquire Tableau Software – Expect More Such Deals

The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI. Therefore, we expect this supply constraint to be a catalyst for M&A activity. We covered this "supply" topic last week in our article "AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity" The supply of data scientists is being stretched … Continue reading Salesforce to Acquire Tableau Software – Expect More Such Deals

No Time Like Now to Leverage AI

No Time Like Now to Leverage AI

We will participate on the June 3rd IASA OnPOINT conference panel hosted by SS&C Technologies. Topics covered will include AI, machine learning, deep learning, NLP, RPA and other forms of intelligent automation. There are many prospective use cases for AI and related technologies. However, prior to jumping in with both feet it is important to … Continue reading No Time Like Now to Leverage AI

Real Estate Tech<span class="badge-status" style="background:red">Premium</span> 

Real Estate TechPremium 

From Satellite Imagery to 3D Maps to Home Rentals to Smart Home Devices and More Companies mentioned in this report: Airbnb (private); Alarm.com (ALRM); Amazon (AMZN); Apple (AAPL); ARCHIBUS (private); Autodesk (ADSK); CoStar Group (CSGP); DigitalGlobe/ Maxar Technologies (MAXR); DocuSign (DOCU); EagleView (private); Ellie Mae (private); ESRI (private); Facebook (FB); Fidelity National Financial (FNF); Google … Continue reading Real Estate TechPremium 

How to Fix IBM: M&A and More M&A

Recently we posited that IBM could easily fix its habitually declining revenue woes with a systematic acquisition strategy focused on Information Services companies. The benefit to IBM in targeting the Information Services sector goes beyond the obvious immediate-term revenue relief and operating margin accretion. The key strategic benefit is that the Info Services companies are … Continue reading How to Fix IBM: M&A and More M&A