Tag: Enterprise Software

Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Not unlike other Technology companies, capital markets-focused FinTech companies have benefited in recent years from the Fed's persistent low interest rate policy and from the Trump tax cuts. The difference between this FinTech cohort and many Bay Area Enterprise Software companies is that this FinTech group generates meaningful cash flow (29% median Operating Cash Flow … Continue reading Capital Markets FinTech Companies Generate Cash for Your Investment Dollar

Catching Up with CEORater’s 2019 Technology CEOs of the Year

Catching Up with CEORater’s 2019 Technology CEOs of the Year

Our 2019 Technology CEOs of the Year included Andy Florance of CoStar Group (tkr: CSGP), Lance Uggla of IHS Markit (tkr: INFO), Ajay Banga of Mastercard (tkr: MA), Satya Nadella of Microsoft (tkr: MSFT) and Bill Stone of SS&C Technologies (tkr: SSNC). The risk/reward ratio for the equity markets hasn't been this unfavorable since the … Continue reading Catching Up with CEORater’s 2019 Technology CEOs of the Year

Binging On Buybacks At Innovation’s Expense

Binging On Buybacks At Innovation’s Expense

Short-term greed has gripped some of the world's largest Technology companies. A number of CEOs and Boards are guilty of trading long-term innovation and customer value for short-term share price support. Innovative companies (we provide examples), have bucked the buyback trend. Record high corporate debt levels have funded record share buyback activity in recent years. … Continue reading Binging On Buybacks At Innovation’s Expense

The Pain Is Coming & The Recovery Will Be Uneven

The Pain Is Coming & The Recovery Will Be Uneven

The depression will be deep and broad. Yes, even the beloved Enterprise Software sector will be impacted despite investors who believe the sector is impervious to negative inputs. The bullet points below are not hypothetical puts to the economy. They are real and are happening now. Banks are tightening credit. Commercial bankers are tightening now. … Continue reading The Pain Is Coming & The Recovery Will Be Uneven

Enterprise Software 2020 Outlook

Enterprise Software 2020 Outlook

More Market Uncertainty Is Coming. However, Don't Paint with A Broad Brush. Align Yourself with Market Leaders. We expect Enterprise Software companies to provide conservative outlooks for the 2020 calendar year. We do not expect Enterprise Software companies to completely yank their respective 2020 outlooks as have other Technology companies. We anticipate negative investor sentiment … Continue reading Enterprise Software 2020 Outlook

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

TEK2day PropTech Outlook & Landscape<span class="badge-status" style="background:red">Premium</span> 

TEK2day PropTech Outlook & LandscapePremium 

The TEK2day PropTech Outlook provides our perspective on where we believe the PropTech industry is headed over the next few years. Major themes include: I.) further industry consolidation and II.) AI-driven revenue opportunities and operating efficiency gains. The TEK2day PropTech Landscape (link at the bottom of this article) includes company names, descriptions, CEOs, 2019 revenue … Continue reading TEK2day PropTech Outlook & LandscapePremium 

We Applaud Creative M&A Strategies

We Applaud Creative M&A Strategies

It has leaked that semiconductor giant Broadcom (tkr: AVGO) is working to acquire CyberSecurity software company Symantec (tkr: SYMC).  Semiconductor investors are not fans of the deal as AVGO shares have traded off 6% since the news leaked. Conversely, we like the prospective acquisition for a couple of reasons: First, Symantec’s recurring revenues will help … Continue reading We Applaud Creative M&A Strategies