Operating at the Intersection of Technology and the Capital Markets
Tag: Financial Services
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
The ETF giant missed an opportunity years ago to build its version of the App Store for Capital Markets-related financial technology. BlackRock (tkr: BLK), announced a partnership with Snowflake (tkr: SNOW), earlier this week. Per the partnership BlackRock will introduce Aladdin Data Cloud where clients may access pre-defined Aladdin data sets, proprietary client data and … Continue reading BlackRock’s Missed Cloud Opportunity
We have updated our interactive Capital Markets Fintech comp table to include Q3 2020 financial data and related content. Included are links to our CEORater database, investor presentations, earnings call transcripts and more. Our interactive comp table includes 17 Capital Markets Fintech companies. We plan to introduce new sectors (Payments Fintech and Enterprise Software) to … Continue reading Our Interactive Fintech Table Is Now Available
Apple (AAPL) agreed to pay a $113 million fine related to throttling of iPhones. The fine comes with all of the usual B.S. about not having to admit guilt. Apple generated $81 Billion of Operating Cash Flow in the most recent year, thus the fine is meaningless. This government action is without teeth and reminds … Continue reading Apple Slapped On the Wrist. Law Enforcement Lacks Teeth.
FinTech companies with global ambitions would be wise to look to Africa and Asia for growth given global population trends. Perhaps no Fintech CEO has been as vocal about Africa as Square (tkr: SQ), CEO Jack Dorsey who had planed to operate from Africa for a period of time. Africa's "unbanked" population represents a significant … Continue reading Fintech Growth Is Hitched to Asia and Africa
In the midst of the most exuberant Tech bubble in history we offer an alternative. We have updated our list of FinTech names, some of which are reasonably valued. Click on the thumbnail below to access the table in large format. Subscribers may access the table in spreadsheet format behind the paywall ($19.99). Click on … Continue reading Capital Markets FinTech UpdatePremium
Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases
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
Broadly-defined Financial Services and Healthcare are two giant, slow growth industries that could potentially kick start revenue growth by leveraging a variety of video and audio-based technologies. Financial Services & Insurance contributed $1.2 Trillion to GDP in Q1 2020 and Healthcare contributed $2.4 Trillion during the same period (table 1). Both industries are bogged down … Continue reading Financial Services & Healthcare – Sleeping Giants Ready to Awake?
Unless your name is Amazon, Apple, Facebook, Google or Microsoft, it is best to pursue vertical go-to-market and product strategies. Only the previously mentioned Technology giants have the requisite scale to take a horizontal approach. We provide examples of "Vertical Leaders" and "At-Risk Horizontal Players". Tickers mentioned: ACN, AMZN, AAPL, AVGO, BOX, CCC, CRM, CSCO, … Continue reading Go Vertical or Go HomePremium
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