Tag: Google

Florida and Texas Poised To Capture Market Share As Economy Reopens

Florida and Texas Poised To Capture Market Share As Economy Reopens

As the economy reopens certain states are better positioned than others as it relates to capturing economic activity generated from live events and in-person transactions. AT&T Stadium in Arlington, Texas hosted more than 73,000 people Saturday night for a boxing card. Texas is one of the more relaxed states as it relates to COVID restrictions … Continue reading Florida and Texas Poised To Capture Market Share As Economy Reopens

Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

Infrastructure Technology and CyberSecurity are among the Tech sectors that will benefit from increased consumer spending in the coming months. We recently wrote about elevated Personal Income levels due to multiple rounds of fiscal handouts. Consumers will spend this money now that the warm weather is here. Technology companies outside of "Consumer Tech" will benefit … Continue reading Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending

CEORater Portfolio Ahead of The Benchmark

CEORater Portfolio Ahead of The Benchmark

CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark

Reduce Operating Waste By Carrying Certain COVID Practices Forward

Reduce Operating Waste By Carrying Certain COVID Practices Forward

Every business leader ought to be thinking about how to leverage beneficial business processes that were adopted during COVID. Substituting travel and in-person meetings with Zoom calls when appropriate is a significant opportunity to eliminate operating waste. Thinking back to my corporate M&A days beyond the initial Seller meeting (which did not need to take … Continue reading Reduce Operating Waste By Carrying Certain COVID Practices Forward

YouTube Is No Better Than Your Legacy Cable Provider

YouTube Is No Better Than Your Legacy Cable Provider

One of the tricks Google's YouTube unit leverages to drive operating margins is to store and playback premium video content purchased as "HD" content at some resolution less than High Definition (1080 resolution per YouTube's service level agreement qualifies as "HD"). When Google Support was contacted I was told that YouTube has identified a technical … Continue reading YouTube Is No Better Than Your Legacy Cable Provider

Google Will Run This Media Playbook Again

Google Will Run This Media Playbook Again

The combination of Google Cloud Platform ("GCP"), YouTube, Google Ads and Search is a powerful bundle for other cloud platform services (AWS and Azure) to compete with in the Media space - particularly as it relates to streaming services. Yesterday Google signed a deal with Univision as the latter transitions to an AVOD (Ad-supported Video … Continue reading Google Will Run This Media Playbook Again

Apple’s New North Carolina Campus Key In AI Race

Apple’s New North Carolina Campus Key In AI Race

Apple's new Raleigh, NC-area campus announcement is the type of corporate announcement that often flies under the radar. The Raleigh / Research Triangle area is home to many technology companies notably SAS of Cary, NC. The Raleigh-area is home to a highly educated workforce with deep Software experience (not to mention it is a relatively … Continue reading Apple’s New North Carolina Campus Key In AI Race

A Cheaper Way To Play RPA

A Cheaper Way To Play RPA

With RPA pure play UiPath's (tkr: PATH) recent IPO and lofty valuation we suggest investors consider less expensive Enterprise Software companies that incorporate Robotic Process Automation ("RPA"), into their broader offerings. Pegasystems (tkr: PEGA) and SS&C Technologies (tkr: SSNC) come to mind. See below for links to additional TEK2day articles that cover RPA, IPA ("Intelligent … Continue reading A Cheaper Way To Play RPA

AT&T Is Caught In A Pickle. Google Is Benefitting.

AT&T Is Caught In A Pickle. Google Is Benefitting.

We migrated off of AT&T's (tkr: T) mobile plan over the weekend in favor of Alphabet's (tkr: GOOGL), Google Fi mobile phone service. Google Fi charges less for unlimited calls and texts: Google Fi charges $20 for unlimited calls and texts per user per month vs. $25 for AT&T; Google Fi charges less per GB … Continue reading AT&T Is Caught In A Pickle. Google Is Benefitting.

Alphabet Is The AI Alpha Dog

Alphabet Is The AI Alpha Dog

Amazon, Apple and Microsoft will never catch the AI leader. Google's AI capability will become increasingly sophisticated (we use "AI" as a catch-all for artificial intelligence, machine learning, deep learning and related disciplines), with time and will evolve at a faster rate than Amazon, Microsoft and certainly Apple. Google on-device applications such as Google Assistant, … Continue reading Alphabet Is The AI Alpha Dog