Operating at the Intersection of Technology and the Capital Markets
Tag: HealthcareIT
Amazon (ticker: AMZN), announced that it plans to acquire healthcare provider One Medical (ticker: ONEM), for approximately $3.9 billion. Some of the analysis we have seen misses the big picture. One Medical has approximately 180 clinics: Amazon could incorporate additional clinics into its Whole Foods and Amazon Fresh locations, thereby growing the number of consumer … Continue reading Amazon’s One Medical Acquisition – Analysts Are Missing The Boat
We expect that Claims Processing technology providers will merge with one another (P&C with Health & Life) as well as with Policy Administration technology providers to better serve insurance company customers as insurance M&A continues its rapid pace (See the Chubb / Cigna A&H deal HERE). One hypothetical M&A example would be Solera (P&C) merging … Continue reading Insurance M&A Will Drive InsurTech M&A
Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.
AWS, Azure and GCP are to thank in large part for the proliferation of applications powered by broadly-defined AI. The big three remote server platforms have made it increasingly easy for companies of all sizes from all industries to build applications that incorporate core AI, machine learning, deep learning and related capabilities. A wide variety … Continue reading Artificial Intelligence Is Electricity 2.0
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
See anonymized personal mobility trends for the New York area as generated by Google HERE. To view other Google mobility reports by geography click HERE. If it all feels a bit "1984" we've provided a link to the Kindle edition below. https://www.amazon.com/1984-George-Orwell-ebook/dp/B003JTHWKU
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
Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. … Continue reading Google and Ascension Act Brazenly with Patient Medical Records
We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+
Securities Trading and Revenue Cycle Management (“RCM”) may reside in different industries, yet they share enough common elements to be considered cousins. We believe that FinTech companies that play in the Securities Trading area will look to the HealthIT industry - RCM in particular - to capture growth. See our Interactive HealthIT / RCM company … Continue reading Securities Trading & Revenue Cycle Management Are Related
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