Operating at the Intersection of Technology and the Capital Markets
Tag: LinkedIn
The NASDAQ Composite has had a nice little run, up more than 9% year-to-date. However, I would exercise caution ahead of Tech earnings and the Fed's January 31st / February 1st FOMC meeting. We have written on numerous occasions that we expect management teams to take a conservative approach to 2023 Revenue and EPS guidance. … Continue reading Technology Stocks Are Not Yet In The Clear
Microsoft's (tkr: MSFT), LinkedIn business unit specializes in entity data and related content similar to ZoomInfo (tkr: ZI). Given ZoomInfo's inflated valuation, Microsoft would likely unlock significant shareholder value were it to spin-off LinkedIn as a separately-traded business. A 20x multiple (par for the course in today's richly-valued Software market and a haircut to ZI's … Continue reading A LinkedIn Spin-Off Could Unlock Significant Value For Microsoft
It is our contention that beginning Friday evening Microsoft prevented LinkedIn users from accessing the online service via Chrome's browser. We believe Microsoft prevented users from accessing its LinkedIn service via Chrome in the hopes of: Causing a bit of pain for Google/Alphabet; Potentially capturing a cohort of new Edge users who used Microsoft's browser … Continue reading Chrome vs. Edge: Browser Wars 2.0
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