Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship
Tag: machine learning
Regardless of who wins November's general election we expect higher corporate income tax rates in 2021 or more likely 2022. Today's 21% U.S. corporate tax rate will likely climb back to 35% or higher should Trump win re-election or to 40-45% should Biden win the Presidency. We expect companies to control expenses as a result … Continue reading Higher Corporate Income Tax Rates and Advanced Automation Are Coming
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
AI is a war of attrition. Last year we crowned Google the "AI King." Google Assistant is the best of the AI-powered assistants in our view and Microsoft's Cortana was never a serious competitor. Last week Microsoft announced that the updated version of Cortana for Windows 10 will focus on Microsoft's productivity applications and that … Continue reading Microsoft Cortana. No Longer A Player In The Home.
Alphabet shed some light on its cloud operations - "Google Cloud" - tonight after the close. It got us thinking about the three cloud platform providers that matter: AWS (Amazon), Azure (Microsoft) and GCP (Google/Alphabet). Click HERE to access a revenue breakdown for each of the big three. Our revenue comparison is not apples-to-apples. Microsoft … Continue reading Not All Clouds Are Created Equal
Roper Technologies has generally executed well over the past number of years. We offer three recommendations to Roper for driving superior operational performance and shareholder returns. 1.) Focus the Enterprise Software M&A strategy: This is Priority One. To date Roper has taken a buckshot approach to M&A with acquisitions scattered across the Software landscape. This … Continue reading Here’s How Roper Technologies (tkr: ROP) Can Raise Its Game
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
Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology
Deepfake technology is an advanced cyberthreat that has captured the imagination over the past number of months. Deepfakes have the potential to re-write history (see the fake President Nixon Apollo 11 video below), spread mass disinformation and engage in fraud. How best to mitigate the risk of advanced cyberthreats such as deepfakes? We have previously … Continue reading AI Augmentation: The Melding of Man and Machine to Combat Advanced Cyberthreats
We at CEORater have highlighted the importance of CEO personality in terms of its influence on corporate strategy, operational and financial performance and thereby implications for stock prices. Don't take our word for it, there's plenty of published research from various academic institutions including the work of David Larker and Charles O'Reilly, both of Stanford … Continue reading Cult of CEO Personality & Implications for Stock Prices
Microsoft's proof-of-concept "Project Silica" stores Warner Brothers' original Superman movie on a piece of quartz glass measuring 75x75x2 millimeters thick. It is estimated that more than 100 Zettabytes of data will be stored in the cloud by 2023 (from a data volume standpoint one Zettabyte represents as much information as there are grains of sand … Continue reading Mirosoft’s Project Silica stores ‘Superman’ movie on quartz glass using lasers and machine learning
