Operating at the Intersection of Technology and the Capital Markets
Tag: Microsoft Teams
Rather than differentiate its product from Microsoft Teams, Slack Technologies is using the courts to compensate for its lack of creativity. Admittedly is it not easy to compete with Microsoft. This is especially true when your product is an undifferentiated horizontal offering. Rather than compete in the courts (Slack Files EU Competition Complaint Against Microsoft), … Continue reading Compete On the Playing Field. Not In Court.
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?
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
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