Tag: Microsoft

Disruption – It’s the Punch You Don’t See that Hurts<span class="badge-status" style="background:red">Premium</span> 

Disruption – It’s the Punch You Don’t See that HurtsPremium 

Disruption Rarely Announces Its Arrival Ask Curtis Stevens – the gentleman who was knocked on his posterior by Gennady Golovkin in our header image – if he saw the punches coming.  Ask former Microsoft CEO Steve Ballmer if back in the early 2000’s he knew SaaS/cloud-based service delivery models would dominate the software landscape.  Ask…

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Your CEO’s Personality Influences His/Her Ability to Scale<span class="badge-status" style="background:red">Premium</span> 

Your CEO’s Personality Influences His/Her Ability to ScalePremium 

It is true. Your CEO’s personality influences his/her ability to scale (among other things). It may seem self-evident. One’s intuition may suggest such a relationship between personality traits and workplace effectiveness. Well, it is more than a hunch. Published research demonstrates a relationship between CEO personality traits and company performance. Gow, Kaplan, Larcker and Zakolyukina…

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Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution<span class="badge-status" style="background:red">Premium</span> 

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare RevolutionPremium 

Welcome to Apple Health Apple recently announced that this spring it will release an update to its iOS for iPhones and iPads that will include a new “Health Records” feature that will provide access to personal medical records covering allergies, conditions, immunizations, lab results, medications, procedures and vitals. Given the ubiquity of the iPhone we…

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Cybersecurity Overheated? LPs Beware<span class="badge-status" style="background:red">Premium</span> 

Cybersecurity Overheated? LPs BewarePremium 

It feels to us that the Cybersecurity venture market is a bit overheated (listen to our recent podcast on the subject, Ep. 104 CEORater Podcast). The National Venture Capital Association does not break out the Software industry by subsector, therefore it’s difficult to find precise numbers. However, our unscientific analysis (industry publications, reported deal flow,…

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AT&T’s Proposed Acquisition of Time Warner – Justice Department is Misguided<span class="badge-status" style="background:red">Premium</span> 

AT&T’s Proposed Acquisition of Time Warner – Justice Department is MisguidedPremium 

AT&T Ought to Be Allowed to Acquire Time Warner “As Is” AT&T (T) ought to be allowed to acquire Time Warner (TWX) “as is” (earlier today AT&T extended the deal close deadline to April 22 2018). It is puzzling why the Justice Department would push back on the deal. We recently covered the topic in…

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Autonomous Vehicle Ecosystem: Winners and Losers<span class="badge-status" style="background:red">Premium</span> 

Autonomous Vehicle Ecosystem: Winners and LosersPremium 

As the automobile sector transitions to autonomous vehicles we decided to publish our thoughts on prospective segment winners and losers across the automotive ecosystem. Our analysis assumes that the Automotive OEMs have achieved a baseline level of autonomous capability. We expect for the OEMs to develop autonomous capability via a three-pronged approach: 1.) internal R&D, 2.)…

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Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A

In this edition of the CEORater Podcast we cover:

1.) Autonomous driving teaser..

2.) Perhaps Microsoft (MSFT) ought to acquire Anaplan and other SaaS/cloud Financial Management tools to create an upgrade glide path for Excel? We think so. Infor would do well to follow a similar M&A path.

3.) Uber the latest company to suffer a publicized data breach. We sound like a broken record regarding the subject of Cybersecurity.

4.) Meg Whitman steps down at HPE. IT Services and Technology-Enabled Services companies would be wise to acquire Enterprise Software companies. Such acquisitions would be margin accretive, EPS accretive, would bolster valuations and perhaps most importantly would begin to move the Services vendors out of the commodity services space and into a sector where they would own IP.