Operating at the Intersection of Technology and the Capital Markets
Tag: Microsoft
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
More than a decade after the initial Tech media buzz digital wallets are enjoying adoption largely driven by stimulus check processing and more recently the cryptocurrency craze. The pace of innovation is accelerating as digital wallets incorporate equity trade execution, cryptocurrency transaction capabilities and more. Many will know of PayPal / Venmo, Square's Cash App, … Continue reading The Cryptocurrency Craze Is Driving Digital Wallet Innovation and Adoption
A Big Tech vs. Big Government showdown is far less likely than a marriage of the titans. Whether it be Google's search monopoly, the Facebook/ Twitter/ TikTok social media oligopoly, the AWS/ Azure/ GCP oligopoly, the App Store/ Google Play duopoly, or the iOS/Android duopoly, the amount of power and influence concentrated among the world's … Continue reading The Marriage of Big Tech and Big Government
We highlight the example of Amazon's AWS unit leveraging Snowflake - a competitor and partner - to drive AWS revenue. Tickers mentioned: AMZN, GOOG, MSFT, SNOW. Snowflake makes a living providing cloud-based Data & Analytics tools to data scientists and analysts. Snowflake's offerings sit on top of AWS, Azure and GCP. Certain of its offerings … Continue reading Leveraging Competitors To Drive Your Revenue
The CEORater "Quality" Portfolio is an experiment which we began running at the end of 2018. The portfolio consists of a mix of Software, Information Services and Fintech companies, half of which are led by founder CEOs (we generally prefer founder CEOs). The question the experiment sought to answer was "How would a basket of … Continue reading CEORater “Quality” Portfolio Outperformed in 2020
Yesterday Qualcomm (tkr: QCOM) announced that Cristiano Amon - an engineer - would become the company's next CEO in June. Current QCOM CEO Steven Mollenkopf is also an engineer. This contrasts sharply with Intel (tkr: INTC), CEO Bob Swan - a career CFO. If you regularly read these pages and listen to our TEK2day Podcast … Continue reading Technology CEOs Who Lack Technology Chops
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
Early last week we wrote about SolarWinds and the potential for another leg to drop. SolarWinds has a long road to recovery. Cyberbreaches of that sort don't engender customer trust and often lead to significant customer churn. What other companies may be at risk of a cyberbreach? Tickers mentioned: AMZN, AVGO, CERN, EFX, EXPGF, FICO, … Continue reading SolarWinds Is One of Many Cyberbreaches to Come
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
We selected five top CEOs across five Technology categories. Three of the five CEOs are founders: FinTech - Payments: Jack Dorsey, Square (tkr: SQ)FinTech - Capital Markets/ Asset Mgt.: Jeffrey Sprecher, Intercontinental Exchange (tkr: ICE)Information Services: Jerre Stead, Clarivate Analytics (tkr: CCC)Platform Companies: Satya Nadella, Microsoft (tkr: MSFT)PropTech: Andrew Florance, CoStar Group (tkr: CSGP) Click … Continue reading CEORater 2020 Technology CEOs of the Year
