Tag: Oracle

Applications As A Growth Lever For AWS, Azure & Google Cloud

Applications As A Growth Lever For AWS, Azure & Google Cloud

AWS, Azure and Google Cloud should leverage proprietary applications as a growth lever, particularly if the Federal Government forces a breakup of these cloud platforms from their respective parent companies. Oracle pioneered the strategy of extending the value of its database and infrastructure software by adding applications to its product portfolio. Oracle chose to grow … Continue reading Applications As A Growth Lever For AWS, Azure & Google Cloud

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Our view is that the U.S. Government will eventually become the largest customer for all three major cloud platform providers (AWS, Azure, GCP). Without a public-private partnership, the U.S. will fall behind China in the race for all things AI. What are some of the near-term military use cases related to AI? I spoke at … Continue reading Military Applications Will Drive AWS, Azure and Google Cloud Growth for Decades

Crypto To Drive Next-Gen Security

Crypto To Drive Next-Gen Security

Coinbase (tkr: COIN) prices today and company co-founder Brian Armstrong made the point that regulation and cybersecurity are two key threats to the crypto industry. We believe that the crypto industry will spearhead cybersecurity innovations that will eventually be adopted by many consumers and enterprises. Tickers mentioned: COIN, MSFT, ORCL, PYPL, SAP, SQ, TYL When … Continue reading Crypto To Drive Next-Gen Security

A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

Cerner, Epic, Microsoft, Oracle, Salesforce and more will spearhead the Vaccination Passport. Tickers mentioned: AAPL, AMZN, CERN, CHNG/UNH, CRM, FB, GOOG, MSFT, ORCL, RAMP One could argue that we already have National ID cards. Our digital footprint serves as a unique identifier and is easy to aggregate using cross-device tracking technology served up by Google, … Continue reading A Vaccination Passport Is Coming. Digital Currency and A National ID Card Are Next.

Artificial Intelligence Is Electricity 2.0

Artificial Intelligence Is Electricity 2.0

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

SolarWinds Is One of Many Cyberbreaches to Come

SolarWinds Is One of Many Cyberbreaches to Come

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

Narcissist CEOs Drive Risky Corporate Behavior

Narcissist CEOs Drive Risky Corporate Behavior

CEOs that allow themselves to be ruled by ego and emotion, that need to see their name in news headlines ("Narcissist" CEOs as defined by Stanford Professor Charles O'Reilly), are more likely to take significant risks - including impulsive M&A transactions - at the expense of a thoughtful, long-term operating strategy. Stanford's O'Reilly has done … Continue reading Narcissist CEOs Drive Risky Corporate Behavior

CEO Quality Is Critical

CEO Quality Is Critical

At CEORater we evaluate CEOs on 42 attributes across four quadrants (Operations-related, Strategy & Tactics, Investor-related and Personality-related attributes). Great CEOs are time-tested, have a well-rounded skill set, are high character, are intellectually curious, the list goes on. Several founders and CEOs recently reminded us of their blind spots. Tickers mentioned: GM, ORCL, TSLA Mary … Continue reading CEO Quality Is Critical

Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Two head-scratching Technology deals. Oracle's TikTok deal appears to be smoke and mirrors while GM's due diligence on its Nikola deal appears to be surface-level at best. Both wreak of desperation. Oracle's TikTok deal is high on sizzle, low on substance. Assuming the Oracle/TikTok deal receives U.S. government approval and ultimately closes (we are not … Continue reading Questionable M&A Strategy (Oracle) and Due Diligence (GM)

Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More

Adobe (ADBE), Amazon (AMZN), Apple (AAPL), Broadcom (AVGO), Microsoft (MSFT) and Oracle (ORCL) were among the Technology companies included in the Fed's July 10th SMCCF disclosure. The Fed has purchased $137 million par value of Technology company fixed income securities through June 26th or approximately 9% of a total par value of approximately $1.5 billion. … Continue reading Fed Disclosure: Secondary Market Corporate Credit Facility Includes Amazon, Apple, Microsoft & More