Operating at the Intersection of Technology and the Capital Markets
Tag: PYPL
Corporate customers ought to think about diversifying beyond AWS, Azure and Google Cloud for cloud storage and embedded capabilities such as AI/ML/NLP and more. Sure, there is Oracle, Alibaba and others. Yet it would seem now may be the time for Industry-focused players to offer cloud services alternatives. Tickers mentioned: AMZN, BABA, FIS, GOOG, MSFT, … Continue reading AWS, Azure & Google Cloud Alternatives
Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects
The Federal Reserve's forthcoming digital U.S. Dollar, also known as a Central Bank Digital Currency ("CBDC") will position the Federal Reserve as one of the world's largest FinTech companies. It also means less privacy for consumers and more competition for traditional banks and fintech companies. Central Bank Digital Currencies such as China's digital Yuan and … Continue reading The Federal Reserve Is A FinTech Company In The Making
PayPal recently announced that it is moving core applications to Google Cloud. The PayPal Google Cloud relationship is not new (read more here). However, what is interesting to us is that Bill Ready (Google Commerce leader having joined Google in January 2020) is PayPal's former COO. Further, Google Commerce could use a boost in its … Continue reading PayPal’s Google Cloud Relationship Could Foreshadow A Future Deal
Our most recent podcast episode (#426) focuses on the opportunity cost of not having the correct person in the CEO chair. Further, we discuss operational elements CEOs may leverage to avoid being disrupted. Operationalizing "innovation" is one such example. The link to this episode on SoundCloud may be found HERE. https://soundcloud.com/ceorater
Infrastructure Technology and CyberSecurity are among the Tech sectors that will benefit from increased consumer spending in the coming months. We recently wrote about elevated Personal Income levels due to multiple rounds of fiscal handouts. Consumers will spend this money now that the warm weather is here. Technology companies outside of "Consumer Tech" will benefit … Continue reading Infrastructure Tech and CyberSecurity Will Benefit From Consumer Spending
We published a piece in March 2020 entitled Battle-Tested Software CEOs, that highlighted a group of CEOs that we believed would hold the line and successfully navigate the COVID waters. Here is our updated thinking regarding that list. Tickers mentioned: AAPL, ADBE, CSGP, CVLT, FISV, MSCI, PYPL, SPGI, SQ, SSNC, VRSK Andy Florance. Founder & … Continue reading Update: Battle-Tested Software CEOs
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
Both Amex (AXP) and PayPal (PYPL) are disadvantaged by legacy systems. This is not news to anyone who has worked with Amex or PayPal as a service provider. Management of each company is likely to continue to sweep the problem under the rug out of fear of disappointing Wall Street in the near-term (it is … Continue reading Legacy Technology Is Dragging On Amex & PayPal
A digital currency world is coming. The 2022 Beijing Olympics will operate via a digital RMB for local attendees and may include digital cross-border payments as well. Our Federal Reserve is experimenting with digital currency. Both Fed Chair Powell and Treasury Secretary Yellen have talked down Bitcoin and said the U.S. will move slowly with … Continue reading Square, PayPal, and Apple Will Dominate A Digital Currency World
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