Operating at the Intersection of Technology and the Capital Markets
Tag: Satya Nadella
Microsoft CEO Satya Nadella hyped Generative AI right out of the gate in the first paragraph of MSFT's 8K - as we said MSFT would do in yesterday's TEK2day article (HERE). The Generative AI hype is likely to continue for the foreseeable future. Here is the first paragraph in the MSFT 8K: “Organizations are asking … Continue reading Microsoft & Generative AI – We Told You So
From the pages of CEORater: I would take Microsoft CEO Satya Nadella over Google's Sundar Pichai on most days and over Meta's Mark Zuckerberg everyday and twice on Sunday. Investing for and delivering growth. MSFT's Nadella does the best job of the three of balancing product investment with delivering profitable growth followed by GOOGL's Pichai … Continue reading Nadella, Pichai and Zuck
It feels as though Microsoft (MSFT) and perhaps the largest Tech companies are too big to be held accountable. While I much prefer MSFT CEO Satya Nadella to former CEO Steve Ballmer, nowhere on MSFT's recent EPS call was there a single question about organic revenue growth. Acquisitions likely accounted for at least one percentage … Continue reading Microsoft: Too Big To Be Accountable?
When you invest in a company (public or private), you're betting on the CEO and management team, not a product or service. A CEO can torpedo or lift a company's prospects overnight. Microsoft under former CEO Steve Ballmer and current CEO Satya Nadella underscores the importance of the CEO. Ballmer was a Marketing exec that … Continue reading Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter
As growth slows and interest rates climb, management teams will command a greater weighting in investors' due diligence processes as compared to the 2009-2022 period of ultra-low interest rates and Quantitative Easing ("QE"). While it is too early to call peak inflation and far too early to talk about a Fed pivot, it is never … Continue reading Management Teams Will Matter More To Investors
We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies
Sophisticated Quant models run billion-dollar portfolios. Autonomous vehicles are on the road. AIs write music. AIs read maps and satellite images for the military. So when may an AI realistically lead a company as CEO? If one considers a large company such as Microsoft (tkr: MSFT), CEO Satya Nadella does not spend his days writing … Continue reading The AI CEO vs. The Cyborg CEO
Over the weekend Warren Buffett stated that poor leadership is the greatest risk facing companies. Mr. Buffett is preaching to the choir and knows a thing or two about bad leadership having lived through scandal and CEO turnover at Wells Fargo while Berkshire was a large holder. Coca Cola - another Berkshire holding - hasn't … Continue reading CEO Quality Matters. Warren Buffett Agrees.
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
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
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