Tag: strategy

Investors Should Ask More of Their Management Teams

Investors Should Ask More of Their Management Teams

One of the great distortions caused by the joint fiscal and monetary policy of 2020 and 2021 is that equities and the lowest-rated non-investment grade credits are two of the all too rare places where investors may earn a return. Savers and Fixed Income investors be damned. Many companies are enjoying their stocks trading at … Continue reading Investors Should Ask More of Their Management Teams

When New To APIs, Which Data Services To Expose First?

When New To APIs, Which Data Services To Expose First?

Technology companies such as Stripe, FactSet and thousands of others make certain of their offerings available via APIs. Stripe was founded as an "API" company, simplifying the back-end infrastructure of the payments industry. If your company is new to making various data elements and tools available to customers and partners via APIs, understanding the Market … Continue reading When New To APIs, Which Data Services To Expose First?

Innovation Does Not Happen In The C-Suite

Innovation Does Not Happen In The C-Suite

Read on for our "Tip for Investors" CEOs and CFOs can help spur innovation by creating a culture that values innovation. One such example is tying a portion of variable compensation to new product development (thinking of Tech companies). However, it is the Business Unit leaders and Product Managers ("PMs"), in particular that are responsible … Continue reading Innovation Does Not Happen In The C-Suite

Poor Reputations Travel Quickly

Poor Reputations Travel Quickly

Amazon is developing a reputation for poor deal etiquette. Specifically (as reported by the WSJ), Amazon is using intelligence gathered by its venture arm during deal due diligence to develop competitive offerings. Microsoft, Google, Walmart, Alibaba, Shopify and others will likely capture a percentage of venture and M&A deal flow that otherwise would have gone … Continue reading Poor Reputations Travel Quickly

Now Is The Time To Be Aggressive

Now Is The Time To Be Aggressive

Technology companies with healthy balance sheets should accelerate Product Development efforts. The COVID crisis does not have to entirely be about protecting operating income. Many technology companies threw out guidance during the March quarter. Therefore why be overly sensitive about protecting operating income and earnings? Why not accelerate Product Development efforts if doing so will … Continue reading Now Is The Time To Be Aggressive

Facebook Is Using AI to Turn 2D Photos into 3D Images

Facebook Is Using AI to Turn 2D Photos into 3D Images

Facebook is using AI to turn 2D photos into 3D photos. Fun for consumers. The question is to what degree can Facebook's convolutional neural net-powered technology be used to disrupt legacy geospatial/GIS offerings from companies such as Verisk (tkr: VRSK), ESRI (private), Trimble (tkr: TRMB), Garmin (tkr: GRMN), Pitney Bowes (tkr: PBI) and many others? … Continue reading Facebook Is Using AI to Turn 2D Photos into 3D Images

ServiceNow to Go Vertical

ServiceNow to Go Vertical

ServiceNow (ticker: NOW) plans to take a vertical-specific, go-to-market approach under new CEO Bill McDermott. Banking and Telecom will be the first verticals introduced under a partner-led model. We Applaud ServiceNow's Vertical Orientation As Technology companies scale it becomes increasingly important to incorporate industry vertical domain expertise into product and service offerings in order to … Continue reading ServiceNow to Go Vertical

3 Stages of Market Awareness

3 Stages of Market Awareness

Companies don't establish themselves in new markets overnight. All good things take time and effort. Market awareness typically evolves in three main stages as companies evolve from "Challengers" to "Established" players. Stage 1: Stage 1 companies carry high cost of customer acquisition, long sales cycles and low sales volume as indicated in figures 1 and … Continue reading 3 Stages of Market Awareness

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts

Yesterday Expedia (ticker: EXPE) announced that its CEO and CFO had resigned effective immediately. The reason? A disagreement in strategy with Chairman Barry Diller. Expedia's former CEO and CFO had pursued a corporate reorganization to "streamline operations" to "drive innovation at scale." Our observation - certainly insofar as the Technology industry is concerned - is … Continue reading Decentralized Operating Models Will Always Win the Day Over Centralized Counterparts