When it comes to Technology stocks we are firmly in the Speculation Era. It is likely to stay that way for the near-term. October earnings calls may provide a bump in the road. Looming corporate tax increases will likely put an end to the bubble. The combination of Trump tax cuts and the recent fiscal … Continue reading The Tech Stock Speculation Era
Companies have pulled forward a significant amount of future earnings. The question is: "How much"? Back in April Microsoft (MSFT) CEO Satya Nadella said the company experienced two years of digital transformation in two months. Amazon (AMZN), Shopify (SHOP), Square (SQ), PayPal (PYPL) and other e-commerce players have undoubtedly pulled earnings forward as COVID accelerated … Continue reading How Much Future Earnings Have We Pulled Forward?
Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases
Broadly-defined Financial Services and Healthcare are two giant, slow growth industries that could potentially kick start revenue growth by leveraging a variety of video and audio-based technologies. Financial Services & Insurance contributed $1.2 Trillion to GDP in Q1 2020 and Healthcare contributed $2.4 Trillion during the same period (table 1). Both industries are bogged down … Continue reading Financial Services & Healthcare – Sleeping Giants Ready to Awake?
Our 2019 Technology CEOs of the Year included Andy Florance of CoStar Group (tkr: CSGP), Lance Uggla of IHS Markit (tkr: INFO), Ajay Banga of Mastercard (tkr: MA), Satya Nadella of Microsoft (tkr: MSFT) and Bill Stone of SS&C Technologies (tkr: SSNC). The risk/reward ratio for the equity markets hasn't been this unfavorable since the … Continue reading Catching Up with CEORater’s 2019 Technology CEOs of the Year