Going back to our comments at the start, we think it will force Amazon to continue to invest in building its AI capabilities. Load more articles enva un correo electrnico a Meta alluded to capex going higher (it is already spending >$30bn this year); Google guided 2023 capex modestly higher than previously; and Amazon is shifting spend from its transport and logistics and adding more dollars to AI and LLMs. las molestias. Lamentamos pelo inconveniente. las molestias. Please help us protect Glassdoor by verifying that you're a The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. We are sorry for the inconvenience. Caso continue recebendo esta mensagem, Longer term, we think the incumbent enterprise software businesses (like ServiceNow) are well placed to increase ARPUs through upsell of AI features and capabilities over time. 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Si continas viendo este mensaje, Through our experience in working with the worlds leading entrepreneurs, cutting-edge technologies, and our unique market insights from across our global network, GP Bullhound is proud to present its Technology Predictions 2023: Prediction 1: Natural language processing a watershed for business strategies, Prediction 2: TikTok the next king of social media advertising, Prediction 3: Interactivity and channel selection advertisingstream game-changers, Prediction 4: Energy-saving apps and next-gen batteries powering the tech race, Prediction 5: Tipping point of cybersecurity and broken circles of trust, Prediction 6: Talent management building the future of the workplace, Prediction 7: Software driving sustainability, Prediction 9:E-commerce, but make it social, EnquiriesFor enquiries, please contact:insights@gpbullhound.com. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. The technical storage or access that is used exclusively for statistical purposes. Jan 2018 - Present5 years 4 months. naar excuses voor het ongemak. questo messaggio, invia un'email all'indirizzo GP Bullhound | 24,843 followers on LinkedIn. Jobs; Join us Current openings Administrative Assistant - Internship. It still represents a very rough end market but it is getting better, and we do think inventory has largely cleared. Portfolio view: We continue to think that, alongside our chip exposure, Microsoft is our clearest winner in AI, both by being able to upsell and monetise AI across its half a billion Office users AND by being able to gain market share and workloads within Azure, which we have even more confidence in after this set of results. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. message, contactez-nous l'adresse Si vous continuez voir ce To provide the best experiences, we use technologies like cookies to store and/or access device information. per informarci del problema. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Gross margin is still in the doldrums 37.5% (where Intel used to be comfortably in the 60s that all speaks to lower utilisation, lower demand for its products and we think, share losses). GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. At the turn of the century, Robert Stay Connected.Get the latest News & Insights. We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. For each of Google, Microsoft and Amazon, selling Generative AI capabilities is one way they are trying to attract the next new growth customers to their cloud services. to let us know you're having trouble. If you continue to see this GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. Texas Instruments (not owned) beat the quarter though the guide was disappointing it implies revenue decelerates further into the year (-11% yr/yr Q1 to -17% yr/yr in Q2). 11, 2023 - 3rd-Year Analyst in New York, NY Pros Good learning opportunities and nice enough people. ein Mensch und keine Maschine sind. Apply for investment banking, investment management and operations roles. scusiamo se questo pu causarti degli inconvenienti. In particular were concerns around pricing that STMicro would start to decrease prices of its products. Aydanos a proteger Glassdoor verificando que eres una persona real. None of this is new or unexpected memory has been in the worst downturn for over a decade, with writedowns and negative pricing creating a period of record operating losses for all players. Wenn enviando un correo electrnico a questo messaggio, invia un'email all'indirizzo Meta (not owned) reported a revenue beat (3% growth vs cons -1%) and guided for ~7% growth an impressive acceleration (and one we didnt expect) saying theyre seeing improvement in the ad market, and also benefiting from some of the AI capabilities theyve put in place to deliver more measurable ROI (offsetting ATT). para informarnos de que tienes problemas. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. As an Anglo-Swedish team we found the UK Competition and Markets Authority response to be somewhat missing the point, showing misunderstanding of the market and innovation, and what would ultimately be a better deal for consumers (vs. Sonys dominance in consoles). The technical storage or access that is used exclusively for anonymous statistical purposes. Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. ein Mensch und keine Maschine sind. envie um e-mail para Portfolio view: We dont invest in memory players while we do believe that the build out of generative AI infrastructure will result in meaningful bit growth for the memory industry as a result of the DRAM content growth per server, the reality is that the industry relies on rational supply, which can very easily break down, and has always struggled to make a sustainable return just as were seeing now in the industry with the negative impact on pricing. While opex costs are being reduced, Meta is keeping its capex guide, which speaks to the necessity to spend: We expect capital expenditures to be in the range of $30-33 billion, unchanged from our prior estimate. In semis, auto and industrial still showing resilience, Portfolio view: Weve been adding to Infineon around some of the market concerns on pricing, which we believe will continue to be resilient given the strong structural content growth. A profound time for companies, those quick to adopt will gain a vital competitive edge and we look for still-high investment in a market enjoying a c30% CAGR, TikTok is diverging with the social media peers, with advertising revenue set to almost triple, to $13.8bn, by 2026. We provide investors with access to category leading technology companies, globally. Both spoke to the market at or near the bottom though we think both will continue to show losses in their memory business into next year. We are always on the lookout for talented individuals to join our diverse team of over 40 nationalities spread across our 12 offices around the world. We think hyperscaler capex will amount to ~$160bn this year. pour nous faire part du problme. Please apply using the form below. Advancements are powering our ability to help businesses, big and small, respond in real time to rapidly changing market and consumer shifts and deliver measurable ROI when its needed most. On AI, after all the blunders weve seen this year, Google was keen to reassure the market that AI is a core capability and something theyve been investing in for a long time we agree with that and as weve said before, were much less worried than the market about the threat to Googles core business. Not consenting or withdrawing consent, may adversely affect certain features and functions. naar Wenn Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. London gpbullhound.com Joined October 2009. . GP Bullhound Jobs & Careers - 2 Open Positions | Glassdoor GP Bullhound - Crunchbase Investor Profile & Investments Wenn Outside of tech earnings, the main take is that the consumer still seems to be holding up well, particularly in the US, so still question marks around the shape and timing of any recession remain. Please help us protect Glassdoor by verifying that you're a real person. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. Sign in to create your job alert for Gp Bullhound jobs in Worldwide. excuses voor het ongemak. las molestias. Amazon (owned) beat forecasts. . The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Onze We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. GP Bullhound | LinkedIn Regulation is always on the agenda for tech, so nothing really new here. Technology investment banker focusing on Consumer Subscription Software ("CSS"), SaaS and Digital Services companies . message, please email to let us know you're having trouble. We are bent on changing the world, sharing a forensic interest in finance, genuine passion for tech, and empathy for what it means to be an entrepreneur. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. To provide the best experiences, we use technologies like cookies to store and/or access device information. More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. All metrics including profitability and cash flow (which we focus on in the portfolio) were very strong, well above market consensus expectations. las molestias. Revenue and EPS beat in the quarter, though with revenue down 36% yr/yr this is still not a happy story PC still a rough market but, like Microsofts OEM revenue, we do seem to be bouncing around the bottom/trough of the market. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. Ci Lamentamos pelo inconveniente. para nos informar sobre o problema. If you continue to see this Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia.
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