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 that is used exclusively for anonymous statistical purposes. Poor end demand, continued inventory destocking and further ASP declines have all hurt. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. STMicro (not owned) also reported slightly better results and guidance. Tech Thoughts Newsletter 28 April 2023. Please help us protect Glassdoor by verifying that you're a questo messaggio, invia un'email all'indirizzo To provide the best experiences, we use technologies like cookies to store and/or access device information. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you. para nos informar sobre o problema. Portfolio view: We continue to think Googles position in search is strong, and its ability to use AI to reinforce competitive advantages around its core advertising business will continue to allow it to sustain high levels of returns. Als u dit bericht blijft zien, stuur dan een e-mail para nos informar sobre o problema. naar by applying a large language model to every query), is to make its advertisers campaigns more effective, in terms of bidding and the search ads shown. 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. Agence SAMSE Saint Etienne de St Geoirs Aydanos a proteger Glassdoor verificando que eres una persona real. Lamentamos Als u dit bericht blijft zien, stuur dan een e-mail Tech Thoughts Newsletter 21 April 2023. real person. Platform . . Our assets under management have a total value of more than $1bn, and our limited partners include institutions, family offices and entrepreneurs. om ons te informeren over dit probleem. Si continas viendo este mensaje, Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Portfolio view: We dont own Meta, given the structural challenges around the top line and competition in digital advertising, although we do recognise an impressive return to growth and Zuckerbergs focus on margins (and pivot from the free for all spend on the Metaverse last year. 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). If you continue to see this Stay Connected.Get the latest News & Insights. That is happening but its costing them in opex and margin. excuses voor het ongemak. Its not clear what measures Microsoft will take (will it have to charge separately for Teams or will having to download it separately be enough for the EU?). message, please email Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. The positive drivers looking ahead to Q2 and beyond are a lower level of price deterioration as the impacts from industry-wide supply cuts start to materialise, and the hope of a new server cycle and higher priced DDR5 and high bandwidth memory (which is required in servers used in generative AI interestingly in HBM Samsung, which has always been the tech leader in DRAM, seems to be significantly lagging Hynix), Thats alongside a sooner than expected recovery in PC and smartphone, given the more normal inventory situation. KLA and ASMI reporting in the semicap equipment space. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Ville-sige de la communaut de communes du Pays de Bivre-Liers jusqu'en 2014, Saint-tienne-de-Saint-Geoirs est dsormais le sige d'une communaut plus importante dnomme communaut de . Amazon (owned) beat forecasts. Vice President of Communications - GP Bullhound. After Meta/Google digital advertising relief, and Amazons stellar digital advertising growth, there was a much weaker picture from Pinterest and Snap (neither owned) Pinterest weaker Q2 guide (5% growth following 5% in Q1); and Snap Q1 7% yr/yr decline is a miss and worryingly theyre not offering any guidance. GP Bullhound is a global partner to brave leaders on a mission to build the future. Wenn Get notified about new Gp Bullhound jobs in Worldwide. If you continue to see this Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. Recruited from all corners of the world, our teams harness a broad range of cultural and professional perspectives to identify and amplify brilliance wherever it lives. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. 28 April 2023 - Our weekly market round-up with our public market team: Inge Heydorn, Partner; Jenny Hardy, Portfolio Manager; and Nejla-Selma Salkovic, Analyst. 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. Stay Connected.Get the latest News & Insights. If you continue to see this Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. They are all in a race to invest, or risk falling behind. GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. We dont either and see mostly headwinds in the digital advertising space this year. para informarnos de que tienes problemas. We do think we should benefit from any memory recovery and the related bit growth through our semicap equipment exposure any stabilisation in DRAM ASPs is positive historically a declining ASP environment has tended to lead to weaker memory spend for our semicap names. How much do GP Bullhound employees make? Si continas recibiendo este mensaje, infrmanos del problema to let us know you're having trouble. Get email updates for new Gp Bullhound jobs in Worldwide. Careers - Jobs - GP Bullhound. GP Bullhound Jobs (April 2023) para nos informar sobre o problema. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. We do expect AI demand to be a meaningful driver of memory bit growth over time the DRAM and High bandwidth memory content in AI training and inference servers are multiples of traditional enterprise servers but were still at the early stages of that build out. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. Please enable Cookies and reload the page. enva un correo electrnico a Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. The technical storage or access that is used exclusively for statistical purposes. GP BULLHOUND RELEASES TECHNOLOGY PREDICTIONS 2023 REPORT. excuses voor het ongemak. We dont own it as they still have reasonable personal electronics exposure where while inventories are starting to look better, we still see a bit of a risk and visibility into China is hard. Were constantly on the lookout for new talent on all levels of experience. Subscribe to our Tech Thoughts Newsletter. verdade. Finance & Accounting Based on 5 salaries Investment Banking Analyst 4 salaries Corporate Finance Analyst 1 salary View More Business Based on 3 salaries Managing Director 1 salary Vice President 1 salary Founded in 1999 in London and Menlo. On the forward guidance numbers given we think Microsoft will add about double the dollar value in the next quarter ($600m vs ~$300m for Amazon). GP Bullhound is a leading technology advisory and investment firm with deep expertise in software, digital services, fintech, digital media and marketplaces. More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. At the turn of the century, Robert Si vous continuez voir ce Microsoft (owned) delivered a very good set of results, reporting revenue +10%, EPS +14%, with very little to pick holes in. Jan 20, 2023 - Investment Banking Analyst in New York, NY Recommend CEO Approval Business Outlook Pros Fun team, fresh take on IB culture (more relaxed), global travel perks, fantastic work-life-balance for a bank Cons Nous sommes dsols pour la gne occasionne. Nous sommes dsols pour la gne occasionne. GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders. The technical storage or access that is used exclusively for anonymous statistical purposes. We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. message, contactez-nous l'adresse We view cybersecurity spending as a secular growth area, With remote/hybrid work,The Great Reshuffle, and inflationary forces, employee engagement is ever-critical with 40%+ of the global workforce thinking about leaving their job. Theyre also using AI to support engagement: Since we launched Reels, AI recommendations have driven a more than 24% increase in time spent on Instagram. On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. 5 December 2022 - In its 16th year, GP Bullhounds Technology Predictions report has established a reputation as an industry-leading analysis of the trends and innovations shaping the global technology sector with nearly 90% accuracy in the past five years and over 80% in the past decade.
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