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. real person. Platform . Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. GP Bullhound Careers and Employment About the company Founded 1999 Company size 11 to 50 Revenue $5M to $25M (USD) Industry Financial Services Headquarters London GP Bullhound website 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?). Aydanos a proteger Glassdoor verificando que eres una persona real. Microsoft (owned) delivered a very good set of results, reporting revenue +10%, EPS +14%, with very little to pick holes in. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. per informarci del problema. Not consenting or withdrawing consent, may adversely affect certain features and functions. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie an. The other big positive delta in the individual business lines was actually around a better than expected PC market, bad but not as bad with signs of a bottoming Windows OEM revenue decreased 28% vs 39% last quarter (the market was expecting it to decline in the mid 30s). Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie to let us know you're having trouble. los inconvenientes que esto te pueda causar. 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. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. Regulation is always on the agenda for tech, so nothing really new here. Founded in 1999 in London and Menlo. The technical storage or access that is used exclusively for anonymous statistical purposes. las molestias. Our assets under management have a total value of more than $1bn, and our limited partners include institutions, family offices and entrepreneurs. GP Bullhound | 24,843 followers on LinkedIn. 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. los inconvenientes que esto te pueda causar. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. scusiamo se questo pu causarti degli inconvenienti. Our AI work is also improving monetization. Disculpa Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. GP BULLHOUND RELEASES TECHNOLOGY PREDICTIONS 2023 REPORT. message, contactez-nous l'adresse Als u dit bericht blijft zien, stuur dan een e-mail questo messaggio, invia un'email all'indirizzo Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications 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). Aydanos a proteger Glassdoor y demustranos que eres una persona real. This outlook reflects our ongoing build out of AI capacity to support ads, Feed and Reels, along with an increased investment in capacity for our generative AI initiatives. GP Bullhound expands German operations with new offices in Frankfurt and Munich. naar Ci om ons te informeren over dit probleem. Si continas viendo este mensaje, Lamentamos pelo inconveniente. Microsoft has spent this year on the front foot as it relates to AI, and the earnings call was no different, with Nadella alluding multiple times to the idea of gaining share. When expanded it provides a list of search options that will switch the search inputs to match the current selection. 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. Tech Thoughts Newsletter 21 April 2023. On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Please apply using the form below. Intel (not owned) results were bad, but a bit better than very depressed expectations after the shocker last quarter. Please enable Cookies and reload the page. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Als u dit bericht blijft zien, stuur dan een e-mail Ci Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. Onze Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de And when we think about each of Google, Amazon and Microsoft they are all in a position to continue to invest all have large cash balances and an ability to sustain high levels of investment over time. 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. Infos. 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. All metrics including profitability and cash flow (which we focus on in the portfolio) were very strong, well above market consensus expectations. In Azure, while the optimisation headwind we saw last year is continuing (Azure revenue has decelerated significantly over the past several quarters), that deceleration is slowing and after AWS results last night we think Microsoft is gaining incremental dollar share we estimate Microsoft will add ~$600m incremental Azure revenue this quarter vs. ~$300m for AWS. Onze message, please email Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de The long term structural demand drivers around the build out of chip demand for autos, AI (and China building out meaningful supply at the trailing nodes) will continue to drive top line and all of the players have strong competitive barriers to entry that will allow them to sustain a high level of return. The core retail business was better again speaking to continued (surprising) strength in the consumer, particularly in the US. para informarnos de que tienes problemas. On the UK CMA blocking Microsofts acquisition of Activision, the key to the decision was that the CMA defined the market to be cloud gaming (specifically separate from the console gaming market) and because Microsoft is the largest player in cloud gaming it should be prevented from acquiring important gaming content like Call of Duty, which it would only offer on its own cloud gaming platform. las molestias. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. 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. an. per informarci del problema. an. We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. Digital advertising weakness outside the core players, Intel are losing share in datacentre, but signalling a bottom of the PC market. London gpbullhound.com Joined October 2009. . Platform Malaga, Spain View job ["en"] Group Finance Associate - Manchester . Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. For weekly insights on the latest market updates, please subscribe to ourTech Thoughts podcast.For more information about the latest trends and forecasts, please visit ourofficial Tech Thoughts page. Alphabet relief around search and YouTube; still a leader in AI. 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. an. enva un correo electrnico a Vice President of Communications - GP Bullhound. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Als u dit bericht blijft zien, stuur dan een e-mail scusiamo se questo pu causarti degli inconvenienti. 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. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. - - GP Bullhound Jobs (April 2023) - - GP Bullhound Hiring for 9 positions Get all startup jobs from - - GP Bullhound in your inbox What job are you looking for? Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de They all need to spend, for different reasons for Meta its about using AI to mitigate some of the advertising performance issues they had as a result of Apples privacy regulations; for Microsoft, AI leadership ensures they attract the next wave of new businesses into their software ecosystem. 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. They very slightly nudged the guidance to the higher end of the previous range (now 23-23.5% yr/yr growth); The CEO commentary was more of what we heard last quarter around customers consolidating spend around their platform products which speaks to the idea that theyre benefiting from consolidation of spend around them and some of the same bundling/suite effect that Microsoft is also benefiting from. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. 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. 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. or Remote Full-Time Part-Time Internship Contractor Search by Algolia Administrative Assistant - Internship - - GP Bullhound Internship Paris, France
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