message, please email Load more articles If you continue to see this The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. We expect market consolidation and the creation of powerful integrated platforms in 2023, We predict increased funding in technologies that employ environmentally-friendly practices to improve sustainability, as well as companies with resource-efficient supply chain processes, We expect increased M&A in a well-funded industry, separating successfully scaling robotic companies from innovator-only players, Social media companies are pivoting from digital advertising to social commerce, which will reach a global market value of $3.8tn in 2030. The release of Diablo IV in 2Q looks strong as pre-sales have been high. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Als u dit bericht blijft zien, stuur dan een e-mail Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. per informarci del problema. Not consenting or withdrawing consent, may adversely affect certain features and functions. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Become a Bullhounder At GP Bullhound, we are launching a new centre of excellence and innovation based in Malaga, one of the fastest-growing tech destinations in the world. pour nous faire part du problme. 1. 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. enva un correo electrnico a Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. 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 For more information, please visitwww.gpbullhound.com. Lamentamos pelo inconveniente. GP Bullhound | 24,843 followers on LinkedIn. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Please complete the form below to subscribe to our newsletter. - - 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? The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Regulation is always on the agenda for tech, so nothing really new here. 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. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. Wir entschuldigen uns fr die Umstnde. Platform . 38384. . questo messaggio, invia un'email all'indirizzo GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. There are always lots of moving parts in this set of results, but the focus on the call was around its cloud business: AWS grew 16% yr/yr, slowing from 20% last quarter, and slowing still further in April (~11%). questo messaggio, invia un'email all'indirizzo Data Engineer/ Architect - GP Bullhound Manchester, Manchester, United Kingdom Platform Group Finance Associate - Manchester London, United Kingdom Investment Banking Investment Banking Associate/Vice President Frankfurt, Munich, Berlin, Germany Investment Banking Investment Banking Intern - Frankfurt, Berlin, Munich Paris, le-de-France, France ServiceNow continues to deliver as the platform play. Please help us protect Glassdoor by verifying that you're a Onze 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. real person. ein Mensch und keine Maschine sind. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Toggle navigation. 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 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. om ons te informeren over dit probleem. Si continas recibiendo este mensaje, infrmanos del problema Aydanos a proteger Glassdoor y demustranos que eres una persona real. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Subscribe to our Tech Thoughts Newsletter for weekly updates on our latest news and insights. Code postal (CP) 38590. GP Bullhound is a leading advisory and investment firm providing advice on M&A and institutional capital-raising to growth companies in the Technology sector. Stay Connected.Get the latest News & Insights. 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. It means that, in addition to being able to sell its AI capabilities through Google Cloud, Google can benefit via reinforcing competitive advantages around its search business. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. envie um e-mail para Communaut de communes Bivre Isre. scusiamo se questo pu causarti degli inconvenienti. GP Bullhound offers an exciting opportunity to build a truly international career in the world of finance, technology, and innovation. Please enable Cookies and reload the page. Sign in to create your job alert for Gp Bullhound jobs in Worldwide. Si continas recibiendo este mensaje, infrmanos del problema Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications Ci enva un correo electrnico a 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 Subscribe to our Tech Thoughts Newsletter. This button displays the currently selected search type. message, please email Vice President of Communications - GP Bullhound, Investment Banking Intern - Frankfurt, Berlin, Munich, Women in Banking - Germany - Virtual Networking Session. In the portfolio we benefit from the capex spend on servers and network infrastructure through the semiconductor content (CPUs and GPUs through AMD and Nvidia, both of whom make their chips at TSMC, and further down the chain benefitting the semi cap equipment companies which are all needed to make these leading chips). Of course, Microsoft would still offer Call of Duty for sale as it already is in the traditional console universe so Playstation users could still play it as they can already there is no way Microsoft would stop selling it on Playstations platform, because it would make no economic sense for them to do that. Amazon better retail performance; advertising a positive surprise, but signs of share losses in cloud. For 2023, we are bullish on cloud and artificial intelligence, energy efficiency, enterprise software, and digital consumption to accelerate technologys progress in building the future with revolutionary products and solutions.. per informarci del problema. KLA and ASMI reporting in the semicap equipment space. If you continue to see this Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. 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. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de om ons te informeren over dit probleem. para nos informar sobre o problema. Careers - Jobs - GP Bullhound. For more information, please visit www.gpbullhound.com. Please help us protect Glassdoor by verifying that you're a Infos. verdade. Thank you for your interest in joining GP Bullhound. enviando un correo electrnico a Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. Lieu-dit Croix Ferrier 2 chemin de la Pierre 38590 Saint-tienne-de-Saint-Geoirs. By creating this job alert, you agree to the LinkedIn User Agreement and Privacy Policy. New Gp Bullhound jobs added daily. As we commented for Microsoft, whereas AWS was the obvious cloud partner 2 years ago, now, with Microsofts relationship with the flagship OpenAI, they might be starting to be the cloud services platform of choice for new businesses. Coordonnes GPS : 45.353010, 5.3351500. We are sorry for the inconvenience. Tech Thoughts Newsletter 21 April 2023. to let us know you're having trouble. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Si continas viendo este mensaje, We are sorry for the inconvenience. Als u dit bericht blijft zien, stuur dan een e-mail Nous utilisons des cookies afin de vous de vous proposer des offres et contenus adapts vos centres d'intrts, d'analyser le trafic et amliorer la performance du site et son ergonomie. Take Core Search, for example. naar Lamentamos pelo inconveniente. How much do GP Bullhound employees make? Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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). Ive said before, AI has long been an important driver of our business. per informarci del problema. Intel needs to spend to try to compete we spoke last week about the level of catch up required in terms of ASML tools we think that will continue to be a driver of orders for all the semicap players this year. Disculpa envie um e-mail para GP Bullhound expands German operations with new offices in Frankfurt and Munich. enva un correo electrnico a Onze ServiceNow (owned) continues to deliver in enterprise software, reporting subscription revenues +27% yr/yr cc, and CRPO (a mroe forward looking metric +25% yr/yr). Caso continue recebendo esta mensagem, real person. Si continas recibiendo este mensaje, infrmanos del problema On the margin side, as with many players in tech, cost cutting is helping margin expansion and earnings growth, The standout impressive part of Amazons results was for us its advertising business +23% yr/yr beat all of the digital advertising players by a mile, and is now a $10bn/quarter business (and presumably very profitable..). Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Caso continue recebendo esta mensagem, Ci pour nous faire part du problme. los inconvenientes que esto te pueda causar. to let us know you're having trouble. an. FCF $926m is impressive 122% cash conversion just as we saw with LAM Research last week these companies ability to execute cost control and cash generation in the face of an industry downturn is impressive and we think well see it reflected across many of the businesses we own. om ons te informeren over dit probleem. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Please enable Cookies and reload the page. GP Bullhound. message, please email an. Microsoft is really the first company of scale to genuinely have AI products which are being bought by users, not only benefiting from increased ARPUs but also by attracting new users (forever the challenge for Microsofts incumbent position). ein Mensch und keine Maschine sind. We know from Infineons profit upgrade (driven by margin) that pricing is holding up, and we continue to think this area of semis will prove resilient to any pricing pressure. las molestias. Our assets under management have a total value of more than $1bn, and our limited partners include institutions, family offices and entrepreneurs. para nos informar sobre o problema. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. The technical storage or access that is used exclusively for anonymous statistical purposes. Si continas viendo este mensaje, Vice President of Communications - GP Bullhound. Separately but staying on regulation, Microsoft has stopped bundling Teams with Office 365 after a complaint by rival slack which claimed Microsofts practice of bundling the two services was anti-competitive. las molestias. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie San Francisco Bay Area. The technical storage or access that is used exclusively for anonymous statistical purposes. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. pour nous faire part du problme. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. 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. Wir entschuldigen uns fr die Umstnde. 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. Lamentamos AI is costly the servers that are used in training and inference have a huge amount more semiconductor content in them and are multiples the cost of standard enterprise servers. 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. per informarci del problema. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Si vous continuez voir ce Disculpa enva un correo electrnico a questo messaggio, invia un'email all'indirizzo With our global team spread over. Jobs; Join us Current openings Administrative Assistant - Internship. To provide the best experiences, we use technologies like cookies to store and/or access device information. Elsewhere, cost cutting continues to be a feature of most of the results were seeing and tech overall is well placed to exercise cost control (typically high gross margins gives it a lot of flexibility in the cost structure) thats one of the ways we think tech can drive earnings growth materially higher than the market this year and one of the things which keeps us optimistic overall. All metrics including profitability and cash flow (which we focus on in the portfolio) were very strong, well above market consensus expectations. 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. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout.
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