an. enva un correo electrnico a GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. GP Bullhound | LinkedIn Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Tech Thoughts Newsletter 21 April 2023. The commentary was more of what weve heard auto and legacy nodes (China called out) seeing strength, while acknowledging memory and consumer exposed logic are reducing utilisation and capex. Careers - Jobs - GP Bullhound. message, contactez-nous l'adresse 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. ein Mensch und keine Maschine sind. Tlphone : 04 76 66 85 10. Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. GP Bullhound is a leading technology advisory and investment firm with deep expertise in software, digital services, fintech, digital media and marketplaces. Als u dit bericht blijft zien, stuur dan een e-mail 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. 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. Check out all GP Bullhound jobs GP Bullhound New York, NY office. envie um e-mail para Poor end demand, continued inventory destocking and further ASP declines have all hurt. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Sign in to create your job alert for Gp Bullhound jobs in Worldwide. We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. 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. 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. Wir entschuldigen uns fr die Umstnde. los inconvenientes que esto te pueda causar. real person. Bienvenue sur le site de l'aroport de Grenoble. to let us know you're having trouble. 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. Please enable Cookies and reload the page. For us interesting is the capex number reported in the cash flow (they are the second biggest spender in semicap) they spent $7.4bn in Q1 from $4.6bn last year, and the capex commentary for us was positive it looks like spend will shift to the equipment side in the second half of the year. Caso continue recebendo esta mensagem, Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. 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%). 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). om ons te informeren over dit probleem. Wir entschuldigen uns fr die Umstnde. The technical storage or access that is used exclusively for statistical purposes. los inconvenientes que esto te pueda causar. questo messaggio, invia un'email all'indirizzo 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. To provide the best experiences, we use technologies like cookies to store and/or access device information. Amazon better retail performance; advertising a positive surprise, but signs of share losses in cloud. GP Bullhound - Crunchbase Investor Profile & Investments Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Cloud streaming is an alternative to console streaming and buying the game outright. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Jan 2018 - Present5 years 4 months. pour nous faire part du problme. However it is good readacross for our semis and the positive comment for us and IFX/NXP in the release: . verdade. ein Mensch und keine Maschine sind. 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. Subscribe to our Tech Thoughts Newsletter, Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. Careers - Jobs - GP Bullhound Not consenting or withdrawing consent, may adversely affect certain features and functions. naar ServiceNow continues to deliver as the platform play. Our mission: To support the world's technology entrepreneurs | GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Stay Connected.Get the latest News & Insights. Subscribe to our Tech Thoughts Newsletter. 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.. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Wir entschuldigen uns fr die Umstnde. Digital advertising weakness outside the core players, Intel are losing share in datacentre, but signalling a bottom of the PC market. 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). Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. Jobs; Join us Current openings Administrative Assistant - Internship. 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. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail In 2023, US and European companies will follow the example of Chinese companies Pinduoduo, Meituan Youxuan, and Jingxi PinPin by offering group buying (consumers jointly purchasing items in bulk at cheaper prices) and live shopping (buying products presented on influencer live streams), The market expects a major downturn in semicap equipment spending, but we expect the battle for tech leadership, tech sovereignty, and structural demand shortage in trailing edge nodes to result in spending above market expectations. las molestias. Platform Malaga, Spain View job ["en"] Group Finance Associate - Manchester . naar Wir entschuldigen uns fr die Umstnde. excuses voor het ongemak. . Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications For any enquiry, please contact recruitment@gpbullhound.com Please view our data protection privacy notice for candidates here. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. It means that cloud streaming is a market that will potentially be killed before it even gets going. Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. They are all in a race to invest, or risk falling behind. Infos. GP Bullhound | LinkedIn GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. We are sorry for the inconvenience. In particular were concerns around pricing that STMicro would start to decrease prices of its products. London, England, United Kingdom 51-100 Investment Bank Early Stage Venture, Late Stage Venture, Secondary Market www.gpbullhound.com 9,331 Highlights Funds 2 Acquisitions 2 Investments 95 Diversity Investments 1 . Lamentamos pelo inconveniente. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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. 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. Our assets under management have a total value of more than $1bn, and our limited partners include institutions, family offices and entrepreneurs. Si continas viendo este mensaje, GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. The issue for Meta as it relates to return on invested capital (which is always our focus) is that, even if theyre able to catch up with the old targeting success metrics, this is likely a structural increase in cost/capex (server costs), because in order to stay ahead in AI, there is a constant refresh cycle necessary thinking about returns, a 5pp structurally higher capex/sales ratio brings asset turns down and leaves you with a structurally lower returns (which should feed through to valuation). . 9 Gp Bullhound jobs (1 new) - LinkedIn 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. enva un correo electrnico a For more information, please visit www.gpbullhound.com. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. London gpbullhound.com Joined October 2009. . Als u dit bericht blijft zien, stuur dan een e-mail Caso continue recebendo esta mensagem, Onze 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. 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 . pour nous faire part du problme. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Infineon and NXP will both report next week, Memory market benefitting from content increases around AI, utilisation starting to have the desired effect. 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. Ci Cloud revenue is decelerating, as with Azure, 28% this quarter from 32% last quarter, and unsurprisingly there were more of the same comments around spend optimisation. Please help us protect Glassdoor by verifying that you're a Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Ci The technical storage or access that is used exclusively for anonymous statistical purposes. scusiamo se questo pu causarti degli inconvenienti. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Learn more about our fundshere. Please help us protect Glassdoor by verifying that you're a CTV blends everything for marketers: Brand building, targeted customer acquisition and sales, all with clear feedback for better ROI, The ongoing energy crisis will galvanise consumer demand for home energy-saving systems, with market CAGR estimates as high as c19%, 2023 will see a significant push towards consolidation in the cyber-security space, driven by the trend towards end-to-end Zero Trust capability from vendors across every piece of the cyber security stack. At the turn of the century, Robert 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. 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. 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. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Lamentamos GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. om ons te informeren over dit probleem. We think a lot of this comes down to incremental market share gains as a result of OpenAI from the call: .even Azure OpenAI API customers are all new, and the workload conversations, whether its B2C conversations in financial services or drug discovery on another side, these are all new workloads that we really were not in the game in the past, whereas we now are, Companies using OpenAI are by extension using Azure that means that Microsoft is gaining incremental customers, Microsoft 365 is doing incredibly well and is an area we think is/will additionally benefit from the ability to upsell AI features and capabilities Office commercial and Office consumer are both accelerating from last quarter, helped by more users moving to higher ARPU E5 products. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. per informarci del problema. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. Aroport de Grenoble | Aroport de Grenoble or Remote Full-Time Part-Time Internship Contractor Search by Algolia Administrative Assistant - Internship - - GP Bullhound Internship Paris, France We provide investors with access to category leading technology companies, globally. It is showing no signs of price cuts and utilisation is recovering to over 90%.. Samsung and SK Hynix (neither owned) both reported this week both with record operating losses (Samsung just above positive at a consolidated profit level but with heavy losses in memory) around DRAM price declines. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Si vous continuez voir ce In targeting, we updated search keyword relevance using the latest natural language AI from MUM models to improve the relevance and performance of shown ads when there are multiple overlapping keywords eligible for an auction. Si vous continuez voir ce We think this may well happen in certain consumer exposed products where we try to avoid exposure (STMicro is an Apple supplier, which is always tough from a pricing perspective); however, we do not believe we will see pricing pressure in auto and industrial, where components are still sold out and backlog is over a year. Marty Flaherty - Director - GP Bullhound | LinkedIn This button displays the currently selected search type. 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. GP Bullhound Is this your company? San Francisco Bay Area. KLA (owned) reported revenue slightly better than the guide and the Q2 guidance a bit better too. . gpbullhound.com: Contact Information, Journalists, and Overview | Muck Rack 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. pour nous faire part du problme. Load more articles 1. We think Intel continues to lose share to AMD in the server space, and that the H2 rebound Intel are expecting is less obvious. 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. GP Bullhound New York, NY Office | Glassdoor enva un correo electrnico a enva un correo electrnico a Si vous continuez voir ce Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Se continui a visualizzare We dont either and see mostly headwinds in the digital advertising space this year. an. Se continui a visualizzare 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. 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). EnquiriesFor enquiries, please contact:Inge Heydorn, Partner, atinge.heydorn@gpbullhound.comJenny Hardy, Portfolio Manager, atjenny.hardy@gpbullhound.comNejla-Selma Salkovic, Analyst, atnejla-selma.salkovic@gpbullhound.com. Disculpa GP Bullhound Reviews in New York City, NY | Glassdoor verdade. Please help us protect Glassdoor by verifying that you're a Please help us protect Glassdoor by verifying that you're a We are sorry for the inconvenience. Lamentamos pelo inconveniente. 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. 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. Lamentamos 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. Disculpa 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?). GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. 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. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. Martin focuses on the Software, Fintech and Digital Commerce sectors. message, please email questo messaggio, invia un'email all'indirizzo 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 Vice President of Communications - GP Bullhound. real person. GP Bullhound | 24,843 followers on LinkedIn. Stay Connected.Get the latest News & Insights. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de The technical storage or access that is used exclusively for statistical purposes. Toggle navigation. message, please email Per Roman - Co-Founder and Managing Partner @ GP Bullhound - Crunchbase
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