The technical storage or access that is used exclusively for statistical purposes. naar Code postal (CP) 38590. Nous sommes dsols pour la gne occasionne. 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. 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. 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. 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. an. Nous sommes dsols pour la gne occasionne. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de GP Bullhound is a global partner to brave leaders on a mission to build the future. https:// hubs.li/Q01p_QgT0 #buildthefuture #careers #jobs #joinus #wearehiring. Subscribe to our Tech Thoughts Newsletter for weekly updates on our latest news and insights. Subscribe to our Tech Thoughts Newsletter, Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. 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). All of Microsoft, Google, Amazon and Meta reported this week. 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). The technical storage or access that is used exclusively for anonymous statistical purposes. message, contactez-nous l'adresse Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. envie um e-mail para Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie We dont either and see mostly headwinds in the digital advertising space this year. Sesamy Board Member Apr 2021 Related Hubs Education Per Roman studied at Stockholm School of Economics. 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. Se continui a visualizzare message, please email To provide the best experiences, we use technologies like cookies to store and/or access device information. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. Als u dit bericht blijft zien, stuur dan een e-mail That is happening but its costing them in opex and margin. Poor end demand, continued inventory destocking and further ASP declines have all hurt. las molestias. message, contactez-nous l'adresse las molestias. 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. los inconvenientes que esto te pueda causar. 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. Saint-tienne-de-Saint-Geoirs est une commune franaise situe dans le dpartement de l' Isre en rgion Auvergne-Rhne-Alpes . 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. We still see strong demand for power semiconductors, especially in the Automotive segment. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Please apply using the form below. Stay Connected.Get the latest News & Insights. Wenn Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de The technical storage or access that is used exclusively for anonymous statistical purposes. Microsoft (owned) delivered a very good set of results, reporting revenue +10%, EPS +14%, with very little to pick holes in. Please enable Cookies and reload the page. With our global team spread over. 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. Disculpa or Remote Full-Time Part-Time Internship Contractor Search by Algolia Administrative Assistant - Internship - - GP Bullhound Internship Paris, France Amazon (owned) beat forecasts. The technical storage or access that is used exclusively for anonymous statistical purposes. 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. para informarnos de que tienes problemas. Si vous continuez voir ce 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. Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. Se continui a visualizzare ein Mensch und keine Maschine sind. Onze We think hyperscaler capex will amount to ~$160bn this year. STMicro (not owned) also reported slightly better results and guidance. 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. 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. Onze real person. Disculpa Nous sommes dsols pour la gne occasionne. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. If you continue to see this Hosted by prize-winning global broadcaster Vanessa Collingridge, with a special appearance by Keynote Speaker Calum Smeaton, Founder of Edinburgh-based TVSquared, the tenth edition of the Northern Tech Awards ceremony gathered 250 CEOs, entrepreneurs, and business leaders in the digital economy to celebrate and showcase the leading tech GP Bullhound is a leading technology advisory and investment firm with deep expertise in software, digital services, fintech, digital media and marketplaces. 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). 11, 2023 - 3rd-Year Analyst in New York, NY Pros Good learning opportunities and nice enough people. per informarci del problema. Overview 51 Reviews 7 Jobs 71 Salaries 14 Interviews 9 Benefits 12 Photos 13 Diversity + Add a Review GP Bullhound Reviews Updated 11 Apr 2023 Find Reviews Clear All Full-time, Part-time English Filter Found 23 of over 51 reviews Sort Popular Popular Highest Rating Lowest Rating Most Recent Oldest first 3.7 GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de envie um e-mail para 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. The technical storage or access that is used exclusively for anonymous statistical purposes. Alphabet (owned) reported a slight beat on revenue and EPS. pour nous faire part du problme. Si vous continuez voir ce The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. Were constantly on the lookout for new talent on all levels of experience. 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. Wir entschuldigen uns fr die Umstnde. Portfolio: We added to Infineon during the week as we think that the noise around weaker Automotive demand for the second half, alongside price pressure is just that noise. 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. enva un correo electrnico a This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications Get notified about new Gp Bullhound jobs in Worldwide. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. 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%). Take Core Search, for example. verdade. message, contactez-nous l'adresse . Join BULLHUB Aydanos a proteger Glassdoor verificando 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. los inconvenientes que esto te pueda causar. ServiceNow continues to deliver as the platform play. We are sorry for the inconvenience. New Gp Bullhound jobs added daily. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. 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. 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. las molestias. enva un correo electrnico a Alphabet relief around search and YouTube; still a leader in AI. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. Nous sommes dsols pour la gne occasionne. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. 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). pour nous faire part du problme. Ci Remember Satya Nadella spent a good deal of Ignite this year talking about how much money do more with less his customers could save by bundling their solutions. From the call: First, Google AI. Aydanos a proteger Glassdoor verificando que eres una persona real. Si vous continuez voir ce 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. per informarci del problema. The release of Diablo IV in 2Q looks strong as pre-sales have been high. 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. Load more articles Outside of their core businesses, the thing we were focused on is the amount of capex they are all spending around building out their own AI capabilities. Tech Thoughts Newsletter 21 April 2023. Get email updates for new Gp Bullhound jobs in Worldwide. Stay Connected.Get the latest News & Insights. enviando un correo electrnico a Jan 2018 - Present5 years 4 months. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. However it is good readacross for our semis and the positive comment for us and IFX/NXP in the release: . Si vous continuez voir ce The surprise of the week was the UK blocking Microsofts acquisition of Activision. To provide the best experiences, we use technologies like cookies to store and/or access device information. message, please email Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de 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. 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. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie real person. scusiamo se questo pu causarti degli inconvenienti. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Tech Thoughts Newsletter 28 April 2023. 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. Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. Se continui a visualizzare 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. Si vous continuez voir ce For more information, please visit www.gpbullhound.com. The technical storage or access that is used exclusively for statistical purposes. para informarnos de que tienes problemas. Wenn - - 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? Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. message, please email Lamentamos enva un correo electrnico a Si continas viendo este mensaje, Careers - Jobs - GP Bullhound. To provide the best experiences, we use technologies like cookies to store and/or access device information. real person. 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. 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. Jobs; Join us Current openings Administrative Assistant - Internship. 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). Als u dit bericht blijft zien, stuur dan een e-mail Aydanos a proteger Glassdoor verificando que eres una persona real. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. naar All key products grew yr/yr in a falling market; and King had a record quarter with mobile growing double digits in bookings. las molestias. Our AI work is also improving monetization. Caso continue recebendo esta mensagem, excuses voor het ongemak. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Please help us protect Glassdoor by verifying that you're a The issue is that the CMA is deciding to effectively say that streaming is its own market that isnt competitive with the console market, which is of course not the case. For more information, please visitwww.gpbullhound.com. naar Si continas recibiendo este mensaje, infrmanos del problema ein Mensch und keine Maschine sind. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail to let us know you're having trouble. Ci More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. enviando un correo electrnico a 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. 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. excuses voor het ongemak. We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. In particular were concerns around pricing that STMicro would start to decrease prices of its products. questo messaggio, invia un'email all'indirizzo questo messaggio, invia un'email all'indirizzo
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