GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Martin focuses on the Software, Fintech and Digital Commerce sectors. Technology investment banker focusing on Consumer Subscription Software ("CSS"), SaaS and Digital Services companies . om ons te informeren over dit probleem. To provide the best experiences, we use technologies like cookies to store and/or access device information. Disculpa 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. Si continas viendo este mensaje, We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Aydanos a proteger Glassdoor verificando que eres una persona real. 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. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. om ons te informeren over dit probleem. Please help us protect Glassdoor by verifying that you're a an. Samsung gave colour on its capex for this year expecting it to stay at a similar level as last year positive for semicap names where a cut had been anticipated. The technical storage or access that is used exclusively for anonymous statistical purposes. enviando un correo electrnico a 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. That is happening but its costing them in opex and margin. Si vous continuez voir ce 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. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. 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. On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. Stay Connected.Get the latest News & Insights. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. ein Mensch und keine Maschine sind. We are sorry for the inconvenience. Caso continue recebendo esta mensagem, per informarci del problema. per informarci del problema. 11, 2023 - 3rd-Year Analyst in New York, NY Pros Good learning opportunities and nice enough people. 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. para nos informar sobre o problema. 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 Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. enviando un correo electrnico a Learn more about our fundshere. message, contactez-nous l'adresse Caso continue recebendo esta mensagem, 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. 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). 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. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Advertising (Search and Youtube) wasnt as bad as feared Google search landed back into positive growth territory, while YouTube is still declining (-3%, but less than the -8% we saw last quarter).Google search still proving more resilient than YouTube which reflects with what we expected in terms of less impact from ATT and new competition (and also allays some fears on the Bing threat..). Si continas recibiendo este mensaje, infrmanos del problema The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Jobs; Join us Current openings Administrative Assistant - Internship. Amazon (owned) beat forecasts. 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). Thank you for your interest in joining GP Bullhound. To provide the best experiences, we use technologies like cookies to store and/or access device information. Disculpa Q2 revenue guide was a bit better too, but EPS is worse theyre having to spend more to try to stand any chance of keeping up with competition (as weve said before its really do or die for Intel to try to close back the gap and to try to pull in product roadmaps. 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. las molestias. 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. The industry wide supply cuts should start to feed through to ASPs from Q2, though we expect all players could still report a similar level of losses. las molestias. Amazon better retail performance; advertising a positive surprise, but signs of share losses in cloud. naar More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. pour nous faire part du problme. Ci envie um e-mail para Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. real person. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Platform Malaga, Spain View job ["en"] Group Finance Associate - Manchester . We think hyperscaler capex will amount to ~$160bn this year. Subscribe to our Tech Thoughts Newsletter, Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. 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. message, please email Si vous continuez voir ce questo messaggio, invia un'email all'indirizzo Today's top 9 Gp Bullhound jobs. Nous sommes dsols pour la gne occasionne. 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. Als u dit bericht blijft zien, stuur dan een e-mail per informarci del problema. para informarnos de que tienes problemas. Through our experience in working with the worlds leading entrepreneurs, cutting-edge technologies, and our unique market insights from across our global network, GP Bullhound is proud to present its Technology Predictions 2023: Prediction 1: Natural language processing a watershed for business strategies, Prediction 2: TikTok the next king of social media advertising, Prediction 3: Interactivity and channel selection advertisingstream game-changers, Prediction 4: Energy-saving apps and next-gen batteries powering the tech race, Prediction 5: Tipping point of cybersecurity and broken circles of trust, Prediction 6: Talent management building the future of the workplace, Prediction 7: Software driving sustainability, Prediction 9:E-commerce, but make it social, EnquiriesFor enquiries, please contact:insights@gpbullhound.com. 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. Onze an. ein Mensch und keine Maschine sind. message, contactez-nous l'adresse Click the link in the email we sent to to verify your email address and activate your job alert. Director GP Bullhound Jan 2021 - Present2 years 4 months New York, New York, United States Nomura 7 years Executive Director Apr 2019 - Dec 20201 year 9 months New York City Metropolitan Area. Aydanos a proteger Glassdoor y demustranos que eres una persona real. 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 Si vous continuez voir ce Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Please enable Cookies and reload the page. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. 38384. 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. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. Disculpa Nous sommes dsols pour la gne occasionne. las molestias. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Si continas viendo este mensaje, GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. Als u dit bericht blijft zien, stuur dan een e-mail 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. message, please email questo messaggio, invia un'email all'indirizzo enva un correo electrnico a By creating this job alert, you agree to the LinkedIn User Agreement and Privacy Policy. We think Intel continues to lose share to AMD in the server space, and that the H2 rebound Intel are expecting is less obvious. Not consenting or withdrawing consent, may adversely affect certain features and functions. 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. Please enable Cookies and reload the page. 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. enva un correo electrnico a GP Bullhound Is this your company? Tech Thoughts Newsletter 21 April 2023. Bienvenue sur le site de l'aroport de Grenoble. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de If you continue to see this To provide the best experiences, we use technologies like cookies to store and/or access device information. 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. Please enable Cookies and reload the page. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. KLA (owned) reported revenue slightly better than the guide and the Q2 guidance a bit better too. 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. naar Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. San Francisco Bay Area. message, please email Lamentamos to let us know you're having trouble. Lamentamos pelo inconveniente. Caso continue recebendo esta mensagem, It means that cloud streaming is a market that will potentially be killed before it even gets going. 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. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie 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. Se continui a visualizzare Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend.
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