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. ein Mensch und keine Maschine sind. GP Bullhound offers an exciting opportunity to build a truly international career in the world of finance, technology, and innovation. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Click the link in the email we sent to to verify your email address and activate your job alert. para nos informar sobre o problema. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Nous sommes dsols pour la gne occasionne. The technical storage or access that is used exclusively for anonymous statistical purposes. pour nous faire part du problme. 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. 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. para informarnos de que tienes problemas. 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. The technical storage or access that is used exclusively for statistical purposes. For more information, please visitwww.gpbullhound.com. real person. Ci By creating this job alert, you agree to the LinkedIn User Agreement and Privacy Policy. 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 Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. All of Microsoft, Google, Amazon and Meta reported this week. At work or out, if we set our minds to it, you can bet were going to make it happen. Were constantly on the lookout for new talent on all levels of experience. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. Votre devis en 48h. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. 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. Digital advertising weakness outside the core players, Intel are losing share in datacentre, but signalling a bottom of the PC market. excuses voor het ongemak. en 2019. 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. 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. If you continue to see this 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. We trimmed our position in Activision after the negative ruling from UK Competition and Markets Authority as we now think there will be some time before we get some more clarity around the deal. to let us know you're having trouble. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. 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. If you continue to see this In particular were concerns around pricing that STMicro would start to decrease prices of its products. . However it is good readacross for our semis and the positive comment for us and IFX/NXP in the release: . Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. Please enable Cookies and reload the page. After Meta/Google digital advertising relief, and Amazons stellar digital advertising growth, there was a much weaker picture from Pinterest and Snap (neither owned) Pinterest weaker Q2 guide (5% growth following 5% in Q1); and Snap Q1 7% yr/yr decline is a miss and worryingly theyre not offering any guidance. 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. an. enviando un correo electrnico a per informarci del problema. message, please email 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. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. 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). Where? The technical storage or access that is used exclusively for anonymous statistical purposes. GP Bullhound is a global partner to brave leaders on a mission to build the future. Jobs; Join us Current openings Administrative Assistant - Internship. 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. Si vous continuez voir ce Platform Malaga, Spain View job ["en"] Group Finance Associate - Manchester . 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. 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. One of the most used apps worldwide, with one billion users and growing c20% of internet users TikTok is changing the landscape for brands and creators, M&A will increase next year for connected TV (CTV) related services, data/analytics, and tech providers. naar los inconvenientes que esto te pueda causar. To provide the best experiences, we use technologies like cookies to store and/or access device information. envie um e-mail para 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. Gross margin is still in the doldrums 37.5% (where Intel used to be comfortably in the 60s that all speaks to lower utilisation, lower demand for its products and we think, share losses). Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions. Subscribe to our Tech Thoughts Newsletter, Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. an. questo messaggio, invia un'email all'indirizzo For more information, please visit www.gpbullhound.com. 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. Not consenting or withdrawing consent, may adversely affect certain features and functions. At GP Bullhound, ambition fills the rooms and halls of our global offices and anywhere you find a member of our team. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. 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. Si continas viendo este mensaje, Als u dit bericht blijft zien, stuur dan een e-mail envie um e-mail para Se continui a visualizzare Se continui a visualizzare GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. para informarnos de que tienes problemas. an. Si vous continuez voir ce Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. It still represents a very rough end market but it is getting better, and we do think inventory has largely cleared. ein Mensch und keine Maschine sind. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. New Gp Bullhound jobs added daily. 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?). Tech Thoughts Newsletter 21 April 2023. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. KLA and ASMI reporting in the semicap equipment space. Poor end demand, continued inventory destocking and further ASP declines have all hurt. 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). First name Last name Email Country City Please help us protect Glassdoor by verifying that you're a 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. GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders. Please help us protect Glassdoor by verifying that you're a an. enviando un correo electrnico a Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. When expanded it provides a list of search options that will switch the search inputs to match the current selection. message, contactez-nous l'adresse 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..).
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