They are all in a race to invest, or risk falling behind. 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). Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Stockholm School of Economics MSc Finance 1995 1998 Events Number of Events 1 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. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. naar Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de envie um e-mail para GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. an. Nous sommes dsols pour la gne occasionne. Lamentamos pelo inconveniente. Tech Thoughts Newsletter 21 April 2023. Si continas recibiendo este mensaje, infrmanos del problema verdade. 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. questo messaggio, invia un'email all'indirizzo GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. real person. Lamentamos pelo inconveniente. Marty Flaherty - Director - GP Bullhound | LinkedIn Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. real person. 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. The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. las molestias. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Robert Ahldin - Partner @ GP Bullhound - Crunchbase Person Profile 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. 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. 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. - - 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? las molestias. When expanded it provides a list of search options that will switch the search inputs to match the current selection. GP Bullhound Co-Founder and Managing Partner Jul 1999 Board and Advisor Roles Number of Current Board & Advisor Roles 1 Per Roman is the Board Member at Sesamy. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Market: Earnings season is now in full swing and really was driving the most significant share price moves this week. We think this is more than positive PR, and that Microsoft is genuinely benefitting from AI and its partnership with OpenAI, both in its core software business AND in Azure. Working at GP Bullhound | Glassdoor 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. Today's top 9 Gp Bullhound jobs. Wenn Tech Thoughts Newsletter - 28 April 2023. - GP Bullhound Poor end demand, continued inventory destocking and further ASP declines have all hurt. . message, please email Amazon (owned) beat forecasts. Ci 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. 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. 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. 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. ein Mensch und keine Maschine sind. 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. 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. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Ive said before, AI has long been an important driver of our business. Ci 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..). 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. 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. 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. To provide the best experiences, we use technologies like cookies to store and/or access device information. Please help us protect Glassdoor by verifying that you're a Infos. an. GP Bullhound Jobs (April 2023) Please complete the form below to subscribe to our newsletter. The core retail business was better again speaking to continued (surprising) strength in the consumer, particularly in the US. pour nous faire part du problme. 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. Portfolio view: We continue to like our semicap equipment exposure and the resilience the companies are showing in margins and free cash flow. All of Microsoft, Google, Amazon and Meta reported this week. Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. real person. GP Bullhound Careers and Employment | Indeed.com 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 Coordonnes GPS : 45.353010, 5.3351500. Aydanos a proteger Glassdoor y demustranos que eres una persona real. 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. om ons te informeren over dit probleem. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Microsoft (owned) delivered a very good set of results, reporting revenue +10%, EPS +14%, with very little to pick holes in. Communaut de communes Bivre Isre. Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. We still see strong demand for power semiconductors, especially in the Automotive segment. We think hyperscaler capex will amount to ~$160bn this year. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. para informarnos de que tienes problemas. Wenn GP Bullhound is a leading technology advisory and investment firm with deep expertise in software, digital services, fintech, digital media and marketplaces. 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. 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 . If you continue to see this 1. Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. 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). Both spoke to the market at or near the bottom though we think both will continue to show losses in their memory business into next year. Alphabet (owned) reported a slight beat on revenue and EPS. 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 enva un correo electrnico a However it is good readacross for our semis and the positive comment for us and IFX/NXP in the release: . Martin Rezaie is Partner and Head of the Frankfurt office at 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. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. GP Bullhound. Aydanos a proteger Glassdoor y demustranos que eres una persona real. 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. 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. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. 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. Click the link in the email we sent to to verify your email address and activate your job alert. For more information, please visitwww.gpbullhound.com. Disculpa Digital advertising weakness outside the core players, Intel are losing share in datacentre, but signalling a bottom of the PC market. . pour nous faire part du problme. Not consenting or withdrawing consent, may adversely affect certain features and functions. Wenn We are sorry for the inconvenience. envie um e-mail para Where? message, contactez-nous l'adresse 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. verdade. The release of Diablo IV in 2Q looks strong as pre-sales have been high. Stefano Caprirolo - Vice President, Investment Banking - GP Bullhound Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. excuses voor het ongemak. GP Bullhound Reviews: What Is It Like to Work At GP Bullhound? Votre devis en 48h. GP Bullhound Career: Working at GP Bullhound | Glassdoor Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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. Manish Madhvani - Managing Partner - GP Bullhound | LinkedIn Ci 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. los inconvenientes que esto te pueda causar. 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). message, contactez-nous l'adresse Wenn 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. Alphabet relief around search and YouTube; still a leader in AI. Please help us protect Glassdoor by verifying that you're a GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. naar an. 9 Gp Bullhound jobs (1 new) - LinkedIn If you continue to see this 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. para informarnos de que tienes problemas. Code postal (CP) 38590. Caso continue recebendo esta mensagem, para nos informar sobre o problema. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Thank you for your interest in joining GP Bullhound. para nos informar sobre o problema. The technical storage or access that is used exclusively for statistical purposes. GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. 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. Per Roman, Managing Partner, and Alec Dafferner, Partner at GP Bullhound, commented: Although we are in an economic downturn, technology has not failed us, and it is never as good or as bad as valuations may imply. 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). Join the GP Bullhound team See Our Latest Jobs 4.0 Current Employee Great WLB and culture, small office. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. Careers - Jobs - GP Bullhound. enviando un correo electrnico a Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Sign in to create your job alert for Gp Bullhound jobs in Worldwide. Disculpa 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. Jobs; Join us Current openings Administrative Assistant - Internship. If you continue to see this This button displays the currently selected search type. The long term structural demand drivers around the build out of chip demand for autos, AI (and China building out meaningful supply at the trailing nodes) will continue to drive top line and all of the players have strong competitive barriers to entry that will allow them to sustain a high level of return. . 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. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail You can unsubscribe from these emails at any time. Aroport de Grenoble | Aroport de Grenoble 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. Load more articles What were seeing is a correction and a return to looking at company fundamentals. 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). verdade. para informarnos de que tienes problemas. per informarci del problema. Se continui a visualizzare To provide the best experiences, we use technologies like cookies to store and/or access device information. per informarci del problema. per informarci del problema. In Q1, we continue to innovate across our products. Wir entschuldigen uns fr die Umstnde. Onze naar Regulation is always on the agenda for tech, so nothing really new here. 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. para nos informar sobre o problema. Lamentamos Please enable Cookies and reload the page. Saint-tienne-de-Saint-Geoirs, Isre (code postal 38 - Linternaute Cost guidance coming down again all the tech companies have that as a lever to drive earnings this year, Meta probably pulling the lever the hardest right now. Please help us protect Glassdoor by verifying that you're a
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