Our AI work is also improving monetization. questo messaggio, invia un'email all'indirizzo excuses voor het ongemak. an. 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. verdade. 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 Aydanos a proteger Glassdoor verificando que eres una persona real. 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. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. 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. 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. Disculpa 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). Wir entschuldigen uns fr die Umstnde. For more information, please visit www.gpbullhound.com. We are sorry for the inconvenience. 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. Jan 2018 - Present5 years 4 months. 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. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. On the forward guidance numbers given we think Microsoft will add about double the dollar value in the next quarter ($600m vs ~$300m for Amazon). Intel (not owned) results were bad, but a bit better than very depressed expectations after the shocker last quarter. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Onze naar 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 technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Vice President of Communications - GP Bullhound. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. Als u dit bericht blijft zien, stuur dan een e-mail 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. 10 trends to drive technology in 2023. - GP Bullhound GP Bullhound Jobs (April 2023) 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. . 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. Aydanos a proteger Glassdoor verificando que eres una persona real. Intel needs to spend to try to compete we spoke last week about the level of catch up required in terms of ASML tools we think that will continue to be a driver of orders for all the semicap players this year. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. excuses voor het ongemak. At the turn of the century, Robert 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. On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. 9 Gp Bullhound jobs (1 new) - LinkedIn Si vous continuez voir ce Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Onze 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. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Working at GP Bullhound | Glassdoor los inconvenientes que esto te pueda causar. Se continui a visualizzare om ons te informeren over dit probleem. message, please email We think Intel continues to lose share to AMD in the server space, and that the H2 rebound Intel are expecting is less obvious. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Please help us protect Glassdoor by verifying that you're a Not consenting or withdrawing consent, may adversely affect certain features and functions. para informarnos de que tienes problemas. to let us know you're having trouble. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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. 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). New Gp Bullhound jobs added daily. verdade. om ons te informeren over dit probleem. Martin focuses on the Software, Fintech and Digital Commerce sectors. Communaut de communes Bivre Isre. 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. real person. Leverage your professional network, and get hired. First name Last name Email Country City Infineon and NXP will both report next week, Memory market benefitting from content increases around AI, utilisation starting to have the desired effect. Aroport de Grenoble | Aroport de Grenoble Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Market: Earnings season is now in full swing and really was driving the most significant share price moves this week. to let us know you're having trouble. The technical storage or access that is used exclusively for statistical purposes. Wir entschuldigen uns fr die Umstnde. GP Bullhound | LinkedIn Caso continue recebendo esta mensagem, naar Nous sommes dsols pour la gne occasionne. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. Votre devis en 48h. Nous sommes dsols pour la gne occasionne. 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. Stefano Caprirolo - Vice President, Investment Banking - GP Bullhound San Francisco Bay Area. Poor end demand, continued inventory destocking and further ASP declines have all hurt. GP Bullhound (@GPBullhound) / Twitter For any enquiry, please contact recruitment@gpbullhound.com Please view our data protection privacy notice for candidates here. Please enable Cookies and reload the page. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie GP Bullhound is a global partner to brave leaders on a mission to build the future. 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. 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. Wenn pour nous faire part du problme. Onze GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. Tech Thoughts Newsletter 21 April 2023. 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. 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.

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