Get email updates for new Gp Bullhound jobs in Worldwide. para nos informar sobre o problema. ServiceNow continues to deliver as the platform play. Lamentamos pelo inconveniente. GP Bullhound is a global partner to brave leaders on a mission to build the future. Please complete the form below to subscribe to our newsletter. If you continue to see this Wir entschuldigen uns fr die Umstnde. 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). We are sorry for the inconvenience. Lamentamos pelo inconveniente. That is happening but its costing them in opex and margin. to let us know you're having trouble. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Finance & Accounting Based on 5 salaries Investment Banking Analyst 4 salaries Corporate Finance Analyst 1 salary View More Business Based on 3 salaries Managing Director 1 salary Vice President 1 salary To provide the best experiences, we use technologies like cookies to store and/or access device information. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. The technical storage or access that is used exclusively for anonymous statistical purposes. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. enviando un correo electrnico a GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. By creating this job alert, you agree to the LinkedIn User Agreement and Privacy Policy. an. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. Caso continue recebendo esta mensagem, - - 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? 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. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Disculpa Portfolio view: We continue to like our semicap equipment exposure and the resilience the companies are showing in margins and free cash flow. los inconvenientes que esto te pueda causar. 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. excuses voor het ongemak. Si vous continuez voir ce Lamentamos Not consenting or withdrawing consent, may adversely affect certain features and functions. 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. Robert did his first public equity investments as a teenager in the 80's. His professional careeer started in the mid 90's as Equity Analyst focusing on the IT/Internet sectors. It means that cloud streaming is a market that will potentially be killed before it even gets going. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail para informarnos de que tienes problemas. We provide investors with access to category leading technology companies, globally. Load more articles Apply for investment banking, investment management and operations roles. Se continui a visualizzare 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). Check out all GP Bullhound jobs GP Bullhound New York, NY office. Not consenting or withdrawing consent, may adversely affect certain features and functions. 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. 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. naar 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. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Wir entschuldigen uns fr die Umstnde. Ci 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 . Where? 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. 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. Wenn 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). Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Please enable Cookies and reload the page. 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. 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. an. ein Mensch und keine Maschine sind. Tech Thoughts Newsletter 28 April 2023. Si continas recibiendo este mensaje, infrmanos del problema Portfolio view: We own Amazon, albeit a relatively smaller position in the portfolio given what we think is a lagging capability vs Google and Microsoft in AI. Coordonnes GPS : 45.353010, 5.3351500. Stay Connected.Get the latest News & Insights. per informarci del problema. Tech Thoughts Newsletter 21 April 2023. Als u dit bericht blijft zien, stuur dan een e-mail Vice President of Communications - GP Bullhound, Investment Banking Intern - Frankfurt, Berlin, Munich, Women in Banking - Germany - Virtual Networking Session. verdade. 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. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie We do think we should benefit from any memory recovery and the related bit growth through our semicap equipment exposure any stabilisation in DRAM ASPs is positive historically a declining ASP environment has tended to lead to weaker memory spend for our semicap names. GP Bullhound. To provide the best experiences, we use technologies like cookies to store and/or access device information. 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. 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 Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. 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. Please enable Cookies and reload the page. Data Engineer/ Architect - GP Bullhound Manchester, Manchester, United Kingdom Platform Group Finance Associate - Manchester London, United Kingdom Investment Banking Investment Banking Associate/Vice President Frankfurt, Munich, Berlin, Germany Investment Banking Investment Banking Intern - Frankfurt, Berlin, Munich Paris, le-de-France, France Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie per informarci del problema. 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. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. para nos informar sobre o problema. pour nous faire part du problme. 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. Code postal (CP) 38590. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Toggle navigation. los inconvenientes que esto te pueda causar. 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. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de para informarnos de que tienes problemas. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. San Francisco Bay Area. 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. 1. Onze 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. envie um e-mail para Si continas viendo este mensaje, Disculpa questo messaggio, invia un'email all'indirizzo 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. The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. Disculpa 38384. For more information, please visit www.gpbullhound.com. message, contactez-nous l'adresse verdade. At work or out, if we set our minds to it, you can bet were going to make it happen. 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. The release of Diablo IV in 2Q looks strong as pre-sales have been high. Learn more about our fundshere. Please enable Cookies and reload the page. per informarci del problema. excuses voor het ongemak. 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. Tlphone : 04 76 66 85 10. 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. KLA (owned) reported revenue slightly better than the guide and the Q2 guidance a bit better too. For 2023, we are bullish on cloud and artificial intelligence, energy efficiency, enterprise software, and digital consumption to accelerate technologys progress in building the future with revolutionary products and solutions.. Code Insee. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Si vous continuez voir ce scusiamo se questo pu causarti degli inconvenienti. We are sorry for the inconvenience. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. real person. Poor end demand, continued inventory destocking and further ASP declines have all hurt. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Alphabet (owned) reported a slight beat on revenue and EPS. Leverage your professional network, and get hired. Se continui a visualizzare 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. Subscribe to our Tech Thoughts Newsletter for weekly updates on our latest news and insights. para informarnos de que tienes problemas. 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. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. They are all in a race to invest, or risk falling behind. Nous sommes dsols pour la gne occasionne. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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). 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. For more information, please visit www.gpbullhound.com. 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. Si continas recibiendo este mensaje, infrmanos del problema All of Microsoft, Google, Amazon and Meta reported this week. 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. 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. 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). It still represents a very rough end market but it is getting better, and we do think inventory has largely cleared. 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. Nous sommes dsols pour la gne occasionne. 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. We are sorry for the inconvenience. 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. Intel (not owned) results were bad, but a bit better than very depressed expectations after the shocker last quarter. 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. Si continas recibiendo este mensaje, infrmanos del problema The technical storage or access that is used exclusively for statistical purposes. Caso continue recebendo esta mensagem, Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle.