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This button displays the currently selected search type. 38384. EnquiriesFor enquiries, please contact:Inge Heydorn, Partner, [email protected] Hardy, Portfolio Manager, [email protected] Salkovic, Analyst, [email protected]. excuses voor het ongemak. New Gp Bullhound jobs added daily. 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. Si continas viendo este mensaje, Stay Connected.Get the latest News & Insights. 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. Aydanos a proteger Glassdoor y demustranos que eres una persona real. los inconvenientes que esto te pueda causar. The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. By creating this job alert, you agree to the LinkedIn User Agreement and Privacy Policy. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Alphabet relief around search and YouTube; still a leader in AI. 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. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. The technical storage or access that is used exclusively for anonymous statistical purposes. Portfolio view: We dont invest in memory players while we do believe that the build out of generative AI infrastructure will result in meaningful bit growth for the memory industry as a result of the DRAM content growth per server, the reality is that the industry relies on rational supply, which can very easily break down, and has always struggled to make a sustainable return just as were seeing now in the industry with the negative impact on pricing. Aydanos a proteger Glassdoor verificando que eres una persona real. 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. 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 Disculpa las molestias. 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. scusiamo se questo pu causarti degli inconvenienti. 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. 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. At the turn of the century, Robert 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. Subscribe to our Tech Thoughts Newsletter. Our mission: To support the world's technology entrepreneurs | GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. Sesamy Board Member Apr 2021 Related Hubs Education Per Roman studied at Stockholm School of Economics. GP Bullhound | 24,843 followers on LinkedIn. to let us know you're having trouble. questo messaggio, invia un'email all'indirizzo They are all in a race to invest, or risk falling behind. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de om ons te informeren over dit probleem. Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend. Agence SAMSE Saint Etienne de St Geoirs Click the link in the email we sent to to verify your email address and activate your job alert. Eric Crowley - Partner - GP Bullhound | LinkedIn Please complete the form below to subscribe to our newsletter. Wir entschuldigen uns fr die Umstnde. We are sorry for the inconvenience. GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. How Much Does GP Bullhound Pay in 2023? (70 Salaries) Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Platform Malaga, Spain View job ["en"] Group Finance Associate - Manchester . Lamentamos pelo inconveniente. 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. 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 GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Lamentamos pelo inconveniente. Jobs; Join us Current openings Administrative Assistant - Internship. 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. 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. 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. ASMI (not owned) was more of the same memory weakness continues and some push outs in leading edge foundry offset by strength in China spending on mature nodes. 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?). Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Stay Connected.Get the latest News & Insights. envie um e-mail para Si continas viendo este mensaje, questo messaggio, invia un'email all'indirizzo Onze verdade. Saint-tienne-de-Saint-Geoirs est une commune franaise situe dans le dpartement de l' Isre en rgion Auvergne-Rhne-Alpes . GP Bullhound Careers and Employment | Indeed.com 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. 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). Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. While opex costs are being reduced, Meta is keeping its capex guide, which speaks to the necessity to spend: We expect capital expenditures to be in the range of $30-33 billion, unchanged from our prior estimate. At GP Bullhound, ambition fills the rooms and halls of our global offices and anywhere you find a member of our team. Martin Rezaie - GP Bullhound om ons te informeren over dit probleem. 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. 1. For weekly insights on the latest market updates, please subscribe to ourTech Thoughts podcast.For more information about the latest trends and forecasts, please visit ourofficial Tech Thoughts page. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail gpbullhound.com: Contact Information, Journalists, and Overview | Muck Rack We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. an. Ci Bienvenue sur le site de l'aroport de Grenoble. Caso continue recebendo esta mensagem, Onze About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. Als u dit bericht blijft zien, stuur dan een e-mail Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail The technical storage or access that is used exclusively for statistical purposes. Per Roman - Co-Founder and Managing Partner @ GP Bullhound - Crunchbase Si continas recibiendo este mensaje, infrmanos del problema real person. Take Core Search, for example. STMicro (not owned) also reported slightly better results and guidance. We think hyperscaler capex will amount to ~$160bn this year. Disculpa 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). Lamentamos pelo inconveniente. Si continas viendo este mensaje, Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Where? or Remote Full-Time Part-Time Internship Contractor Search by Algolia Administrative Assistant - Internship - - GP Bullhound Internship Paris, France . Please enable Cookies and reload the page. Lamentamos to let us know you're having trouble. ein Mensch und keine Maschine sind. 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. Going back to our comments at the start, we think it will force Amazon to continue to invest in building its AI capabilities. How much do GP Bullhound employees make? All of Microsoft, Google, Amazon and Meta reported this week. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. enva un correo electrnico a 9 Gp Bullhound jobs (1 new) - LinkedIn Not consenting or withdrawing consent, may adversely affect certain features and functions. Caso continue recebendo esta mensagem, an. Wenn It means that, in addition to being able to sell its AI capabilities through Google Cloud, Google can benefit via reinforcing competitive advantages around its search business. Jan 2018 - Present5 years 4 months. In Q1, we continue to innovate across our products. 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. GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders. para nos informar sobre o problema. 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. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. The technical storage or access that is used exclusively for statistical purposes. 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. GP Bullhound Jobs (April 2023) In 2023, US and European companies will follow the example of Chinese companies Pinduoduo, Meituan Youxuan, and Jingxi PinPin by offering group buying (consumers jointly purchasing items in bulk at cheaper prices) and live shopping (buying products presented on influencer live streams), The market expects a major downturn in semicap equipment spending, but we expect the battle for tech leadership, tech sovereignty, and structural demand shortage in trailing edge nodes to result in spending above market expectations. Als u dit bericht blijft zien, stuur dan een e-mail The technical storage or access that is used exclusively for statistical purposes. Si vous continuez voir ce questo messaggio, invia un'email all'indirizzo If you continue to see this Learn more about our fundshere. per informarci del problema. GP Bullhound Reviews: What Is It Like to Work At GP Bullhound? At work or out, if we set our minds to it, you can bet were going to make it happen. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de los inconvenientes que esto te pueda causar. para informarnos de que tienes problemas. 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. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. Ive said before, AI has long been an important driver of our business. Cloud streaming is an alternative to console streaming and buying the game outright. GP BULLHOUND RELEASES TECHNOLOGY PREDICTIONS 2023 REPORT. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. The technical storage or access that is used exclusively for anonymous statistical purposes. Ci Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. message, contactez-nous l'adresse More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. 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 . enva un correo electrnico a From the call: First, Google AI. 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. 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. The surprise of the week was the UK blocking Microsofts acquisition of Activision. para nos informar sobre o problema. It means that cloud streaming is a market that will potentially be killed before it even gets going. Toggle navigation. 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. Stay Connected.Get the latest News & Insights. 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. Caso continue recebendo esta mensagem, For any enquiry, please contact [email protected] Please view our data protection privacy notice for candidates here. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. If you continue to see this real person. los inconvenientes que esto te pueda causar. London gpbullhound.com Joined October 2009. . For more . real person. Wenn Si continas recibiendo este mensaje, infrmanos del problema With our global team spread over. GP Bullhound Career: Working at GP Bullhound | Glassdoor On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. Lamentamos pelo inconveniente. 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. Si continas recibiendo este mensaje, infrmanos del problema Intel (not owned) results were bad, but a bit better than very depressed expectations after the shocker last quarter. naar Please help us protect Glassdoor by verifying that you're a Lamentamos This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. Tech Thoughts Newsletter 21 April 2023. Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. 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. When expanded it provides a list of search options that will switch the search inputs to match the current selection. First name Last name Email Country City ServiceNow continues to deliver as the platform play. para informarnos de que tienes problemas. KLA and ASMI reporting in the semicap equipment space. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail - - 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? On AI, after all the blunders weve seen this year, Google was keen to reassure the market that AI is a core capability and something theyve been investing in for a long time we agree with that and as weve said before, were much less worried than the market about the threat to Googles core business. Si vous continuez voir ce enva un correo electrnico a Lamentamos pelo inconveniente. 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). Subscribe to our Tech Thoughts Newsletter for weekly updates on our latest news and insights. Founded in 1999 in London and Menlo. 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 Aydanos a proteger Glassdoor verificando que eres una persona real. para informarnos de que tienes problemas. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. Not consenting or withdrawing consent, may adversely affect certain features and functions. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. Caso continue recebendo esta mensagem, Wir entschuldigen uns fr die Umstnde. 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. Aydanos a proteger Glassdoor y demustranos 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. real person. Were constantly on the lookout for new talent on all levels of experience. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Aydanos a proteger Glassdoor verificando que eres una persona real. envie um e-mail para Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de 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. para nos informar sobre o problema. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. GP Bullhound | LinkedIn Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Contactez-nous. Si continas viendo este mensaje, Our AI work is also improving monetization. Se continui a visualizzare 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..). Working at GP Bullhound | Glassdoor 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..). scusiamo se questo pu causarti degli inconvenienti. questo messaggio, invia un'email all'indirizzo GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. Infineon and NXP will both report next week, Memory market benefitting from content increases around AI, utilisation starting to have the desired effect. Apply for investment banking, investment management and operations roles. 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. 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. Please enable Cookies and reload the page. verdade. GP Bullhound - Crunchbase Investor Profile & Investments an. Als u dit bericht blijft zien, stuur dan een e-mail 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. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. enviando un correo electrnico a Se continui a visualizzare enviando un correo electrnico a Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. Stay Connected.Get the latest News & Insights. . For more information, please visit www.gpbullhound.com. GP Bullhound | LinkedIn 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. naar 11, 2023 - 3rd-Year Analyst in New York, NY Pros Good learning opportunities and nice enough people. Tech Thoughts Newsletter 28 April 2023. We are sorry for the inconvenience. Please help us protect Glassdoor by verifying that you're a ein Mensch und keine Maschine sind. 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. Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. Disculpa The core retail business was better again speaking to continued (surprising) strength in the consumer, particularly in the US. Saint-tienne-de-Saint-Geoirs, Isre (code postal 38 - Linternaute Nous sommes dsols pour la gne occasionne. 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.. Market: Earnings season is now in full swing and really was driving the most significant share price moves this week. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. For more information, please visitwww.gpbullhound.com. envie um e-mail para Tlphone : 04 76 66 85 10. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie 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. verdade. Wenn 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. On the UK CMA blocking Microsofts acquisition of Activision, the key to the decision was that the CMA defined the market to be cloud gaming (specifically separate from the console gaming market) and because Microsoft is the largest player in cloud gaming it should be prevented from acquiring important gaming content like Call of Duty, which it would only offer on its own cloud gaming platform. Platform . . Nous sommes dsols pour la gne occasionne. Se continui a visualizzare Please enable Cookies and reload the page. 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. If you continue to see this to let us know you're having trouble. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Coordonnes GPS : 45.353010, 5.3351500. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. Stay Connected.Get the latest News & Insights. questo messaggio, invia un'email all'indirizzo 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).

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