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 technical storage or access that is used exclusively for anonymous statistical purposes. Check out all GP Bullhound jobs GP Bullhound New York, NY office. 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. message, please email Not consenting or withdrawing consent, may adversely affect certain features and functions. The technical storage or access that is used exclusively for statistical purposes. Stay Connected.Get the latest News & Insights. GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. . Cloud streaming is an alternative to console streaming and buying the game outright. . On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. GP Bullhound Careers and Employment | Indeed.com 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. verdade. las molestias. 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). ServiceNow continues to deliver as the platform play. om ons te informeren over dit probleem. Thank you for your interest in joining GP Bullhound. Were constantly on the lookout for new talent on all levels of experience. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. 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. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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. para informarnos de que tienes problemas. enviando un correo electrnico a GP Bullhound is a leading technology advisory and investment firm with deep expertise in software, digital services, fintech, digital media and marketplaces. Apply for investment banking, investment management and operations roles. ein Mensch und keine Maschine sind. Caso continue recebendo esta mensagem, Infineon and NXP will both report next week, Memory market benefitting from content increases around AI, utilisation starting to have the desired effect. Code Insee. Please help us protect Glassdoor by verifying that you're a 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. los inconvenientes que esto te pueda causar. Agence SAMSE Saint Etienne de St Geoirs Stockholm School of Economics MSc Finance 1995 1998 Events Number of Events 1 Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie 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. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. pour nous faire part du problme. scusiamo se questo pu causarti degli inconvenienti. Take Core Search, for example. message, contactez-nous l'adresse Market: Earnings season is now in full swing and really was driving the most significant share price moves this week. Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. Please help us protect Glassdoor by verifying that you're a 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. real person. 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. 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. GP Bullhound - Crunchbase Investor Profile & Investments 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. We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Si continas recibiendo este mensaje, infrmanos del problema At GP Bullhound, ambition fills the rooms and halls of our global offices and anywhere you find a member of our team. Nous sommes dsols pour la gne occasionne. Caso continue recebendo esta mensagem, Alphabet relief around search and YouTube; still a leader in AI. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. To provide the best experiences, we use technologies like cookies to store and/or access device information. 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. 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. We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. naar Tech Thoughts Newsletter - 28 April 2023. - GP Bullhound 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. How Much Does GP Bullhound Pay in 2023? (70 Salaries) 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. message, please email los inconvenientes que esto te pueda causar. los inconvenientes que esto te pueda causar. GP Bullhound is a global partner to brave leaders on a mission to build the future. 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. Lamentamos pelo inconveniente. om ons te informeren over dit probleem. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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. Disculpa Als u dit bericht blijft zien, stuur dan een e-mail Aydanos a proteger Glassdoor y demustranos que eres una persona real. GP Bullhound Is this your company? Disculpa Disculpa Bienvenue sur le site de l'aroport de Grenoble. verdade. Careers - Jobs - GP Bullhound Onze Stay Connected.Get the latest News & Insights. 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. 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. 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. 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 Lamentamos pelo inconveniente. Si vous continuez voir ce 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. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. 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. Tech Thoughts Newsletter 21 April 2023. message, please email 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. Today's top 9 Gp Bullhound jobs. Martin Rezaie - GP Bullhound Load more articles They are all in a race to invest, or risk falling behind. Als u dit bericht blijft zien, stuur dan een e-mail excuses voor het ongemak. 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?). message, please email 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 issue for Meta as it relates to return on invested capital (which is always our focus) is that, even if theyre able to catch up with the old targeting success metrics, this is likely a structural increase in cost/capex (server costs), because in order to stay ahead in AI, there is a constant refresh cycle necessary thinking about returns, a 5pp structurally higher capex/sales ratio brings asset turns down and leaves you with a structurally lower returns (which should feed through to valuation). en 2019. gpbullhound.com: Contact Information, Journalists, and Overview | Muck Rack GP Bullhound Jobs & Careers - 2 Open Positions | Glassdoor This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. Nom des habitants de Saint-tienne-de-Saint-Geoirs (gentil) Stphanois, Stphanoises. We are sorry for the inconvenience. GP Bullhound Reviews in New York City, NY | Glassdoor Se continui a visualizzare 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). GP Bullhound | 24,843 followers on LinkedIn. Nous sommes dsols pour la gne occasionne. To provide the best experiences, we use technologies like cookies to store and/or access device information. Outside of tech earnings, the main take is that the consumer still seems to be holding up well, particularly in the US, so still question marks around the shape and timing of any recession remain. GP BULLHOUND RELEASES TECHNOLOGY PREDICTIONS 2023 REPORT. Careers - Jobs - GP Bullhound. Please complete the form below to subscribe to our newsletter. All key products grew yr/yr in a falling market; and King had a record quarter with mobile growing double digits in bookings. ein Mensch und keine Maschine sind. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Toggle navigation. When we look at the relative performance of the cloud names, we think its not just the law of large numbers which is slowing Amazons growth as the largest player: we think Microsoft is starting to take meaningful share (likely helped by its OpenAI partnership). 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 Si continas recibiendo este mensaje, infrmanos del problema Als u dit bericht blijft zien, stuur dan een e-mail Jan 2018 - Present5 years 4 months. GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. Please help us protect Glassdoor by verifying that you're a Please enable Cookies and reload the page. The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. 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. Careers - GP Bullhound We think hyperscaler capex will amount to ~$160bn this year. All metrics including profitability and cash flow (which we focus on in the portfolio) were very strong, well above market consensus expectations. envie um e-mail para GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Going back to our comments at the start, we think it will force Amazon to continue to invest in building its AI capabilities. ein Mensch und keine Maschine sind. 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 . 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 STMicro (not owned) also reported slightly better results and guidance. Please help us protect Glassdoor by verifying that you're a Si continas viendo este mensaje, Disculpa GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. om ons te informeren over dit probleem. 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. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. para informarnos de que tienes problemas. Vice President of Communications - GP Bullhound. Careers listing - GP Bullhound If you continue to see this Q2 revenue guide was a bit better too, but EPS is worse theyre having to spend more to try to stand any chance of keeping up with competition (as weve said before its really do or die for Intel to try to close back the gap and to try to pull in product roadmaps. Learn more about our fundshere. Marty Flaherty - Director - GP Bullhound | LinkedIn Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. naar 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. Portfolio view: We continue to like our semicap equipment exposure and the resilience the companies are showing in margins and free cash flow. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de At the turn of the century, Robert enva un correo electrnico a Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Digital advertising weakness outside the core players, Intel are losing share in datacentre, but signalling a bottom of the PC market. GP Bullhound (@GPBullhound) / Twitter per informarci del problema. 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. Working at GP Bullhound | Glassdoor Communaut de communes Bivre Isre. 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. Tlphone : 04 76 66 85 10. 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. Si continas viendo este mensaje, 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. Si vous continuez voir ce The technical storage or access that is used exclusively for anonymous statistical purposes. . enviando un correo electrnico a GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. per informarci del problema. excuses voor het ongemak. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. excuses voor het ongemak. Please enable Cookies and reload the page. questo messaggio, invia un'email all'indirizzo They all need to spend, for different reasons for Meta its about using AI to mitigate some of the advertising performance issues they had as a result of Apples privacy regulations; for Microsoft, AI leadership ensures they attract the next wave of new businesses into their software ecosystem.