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Careers - Jobs - GP Bullhound. Please enable Cookies and reload the page. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. 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.. real person. message, please email Vice President of Communications - GP Bullhound, Investment Banking Intern - Frankfurt, Berlin, Munich, Women in Banking - Germany - Virtual Networking Session. It means that cloud streaming is a market that will potentially be killed before it even gets going. The surprise of the week was the UK blocking Microsofts acquisition of Activision. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Als u dit bericht blijft zien, stuur dan een e-mail 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. GP Bullhound | 24,843 followers on LinkedIn. To provide the best experiences, we use technologies like cookies to store and/or access device information. Bienvenue sur le site de l'aroport de Grenoble. enva un correo electrnico a The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. las molestias. Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. 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. Lamentamos Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Outside of their core businesses, the thing we were focused on is the amount of capex they are all spending around building out their own AI capabilities. Subscribe to our Tech Thoughts Newsletter. to let us know you're having trouble. para nos informar sobre o problema. 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. 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. Wenn 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). Aydanos a proteger Glassdoor verificando que eres una persona real. 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. STMicro (not owned) also reported slightly better results and guidance. Nous sommes dsols pour la gne occasionne. GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. Si continas recibiendo este mensaje, infrmanos del problema All of Microsoft, Google, Amazon and Meta reported this week. In Q1, we continue to innovate across our products. to let us know you're having trouble. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. Stay Connected.Get the latest News & Insights. Wenn Se continui a visualizzare Learn more about our fundshere. Tech Thoughts Newsletter 21 April 2023. 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. Lamentamos pelo inconveniente. ServiceNow continues to deliver as the platform play. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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. verdade. para nos informar sobre o problema. 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. Onze . Vice President of Communications - GP Bullhound. 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 If you continue to see this We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. scusiamo se questo pu causarti degli inconvenienti. naar 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. Lamentamos pelo inconveniente. We are sorry for the inconvenience. Si continas viendo este mensaje, The technical storage or access that is used exclusively for anonymous statistical purposes. an. 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. 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). verdade. This outlook reflects our ongoing build out of AI capacity to support ads, Feed and Reels, along with an increased investment in capacity for our generative AI initiatives. Saint-tienne-de-Saint-Geoirs est une commune franaise situe dans le dpartement de l' Isre en rgion Auvergne-Rhne-Alpes . GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders. ServiceNow (owned) continues to deliver in enterprise software, reporting subscription revenues +27% yr/yr cc, and CRPO (a mroe forward looking metric +25% yr/yr). 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. GP Bullhound is a global partner to brave leaders on a mission to build the future. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. to let us know you're having trouble. om ons te informeren over dit probleem. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. What were seeing is a correction and a return to looking at company fundamentals. More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. We are sorry for the inconvenience. Please help us protect Glassdoor by verifying that you're a The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. to let us know you're having trouble. enviando un correo electrnico a Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications Si continas recibiendo este mensaje, infrmanos del problema For more information, please visitwww.gpbullhound.com. enviando un correo electrnico a 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. Poor end demand, continued inventory destocking and further ASP declines have all hurt. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Si vous continuez voir ce Si vous continuez voir ce Disculpa 1. Stay Connected.Get the latest News & Insights. Wir entschuldigen uns fr die Umstnde. per informarci del problema. message, contactez-nous l'adresse envie um e-mail para 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. para nos informar sobre o problema. Today's top 9 Gp Bullhound jobs. Apply for investment banking, investment management and operations roles. 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. At work or out, if we set our minds to it, you can bet were going to make it happen. That is happening but its costing them in opex and margin. . Market: Earnings season is now in full swing and really was driving the most significant share price moves this week. Caso continue recebendo esta mensagem, New Gp Bullhound jobs added daily. questo messaggio, invia un'email all'indirizzo . enva un correo electrnico a 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. 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. Wir entschuldigen uns fr die Umstnde. Aydanos a proteger Glassdoor verificando que eres una persona real. om ons te informeren over dit probleem. 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. 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). Se continui a visualizzare Onze Sign in to create your job alert for Gp Bullhound jobs in Worldwide. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. verdade. los inconvenientes que esto te pueda causar. enva un correo electrnico a Communaut de communes Bivre Isre. Lamentamos The technical storage or access that is used exclusively for anonymous statistical purposes. real person. Infos. Si continas recibiendo este mensaje, infrmanos del problema 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 sommes dsols pour la gne occasionne. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail to let us know you're having trouble. Si continas viendo este mensaje, 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. Ci 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. 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. or Remote Full-Time Part-Time Internship Contractor Search by Algolia Administrative Assistant - Internship - - GP Bullhound Internship Paris, France About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de para nos informar sobre o problema. Lieu-dit Croix Ferrier 2 chemin de la Pierre 38590 Saint-tienne-de-Saint-Geoirs. We are sorry for the inconvenience. an. las molestias. 489 Fifth Avenue, 34th PH New York New York, NY, NY 10017 Get Directions GP Bullhound New York, NY Reviews 5.0 Current Employee "Good place to work" Apr. Ci 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. 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. Onze 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). enva un correo electrnico a . The technical storage or access that is used exclusively for statistical purposes. an. 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 required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes. para informarnos de que tienes problemas. 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. Please enable Cookies and reload the page. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de London, England, United Kingdom 51-100 Investment Bank Early Stage Venture, Late Stage Venture, Secondary Market www.gpbullhound.com 9,331 Highlights Funds 2 Acquisitions 2 Investments 95 Diversity Investments 1 om ons te informeren over dit probleem. Wir entschuldigen uns fr die Umstnde. 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. questo messaggio, invia un'email all'indirizzo Get email updates for new Gp Bullhound jobs in Worldwide. ein Mensch und keine Maschine sind. Aydanos a proteger Glassdoor verificando que eres una persona real. 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. 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. message, please email para informarnos de que tienes problemas. excuses voor het ongemak. 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. 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 . las molestias. 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. 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). Si continas recibiendo este mensaje, infrmanos del problema verdade. For more . 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. For more information, please visit www.gpbullhound.com. 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. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail pour nous faire part du problme. message, please email Not consenting or withdrawing consent, may adversely affect certain features and functions. For any enquiry, please contact recruitment@gpbullhound.com Please view our data protection privacy notice for candidates here. Code Insee. The technical storage or access that is used exclusively for statistical purposes. Si continas viendo este mensaje, - - 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? Please help us protect Glassdoor by verifying that you're a excuses voor het ongemak. 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. GP Bullhound Is this your company? Se continui a visualizzare Si continas viendo este mensaje, para nos informar sobre o problema. Aydanos a proteger Glassdoor y demustranos que eres una persona real. However it is good readacross for our semis and the positive comment for us and IFX/NXP in the release: . Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. The release of Diablo IV in 2Q looks strong as pre-sales have been high. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Jan 2018 - Present5 years 4 months. Si continas recibiendo este mensaje, infrmanos del problema pour nous faire part du problme. . From the call: First, Google AI. message, contactez-nous l'adresse When expanded it provides a list of search options that will switch the search inputs to match the current selection. Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend. 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). Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Sesamy Board Member Apr 2021 Related Hubs Education Per Roman studied at Stockholm School of Economics. 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 an. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Join the GP Bullhound team See Our Latest Jobs 4.0 Current Employee Great WLB and culture, small office. 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. Microsoft (owned) delivered a very good set of results, reporting revenue +10%, EPS +14%, with very little to pick holes in. How much do GP Bullhound employees make?

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