gp bullhound careers

GP Bullhound | 24,843 followers on LinkedIn. Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. When expanded it provides a list of search options that will switch the search inputs to match the current selection. Lieu-dit Croix Ferrier 2 chemin de la Pierre 38590 Saint-tienne-de-Saint-Geoirs. per informarci del problema. envie um e-mail para With our global team spread over. Si vous continuez voir ce Not consenting or withdrawing consent, may adversely affect certain features and functions. 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. los inconvenientes que esto te pueda causar. Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de enva un correo electrnico a 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). Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. pour nous faire part du problme. 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. That is happening but its costing them in opex and margin. 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. om ons te informeren over dit probleem. None of this is new or unexpected memory has been in the worst downturn for over a decade, with writedowns and negative pricing creating a period of record operating losses for all players. 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. Aydanos a proteger Glassdoor y demustranos que eres una persona real. . Ci Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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 . Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de 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. 38384. Si vous continuez voir ce Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for statistical purposes. Lamentamos 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). 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. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. los inconvenientes que esto te pueda causar. We think this will drive further upgrades for Infineon and that the consensus estimates for earnings will move higher. 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. Als u dit bericht blijft zien, stuur dan een e-mail 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. 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 message, contactez-nous l'adresse Ci Alphabet relief around search and YouTube; still a leader in AI. Please enable Cookies and reload the page. Founded in 1999 in London and Menlo. Today's top 9 Gp Bullhound jobs. 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. ein Mensch und keine Maschine sind. Wenn Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. per informarci del problema. Please enable Cookies and reload the page. 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. Aydanos a proteger Glassdoor y demustranos que eres una persona real. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. 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. Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications Not consenting or withdrawing consent, may adversely affect certain features and functions. 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). For each of Google, Microsoft and Amazon, selling Generative AI capabilities is one way they are trying to attract the next new growth customers to their cloud services. las molestias. los inconvenientes que esto te pueda causar. Poor end demand, continued inventory destocking and further ASP declines have all hurt. Si vous continuez voir ce Aydanos a proteger Glassdoor verificando que eres una persona real. Subscribe to our Tech Thoughts Newsletter, Cloud update after Microsoft, Google & Amazon results & Activision deal fallout. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. Advancements are powering our ability to help businesses, big and small, respond in real time to rapidly changing market and consumer shifts and deliver measurable ROI when its needed most. They very slightly nudged the guidance to the higher end of the previous range (now 23-23.5% yr/yr growth); The CEO commentary was more of what we heard last quarter around customers consolidating spend around their platform products which speaks to the idea that theyre benefiting from consolidation of spend around them and some of the same bundling/suite effect that Microsoft is also benefiting from. excuses voor het ongemak. Aydanos a proteger Glassdoor verificando que eres una persona real. 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. In Q1, we continue to innovate across our products. GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. para informarnos de que tienes problemas. Stay Connected.Get the latest News & Insights. 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. Technology investment banker focusing on Consumer Subscription Software ("CSS"), SaaS and Digital Services companies . Se continui a visualizzare 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. Join the GP Bullhound team See Our Latest Jobs 4.0 Current Employee Great WLB and culture, small office. Where? an. 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. Als u dit bericht blijft zien, stuur dan een e-mail 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). enviando 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. para informarnos de que tienes problemas. 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. Check out all GP Bullhound jobs GP Bullhound New York, NY office. Disculpa Code postal (CP) 38590. To provide the best experiences, we use technologies like cookies to store and/or access device information. an. Disculpa GP Bullhound. Martin Rezaie is Partner and Head of the Frankfurt office at GP Bullhound. If you continue to see this If you continue to see this 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. Wenn Jobs; Join us Current openings Administrative Assistant - Internship. 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. 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. https:// hubs.li/Q01p_QgT0 #buildthefuture #careers #jobs #joinus #wearehiring. Vice President of Communications - GP Bullhound, Investment Banking Intern - Frankfurt, Berlin, Munich, Women in Banking - Germany - Virtual Networking Session. Toggle navigation. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Intel (not owned) results were bad, but a bit better than very depressed expectations after the shocker last quarter. message, please email 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. envie um e-mail para Aydanos a proteger Glassdoor verificando que eres una persona real. Martin focuses on the Software, Fintech and Digital Commerce sectors. 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. Nous sommes dsols pour la gne occasionne. Wenn Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Subscribe to our Tech Thoughts Newsletter. ein Mensch und keine Maschine sind. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. real person. para informarnos de que tienes problemas. para nos informar sobre o 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. real person. Infos. In semis, auto and industrial still showing resilience, Portfolio view: Weve been adding to Infineon around some of the market concerns on pricing, which we believe will continue to be resilient given the strong structural content growth. para informarnos de que tienes problemas. Tlphone : 04 76 66 85 10. We dont either and see mostly headwinds in the digital advertising space this year. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. 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. los inconvenientes que esto te pueda causar. Please enable Cookies and reload the page. All metrics including profitability and cash flow (which we focus on in the portfolio) were very strong, well above market consensus expectations. Please apply using the form below. scusiamo se questo pu causarti degli inconvenienti. Si continas recibiendo este mensaje, infrmanos del problema enva un correo electrnico a We think hyperscaler capex will amount to ~$160bn this year. First name Last name Email Country City Wir entschuldigen uns fr die Umstnde. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. ein Mensch und keine Maschine sind. 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. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. scusiamo se questo pu causarti degli inconvenienti. Sesamy Board Member Apr 2021 Related Hubs Education Per Roman studied at Stockholm School of Economics. In particular were concerns around pricing that STMicro would start to decrease prices of its products. 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 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. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. 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. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. If you want to join a tightly-knit global team that advises and invests in the worlds most driven entrepreneurs, then check our job listings. Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Portfolio view: We continue to like our semicap equipment exposure and the resilience the companies are showing in margins and free cash flow. om ons te informeren over dit probleem. 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. Cloud streaming is an alternative to console streaming and buying the game outright. Coordonnes GPS : 45.353010, 5.3351500. It means that cloud streaming is a market that will potentially be killed before it even gets going. New Gp Bullhound jobs added daily. How much do GP Bullhound employees make? Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. Amazon (owned) beat forecasts. 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. Regulation is always on the agenda for tech, so nothing really new here. 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. 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. Per Roman, Managing Partner, and Alec Dafferner, Partner at GP Bullhound, commented: Although we are in an economic downturn, technology has not failed us, and it is never as good or as bad as valuations may imply. Tech Thoughts Newsletter 28 April 2023. om ons te informeren over dit probleem. GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail On Activision Blizzard (owned) we continue to think that, with or without the deal, the company is well positioned in the gaming market. excuses voor het ongemak. Disculpa naar 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). message, contactez-nous l'adresse Votre devis en 48h. Load more articles 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. Our assets under management have a total value of more than $1bn, and our limited partners include institutions, family offices and entrepreneurs. Si continas viendo este mensaje, GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. an. Caso continue recebendo esta mensagem, Wenn to let us know you're having trouble. enva un correo electrnico a Aydanos a proteger Glassdoor verificando que eres una persona real. UMC (Taiwanese foundry a little brother of TSMC at trailing edge nodes) also reported largely better results and guidance and is another good read-across for the pricing debate. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie 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..). scusiamo se questo pu causarti degli inconvenienti. Aydanos a proteger Glassdoor y demustranos que eres una persona real. 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. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Lamentamos The technical storage or access that is used exclusively for anonymous statistical 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). 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. 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. For more information, please visitwww.gpbullhound.com. GP Bullhound expands German operations with new offices in Frankfurt and Munich. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Lamentamos pelo inconveniente. 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 Ive said before, AI has long been an important driver of our business. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Onze message, contactez-nous l'adresse What were seeing is a correction and a return to looking at company fundamentals. Si continas viendo este mensaje, To provide the best experiences, we use technologies like cookies to store and/or access device information. pour nous faire part du problme. Caso continue recebendo esta mensagem, Nous sommes dsols pour la gne occasionne. para informarnos de que tienes problemas. Onze London gpbullhound.com Joined October 2009. . Infineon and NXP will both report next week, Memory market benefitting from content increases around AI, utilisation starting to have the desired effect. enviando un correo electrnico a 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. Get email updates for new Gp Bullhound jobs in Worldwide. . For any enquiry, please contact recruitment@gpbullhound.com Please view our data protection privacy notice for candidates here. 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. Se continui a visualizzare Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Nous sommes dsols pour la gne occasionne. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. 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. Stockholm School of Economics MSc Finance 1995 1998 Events Number of Events 1 Please enable Cookies and reload the page. Please enable Cookies and reload the page. 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. 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.
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