Telcos and CSPs Shift Strategies While Battling The Digital Giants
The past two decades has seen a rash of market consolidation activity led by telecommunication organizations in their quest for manifest destiny. The thesis to dominate content, distribution channels, technology platforms, and customer network made sense in the non-digital age.
The Battle For The Hearts And Minds Of BFSI Clients Just Got Interesting
On March 4th, Bengaluru headquartered, global IT services giant, Wipro, signed an agreement to acquire UK-based Capco, technology and management consulting firm in an all cash transaction for $1.45 billion.
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Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners
February 24, 2021
Not All Big Tech Bets Are The Same
Market response to rising bond yields and a potential sector rotation out of big tech was reversed when Federal Reserve Chair, Jerome Powell reassured markets that the Fed would continue to take an accommodative position on interest rates.
The Outsized Influence Of Central Banks Have Changed How CEO's View Reserved Assets
On February 3rd, 2021, Microstrategy held their annual Microstrategy World Conference. The event typically celebrated the role of analytics and business intelligence. However, in August 2020, Microstrategy moved its cash reserves into Bitcoin. At the conference, the conversation around Bitcoin was prevalent and top of mind.
The Q4 2020 big tech earnings season started with Netflix and their great numbers. Apple and Microsoft report on Tuesday their Q4 2020 and all indications seem to show good growth. Tesla's numbers are officially announced on Wednesday.