2021

5G Tower

Trends: What Telco and CSP Leaders Must Consider For 2022

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.
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Wipro Buys Capco $1.45 B

News Analysis: Wipro Doubles Down On BFSI With $1.45 Billion Capco Acquisition

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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20210224 Fox Business Varney Doordash AirBnB Etsy

Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners

20210224 Fox Business Varney Doordash AirBnB Etsy Digital Giants Market Analysis: Digital Giants Emerge As Post Pandemic Winners February 24, 2021 Facebook Twitter LinkedIn Copy Link Email 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.
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Michael Saylor and Ross Stevens Microstrategy World

Event Report: Microstrategy World - Enterprise Bitcoin and The Future Of Digital Networks

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.
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Apple Tim Cook Microsoft Satya Nadella Tesla Elon Musk

Digital Giants Market Analysis: Microsoft | Apple | Tesla Q4 2020 Earnings Hint Strong Growth

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.

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