Insider Associates

Mornings With Maria Bartiromo January 31, 2023

Monday's Musings: Q1 Earnings Benefit From The Great Big Tech Reset

Big Tech and Market Reset Bring Optimism To Markets While many in the market are still psyching others into a recession, the fears are subsiding and the NASDAQ appears to be where the optimists are. Five factors have led to the mini rebound in this market of lowered expectations as watchers await the fed rate decision.:
Read More
Wipro Metaverse Panel Davos 2023

Event Report: Metaverse As A Force For Good, Sustainability

Gain Pragmatic Advice For What's Next In Web3 and the Metaverse Economy Much hype has been made about the metaverse. However, very few organizations have fully grasped the impact the metaverse will have on experiences, engagement, and even sustainability across the enterprise.
Read More
R Wang WEF 2023

Monday's Musings: The Davos Agenda Versus Public Trust

Davos Is The Place For Ideas and Elite Networking The World Economic Forum (WEF) will hold its annual meeting January 16th to January 20th in Davos, Switzerland. Over 2500 delegates from 1000 companies and thousands of additional attendees gather to discuss international trade, business practices, government, politics, economics, and society. While the official meeting is a series of highly PR reviewed and crafted statements, the real conversations happen in the serendipitous environments around the conference. The networking throughout the town at hotels, on the Promenade, and at unofficial Davos events or known as UnDavos are where entrepreneurs, investors, and influencers convene to create the next big idea.
Read More
IBM AWS reInvent Partnership

News Analysis: IBM and AWS Crank Up Their Partnership Up A Notch With AWS Marketplace

This year's Amazon Web Services reInvent brought over 55,000 attendees to one of the premier tech industry events. The obvious and noticeable change in this year's event was an overemphasis on partnerships and alliances. The AWS leadership team made it clear that partners were more than welcomed.  IBM's presence as the Global Partner of the year did not go unnoticed by the attendees and of course the other public cloud vendors who have not yet had the courage to host in-person events at scale.
Read More
MATANA

News Analysis: Big Tech Earnings Q3 2022

All Eyes On Digital Giant Earnings With recession headwinds driving lower valuations and earnings uncertainty in high gear, the level of fear remains high. However, in the past week, NASDAQ was up 5.2%. So the big question,will these digital giants hold their gains ahead of earnings season?
Read More
Adobe Figma

News Analysis: Will Adobe + Figma Be the Collaboration Engine to Drive Us to The Metaverse?

Disintermediate or Be Disintermediated On September 15, 2022, Adobe announced the largest acquisition of a private software company and the largest acquisition in Adobe’s history. In a half cash, half stock deal for approximately $20 billion, San Francisco-based Figma would be acquired by San Jose-headquartered Adobe. Adobe is paying a 50 times annualized recurring revenue (“ARR”) multiple for Figma which is expected to surpass $400 million in ARR exiting 2022.
Read More
@rwang0 @zuora @zephr

News Analysis: Zuora Expands Capabilities With $44M Acquisition Of Zephr

Zephr Brings New Experiences to Zuora On August, 25th, 2022, the digital monetization leader Zuora acquired Zephr, a subscription experience platform, for $44 million cash on closing and an additional $6 million performance earn out. Zephr has been a key Zuora partner providing features such as dynamic paywalls, entitlements management, Intelligent trials, and identity management for the digital publishing and media industries.
Read More
Big Tech Q2 2022

News Analysis: Big Tech Earnings in Q2 2022 Show Tech Rebound Among The MATANA Stocks

Not All Big Tech Companies Are Equally Created The MATANA stocks continue to do well despite a confluence of crises. MIcrosoft, Apple, Tesla, Alphabet, Nvidia, and Amazon, collectively showed that big tech, digital giants who:
Read More
@rwang0 @BuschRo @jensenhuang @nvidia @siemens

News Analysis: Ready For The Industrial Metaverse?

Customers Can Expect Physics-Based And Photo Realistic Digital Twins Today On June 29th, 2022, a venerable digital industrial and one of the leaders in the metaverse, announced a collaboration to create an industrial metaverse. The goal - accelerate the adoption and mainstream use of industrial automation. Siemens and Nvidia...
Read More
Apple WWDC 2022

News Analysis: Apple WWDC Brings Many Advancements For Enterprise Users

WWDC Announcements Do Not Disappoint On June 6th, 2022, Apple made some of its most significant announcements in a decade at the World Wide Developer Conference (WWDC). The live, in-person, Apple Park event, showcased the power of having a vertically integrated silicon to software approach and the benefits that over 30 million registered developers across its entire portfolio will enjoy in creating new experiences and outcomes for Apple customers.
Read More
Subscribe to Insider Associates