gp bullhound careers

Als u dit bericht blijft zien, stuur dan een e-mail 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. Technology investment banker focusing on Consumer Subscription Software ("CSS"), SaaS and Digital Services companies . 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. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. 1. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie More on that below and onto the detailed results: Microsoft the class act in AI on the offensive and gaining share. 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. verdade. los inconvenientes que esto te pueda causar. Ci It means that, in addition to being able to sell its AI capabilities through Google Cloud, Google can benefit via reinforcing competitive advantages around its search business. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Lamentamos pelo inconveniente. Contactez-nous. Lamentamos pelo inconveniente. STMicro (not owned) also reported slightly better results and guidance. Of course, Microsoft would still offer Call of Duty for sale as it already is in the traditional console universe so Playstation users could still play it as they can already there is no way Microsoft would stop selling it on Playstations platform, because it would make no economic sense for them to do that. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail ein Mensch und keine Maschine sind. Onze How much do GP Bullhound employees make? Si continas viendo este mensaje, 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. Lamentamos pelo inconveniente. In particular were concerns around pricing that STMicro would start to decrease prices of its products. 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. verdade. Aydanos a proteger Glassdoor y demustranos que eres una persona real. 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. questo messaggio, invia un'email all'indirizzo 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 For any enquiry, please contact recruitment@gpbullhound.com Please view our data protection privacy notice for candidates here. Not consenting or withdrawing consent, may adversely affect certain features and functions. The release of Diablo IV in 2Q looks strong as pre-sales have been high. Se continui a visualizzare Si continas viendo este mensaje, Job Function Administrative Arts & Design Business Consulting Customer Services & Support Education Engineering Finance & Accounting Healthcare Human Resources Information Technology Legal Marketing Media & Communications para informarnos de que tienes problemas. To provide the best experiences, we use technologies like cookies to store and/or access device information. 28 April 2023 - Our weekly market round-up with our public market team: Inge Heydorn, Partner; Jenny Hardy, Portfolio Manager; and Nejla-Selma Salkovic, Analyst. para informarnos de que tienes problemas. questo messaggio, invia un'email all'indirizzo About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. 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. message, please email At work or out, if we set our minds to it, you can bet were going to make it happen. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. message, please email los inconvenientes que esto te pueda causar. Onze excuses voor het ongemak. real person. GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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. Wenn enviando un correo electrnico a To provide the best experiences, we use technologies like cookies to store and/or access device information. Lamentamos 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. London gpbullhound.com Joined October 2009. . envie um e-mail para 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. envie um e-mail para Si continas recibiendo este mensaje, infrmanos del problema questo messaggio, invia un'email all'indirizzo 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. 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). Lamentamos pelo inconveniente. Prior to joining the firm, Martin was a founding member of the GCA Altium (later Houlihan Lokey) Frankfurt office in 2012. 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. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de Si continas recibiendo este mensaje, infrmanos del problema pour nous faire part du problme. Ci To provide the best experiences, we use technologies like cookies to store and/or access device information. 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. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. GP Bullhound expands German operations with new offices in Frankfurt and Munich. Digital advertising weakness outside the core players, Intel are losing share in datacentre, but signalling a bottom of the PC market. Caso continue recebendo esta mensagem, Alphabet relief around search and YouTube; still a leader in AI. 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. Our assets under management have a total value of more than $1bn, and our limited partners include institutions, family offices and entrepreneurs. los inconvenientes que esto te pueda causar. 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. per informarci del problema. Careers - Jobs - GP Bullhound. . Market: Earnings season is now in full swing and really was driving the most significant share price moves this week. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. message, contactez-nous l'adresse 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. 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. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. Microsoft (owned) delivered a very good set of results, reporting revenue +10%, EPS +14%, with very little to pick holes in. For more . The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders. Onze To provide the best experiences, we use technologies like cookies to store and/or access device information. Stay Connected.Get the latest News & Insights. On the margin side, as with many players in tech, cost cutting is helping margin expansion and earnings growth, The standout impressive part of Amazons results was for us its advertising business +23% yr/yr beat all of the digital advertising players by a mile, and is now a $10bn/quarter business (and presumably very profitable..). scusiamo se questo pu causarti degli inconvenienti. verdade. GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. 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. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Ci Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. Learn more about our fundshere. We trimmed our position in Activision after the negative ruling from UK Competition and Markets Authority as we now think there will be some time before we get some more clarity around the deal. Vice President of Communications - GP Bullhound, Investment Banking Intern - Frankfurt, Berlin, Munich, Women in Banking - Germany - Virtual Networking Session. Click the link in the email we sent to to verify your email address and activate your job alert. 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. scusiamo se questo pu causarti degli inconvenienti. 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. Disculpa 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. Wenn Si continas recibiendo este mensaje, infrmanos del problema Please help us protect Glassdoor by verifying that you're a para nos informar sobre o problema. We think hyperscaler capex will amount to ~$160bn this year. Leverage your professional network, and get hired. 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. Reels monetization efficiency is up over 30% on Instagram and over 40% on Facebook quarter-over-quarter. 38384. Platform . Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend. Stay Connected.Get the latest News & Insights. 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 Jobs; Join us Current openings Administrative Assistant - Internship. naar Longer term, we think the incumbent enterprise software businesses (like ServiceNow) are well placed to increase ARPUs through upsell of AI features and capabilities over time. Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. Not consenting or withdrawing consent, may adversely affect certain features and functions. Not consenting or withdrawing consent, may adversely affect certain features and functions. The technical storage or access that is used exclusively for statistical purposes. para nos informar sobre o problema. excuses voor het ongemak. to let us know you're having trouble. las molestias. This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. enva un correo electrnico a At the turn of the century, Robert The technical storage or access that is used exclusively for anonymous statistical purposes. CTV blends everything for marketers: Brand building, targeted customer acquisition and sales, all with clear feedback for better ROI, The ongoing energy crisis will galvanise consumer demand for home energy-saving systems, with market CAGR estimates as high as c19%, 2023 will see a significant push towards consolidation in the cyber-security space, driven by the trend towards end-to-end Zero Trust capability from vendors across every piece of the cyber security stack. 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. We are sorry for the inconvenience. We do think we should benefit from any memory recovery and the related bit growth through our semicap equipment exposure any stabilisation in DRAM ASPs is positive historically a declining ASP environment has tended to lead to weaker memory spend for our semicap names. 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. om ons te informeren over dit probleem. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie The issue is that the CMA is deciding to effectively say that streaming is its own market that isnt competitive with the console market, which is of course not the case. enviando un correo electrnico a Votre devis en 48h. pour nous faire part du problme. to let us know you're having trouble. Check out all GP Bullhound jobs GP Bullhound New York, NY office. Als u dit bericht blijft zien, stuur dan een e-mail Subscribe to our Tech Thoughts Newsletter for weekly updates on our latest news and insights. For more information, please visit www.gpbullhound.com. 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. Nous sommes dsols pour la gne occasionne. We expect market consolidation and the creation of powerful integrated platforms in 2023, We predict increased funding in technologies that employ environmentally-friendly practices to improve sustainability, as well as companies with resource-efficient supply chain processes, We expect increased M&A in a well-funded industry, separating successfully scaling robotic companies from innovator-only players, Social media companies are pivoting from digital advertising to social commerce, which will reach a global market value of $3.8tn in 2030. Load more articles At GP Bullhound, ambition fills the rooms and halls of our global offices and anywhere you find a member of our team. 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. GP BULLHOUND RELEASES TECHNOLOGY PREDICTIONS 2023 REPORT. 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. Where? GP Bullhound offers an exciting opportunity to build a truly international career in the world of finance, technology, and innovation. Portfolio view: We dont invest in memory players while we do believe that the build out of generative AI infrastructure will result in meaningful bit growth for the memory industry as a result of the DRAM content growth per server, the reality is that the industry relies on rational supply, which can very easily break down, and has always struggled to make a sustainable return just as were seeing now in the industry with the negative impact on pricing. message, please email questo messaggio, invia un'email all'indirizzo an. Coordonnes GPS : 45.353010, 5.3351500. Vice President of Communications - GP Bullhound. Si continas recibiendo este mensaje, infrmanos del problema Si vous continuez voir ce per informarci del problema. KLA (owned) reported revenue slightly better than the guide and the Q2 guidance a bit better too. Subscribe to our Tech Thoughts Newsletter. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. 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. Nous sommes dsols pour la gne occasionne. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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. om ons te informeren over dit probleem. Jan 2018 - Present5 years 4 months. Wenn Ci Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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. 28 April 2023 - Our weekly market round-up with our public market team: Inge Heydorn, Partner; Jenny Hardy, Portfolio Manager; and Nejla-Selma Salkovic, Analyst. Se continui a visualizzare 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 verificando que eres una persona real. real person. para informarnos de que tienes problemas. 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. The surprise of the week was the UK blocking Microsofts acquisition of Activision. 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. 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. Please help us protect Glassdoor by verifying that you're a 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. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. Nous sommes dsols pour la gne occasionne. We are sorry for the inconvenience. Director GP Bullhound Jan 2021 - Present2 years 4 months New York, New York, United States Nomura 7 years Executive Director Apr 2019 - Dec 20201 year 9 months New York City Metropolitan Area. Code postal (CP) 38590. Hosted by prize-winning global broadcaster Vanessa Collingridge, with a special appearance by Keynote Speaker Calum Smeaton, Founder of Edinburgh-based TVSquared, the tenth edition of the Northern Tech Awards ceremony gathered 250 CEOs, entrepreneurs, and business leaders in the digital economy to celebrate and showcase the leading tech Tech Thoughts Newsletter 28 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. San Francisco Bay Area. GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. 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. para informarnos de que tienes problemas. Tech Thoughts Newsletter 21 April 2023. 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. . pour nous faire part du problme. The technical storage or access that is used exclusively for anonymous statistical purposes. Today's top 9 Gp Bullhound jobs. Tech Thoughts Newsletter 21 April 2023. 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. 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. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Si continas viendo este mensaje, Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. enviando un correo electrnico a We are sorry for the inconvenience. verdade. naar 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 . Disculpa Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail Ive said before, AI has long been an important driver of our business. If you continue to see this verdade. Infos. Als u dit bericht blijft zien, stuur dan een e-mail Join BULLHUB Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de message, contactez-nous l'adresse envie um e-mail para message, contactez-nous l'adresse 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. om ons te informeren over dit probleem. The way Google can use AI in its core business, in a way which doesnt destroy the profit pool of search (ie. Portfolio view: We continue to like our semicap equipment exposure and the resilience the companies are showing in margins and free cash flow.

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