Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Our 2 best tech analysts review Q3, look at names left to report & discuss recent M&A in the space
Manage episode 221106985 series 74114
Content provided by The Estimize Roundtable. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Estimize Roundtable or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The general trend has been muted pricing reaction to beats this season, as many positive surprises for Q3 were accompanied with downgraded guidance for Q4 and 2019. The team also gets into the recent M&A activity in the space, from IBM’s acquisition of RedHat to SAP’s acquisition of Qualtrics, and discusses if more deals could be on the horizon.
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Manage episode 221106985 series 74114
Content provided by The Estimize Roundtable. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Estimize Roundtable or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen is joined by Rob Defrancesco, founder and managing editor for Tech-Stock Prospector and Sean Udall, CIO at Quantum Trading Strategies. The group discusses the biggest winners and losers of the Q3 tech earnings season thus far, and looks ahead at names that have yet to report. The general trend has been muted pricing reaction to beats this season, as many positive surprises for Q3 were accompanied with downgraded guidance for Q4 and 2019. The team also gets into the recent M&A activity in the space, from IBM’s acquisition of RedHat to SAP’s acquisition of Qualtrics, and discusses if more deals could be on the horizon.
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Similar to The Estimize Roundtable
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
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…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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