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Location:

United States

Twitter:

@ceorater

Language:

English


Episodes

Ep. 260: Scale Matters In Tech

2/24/2019
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Ep. 260: Scale Matters In Tech by TEK2day

Duration:00:06:07

Ep. 259: Amazon's JV May Leave Apple In The Dust

2/21/2019
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Amazon's healthcare JV is contemplating a health insurance effort.

Duration:00:04:28

Ep. 258: Amazon & Apple - M&A Is The Difference

2/20/2019
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Amazon has effectively used M&A as a strategic lever. Apple has not. It's not too late for Apple to change its approach.

Duration:00:08:07

Ep. 257: Why Apple Needs to Build the Apple Car

2/15/2019
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Why Apple Needs to Build the Apple Car: https://tek2day.com/2019/02/14/apples-autonomous-vehicle-apple-car/

Duration:00:07:05

Ep. 256: Supervoting Shares Equal Corporate Gluttony

2/12/2019
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Our recent TEK2day article "Supervoting Shares = Poor Corporate Governance": https://tek2day.com/2019/02/12/supervoting-shares-poor-corporate-governance/

Duration:00:03:19

Ep. 255: BBT STI Deal Lacks Logic

2/10/2019
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Too Little Too Late. BB&T & SunTrust: https://tek2day.com/2019/02/08/too-little-too-late-bbt-suntrust/

Duration:00:05:19

Ep. 254: Fintech Lions And Lambs

2/1/2019
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Which fintech companies are lions and which are lambs? Check out our list at TEK2day.com: https://tek2day.com/2019/01/31/acquire-or-be-acquired-fintech-lions-and-lambs/

Duration:00:05:03

Ep. 253: Apple - When It Pays To Have An Operator CEO

1/30/2019
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This is when it pays to have an Operator CEO like Tim Cook at the helm - to drive execution on AAPL's two largest initiatives: Healthcare IT ("Apple Health") and streaming content - in that order. Link to Apple Aetna Healthcare IT news: https://www.cnbc.com/2019/01/28/apple-aetna-team-up-on-attain-health-tracking-app.html Link to Apple streaming service: https://www.theverge.com/2019/1/29/18202178/apple-streaming-service-launch-spring-2019-apple-disney-netflix-hulu TEK2day: Technology,...

Duration:00:03:49

Ep. 252: Insurance Outsourcing & Android Auto

1/27/2019
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Our forthcoming TEK2day.com article covers Outsourcing within the Insurance industry. Here is the link to the Android Auto article by the Verge: https://www.theverge.com/2019/1/25/18196234/google-android-auto-in-car-systems-apple-carplay-interview TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship Website: https://tek2day.com/ Facebook & Instagram: @TEK2day Twitter: @TEK2dayOfficial CEORater: CEO & Company Profiles. Crowdsourced Reviews Website:...

Duration:00:04:01

Ep. 251: Enterprise Tech From A Buyer's Perspective

1/24/2019
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Technology Buyers Would Do Well to Think Like Investors. There are three legs to the technology evaluation stool: 1.) What is the technology provider’s value proposition? 2.) Who is the technology provider? (corporate buyers often pay insufficient attention here) 3.) What is the total cost of ownership? We break down each of the three elements in some detail: https://tek2day.com/2019/01/23/technology-buyers-would-do-well-to-think-like-investors/

Duration:00:04:55

Ep. 250: More Fiserv and First Data Deal Commentary

1/17/2019
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Additional FISV, FDC and payments commentary.

Duration:00:08:51

Ep. 249: Fiserv First Data Deal Stresses the Importance of Innovation

1/16/2019
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The Fiserv First Data deal stresses the importance of innovation and tells you what we already knew - the legacy players aren't truly innovating in the payments space. Thus the string of payments-related mergers of the past several years.

Duration:00:04:33

Ep. 248: Platform Companies & the Connected Home

1/16/2019
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We expect Amazon and Google to dominate the connected home space. It helps to be a platform company. CEORater: CEO & Company Profiles. Crowdsourced Reviews Website: https://www.ceorater.com/ Facebook & Twitter: @CEORater Instagram: @CEORaterOfficial LinkedIn: linkedin.com/company/ceorater/ TEK2day: Technology, Capital Markets, Corporate Governance, Leadership, Entrepreneurship Website: https://tek2day.com/ Facebook & Instagram: @TEK2day Twitter: @TEK2dayOfficial CEORater Founder & CEO Jon...

Duration:00:08:19

Ep. 247: Not All RPA Is Valued Equally

1/11/2019
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We walk through the three types of RPA business models and how we would value them: 1.) IT Services model: IT Services firms create custom bots for clients. This is a people-intensive business model that you may find at companies such as Infosys, Wipro, Tata, Accenture and IBM Global Services 2.) Tools model: Software robotics companies that develop tools which are sold to customers. Customers use those tools to build their own bots. There is a consulting/services/training element to this...

Duration:00:07:20

Ep. 246: Amazon, Apple, Facebook, Google, Microsoft & More

1/10/2019
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We cover our outlook for the large platform technology companies as well as some domain-specific companies. M&A is part of our outlook. We also touch on AI, ML and RPA.

Duration:00:17:57

Ep. 245: Amazon Key

1/8/2019
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Here's the Amazon Key press release: https://www.businesswire.com/news/home/20190107005925/en/ Here is our TEK2day article: "The Three Rings of Amazon": https://tek2day.com/2018/03/02/three-rings-amazon-amzn/

Duration:00:05:42

Ep. 244: Connected Device OEMs Need To Play CyberSecurity Offense

1/7/2019
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Here's a link to the TEK2day.com article that we reference in the podcast: https://tek2day.com/2019/01/07/ces-week-device-oems-should-not-underestimate-consumers-concerns-around-data-privacy-and-cybersecurity/

Duration:00:07:11

Ep. 243: Apple's Revenue Shortfall Is No Surprise - Culture Matters

1/3/2019
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If you follow this podcast or follow us at TEK2day.com you are aware that we have been negative on Apple's lack of innovation for the better part of two years. Recently most of the company's revenue growth has come from iPhone price increases rather than unit sale growth. Apple's recent decision to pull unit sale disclosures was a tell tale sign that the hardware/phone business was not great. Hardly a surprise as competitive offerings from lower-priced competitors (think OnePlus) offer...

Duration:00:06:55

Ep. 242: CEORater Technology Founder CEO Index outperformed in 2018

1/1/2019
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View the CEORater Technology Founder CEO Index article at TEK2day complete with component stocks: https://tek2day.com/2018/12/31/ceorater-technology-founder-ceo-index-outperformed-in-2018/

Duration:00:04:02

Ep. 241: Smart Innovation

12/28/2018
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From our recent TEK2day.com piece: Innovation as a LOB or Innovation as a Service: https://tek2day.com/2018/12/26/smart-innovation-innovation-as-a-lob-or-innovation-as-a-service/

Duration:00:04:28