Category Archive for "Research"

SEE LAST PAGE OF THIS REPORT Paul Sagawa / Tejas Raut Dessai FOR IMPORTANT DISCLOSURES 203.901.1633/.901.1634 psagawa@ / trdessai@ssrllc.com  @PaulSagawaSSR August 13, 2018 The End of TV: Media Strains to Adapt to the Streaming ERa Linear TV is dying. In

SEE LAST PAGE OF THIS REPORT Paul Sagawa / Artur Pylak FOR IMPORTANT DISCLOSURES 203.901.1633 /.1634 psagawa@ / apylak@ssrllc.com @PaulSagawaSSR April 18, 2017 TMT Model Portfolio: Cutting Down on Volatility With an average beta of 1.29, our TMT model portfolio

The CRM/IBM and GOOGL/SAP partnerships target major synergies between application SW companies and hyperscale datacenter operators as we move to a cloud/AI world IBM acquired a major CRM integrator in 2016; both partners will now sell AI-powered APIs from Watson

–     GOOGL is entering the increasingly crowded, but still nascent OTT PayTV market with YouTube TV – a bundle of 40 channels for $35 a month. –     On the surface, YouTube TV’s offering is undistinguished vs. rival services from DISH,

Quick Thoughts: GOOGL Brings the Chips to the Cloud Party –     Google Cloud Platform (GCP) is the first IaaS host to offer Intel’s new Skylake CPU, with 30% speed advantage for computationally intensive applications – a coup vs. AMZN and

Quick Thoughts: GOOGL – Waymo Fly Than You –     GOOGL’s newly launched Waymo business unit has a flexible mandate to monetize autonomous vehicle technology however it makes sense – from OEM licensing to operating fleets of robo-taxis –     Negative press

MSFT’s strength in AI is a considerable weapon as it pursues its 3-part strategy, working from the cloud out and pointing the company toward becoming the dominant force in driving enterprise productivity. 1. Reinvent productivity and business processes – With