Technology & Telecommunications
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What Telstra’s proposed restructure means for shareholders
Roger Montgomery
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications
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Software, data advantages and the generation of real options
Phillip Namara
February 1, 2021
There is a growing gap between how the market is pricing certain businesses with uncertain or potentially widely variant futures. Investors today recognise that a businesses value is the sum of the value produced by existing business lines or products and the expected value of potential future business lines or products. Understanding future lines of business is how investors can develop a variant perception and is usually accompanied by an analysis of any embedded real options. continue…
by Phillip Namara Posted in Companies, Technology & Telecommunications
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Disruptive innovations are evolutionary not revolutionary: Part II
Amit Nath
January 27, 2021
In a recent article we observed that IBM actually had the vision for cloud computing several years ahead of the competition. Furthermore IBM was the world’s leading IT infrastructure company at the time, with virtually limitless resources and capital access. It logically follows that IBM should have triumphed over Amazon who was still an online bookseller. So why didn’t IBM succeed in its core market? continue…
by Amit Nath Posted in Companies, Technology & Telecommunications
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Could the NBN be leapfrogged by 5G?
Andreas Lundberg
November 4, 2020
The rollout of Australia’s National Broadband Network (NBN) has copped plenty of criticism, and some of it’s probably justified. For a start, it’s neither particularly cheap nor fast – being ranked 61 in the world for average download speed, just behind Vietnam. Which leaves it vulnerable to being displaced by the new kid on the block: 5G. continue…
by Andreas Lundberg Posted in Editor's Pick, Technology & Telecommunications
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Why are there so many SaaS businesses?
Phillip Namara
November 2, 2020
Amongst all the mania surrounding Software-as-a-Service (“SaaS”), we believe it is important to take a step back and ensure we are not missing the forest for the trees. Why is the sudden ubiquity of the cloud so important and how does it affect individuals and entrepreneurs today? continue…
by Phillip Namara Posted in Technology & Telecommunications
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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Enterprise cloud cruising – what’s next for software migrations (Part II)
Amit Nath
September 10, 2020
In Part I of this series we explored enterprise digital transformations and some of the least penetrated software applications that are just beginning their shift to cloud solutions. We highlighted Enterprise Resource Planning (ERP) and Supply Chain Management (SCM) as particularity attractive software verticals in this regard, and today we will explore them further. continue…
by Amit Nath Posted in Technology & Telecommunications
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Enterprise cloud cruising – what’s next for software migrations (Part I)
Amit Nath
September 8, 2020
It is increasingly clear that in the post pandemic world, digital transformations are being prioritised and accelerated across enterprise companies. As the need to navigate an entirely new business environment is born, multiple opportunities are also created. continue…
by Amit Nath Posted in Technology & Telecommunications
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Could the slow moving database market get disrupted?
Amit Nath
August 13, 2020
Oracle is the dominant player in on-premise databases, with a market share of around 43 per cent, about twice that of Microsoft’s SQL (23 per cent) followed by IBM (14 per cent) and SAP (8 per cent). continue…
by Amit Nath Posted in Companies, Technology & Telecommunications
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The great digital acceleration
David Buckland
August 13, 2020
Despite the incredibly strong market recovery since the COVID-19 lows recorded in late-March, price moves have been far from uniform. Areas that have been hardest hit from various shutdowns include resorts and cruise lines, airlines, energy stocks and financials. At the other extreme, companies deemed to be clear beneficiaries from the work from home theme have enjoyed excellent share price moves. continue…
by David Buckland Posted in Companies, Technology & Telecommunications
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When will cloud computing crest?
Amit Nath
July 30, 2020
It certainly seems “cloud computing” has been around for a very long time hence we must be close to approaching its crest before the “next big thing” takes its place. In reality however, the cloud has barely scratched the surface of its potential. continue…
by Amit Nath Posted in Companies, Technology & Telecommunications
