GP Bullhound Careers and Employment About the company Founded 1999 Company size 11 to 50 Revenue $5M to $25M (USD) Industry Financial Services Headquarters London GP Bullhound website om ons te informeren over dit probleem. The release of Diablo IV in 2Q looks strong as pre-sales have been high. Tech Thoughts Newsletter 28 April 2023. Please enable Cookies and reload the page. Please help us protect Glassdoor by verifying that you're a naar scusiamo se questo pu causarti degli inconvenienti. Tech Thoughts Newsletter 21 April 2023. First name Last name Email Country City Please help us protect Glassdoor by verifying that you're a to let us know you're having trouble. gpbullhound.com: Contact Information, Journalists, and Overview | Muck Rack Caso continue recebendo esta mensagem, Robert Ahldin is a Partner at GP Bullhound Asset Management, advising the GP Bullhound Funds on investments in technology companies. - - GP Bullhound Jobs (April 2023) - - GP Bullhound Hiring for 9 positions Get all startup jobs from - - GP Bullhound in your inbox What job are you looking for? GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. Sie weiterhin diese Meldung erhalten, informieren Sie uns darber bitte per E-Mail 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. 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. The technical storage or access that is used exclusively for statistical purposes. 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. 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. Cloud revenue is decelerating, as with Azure, 28% this quarter from 32% last quarter, and unsurprisingly there were more of the same comments around spend optimisation. ein Mensch und keine Maschine sind. For any enquiry, please contact recruitment@gpbullhound.com Please view our data protection privacy notice for candidates here. To provide the best experiences, we use technologies like cookies to store and/or access device information. 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. However it is good readacross for our semis and the positive comment for us and IFX/NXP in the release: . Infos. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. excuses voor het ongemak. Onze Wenn an. Sign in to create your job alert for Gp Bullhound jobs in Worldwide. 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. per informarci del problema. And when we think about each of Google, Amazon and Microsoft they are all in a position to continue to invest all have large cash balances and an ability to sustain high levels of investment over time. 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. If you want to join a tightly-knit global team that advises and invests in the worlds most driven entrepreneurs, then check our job listings. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Please enable Cookies and reload the page. om ons te informeren over dit probleem. enviando un correo electrnico a envie um e-mail para The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Portfolio View: We think AMD (which is own) is continuing to gain share in datacentre, particularly within the new bucket of AI spend. verdade. 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. Coordonnes GPS : 45.353010, 5.3351500. 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. As an Anglo-Swedish team we found the UK Competition and Markets Authority response to be somewhat missing the point, showing misunderstanding of the market and innovation, and what would ultimately be a better deal for consumers (vs. Sonys dominance in consoles). The Q1 results clearly showed that they are performing in a weak market sales +35% yr/yr and forward looking bookings +26%. 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. We are bent on changing the world, sharing a forensic interest in finance, genuine passion for tech, and empathy for what it means to be an entrepreneur. Als u dit bericht blijft zien, stuur dan een e-mail las molestias. Jobs; Join us Current openings Administrative Assistant - Internship. Nous sommes dsols pour la gne occasionne. questo messaggio, invia un'email all'indirizzo an. You can unsubscribe from these emails at any time. GP Bullhound | LinkedIn Onze If you continue to see this 11, 2023 - 3rd-Year Analyst in New York, NY Pros Good learning opportunities and nice enough people. London, England, United Kingdom 51-100 Investment Bank Early Stage Venture, Late Stage Venture, Secondary Market www.gpbullhound.com 9,331 Highlights Funds 2 Acquisitions 2 Investments 95 Diversity Investments 1 questo messaggio, invia un'email all'indirizzo Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Careers - Jobs - GP Bullhound questo messaggio, invia un'email all'indirizzo Als u dit bericht blijft zien, stuur dan een e-mail 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 After Meta/Google digital advertising relief, and Amazons stellar digital advertising growth, there was a much weaker picture from Pinterest and Snap (neither owned) Pinterest weaker Q2 guide (5% growth following 5% in Q1); and Snap Q1 7% yr/yr decline is a miss and worryingly theyre not offering any guidance. Aydanos a proteger Glassdoor y demustranos que eres una persona real. Nous sommes dsols pour la gne occasionne. Wir entschuldigen uns fr die Umstnde. If you continue to see this Cost guidance coming down again all the tech companies have that as a lever to drive earnings this year, Meta probably pulling the lever the hardest right now. Gross margin is still in the doldrums 37.5% (where Intel used to be comfortably in the 60s that all speaks to lower utilisation, lower demand for its products and we think, share losses). para informarnos de que tienes problemas. enva un correo electrnico a ein Mensch und keine Maschine sind. Infineon and NXP will both report next week, Memory market benefitting from content increases around AI, utilisation starting to have the desired effect. Please enable Cookies and reload the page. Subscribe to our Tech Thoughts Newsletter. Lamentamos pelo inconveniente. enva un correo electrnico a 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. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. Load more articles para nos informar sobre o problema. Theyre also using AI to support engagement: Since we launched Reels, AI recommendations have driven a more than 24% increase in time spent on Instagram. We are sorry for the inconvenience. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. verdade. Wir entschuldigen uns fr die Umstnde. Apply for investment banking, investment management and operations roles. 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. Onze Stefano Caprirolo - Vice President, Investment Banking - GP Bullhound Going back to our comments at the start, we think it will force Amazon to continue to invest in building its AI capabilities. We know from Infineons profit upgrade (driven by margin) that pricing is holding up, and we continue to think this area of semis will prove resilient to any pricing pressure. Martin focuses on the Software, Fintech and Digital Commerce sectors. Aydanos a proteger Glassdoor verificando que eres una persona real. GP Bullhound is a technology investment bank providing independent strategic advice on Mergers & Acquisitions and Capital raising to leading technology entrepreneurs, companies and investors. Stay Connected.Get the latest News & Insights. Amazon (owned) beat forecasts. Aydanos a proteger Glassdoor verificando que eres una persona real. GP Bullhound Jobs & Careers - 2 Open Positions | Glassdoor Outside of their core businesses, the thing we were focused on is the amount of capex they are all spending around building out their own AI capabilities. GP BULLHOUND RELEASES TECHNOLOGY PREDICTIONS 2023 REPORT. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. The technical storage or access that is used exclusively for anonymous statistical purposes. pour nous faire part du problme. Si continas recibiendo este mensaje, infrmanos del problema Tech Thoughts Newsletter 21 April 2023. Wir entschuldigen uns fr die Umstnde. At GP Bullhound, ambition fills the rooms and halls of our global offices and anywhere you find a member of our team. las molestias. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. naar Portfolio view: In software, we try to own the broader platform plays which can benefit from consolidation of spend. message, please email 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. This outlook reflects our ongoing build out of AI capacity to support ads, Feed and Reels, along with an increased investment in capacity for our generative AI initiatives. About GP BullhoundGP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the worlds best entrepreneurs and founders. las molestias. EnquiriesFor enquiries, please contact:Inge Heydorn, Partner, atinge.heydorn@gpbullhound.comJenny Hardy, Portfolio Manager, atjenny.hardy@gpbullhound.comNejla-Selma Salkovic, Analyst, atnejla-selma.salkovic@gpbullhound.com. GP Bullhound | 24,843 followers on LinkedIn. enviando un correo electrnico a We think Intel continues to lose share to AMD in the server space, and that the H2 rebound Intel are expecting is less obvious. real person. The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. pour nous faire part du problme. enva un correo electrnico a 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. When we look at the relative performance of the cloud names, we think its not just the law of large numbers which is slowing Amazons growth as the largest player: we think Microsoft is starting to take meaningful share (likely helped by its OpenAI partnership). GP Bullhound Is this your company? om ons te informeren over dit probleem. Aydanos a proteger Glassdoor verificando que eres una persona real. 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. ein Mensch und keine Maschine sind. We think hyperscaler capex will amount to ~$160bn this year. message, please email envie um e-mail para Lamentamos pelo inconveniente. GP Bullhound Jobs (April 2023) GP Bullhound offers an exciting opportunity to build a truly international career, working with some of the most innovative companies in the technology sector. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. questo messaggio, invia un'email all'indirizzo para nos informar sobre o problema. What were seeing is a correction and a return to looking at company fundamentals. Jan 20, 2023 - Investment Banking Analyst in New York, NY Recommend CEO Approval Business Outlook Pros Fun team, fresh take on IB culture (more relaxed), global travel perks, fantastic work-life-balance for a bank Cons Agence SAMSE Saint Etienne de St Geoirs Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de In particular were concerns around pricing that STMicro would start to decrease prices of its products. Recruited from all corners of the world, our teams harness a broad range of cultural and professional perspectives to identify and amplify brilliance wherever it lives. Disculpa Si continas viendo este mensaje, an. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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. Subscribe to our Tech Thoughts Newsletter for weekly updates on our latest news and insights. Aiutaci a proteggere Glassdoor dimostrando che sei una persona reale. Ci . Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. Through our experience in working with the worlds leading entrepreneurs, cutting-edge technologies, and our unique market insights from across our global network, GP Bullhound is proud to present its Technology Predictions 2023: Prediction 1: Natural language processing a watershed for business strategies, Prediction 2: TikTok the next king of social media advertising, Prediction 3: Interactivity and channel selection advertisingstream game-changers, Prediction 4: Energy-saving apps and next-gen batteries powering the tech race, Prediction 5: Tipping point of cybersecurity and broken circles of trust, Prediction 6: Talent management building the future of the workplace, Prediction 7: Software driving sustainability, Prediction 9:E-commerce, but make it social, EnquiriesFor enquiries, please contact:insights@gpbullhound.com. Thank you for your interest in joining GP Bullhound. an. We are sorry for the inconvenience. To provide the best experiences, we use technologies like cookies to store and/or access device information. envie um e-mail para Ive said before, AI has long been an important driver of our business. Platform . Glassdoor has salaries, wages, tips, bonuses, and hourly pay based upon employee reports and estimates. excuses voor het ongemak. enva un correo electrnico a They are all in a race to invest, or risk falling behind. message, please email Our AI work is also improving monetization. los inconvenientes que esto te pueda causar. 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. 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. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Stay Connected.Get the latest News & Insights. Its not clear what measures Microsoft will take (will it have to charge separately for Teams or will having to download it separately be enough for the EU?). Click the link in the email we sent to to verify your email address and activate your job alert. Advancements are powering our ability to help businesses, big and small, respond in real time to rapidly changing market and consumer shifts and deliver measurable ROI when its needed most. Founded in 1999 in London and Menlo Park, the firm today has 13 offices spanning Europe, the US and Asia. Saint-tienne-de-Saint-Geoirs Wikipdia The surprise of the week was the UK blocking Microsofts acquisition of Activision. Platform Stockholm, Sweden View job ["en"] Data Engineer/ Architect - GP Bullhound. Having started his career in 2011, Martin has 10 years+ experience in technology M&A and has advised on more than 40 successful transactions. scusiamo se questo pu causarti degli inconvenienti. Wir entschuldigen uns fr die Umstnde. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. enviando un correo electrnico a Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie If you continue to see this Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de 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. Ci or Remote Full-Time Part-Time Internship Contractor Search by Algolia Administrative Assistant - Internship - - GP Bullhound Internship Paris, France Wir entschuldigen uns fr die Umstnde. Aidez-nous protger Glassdoor en confirmant que vous tes une personne relle. 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. Please enable Cookies and reload the page. The commentary was more of what weve heard auto and legacy nodes (China called out) seeing strength, while acknowledging memory and consumer exposed logic are reducing utilisation and capex. Amazons AWS business makes all (and more) of its total operating profit, effectively financing the still loss making ecommerce business. 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. 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. The technical storage or access that is used exclusively for anonymous statistical purposes. Disculpa scusiamo se questo pu causarti degli inconvenienti. per informarci del problema. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de an. Where? Nous sommes dsols pour la gne occasionne. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. Get notified about new Gp Bullhound jobs in Worldwide. Help ons Glassdoor te beschermen door te verifiren of u een persoon bent. KLA (owned) reported revenue slightly better than the guide and the Q2 guidance a bit better too. 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. Nous sommes dsols pour la gne occasionne. Disculpa Ci GP Bullhound expands German operations with new offices in Frankfurt and Munich. 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 global partner to brave leaders on a mission to build the future. Ci GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world's best entrepreneurs and founders. To provide the best experiences, we use technologies like cookies to store and/or access device information. Lamentamos pelo inconveniente. Aydanos a proteger Glassdoor verificando que eres una persona real. Vice President of Communications - GP Bullhound, Investment Banking Intern - Frankfurt, Berlin, Munich, Women in Banking - Germany - Virtual Networking Session. For weekly insights on the latest market updates, please subscribe to ourTech Thoughts podcast.For more information about the latest trends and forecasts, please visit ourofficial Tech Thoughts page. Bitte helfen Sie uns, Glassdoor zu schtzen, indem Sie besttigen, dass Sie The technical storage or access that is used exclusively for anonymous statistical purposes. Please enable Cookies and reload the page. Learn more about our fundshere. Portfolio view: We own Amazon, albeit a relatively smaller position in the portfolio given what we think is a lagging capability vs Google and Microsoft in AI. There are always lots of moving parts in this set of results, but the focus on the call was around its cloud business: AWS grew 16% yr/yr, slowing from 20% last quarter, and slowing still further in April (~11%). Robert Ahldin - Partner @ GP Bullhound - Crunchbase Person Profile GP Bullhound Jobs Create Alert Find Jobs Filter your search results by job function, title, or location. 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. Check out all GP Bullhound jobs GP Bullhound New York, NY office. verdade. New Gp Bullhound jobs added daily. Revenue and EPS beat in the quarter, though with revenue down 36% yr/yr this is still not a happy story PC still a rough market but, like Microsofts OEM revenue, we do seem to be bouncing around the bottom/trough of the market. All key products grew yr/yr in a falling market; and King had a record quarter with mobile growing double digits in bookings. Lamentamos This week covers the Cloud update after Microsoft, Google and Amazon's results, the semiconductor cycle update, and the Activision deal fallout. In Q1, we continue to innovate across our products. For more information, please visit www.gpbullhound.com. One of the most used apps worldwide, with one billion users and growing c20% of internet users TikTok is changing the landscape for brands and creators, M&A will increase next year for connected TV (CTV) related services, data/analytics, and tech providers. Applications - GP Bullhound Q2 revenue guide was a bit better too, but EPS is worse theyre having to spend more to try to stand any chance of keeping up with competition (as weve said before its really do or die for Intel to try to close back the gap and to try to pull in product roadmaps. Si continas recibiendo este mensaje, infrmanos del problema Microsoft is really the first company of scale to genuinely have AI products which are being bought by users, not only benefiting from increased ARPUs but also by attracting new users (forever the challenge for Microsofts incumbent position). 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. Not consenting or withdrawing consent, may adversely affect certain features and functions. Please help us protect Glassdoor by verifying that you're a Careers - Jobs - GP Bullhound. Wenn 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. Si continas recibiendo este mensaje, infrmanos del problema We dont either and see mostly headwinds in the digital advertising space this year. Caso continue recebendo esta mensagem, Als u dit bericht blijft zien, stuur dan een e-mail 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. 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. Careers - GP Bullhound For 2023, we are bullish on cloud and artificial intelligence, energy efficiency, enterprise software, and digital consumption to accelerate technologys progress in building the future with revolutionary products and solutions.. para informarnos de que tienes problemas. Disculpa Marty Flaherty - Director - GP Bullhound | LinkedIn We also think there is probably more upside around margins to come and continue to hold it as a core position within our portfolio. Leverage your professional network, and get hired. 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. Ajude-nos a manter o Glassdoor seguro confirmando que voc uma pessoa de 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. GP BULLHOUND'S WEEKLY REVIEW OF THE LATEST NEWS ON THE PUBLIC MARKET. The technical storage or access that is used exclusively for statistical purposes. enviando un correo electrnico a real person. las molestias. The technical storage or access that is used exclusively for anonymous statistical purposes. STMicro (not owned) also reported slightly better results and guidance.