Global Sector Lead, TMT (Tech, Media & Telecom) at @teamthirdbridge. Previously with @SPGlobal and @cfraresearch. Graduated from @BrandeisU and @WashULaw.
New York City area
Joined August 2013
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Scott Kessler retweeted
Microsoft plans September cybersecurity event to discuss changes after CrowdStrike outage cnbc.com/2024/08/23/microsof…
Scott Kessler retweeted
SCOOP: IBM is nearing an acquisition of cloud-software provider HashiCorp. The deal could come together in the coming days. $IBM $HCP
wsj.com/business/deals/ibm-n… via @WSJ
Scott Kessler retweeted
BREAKING: Informatica says it is NOT engaged in acquisition talks. Bloomberg had reported talks with $CRM had cooled due to disagreement over price via @Katie_Roof
Scott Kessler retweeted
Sources say Salesforce and Informatica have held talks but a deal is not yet done. Still possible and could happen within the next week or so if the two parties reach an agreement bloomberg.com/news/articles/…
Scott Kessler retweeted
Big Friday night scoop with @LCooperReports and @danacimilluca: Salesforce is in advanced talks to acquire data-management software provider Informatica. $INFA $CRM
wsj.com/tech/salesforce-in-a… via @WSJ
Scott Kessler retweeted
Welcome to Microsoft, @mustafasuleyman. Thrilled to have you lead Microsoft AI as we build consumer AI, like Copilot, that is loved by and benefits people around the world.
I’m excited to announce that today I’m joining @Microsoft as CEO of Microsoft AI. I’ll be leading all consumer AI products and research, including Copilot, Bing and Edge. My friend and longtime collaborator Karén Simonyan will be Chief Scientist, and several of our amazing teammates have chosen to join us.
@InflectionAI will continue on its mission under a new CEO, and look to reach more people than ever by making its API widely available to developers and businesses the world over.
It’s been an amazing journey, with so much more to come. Thank you to everyone for your support. Things really are just getting started.
Scott Kessler retweeted
Apple in talks to build Google’s Gemini artificial intelligence engine into the iPhone, setting the stage for a blockbuster agreement that would shake up the AI industry trib.al/8GF5PHR
Scott Kessler retweeted
Our Q4 results demonstrate renewed strength across all key metrics. With over 88M neighbors on @Nextdoor, I feel the time is now right to put the company back in the hands of Nextdoor's co-founder, @niravtolia. I am proud of my time at Nextdoor and will always be a neighbor. 💚
Today we announced financial results for Q4 2023. With 88M+ neighbors on Nextdoor, we ended the year with renewed strength and positive momentum. Learn more at investors.nextdoor.com $KIND
ALT Graphic of Nextdoor Holdings, Inc Q4 2023 earnings with a dark green background
Scott Kessler retweeted
Global smartphone shipments declined 3.2% year over year to 1.17 billion units in 2023 while Apple moved ahead of Samsung into the number 1 market position, according to new data from IDC. idc.com/getdoc.jsp?container…
As anticipated, @Synopsys announces plans to acquire @ANSYS. The proposed transaction implies an enterprise value for Ansys of $35 billion. $SNPS $ANSS
synopsysansys.transactionfac…
Scott Kessler retweeted
SCOOP: Uber has decided to shutter Drizly, an alcohol delivery service it bought three years ago for $1.1 billion.
trib.al/vkw9mZz
Scott Kessler retweeted
I will be teaching my valuation and corporate finance classes at NYU's Stern School of Business in the spring, and as always, you are welcome to join. You can virtually take the class, access the material and even take the exams. bit.ly/3O0xSfb
Scott Kessler retweeted
Exclusive: Synopsys seeks to acquire engineering software company Ansys-sources reut.rs/4atF50F
Scott Kessler retweeted
Every year, Evan Spiegel sends employees a letter about the company’s big-picture strategy. This year's letter gives a sobering view of how Snap's own goals keep shrinking. ($500 million of free cash flow next year vs. $1+ billion it hoped for this year)
Here are Snap's internal "stretch" goals for 2024, per a copy of the letter I obtained:
Grow Community and Engagement
- 475+ Million Daily Active Users in Q4 '24
- Grow Content Viewers to 80% of DAU
- Grow Content View Time per Viewer +15% in the US and Globally
Grow Revenue and Earnings
- +20% YoY Full Year Ads Revenue Growth
- 14 Million Snapchat+ Subscribers by EoY and $500 million in non-Ads Revenue
- $500 million of Adj. EBITDA and Positive Free Cash Flow
Lead in Augmented Reality
- Grow Lens Unique Users to 75% of DAU
- Grow Lens Actions (Save, Post, Send, or Play >6s) +10% per User
- Leverage Generative AI to Transform Lenses and Content Creation
“Anywhere else, it would be tempting to give up and simply settle for incrementalism,” per Spiegel. “Not at Snap.”
But can he turn things around? More here in this week's newsletter: theverge.com/2023/10/13/2391…
Scott Kessler retweeted
FTC sues Amazon for illegally maintaining monopoly power: bit.ly/46nITha /1
Scott Kessler retweeted
Exclusive: Business software company Alteryx explores sale -sources reut.rs/485m3fP
Scott Kessler retweeted
Today we submitted a restructured proposal to the CMA for approval of our Activision Blizzard acquisition under UK law. This new proposal also honors our prior commercial and regulatory commitments. Read more here: blogs.microsoft.com/on-the-i…
Scott Kessler retweeted
Exclusive: Cybersecurity firm SentinelOne explores sale -sources reut.rs/3qJ84vt
