Podcasts about tmt research

In this episode, our host and Head of Research, Thilan Wickramasinghe, discusses how improving sentiment surrounding a potential US-Iran agreement to reopen the Straits of Hormuz is lifting regional equities and easing pressure on crude oil prices. Against this backdrop, Singapore's April NODX numbers reached a 14-year high, reinforcing the view that AI and oil-related activity remain two major drivers of the domestic market.We begin with our Analyst, Shaina Mahtani, joins the show to discuss Centurion's stronger-than-expected 1Q results, the outlook for earnings growth and why the stock continues to stand out despite expectations for some moderation in FY26 earnings growth, supporting SMIDs Analyst, Eric's BUY view on the stock.Thilan then highlights Technology and SMIDs Analyst Jarick's continued positive outlook on Frencken following its 1Q results, with the BUY call supported by expectations of a stronger 2H recovery as semiconductor orders ramp up. He notes improving demand from key customers, potential upside from new DUV and EUV product introductions, and better earnings quality as the revenue mix shifts toward higher-margin semiconductor activity.He also discusses ST Engineering's strong start to the year, with revenue growth across all three segments, margin expansion and a record order book providing strong earnings visibility. Commercial Aerospace remains a key growth driver, while Defence and Public Security continues to provide resilience amid elevated geopolitical uncertainty, supporting REITs Analyst Krishna's BUY view on the stock.Finally, our Regional Head of TMT Research, Hussaini Saifee, who breaks down the surprise collapse of the Simba-M1 consolidation and what it means for the competitive landscape in Singapore's telco sector. He also explains why Singtel is increasingly emerging as a diversified AI and infrastructure play despite recent share price weakness, while sharing his latest views on StarHub.

Of the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look at the sentiment around the upcoming earnings. The enthusiasm for AI has driven expectations higher and higher and the company has delivered.  The rampant enthusiasm for AI's future hasn't been without some cautious moments. In January, the announcement of the DeepSeek model roiled markets with the prospect of lower compute consumption for model training. The concern was that demand for all things AI, GPU's included, might wane. It might also have been a reason for a jumpy market to take a step back. If you dust off your economics textbooks, Jevon's Paradox has been cited by many as an indication that consumption could accelerate. Time will tell! More S&P Global Content: Assessing the Factors Driving Technology Investments Big Picture for Generative AI in 2025: From Hype to Value Webinar: The Big Picture on GenAI and Market Impacts NVIDIA takes commanding revenue lead in semiconductor space Intelligent and agentic process automation and integration platforms: 2025 research agenda GPU as a Service Market Monitor & Forecast 2025 Trends in Data, AI & Analytics Credits: Host/Author: Eric Hanselman Guests: Melissa Otto Producer/Editor: Amaan Zafar and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

Featuring:Melissa Otto, Head of TMT Research at S&P Global Visible AlphaMark Gurman, Bloomberg Chief Tech CorrespondentSpencer Soper, Bloomberg E-Commerce ReporterMark Matthews, Head of Asia Research of Julius Baer See omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. James Cakmak, Technology Analyst at Clockwise Capital, shares his thoughts on earnings results from big tech companies including Microsoft and Alphabet. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Rates Reporter Michael Mackenzie discuss US GDP data and the interest rate environment. And we Drive to the Close with Melissa Otto, Head of TMT Research at Visible Alpha. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. James Cakmak, Technology Analyst at Clockwise Capital, shares his thoughts on earnings results from big tech companies including Microsoft and Alphabet. Bloomberg News International Economics & Policy Correspondent Michael McKee and Bloomberg News Rates Reporter Michael Mackenzie discuss US GDP data and the interest rate environment. And we Drive to the Close with Melissa Otto, Head of TMT Research at Visible Alpha. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

We speak with returning guest Duncan Stewart from Deloitte Canada on What's Next! In this episode Duncan gives us insight into the Deloitte predictions on Games and Gaming Consoles, the churn of SVOD, sports NFTs and good old fashioned reading! Read more on Deloitte's TMT predictions - https://www2.deloitte.com/us/en/insights/industry/technology/technology-media-and-telecom-predictions.html About Duncan Stewart Duncan is the Director of TMT Research for Deloitte Canada, a member of Deloitte's US Center for Technology, Media & Telecommunications (TMT Center) and is a globally recognized expert on predicting the future of consumer and enterprise technology, media and entertainment & telecommunications. He has been co-author of Deloitte Global's annual Predictions report on trends in TMT since 2008. He meets with hundreds of the top tech, media, and telecom companies globally each year, and incorporates their insights into his work. He presents regularly to companies and at conferences, has a high-profile media presence, and is frequently interviewed on the future of everything. Duncan has 32 years of experience in the TMT industry. As a portfolio manager, he made investments in the tech and telecom sector, and won the Canadian Technology Fund Manager of the Year award in its inaugural year. In his time as an investor he deployed a cumulative $2 billion of capital into global TMT markets, in public and private companies. He is a CFA® charterholder and holds a B.A. in Political Science from the University of British Columbia. Follow Us INSTAGRAM - www.instagram.com/activeintworld TWITTER - twitter.com/ActiveIntlUK KARIM - twitter.com/karimkanji PODCAST WEBSITE - www.thewhatsnextpodcast.com The podcast is brought to you by Active International, a global leader in Corporate Trade within the Media & Advertising industry.

This week's podcast features quickfire insights into the 'TMT Predictions 2021' report published by Deloitte. Duncan Stewart, Director of Research for Deloitte Canada and co-author of the report, gives us further insight into 3 key topics featured in the report: The continued growth of online medical services, which is providing fairer access for people living in rural parts of the world and changing the healthcare industry. The rise of women's sports and the vast market potential that advertisers can take advantage of whilst the sector is still maturing. How changing gambling laws in the USA and Canada will deliver huge growth in the North American Sports Betting industry similar to the marketplace in the UK. ----------------------------------------------------------- ABOUT DUNCAN STEWART Duncan is the Director of TMT Research for Deloitte Canada and is a globally recognized expert on predicting the future of consumer and enterprise technology, media and entertainment & telecommunications. He has been co-author of Deloitte Global Research's annual Predictions report on trends in TMT since 2008. He meets with hundreds of the top tech, media and telecom companies globally each year, and incorporates their insights into his work. He presents regularly to companies and at conferences, has a high-profile media presence and is frequently interviewed on the future of everything. Duncan has 31 years of experience in the TMT industry. As a portfolio manager, he made investments in the tech and telecom sector, and won the Canadian Technology Fund Manager of the Year award in its inaugural year. In his time as an investor he deployed a cumulative $2 billion of capital into global TMT markets, in public and private companies. He is a CFA® charterholder and holds a B.A. in Political Science from the University of British Columbia. --------------------------------------------------------------- **DUNCAN'S LINKS** TWITTER - https://twitter.com/dunstewart (@dunstewart) https://www2.deloitte.com/us/en/insights/industry/technology/technology-media-and-telecom-predictions.html (DELOITTE 2021 REPORT ) ------------------------------------------------------------------------------ **FOLLOW US** INSTAGRAM - www.instagram.com/activeintworld TWITTER - https://twitter.com/ActiveIntlUK (twitter.com/ActiveIntlUK) KARIM - https://twitter.com/karimkanji (twitter.com/karimkanji) PODCAST WEBSITE - www.thewhatsnextpodcast.com

Duncan Stewart is the Director of TMT Research for Deloitte Canada and is a globally recognized expert on the forecasting of consumer and enterprise technology, media and entertainment & telecommunications trends. He has been co-author of Deloitte Global Research’s annual Predictions report on trends in TMT since 2008. He presents regularly at conferences and to companies on marketing, consumer trends, and the longer-term TMT outlook.

David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud Securities Global Thematic Strategy Group Head of TMT Research, expects other companies to follow Apple in cutting their outlook. Elaine Kamarck, Brookings Senior Fellow in the Governance Studies, discusses which candidates she expects to have the momentum going into the Nevada Democratic debate. Michael Holland, Holland & Co. Chairman, says although he's mindful of the valuations in the big-cap names, he's not so concerned that he's a seller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud Securities Global Thematic Strategy Group Head of TMT Research, expects other companies to follow Apple in cutting their outlook. Elaine Kamarck, Brookings Senior Fellow in the Governance Studies, discusses which candidates she expects to have the momentum going into the Nevada Democratic debate. Michael Holland, Holland & Co. Chairman, says although he's mindful of the valuations in the big-cap names, he's not so concerned that he's a seller.

Like what you see? Please give generously. http://www.thinktechhawaii.com The protesters don't seem to be getting anywhere. An update on the status of the protest against the construction of the Thirty Meter Telescope on Mauna Kea by pro-TMT organizer Malia Martin.The host for this episode is Jay Fidell. The guest for this episode is Malia Martin.

By 2023, Deloitte predicts there may be three separate video subscriptions per household that pays for TV, with teens as well as adults each being potential subscribers. In this podcast the news and media journalist, Ray Snoddy OBE and Paul Lee, Deloitte's Global Head of TMT Research look at how the wider television industry should be ready for this evolution - from current pay TV platforms, to broadcasters developing a new revenue stream and content owners planning to disintermediate traditional channels to market.

Television advertising is inherently resilient: as a medium it is in a class of its own. The more advertisers are aware of this, the greater the demand that should result. Viewing patterns are changing, reducing time spent watching live TV, but TV advertising still has many strengths, which the industry needs to sell and defend. In this podcast the news and media journalist, Ray Snoddy OBE talks to Paul Lee, Deloitte's Global Head of TMT Research and Helen Rees, Director, Deloitte MCS, about how TV advertisers can navigate a time of economic and regulatory uncertainty to remain successful.

Ninety-six per cent of homes in the UK still have a TV set. But there is a rising number of alternative screens, from smartphones to PC monitors, on which television programmes and movies can also be watched. In this podcast the news and media journalist, Ray Snoddy OBE talks to Paul Lee, Deloitte's Global Head of TMT Research and Jamie Oyebode, a consultant in Deloitte MCS, who argue that despite the rise of alternative screens they are very unlikely to render the TV set redundant over the next five years.

The most watched series on any SVOD service this year in the UK is Friends, a show which ended 14 years ago, and was first broadcast in 1994. Over the next five years, broadcasters and dedicated on-demand platforms will increasingly differentiate not just on their new productions, but increasingly on the calibre of their back catalogue. In this podcast the news and media journalist, Ray Snoddy OBE, Paul Lee, Deloitte's Global Head of TMT Research and Hannah Simmonds, Senior Consultant, Deloitte Monitor, discuss how technology has enabled the nostalgia revolution.

What the future of tech holds – Parsing 2018 predictions - A conversation with Duncan Stewart, Head of TMT Research for Deloitte Canada. Duncan Stewart is the author of Deloitte’s annual Tech, Media and Telecom Predictions, which provides specific forecasts around tech trends and provides extensive strategic food for thought for businesses in all industries. Our conversation covered the predictions regarding Augmented Reality, the “invisible innovation” of the smartphone and other topics. Most surprising are the colossal price declines in Machine Learning made possible by new generations of GPUs and FPGAs. Duncan predicts that corporate use of AI and machine learning technologies will double this year and again in 2019. We also discuss the implications of today’s “ad-allergic” media consumers and the expected fallout from recent controversies around data ownership. This is an episode you will not want to miss!