Tech Disruptors

“We have three key goals... We see a vision of the metaverse of being something that’s open, interoperable and also secure,” Shen Ye, HTC’s Global Head of Product tells Bloomberg Intelligence. In this Tech Disruptors podcast episode, Bloomberg Intelligence senior analyst Mandeep Singh sits down with Ye at the Mobile World Congress in Barcelona to talk about the metaverse and his expectations for mainstream adoption of virtual reality. He also discusses how new content and content creation, as well as 5G to deliver the infrastructure for immersive experiences will play pivotal roles.

Bloomberg Intelligence Technology Analysts Anurag Rana and Tamlin Bason host HCLTech's Global CTO and Chief Product Officer for HCLSoftware, Kalyan Kumar (“KK”) to discuss the current landscape of offshore services, the enterprise multi-cloud transformation, and the automation evolution within the industry. Listen in to this information packed episode as we delve into HCLTech's relationship with hyperscalers, examine the interoperability of the metaverse, and dive into HCLSoftware's differentiation among peers.

Zocdoc Founder & CEO Oliver Kharraz joins Bloomberg Intelligence healthcare analyst Jonathan Palmer to discuss how Zocdoc's evolving business model is creating sustainable value across the healthcare system. We also dive into some of the latest trends at the intersection of technology and healthcare.

Bloomberg Intelligence Senior REIT Analyst Jeff Langbaum hosts Equinix President and Chief Executive Officer Charles Meyers to discuss trends in the data center market that underpin Equinix's market-leading operating performance. As the world shifts more and more towards digital, Equinix sits in the middle, providing a valuable service to customers needing connectivity. During the conversation we discuss the importance of the cloud, a focus on ecosystems, a shift toward sustainability, global expansion, and the heating of Olympic swimming pools in Paris.

Noah Glass, Founder and CEO at Olo, joins Michael Halen, Senior Restaurant and Foodservice Analyst at Bloomberg Intelligence, to discuss the company’s culture, product suite and growth strategy. Olo’s online ordering and delivery solutions have been invaluable to its restaurant clients and the company continues to innovate to achieve its goal of digitizing every transaction, including in-restaurant and drive-thru occasions. This is a massive opportunity; only 6% of US restaurant transactions are digital. Glass believes the company can grow sales 100-fold; its 84,000 restaurant locations can expand 4x and average revenue per unit could jump 25x as payment, data analytics, guest sentiment and marketing solutions gain further traction with existing clients.

Bloomberg Intelligence senior technology analyst, Woo Jin Ho, hosts Motorola Solutions CTO Mahesh Saptharishi in a lively discussion in its efforts to digitally transform and seamlessly integrate the public safety device and application ecosystems to gain greater share of a $50 billion addressable market. Motorola Solutions is in the nascent stages of disruptions, which is analogous to the developments of the Apple iPhone, Salesforce.com’s CRM, Oracle ERP and Google Cloud in the early days.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Thoma Bravo managing partner Holden Spaht to discuss the trends in the enterprise software market that have led to Thoma Bravo's prolific recent acquisition history. There we canvas all the different aspects from product leadership to valuation to culture that make a company a good fit for the private equity firm, in addition to hearing their insight on the future of the software space.

Bloomberg Intelligence Analyst Niraj Patel hosted ZipRecruiter President David Travers to discuss the employment market from the eyes of the job seeker as well as the employer. We explore US workforce trends post the pandemic, such as the Great Resignation, remote Work, wage inflation, and the employment backdrop into 2023. David highlights the company's AI-enabled recruitment solution, Phil, and other key technology attributes of the ZipRecruiter platform.

Bloomberg Intelligence is hosting Atlassian Chief Revenue Officer, Cam Deatsch to talk about the opportunity in DevOps and the next phase of growth in the company's $10 billion revenue goal.

Bloomberg Intelligence Technology Analyst Anurag Rana hosts Hg Senior Partner & Executive Chairman Nic Humphries to go over their view on notable disruptions in the overall software space and what exact aspects of companies they look for when making an investment. As head of the Saturn fund specializing in larger-capitalization companies, Nic stresses the importance of taking a longer term view on fundamentals and valuations especially in turbulent times. Additionally, we discuss the nuances of strategies revolving around smaller software companies when it comes to owning their niche and taking advantage of the differences in regulations between nations.