Amazon (AMZN) – Quick Takeaways on AWS re:Invent
Palo Alto, CA – December 6, 2016 We attended the sold out (40K attendees) Amazon (AMZN) AWS re:Invent 2016 conference in Las Vegas and came away impressed with…
WCP Photonics Data and M&A: The Fundamentals
Palo Alto, CA – November 30, 2016 Woodside Capital Partners (WCP) proudly releases our latest overview and M&A activity report on the photonics industry. Driven by our…
Apple (AAPL) – Samsung’s Harman Grab Points to More Challenges for Apple in Auto
Palo Alto, CA – November 15, 2016 Our standing view is that the scaled-down car strategy that Apple is apparently pursuing holds risks for the company. Samsung’s announced…
Oracle (ORCL) – NetSuite Acquisition Positive for Midmarket Cloud
Palo Alto, CA – November 7, 2016 Oracle completed the acquisition of ERP competitor NetSuite (N). We believe this acquisition fills a large hole in Oracle’s Cloud Fusion…
Qualcomm (QCOM) – NXP Acquisition Positions Qualcomm as a Leader in the Automotive Market, But Opportunities Remain
Palo Alto, CA – October 31, 2016 We believe Qualcomm’s NXP purchase is an important and comfortable fit, improving Qualcomm’s positioning in the key automotive and IoT markets…
Salesforce.com (CRM) – TWTR Frenzy Clouds DF16 Benefits
Palo Alto, CA – October 7, 2016 The media frenzy around the potential acquisition of Twitter (TWTR) obscured the major announcements of Dreamforce 2016, much to the frustration…
SCTE Notes – Remote Phy Architecture Poised for Investment Cycle Beginning 2017
Palo Alto, CA – October 4, 2016 To view the full report
WCP Publishes ADAS/Autonomous Sensing Industry: Beyond the Headlights Report
Palo Alto, CA – September 27, 2016 In-depth analysis of most recent technology developments and evaluation of current market trends coincides with firm’s Cars and Cocktails affair. Executive…
WCP Celebrates at Cocktails and Cars ’16
Palo Alto, CA – September 27, 2016 WCP would like to thank all of our friends who joined us at our annual Cocktails and Cars gathering at University…
Fleetmatics – Acquisition to Bolster Verizon’s Strong Play in Mobile IoT
Palo Alto, CA – August 2, 2016 On 8/1 BMO, Verizon announced that it is set to acquire mobile IoT leader Fleetmatics (FLTX) for $2.4bn. We view the…