A volatile energy price environment in the fourth quarter of 2018 has caused E&P operators to reassess 2019 capex budgets. International markets have fared better, and growth is accelerating in several key regions. In all, Wall Street estimates that worldwide E&P spending is expected to grow ~8% in 2019, which is ~50bps above 2018 levels….
In this edition of Founders’ Industrial Technology Update, we focus our attention on the Industrial Internet of Things (IIoT) space to examine the growing influence of connected devices, big data, and improved computing power on industrial end markets.
This SaaS Industry Update includes comments and insights from industry participants and articles of note regarding growth, M&A timing, and churn. In the quarterly tip, we have outlined considerations for when and why SaaS companies may choose to account for software development costs as an operating expense or capital expenditure.
In this edition of Founders’ Industrials Update, we focus our attention on recent macro-economic trends and how they may impact the industrials market in 2019. Market trends analyzed include U.S. GDP growth, Q3 earnings performance, interest rate changes, and the U.S. – China trade relationship. As seen in the chart below, U.S. quarterly GDP growth…
By: Duane Donner In this edition of Founders’ Oil & Gas Equipment and Services Market Insights Report, we discuss how constraints in the Permian have shifted drilling and production activity to other basins across the U.S. With energy prices trading within a normalized range, drilling and production activity should continue to increase throughout the United…
By: Zane Tarence In the Founders’ Q2 2018 SaaS Update, we explore recent transactions, analyze key performance indicators for owners to benchmark against, and share interesting quotes from leaders in the space. Also included is a brief literature review of some of the top SaaS related articles we’ve read recently, an overview of our upcoming SaaS…