VMWare's recent M&A shopping spree was foreshadowed in data Mega M&A is often foreshadowed by steep cuts to job postings at deal targets. When VMWare went shopping, the trend popped up again. Jon Marino 8.23.19 2:51 PM
How buying Insomniac is just the start of Sony's ramp-up to the PlayStation 5 Sony is beginning the era of the PlayStation 5 by acquiring longtime developer cohort Insomniac Games. We analyzed why this is not only smart, but the start of things to come going forward. Jared Russo 8.20.19 7:47 PM
Symantec is scaling down - as shown by its alternative data After a failed outright M&A deal, Symantec is dealing off a big chunk of its business to Broadcom. As is often the case, it was signaled by alternative data. Jon Marino 8.9.19 3:18 PM
Luxury retailer Barneys files Chapter 11 - this is the company's alternative data Barneys is facing bankruptcy - and the company's alternative data exposes ugly trends. Jon Marino 8.6.19 1:05 PM
DoorDash's Caviar deal isn't just another M&A pickup - it's a shift into a new market DoorDash's $410 million Caviar deal isn't about taking out a competitor - it's about positioning the food delivery startup before an entirely different segment of the restaurant marketplace. Jon Marino 8.2.19 2:30 PM