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Consumers are set to go on an almighty travel binge, which has already fed into the price of global travel stocks. This month we unpack the numbers, reveal the views of some leading travel sector commentators, and hear from travel sector CEOs about staring into the abyss - and surviving. As you might expect, technology will play a pivotal role in this recovery.
Read MoreAs always, the shape of recovery in travel remains a complex story, with each of its constituent sub-sectors showing different recovery patterns.
What do some of the best minds in the business think happens next?
Five travel sector CEOs tell us what it was like to manage through the most difficult market conditions any of them will ever likely see in their lifetimes. And we describe the strategies that set the survivors apart and positioned them to thrive in any recovery.
Microsoft took 15 years before it hit a billion dollars in revenue. TikTok took less than four. The growth of the global software industry has been extraordinary, and the pace at which new platform-based businesses are achieving the much sought after unicorn status is putting the exclusivity of the club at risk.
Read MoreFive great digital giants grew their market capitalization from $2tn to $10tn between 2018 and 2021. Remarkably the next generation of digital businesses look set to outpace them. So what are the five characteristics that help you spot the next software insurgent.
With the commercial race into space in full swing, expect an old rule to ring true - in a gold rush, it’s often the people selling picks and shovels who get rich.
Read MoreInvestment in space companies hit new record highs in 2020. The rush has attracted the billionaire class, tech giants like Microsoft and Amazon, and a new class of sky gazing entrepreneurs.
While the technology may be space-age, the problems being solved are age-old – from quarantine, to agricultural resource utilisation, to helping investors identify the next best bet.
Read MoreAs students in the Northern Hemisphere head into their summer holidays - hopefully well vaccinated - we reveal how technology is transforming the education sector. Already a hot sector before COVID-19, EdTech is now sizzling, courtesy of the pandemic!
Read MoreWhile data centres are trapped inside telcos, their value tends to be obfuscated.
In this article we examine the considerable potential valuation arbitrage between stand-alone data centres and those hidden within their telco parents. The theoretical potential to unlock significant shareholder value through carve-outs is significant.
Read MoreIf “data is the new oil”, then data centres are the new “heavy industry”, and it looks like they are on track to join their predecessors as a major contributor to climate change. In this article we examine the tricky balance between growth in data centres and stakeholders’ increasing focus on ESG.
Read MoreAs students in the Northern Hemisphere head into their summer holidays - hopefully well vaccinated - we reveal how technology is transforming the education sector. Already a hot sector before COVID-19, EdTech is now sizzling, courtesy of the pandemic!
Read MoreWe take a look at the EdTech sector today, and some of the key companies in this space
Read MoreCan micro-learning deliver life-long employability? Will Gen-Tiktok demand the fast, easy digital experiences they expect in life when it comes to their education? Micro-learning businesses are betting they will.
Read MoreThis month we examine the convergence of software, mobility, and energy that is playing out across the globe. In it, we highlight the roles that five disruptive ANZAC companies are playing in this 21st-century tech-driven revolution. All of this, plus your regular, carefully curated collection of titillating tech tales from your friends at North Ridge Partners.
Read MorePresenting living proof that software is indeed eating the world, today we report on five disruptive companies, each bringing their own brand of ingenuity to the world stage.
Read MoreElectric vehicles have been commercially available in one form or another for well over a decade, so why does Australia appear to lag behind comparable countries in the overall number of EVs on the road?
Read MoreIt’s our pleasure to offer you a music playlist to accompany the Tech Round-up Electric Edition.
Read MoreRoger Sharp examines the revolutionary fusion of software, mobility and energy that is underway around the globe.
Read MoreAs we plough on into May, North Ridge’s newest Partner Kevin Waller presents a thought piece for you to chew on, and introduces our latest AgriTech client Alesca Life. The fusion of tech and food is where it’s at!
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