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Matt Ober
June 26, 2025
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New Branding? Workspace is the official new name
Eikon and the terminal from $LNSTY ( ▲ 0.06% ) (London Stock Exchange) are being rebranded as part of the $MSFT ( ▲ 0.07% ) partnership to Workspace. It’s the start of a new era. A new beginning. Does it matter? Is the new name = a new product? Is this the Bloomberg Killer? Does it take market share from $FDS ( ▲ 0.1% ) or steal marketshare in the wealth management world from $MORN ( ▲ 0.46% )? Lots of questions, and soon we will get answers. Is the $MSFT ( ▲ 0.07% ) partnership which likely makes Teams front and center a big deal? Bloomberg has the IB chat. Symphony tried to be a chat killer. We all already use Slack. Then there is those using iMessage, and WhatsApp and tons of other communication tools. All of this is possible with modern day archiving solutions like Social Leverage’s investment in Archive Intel
There will be a new winner in investment desktop solutions. I believe we will see an AI native new winner. Factset, Bloomberg, Workspace, & XYZ. The key will be not only owning the data but leveraging modern technology and getting distribution. There are lots of startups trying to be the next winner to steal screen space. We at Social Leverage have some investments in the space and are excited about what they are building.
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