Supplier Report: 4/18/2015

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IBM had an extremely health-focused week by announcing two acquisitions in the health space and making headlines with Watson’s medical diagnostic abilities.  IBM also deepened their Apple partnership with the announcement that they will collect medical related information from i-devices.

Oracle continues their braggadocios ways with claims of overtaking competitor SalesForce in the coming months while HP underwhelms with their new logo design.

IBM

Oracle

HP

Other

  • Article about CEO pay (Microsoft’s Nadella is top paid)
    http://www.valuewalk.com/2015/04/microsoft-ceo-top-paid-ceo-us/
  • EMC Acquires Hybrid Cloud Encryption Company

    CloudLink, a 20-employee firm based in Ottowa, encrypts workloads across multiple cloud platforms including Amazon Web Services, Microsoft Azure, IBM SoftLayer and EMC subsidiary VMware’s vCLoud Air and other vCloud powered clouds, according to CloudLink’s web site.

    http://www.crn.com/news/cloud/300076560/emc-acquires-hybrid-cloud-encryption-company.htm

  • This is timely: After SaaS: Opportunities for Next-Gen CRM

    The CRM market is ripe for disruption and the combination of the mobile-social revolution and the demand created by sellers of peer-to-peer marketplaces is creating a perfect storm. For a while, Salesforce would likely ignore the threat of a company providing such service much the way its predecessors ignored Salesforce. This will result in many opportunities for marketplaces and their developers to innovate and create value.

    http://www.huffingtonpost.com/sophiecharlotte-moatti/after-saas-opportunities-_b_7067632.html

  • A Closer Look At Tableau’s Customer Base Growth

    Tableau had approximately 4,400 customers by the end of 2010 and this increased to 26,000 in 2014. [1] We expect this number to be north of the 60,000 mark by the end of our forecast period, facilitated by a strong sales and marketing team that is striving for expansion in domestic and international markets. Tableau’s focus on innovative products and its popularity in the market also will be a deciding factor in achieving the predicted growth. There could be a 10% downside to our price estimate if the number of customers do not grow beyond 54,000. This could happen if the business intelligence and analytics market becomes overcrowded with competing big and emerging small innovative players.

    http://seekingalpha.com/article/3070416-a-closer-look-at-tableaus-customer-base-growth