Tag Archives: Tableau

Supplier Report: 2/13/2016

sn_dice_Pierre Rougier

Mark your calendars, a week has gone by and IBM has not purchased a marketing company!

But they have started blocking citizens living in sanctioned countries from accessing their cloud services.  Speaking of blocking, Microsoft is preventing new Lumia phones from seeing the light of day.  Microsoft is expected to kill the brand in the coming months.

Dell is struggling with securing finances for the EMC acquisition.  However, EMC’s William Green stated that only an “act of God” would prevent the deal from taking place.

IBM

  • IBM Aims To Make Enterprises Agile With Cloud Data Services

    The introduction marks an expansion of the company’s Cloud Data Services with more than 25 services and 150 publicly available datasets available to help developers build, deploy, and manage Web and mobile applications, and enable data scientists to discover hidden trends using data and analytics in the cloud, IBM said in a Feb. 4 statement announcing the marketplace.

    This new marketplace comprises several existing IBM services, including IBM Compose Enterprise, IBM Graph, IBM Predictive Analytics, and IBM Analytics Exchange.

    http://www.informationweek.com/cloud/ibm-aims-to-make-enterprises-agile-with-cloud-data-services/d/d-id/1324199

  • IBM Has Blocked SoftLayer Cloud Users In Iran
    Via a letter to customers posted on Reddit:

    “Currently, at customer sign-up, SoftLayer blocks IP addresses that originate from countries that are subject to U.S. trade and economic sanctions,” read the email, according to Reddit user Borayeris.

    “At this time, these countries are Cuba, Iran, North Korea, Sudan, and Syria. Starting February 1, 2016, SoftLayer will implement network-wide blocking of these IP addresses.”

    http://www.techweekeurope.co.uk/e-regulation/ibm-block-softlayer-cloud-iran-185733

  • IBM Rolls Out a Slew of New Cloud Data Services for IBM Cloud

    “Data is the common thread within the enterprise, regardless of where its source might be,” said Derek Schoettle, general manager of analytics platform and cloud data services at IBM, in a statement. “In the past, data handlers have relied on disparate systems for data needs, but our goal is to move data into the future by providing a one-stop shop to access, build, develop and explore data.”

    http://www.newsfactor.com/story.xhtml?story_id=020000BXV9EW

Microsoft

  • Is Microsoft Corporation About to Kill One of Its Major Brands?

    The end of Lumia may not mean the end of Windows Phone, however. Microsoft could consolidate its smartphone efforts under its Surface brand instead. Rumors of a “Surface Phone” have been around for months. They gained new steam late last month, when a poster on Reddit discovered that surfacephone.com redirected to Microsoft’s general Surface page.

    The Surface remains a modest contributor to Microsoft’s financials, but has enjoyed growth in recent quarters. Last quarter, Surface devices generated $1.35 billion, up more than 20% on an annual basis. With the Surface Pro 4 and the Surface Book, Microsoft is slowly establishing a brand of high-end, innovative Windows devices.

    http://www.mysanantonio.com/business/fool/article/Is-Microsoft-Corporation-About-to-Kill-One-of-Its-6813440.php

  • Cloud now makes up one third of Microsoft revenues as Azure soars

    Cloud services are going so well for Microsoft that Business Insider suggests it is growing faster than Amazon’s reported 127% in revenue gain.

    On the other side, revenue for Windows Surface devices increased 29 percent driven by the launch of Surface Pro 4 and Surface Book while online gaming “Xbox Live” monthly active users grew 30 percent year-over-year to a record 48 million.

    http://cops2point0.com/2016/02/cloud-now-makes-up-one-third-of-microsoft-revenues-as-azure/

  • Microsoft Lays Off ‘Dozens’ as It Cuts Costs in Mobile Division: Report

    The report comes courtesy Finnish publication Helsigin Sanomat, which says that dozens of employees have been let go from the company. The report claims that the company is handing out pink slips to employees in an attempt to curtail the expenses in its mobile division. The division saw a significant drop in the revenue last quarter.

    “The job reductions were spread across more than one business area and country and reflect adaptations to business needs. We go through this process in the most thoughtful manner possible, with the deepest respect for affected individuals,” a Microsoft spokesperson told ZDNet in a statement. We’ve reached out to the company to check whether employees at Microsoft India are also being let go.

    http://gadgets.ndtv.com/mobiles/news/microsoft-lays-off-dozens-as-it-cuts-costs-in-mobile-division-report-801109

EMC | Dell

Oracle

  • Will 2016 Be Oracle Corporation’s Best or Worst Year Yet?

    To generate fresh cloud growth, Oracle might need to make more acquisitions. In January, Oracle agreed to acquire AddThis, a provider of social sharing, content recommendation, personalized marketing tools, and analytics services for web publishers. Industry sources told TechCrunch that Oracle paid $100 million to $200 million for the company.

    Oracle suggests that AddThis’ tools, which power 15 million sites, will be integrated into its Data Cloud platform. The acquisition of AddThis complements Oracle’s previous acquisitions of online-to-offline provider Datalogix, cloud marketing services provider BlueKai, online ad campaign firm Maxymiser, and cloud marketing automation firms Eloqua and Responsys. In addition to boosting its SaaS revenues, those acquisitions can widen Oracle’s moat against other major players in the marketing cloud space, like Adobe, Salesforce, and IBM.

    Oracle finished last quarter with $17.4 billion in cash and equivalents and $34.9 billion in marketable securities, so it still has the firepower to keep growing its cloud business inorganically.

    http://www.fool.com/investing/general/2016/02/07/will-2016-be-oracle-corporations-best-or-worst-yea.aspx

Hewlett Packard Enterprise | HP Inc

  • Hewlett Packard Enterprise CEO Meg Whitman’s Total Pay Drops 13%

    Hewlett Packard Enterprise Co. Chief Executive Meg Whitman’s total compensation was valued at $17.1 million last year, down 13% from 2014.

    Ms. Whitman’s base salary remained at $1.5 million, but she received a smaller bonus. Her nonequity incentive compensation declined to $2.5 million from $4.3 million a year earlier.

    http://www.nasdaq.com/article/hewlett-packard-enterprise-ceo-meg-whitmans-total-pay-drops-13-20160212-00258

  • A PR’s perspective on the Hewlett Packard Enterprise/Financial Times spat: The medium is not your messageSo HPE got into a fight with a Financial Times writer:

    Kellaway received an email from Gomez objecting to an article she had written the previous week which criticised Hewlett Packard Enterprise’s chief executive, Meg Whitman. In the article Kellaway repeated the advice Whitman gave to an audience at Davos — “You can always go faster than you think you can” — and made light of the assertion by saying that “sometimes, when you go faster you fall flat on your face.”

    The writer goes on to call the HPE Rep a bully:

    His full letter, released this morning by the HP comms team, shows how easy it is to wade too deep. “Obviously”, he writes, “you and the FT are free to write about the topics you select. I’ve read your bio and respect your right to ‘poke fun’ at management. But you still have an obligation to get it right. And FT management should consider the impact of unacceptable biases on its relationships with advertisers.”

    Unfortunately, even prefaced by a declaration of respect for editorial independence, the last line has a hard time distancing itself from a veiled threat. A little too Tucker-ish, perhaps.

    http://www.thedrum.com/opinion/2016/02/08/prs-perspective-hewlett-packard-enterprisefinancial-times-spat-medium-not-your

Other

  • Tableau Struggling To Keep Up With Market Expectations

    Recently there has been increasing competition in the Big Data analytics space that is hurting Tableau. Qlik Technologies (NASDAQ:QLIK) launched its version of a data analytics software Qlik Sense. The product is getting positive reviews from enterprise and mid-market consumers, especially since the Sense Desktop is available for free. Additionally, bigger vendors are offering a similar product. Of note is Microsoft’s Power BI data-analytics software that is offered for free and compares with Tableau’s premium priced offering. Additionally, Microsoft’s Power BI is more likely to attract its existing Excel users – a market that Tableau targets. Other bigger competitors include Amazon (NASDAQ:AMZN) and salesforce.com (NYSE:CRM) which are coming up with similar offerings of their own. Market research suggests that among the available data visualization solutions, Tableau has the most expensive product.

    http://seekingalpha.com/article/3889526-tableau-struggling-keep-market-expectations

  • Tumultuous Times for BI and Analytic Tool Vendors

    Last year’s report featured nine vendors in the Leader’s Quadrant, but only three made the cut this year. Sent packing from the prestigious perch were MicroStrategy, Oracle, IBM, SAP, and SAS, each of which you can now find in the Visionaries’ quadrant, thanks to lower abilities to execute compared to last year. And Info Builders lost even more cred, falling into the Niche Players category after scoring lower in ability to execute (Y axis) and completeness of vision (X axis).

    sn_bi_2016_magquad
    http://www.datanami.com/2016/02/10/tumultuous-times-for-bi-and-analytic-tool-vendors/

Photo: Pierre Rougier

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Supplier Report: 2/6/2016

sn_news_Matt Popovich

For a company that was not expected to making many acquisitions in 2016, IBM sure has been busy.  They purchased three marketing firms this week… 3! These purchases bring to light that IBM currently has marketing department with over 10,000 employees (and growing).

While IBM conceives of new and better ways to sell you things, EMC is getting sued.  There are at least 3 (because it is the magic number) stockholder lawsuits in flight all stating that EMC and Dell are misleading stockholders with their financial math.

I am officially giving Microsoft their own section on the report and I picked a good week.  Microsoft purchased keyboard app maker SwiftKey not only for the popular app, but because of the predictive system it developed to aid with their AI goals. Microsoft also announced attempts to create underwater data centers for improved global performance and for environmental (cooling) reasons.

IBM

  • IBM Signs Agreement to Acquire Aperto to Meet Growing Client Need for Digital Transformation

    ARMONK, N.Y., Feb. 2,2016 /PRNewswire/ IBM (NYSE: IBM) today announced it has signed a definitive agreement to acquire Aperto a digital agency with headquarters in Berlin. Upon completion of this transaction, Aperto will to join the IBM Interactive Experience (IBM iX) team, supporting IBM’s growth in the largest economy in Europe.

    Aperto’s 300-plus employees will continue to serve its roster of clients, which currently includes companies such as Airbus Group, Volkswagen and Siemens.

    http://www.broadwayworld.com/bwwgeeks/article/IBM-Signs-Agreement-to-Acquire-Aperto-to-Meet-Growing-Client-Need-for-Digital-Transformation-20160202
    After reading that press release, I still had no idea what this company did, so I went to their website:

    Our ability to connect today’s three core disciplines – technology, strategy and creativity – at the highest level is what makes us the “Right-Service Agency For The Digital Age”. We guide the digital transformation of companies and organizations by pioneering ground-breaking marketing solutions, products and business models.

    We know that today no agency can do everything. Tasks and projects are becoming more complex as new technologies and specializations emerge. Those who still promise ‘Full-Service’ end up delivering only half the possible results. That’s why we concentrate on what our clients really need to be successful. This constant focus on the right priorities is what we call ‘Right-Service’.

    Okay…

  • IBM To Acquire ecx.io To Better Customer Experience
    So they bought ANOTHER customer experience firm in Europe. This is the THIRD in a week.

    Upon close of this transaction, ecx.io will bring 200 employees specialized in designing and implementing commerce and digital marketing services and platforms to IBM iX. Clients will benefit from this range of capabilities, combined with the strategy, analytics, cloud and cognitive depth of IBM.

    http://www.teleanalysis.com/corporate/ibm-to-acquire-ecx-io-to-better-customer-experience-20761.html
    So we are clear…
    IBM now has 10,000 people working on advertising

    IBM doesn’t talk as much about its digital agency business as it does about its machine-learning cloud service “Watson.” But the company is clearly ramping its efforts up in this market for 2016. The talent wars for top designers are brutal, so IBM is shopping.

    http://www.dailynewsx.com/news/business-news/ibm-now-has-10000-people-working-on-advertising-13369.html

  • ​IBM unveils 25 new services with quadruple Cloud play

    The hybrid cloud services can be deployed across multiple cloud providers and are based on open source technologies and open ecosystems that include company and third-party data.

    In addition to the expansion, the tech giant also introduced four new cloud data services; IBM Compose Enterprise, IBM Graph, IBM Predictive Analytics and IBM Analytics Exchange.

    “Data is the common thread within the enterprise, regardless of where its source might be,” says Derek Schoettle, General Manager, Analytics Platform and Cloud Data Services, IBM.

    http://www.computerworld.co.nz/article/593445/ibm-unveils-25-new-services-quadruple-cloud-play/

  • IBM Is Blowing Up Its Annual Performance Review

    That maxim, it seems, also applies to IBM’s annual performance review—a 10-year-old system called Personal Business Commitments. The program will be replaced with a brand new approach this week, one that gives more opportunity to shift employee goals throughout the year and includes more frequent feedback.

    Additionally…

    There is no single measure of an employee’s performance like before. “In the old system, there was one score. People [got] sort of obsessed by that,” Gherson said. “In the new system, there are five scores. It leads to a much richer, more balanced discussion.”

    http://fortune.com/2016/02/01/ibm-employee-performance-reviews/

  • Why IBM Is Buying a Digital Marketing Agency
    To follow up last week’s post on IBM purchasing digital marketing company Resource/Ammirati…

    Since March 2014, IBM iX has quietly doubled its workforce to 10,000 specialists in everything from e-commerce advice to mobile development—including 1,000 creative design professionals branding experts. IBM iX’s hiring spree has been fueled by the company’s strategic partnerships with Apple (with which it is building industry specific mobile apps), Box (content management and workflow), Facebook (marketing intelligence), and Twitter (data analytics).

    And though it already ranks as the world’s largest digital agency, ahead of boutique firms like SapientNitro and Razorfish, the group wants even more of that work. This week, IBM iX signaled that intention with its plan to add another 300 creative experts through the acquisition of 35-year-old interactive media specialist Resource/Ammirati.

    http://fortune.com/2016/01/29/ibm-resource-ammirati/

EMC | Dell

  • Lawyer flings class action sueball at EMC over Dell merger

    It also says that prospectus opinion from Morgan Stanley on the deal “fails to disclose an “adjusted July Case” which was used as the basis for many of its analyses,” and similar analysis by Evercore “ails to disclose EMC’s “2.x Plan”, the calculation of fully diluted shares, and the equity value at the unaffected price for both EMC and VMware.”

    http://www.theregister.co.uk/2016/02/03/lawyer_sues_emc_dell_merger/
    Actually, it is 3 lawsuits…
    Dell-EMC Deal Facing 3 More Shareholder Suits

    All of them allege EMC is shortchanging investors. Arguing that the merger agreement was adopted in violation of the fiduciary duties of EMC’s board of directors, they are turning to the courts for injunctive relief to enjoin the merger, as well as other remedies.

    http://www.cmswire.com/information-management/dell-emc-deal-facing-3-more-shareholder-suits/

Hewlett Packard Enterprise | HP Inc

  • HPE chases risky business with Autonomy and Stonebraker tech

    “We’re not just analysing risk events,” said Garber, “but giving organisations the tools to take action on them as well.”

    According to a 2015 Morgan Stanley report, cited by Garber, financial services firms have lost $260bn to regulators for breaches of compliance from 2009 to 2015.

    Asked how much of that HPE reckoned it would have saved (and, indeed, earned) Garber declined to offer a figure, but stated that actually the company was looking at a much wider area than just financial services.

    http://www.theregister.co.uk/2016/02/04/hpe_chases_risky_business_customers/

  • HPE Acquires Data Protection Software Developer Trilead

    Trilead, an Altendorf, Switzerland-based developer of low-cost data protection software for VMware vSphere and ESXi and Microsoft Hyper-V virtualized environments, put a statement on its website home page that it was acquired by HPE. Neither the timing of the acquisition nor the purchase price was addressed in the statement.

    http://www.crn.com/news/storage/300079597/hpe-acquires-data-protection-software-developer-trilead.htm

Microsoft

  • Microsoft tests underwater data center

    Microsoft said its reasons for experimenting with underwater data centres were twofold.

    Firstly, half the world’s population is located within 125 miles (200km) of the coast so data centres in the sea would reduce latency – the time its takes data to travel from its source to customers.

    But there were also environmental reasons for the trial. Putting the data centre in the ocean eliminated the need for cooling and, in future, if such centres could be colocated with offshore renewable energy sources, they could also produce zero emissions, according to Microsoft.

    http://www.bbc.com/news/technology-35472189

  • Microsoft Corporation To Become Second Largest Cloud Player

    Analysts are betting big time on this strategy for Cloud revenues to grow at the Redmond Company. Thus Microsoft Exchange and Outlook are actually driving the revenues for Microsoft Corporation’s (NASDAQ:MSFT) digital cloud services.

    http://insidestocktrader.com/microsoft-corporations-nasdaqmsft-to-become-second-largest-cloud-player/851406/

  • Microsoft Acquires SwiftKey to Advance AI Goals

    SwiftKey’s predictive technology aligns with Microsoft’s interest in developing intelligent systems that can work more on users’ behalf and under their control, he added. That likely means artificial intelligence systems.

    Microsoft is shelling out $250 million, according to the Financial Times. It will fold SwiftKey’s employees into its stable, and they apparently will report to Shum.

    http://www.ecommercetimes.com/story/83072.html

Other

  • Analytics software maker SAS puts 2015 revenue at near $3.2B

    Cary-based SAS Institute Inc. said Tuesday its revenues were almost $3.2 billion in 2015. That was 2 percent more than 2014.

    http://www.washingtontimes.com/news/2016/feb/2/analytics-software-maker-sas-puts-2015-revenue-at-/

  • Tableau Software Inc (DATA) Plunges 35% On Disappointing Earnings

    Tableau Software delivered a weaker-than-expected quarter with very little upside to revenue as they beat the high-end of guidance by $2.8M vs their four-quarter average of $14.9M. The company reported 42% revenue growth with billings growth of 36%, compared to the 64% and 54% in Q3/15, respectively. Much of the focus will center around the revenue/billings deceleration and the guidance, which will be given on the call. The prior 2016 revenue outlook was $845M-$865M. The stock is down 30%+ in the after-market.

    http://www.valuewalk.com/2016/02/tableau-software-inc-data-plunges/

  • Teradataaaaargghh! How to go from years in the black right into the red

    Teradata is suffering from competition, the cloud and new style Big Data analytics, which collectively makes its kit seem expensive and dated. Although it’s moved into Big Data analytics, that market is not taking off fast enough and the Internet of Things data analytics boom is still nascent. Companies like HDS are entering the analytics market and increasing the competitive pressure.

    http://www.theregister.co.uk/2016/02/04/teradata_full_year_loss/
    What happened was that its Marketing Applications unit didn’t deliver the goods. In fact, it experienced an approximate $45m operating loss in 2015.
    sn_teradata_annual_crm

Photo: Matt Popovich

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Supplier Report: 1/2/2016

sn_snow_Natasha Vasiljeva

Another week of scraps.  The suppliers didn’t make any noise during the last week, which was expected.  As a result, news outlets took to speculation for 2016.

The major news coming out of the week is that EMC is expected to reduce headcount early in 2016 and some sites are predicting that Meg Whitman might step away from HP some time in 2016.

IBM

Hewlett Packard Enterprise | HP Inc

EMC | Dell

  • EMC To Cut Jobs Ahead Of Dell Deal

    The workforce reduction is expected to be substantially completed by the end of the first quarter of 2016 and fully completed by the end of 2016. The total charge resulting from the plan is expected to be approximately $250 million, with total cash payments associated with the plan expected to be $220 million.

    http://www.nasdaq.com/article/emc-to-cut-jobs-ahead-of-dell-deal-20160101-00005

Other

  • Why Salesforce.com Wants SteelBrick

    In the last part of this series, we looked at Salesforce.com’s (CRM) acquisition target—SteelBricks. SteelBrick’s Quote-to-Cash software, which is aimed primarily at SMBs (small and medium-sized businesses), is attracting a lot of attention. SteelBrick managed to raise $48 million funds in its Series C round in October 2015, largely due to this software. Apttus, a company that’s built on the Salesforce App Cloud, managed to raise $108 million in September 2015.

    http://marketrealist.com/2015/12/salesforce-com-wants-steelbrick/

  • Tableau in 2015: Year in Review

    The year 2015 was expected to be a tough one for leading business intelligence company Tableau, but the company powered through the fears of increased competition eating into its growth. The year saw major updates in the business intelligence tools offered by software giantsSalesforce.com and Microsoft. At the same time, Tableau’s biggest riva lQlik released Qlik Sense Enterprise, a visualization tool for businesses that competes directly with Tableau. Despite the tightening race in the business intelligence and visualization market, Tableau consistently achieved solid performance throughout the year. We believe that a strong product portfolio and dominant position in the industry will help it continue to perform well in 2016.

    http://www.forbes.com/sites/greatspeculations/2015/12/30/tableau-in-2015-year-in-review/

Photo: Natasha Vasiljeva

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Supplier Report: 4/18/2015

sn_thedoctor

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

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Supplier Report: 4/11/2015

sn_spring

This week feels like yesterday’s news.  Many of the major IBM stories are updates and rehash from the last few weeks – however they did release news on a breakthrough in tape storage. 64-year-old tape storage technology.

Bad week for HP.  PC sales are down and they are exiting the public cloud sector due to not wanting to go head to head with Amazon, Microsoft, and IBM.

IBM

Oracle

HP

Other

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