Tag Archives: Teradata

Supplier Report: 5/7/2016

sn_therooster_Ashes Sitoula

Oracle picks up another company while their lawsuits with HPE and Google pick up steam. Meanwhile, IBM opens up their new quantum platform to the masses (I am still waiting for my login).

Teradata ditches their CEO after announcing a $46M loss in the marketing space as EMC CEO Joe Tucci says goodbye at EMC World.

IBM

  • IBM Launches Quantum Computing As Free Cloud Service

    In IBM’s vision, online access will pave the way for future developments and spark interest for the new technology. Depending on how well versed people are in quantum technology and their overall technology background, IBM will determine how much access people receive to the processor, according to the manager of IBM’s experimental quantum computing group, Jerry Chow. He explained for The New York Times that the online quantum computing simulator is meant to be educational, but it could also “be the beginnings of a larger framework.”

    http://www.itechpost.com/articles/17852/20160505/ibm-launches-quantum-computing-free-cloud-service.htm

    Note: This is a true 360 degree video, click in the video to change the camera view

  • IBM’s iPhone app will help 20 million Americans keep their sight

    Why might the app make a difference? “The process for managing patient information today is still very much a manual process for many cataract surgeons,” explained Chang. “With this app, surgeons will now have the ability to access each patient’s surgical information in one place, receive intuitive feedback for IOL selection, and help improve future procedures while driving greater efficiencies in managing patient flow; an incredible benefit for practices.”

    http://www.computerworld.com/article/3067292/apple-ios/ibms-iphone-app-will-help-20-million-americans-keep-their-sight.html

  • IBM To Downsize Rochester Campus

    The tech company from Armonk, New York will be selling off upwards of one million square-feet of its Rochester campus. However, no personnel changes are expected to occur, according to a statement by Tory Johnson, the senior location executive for IBM’s Rochester site.

    http://tcbmag.com/News/Recent-News/2016/May/IBM-To-Downsize-Rochester-Campus

Oracle

  • Oracle Buys Utility-Focused Cloud Firm Opower for $532 Million

    That rapid growth made Opower an attractive acquisition target for Oracle, which itself has a large business division targeting the utilities sector. By adding Opower to its existing energy industry portfolio, Oracle said it will become “the largest provider of mission-critical cloud services” to a sector valued at $2.3 trillion.

    http://www.cio-today.com/article/index.php?story_id=010000BLD85W
    More:
    Can Oracle buy its way into the cloud?

    It stands to reason that traditional enterprise vendors — Oracle, Microsoft, IBM and SAP — would have at least a shot at that new business. But it’s no slam dunk, largely because of customers’ past experiences with those vendors, Rymer said.

    “It’s no secret that a lot of people don’t like dealing with Oracle, and there are similar relationship horror stories about all the big enterprise vendors,” he said. “A lot of folks say, ‘We don’t want the same kind of relationship we have with them now.'”

    AWS, Azure and Google all promise something more flexible, and for some customers the trade-off is worthwhile even if it means more work.

    “The big enterprise vendors understand enterprises,” Rymer said. “I think they have a chance, but we’ll see how that tension plays out.”

    http://www.cio.com/article/3064658/can-oracle-buy-its-way-into-the-cloud.html

  • Alphabet Inc To Face Off Against Oracle Corporation Next Week In $8.8 Billion Lawsuit

    The case between these two tech giants previously went on trial in 2012, but the jury made no progress. If the new jury, in the trial that is scheduled to begin on Monday, rules in favor of Oracle concerning the fair-use copyright, then it will consider the damages.

    After the initial trial, William Alsup, a United States District Judge, gave the verdict that the material in the issue in case at hand is not supposed to be subject to copyright. However, a federal appeals court reversed this ruling, arguing that the structure of any programming language can be protected.

    http://www.vanguardtribune.com/2016/05/06/alphabet-inc-nasdaqgoogl-face-off-oracle-corporation-nyseorcl-next-week-8-8-billion-lawsuit/122886/

  • HP Fires Back at Oracle Copyright Suit

    HPE’s lawyers at Gibson, Dunn & Crutcher pointed to Oracle’s litigation targeting Terix in a court filing Friday asking U.S. District Judge Jon Tigar of the Northern District of California to dismiss the case against HPE. “Oracle seeks to hold [HPE] responsible for Terix’s conduct based on vague allegations of conspiracy and control,” wrote Gibson Dunn partner Blaine Evanson. “While Oracle recounts what Terix did to infringe Oracle’s copyrights, it fails to plausibly allege facts demonstrating how HPE knew that Terix was infringing, what steps HPE took to encourage Terix to infringe, or that HPE had the ability to control Terix.”

    http://www.therecorder.com/id=1202756534913/HP-Fires-Back-at-Oracle-Copyright-Suit?slreturn=20160406110805

  • Oracle Needs More Time

    If you ask me to name one company that’s going to be hit the worst during the massive shift towards cloud computing, I would say “Oracle” (NYSE:ORCL) in a heartbeat. Their entire business line was once dependent on companies managing their own infrastructure; as part of that model, Oracle made billions selling them hardware and software designed specifically for their needs.

    Today, as significant portions of the enterprise segment look towards TCO (total cost of operation) reduction and global accessibility in the form of what cloud computing offers, Oracle stands in an ever-widening gap. Even their core databases business – of which they are still king – are increasingly under attack from the likes of Microsoft and Amazon. This is something I’ve already spoken about in Oracle’s Rite Of Passage Has Come.

    http://seekingalpha.com/article/3971084-oracle-needs-time
    sn_oracle_2016_q3_earnings

Storage (EMC | Dell | Infinidat | NetApp )

  • EMC World 2016: Joe Tucci bows out as EMC looks to the future

    “If you look at the magnitude of data processed and the need for this to be interpreted in real-time, the outcome is a new style of computing,” he added. “We have to change not only very rapidly but very dramatically and on a personal note, it’s been an incredible journey.

    “I thank our partners and customers as this will be the last time I stand here at EMC World as EMC Corporation CEO and Chairman.”

    http://www.arnnet.com.au/article/599096/emc-world-2016-joe-tucci-bows-emc-looks-future/

  • EMC & Dell execs outline integration plan to create Dell Technologies

    The final hurdles the team face are the Chinese regulators, the one remaining body to have not signed off on the merger to date. While Chinese regulators have proven to be a difficulty for other organizations in the past, Read and Elias claim it should be a relatively simple process for the team. Read highlighted the fact that all other regulatory bodies had signed off on the deal 100% with no condition attached, it was a good sign when considering the Chinese regulatory process.

    http://www.businesscloudnews.com/2016/05/06/emc-dell-execs-outline-integration-plan-to-create-dell-technologies-2/

  • Michael Dell roasts HP at EMC World

    “Our competitors like HP are shrinking their way to success,” he said. “Wait, you can’t shrink your way to success. That is not even a real thing! But they’re doing it. They are getting smaller. They are separating their edge from their core with far less revenue, less innovation in R&D, less software, a smaller supply chain, losing share in each of their businesses to Dell, even right now during this period.

    http://www.channelweb.co.uk/crn-uk/news/2456674/michael-dell-roasts-hp-at-emc-world

  • Tucci and Dell on Partner Strategy

Other

  • Google handed patients’ files without permission: Up to 1.6million records – including names and medical history – passed on in NHS deal with web giant

    Trust managers approached Google to develop the app and then handed over the patient files after signing an ‘information-sharing agreement’ last year. Neither the trust nor Google needed to ask patients’ permission beforehand because the NHS is obliged to pass on some anonymous medical information if it is intended for research purposes to improve care.

    Also:

    Under the arrangement, Google’s DeepMind has access to the details of all patients who have stayed overnight at Barnet, Chase Farm or Royal Free Hospitals or attended A&E over the past five years. It is not clear exactly how many patients this covers. The company will also be given information on a monthly basis relating to all inpatients and those attending casualty until 2017.

    Although patients can theoretically opt out of their information being passed on in such a way, they would firstly need to be aware such arrangements exist. They would then need to contact the hospital’s data protection officer in writing to make a specific request.

    http://www.dailymail.co.uk/news/article-3571433/Google-s-artificial-intelligence-access-private-medical-records-1-6million-NHS-patients-five-years-agreed-data-sharing-deal.html?ito=social-facebook

  • Canonical founder: “OpenStack no lifeline for legacy tech suppliers”

    “What do customers want? They don’t want to get locked in to someone’s database as a service they happen to have dumped on OpenStack,” he said.“They want database as a service and they want it on every public cloud and on private cloud. They’re not going to get it just on OpenStack.”

    http://www.computerweekly.com/news/450295156/Canonical-founder-OpenStack-no-lifeline-for-legacy-tech-suppliers

  • Here’s why Apple’s partnership with SAP is amazingly strategic and smart

    SAP is going to develop a bunch of custom business applications for iOS devices, iPads and iPhones, as well as release tools so that SAP’s 2.5-million member global developers can write their own custom iOS apps using Apple’s new programming language, Swift.

    In return, Apple gets access to SAP’s enormous worldwide salesforce to help it sell devices to SAP’s roughly 310,000 worldwide customers, most of whom are large enterprise businesses with thousands of employees.

    http://www.businessinsider.com/why-apple-sap-partnership-is-smart-2016-5

  • Teradata names new CEO

    On a day when Teradata reported a net loss of $46 million in the first quarter of 2016 — a loss of 36 cents per diluted share — the data warehousing and analytics company also announced that its board of directors has elected one of its own, Victor Lund, as the company’s president and chief executive.

    The first quarter’s net loss contrasts with its net income of $22 million, or 15 cents per diluted share, in the first quarter of 2015. Lund succeeds Mike Koehler who has stepped down as Teradata’s president, CEO and board director, effective immediately, the Miami Twp. company said.

    http://www.daytondailynews.com/news/news/teradata-names-new-ceo/nrHZL/

  • Review: HPE’s machine learning cloud overpromises, underdelivers
    Feels like something I mentioned on Episode 22.

    Overall, Haven OnDemand services are comparable to the Watson services in Bluemix — that is, mostly applications of machine learning, which you can call from your own applications and apply to your own data. There’s clearly some experience behind the text and search services from HPE IDOL and KeyView, but many of the other services show rough edges.

    For example, I was disappointed by the prediction service’s limitation to binary classification problems. In its defense, however, it is still in a preview stage, and it attempts to automate the entire binary classification process, including parts that other services leave up to the analyst. Similarly, I was disappointed to discover that the image recognition service has only been trained against a database of corporate logos — and doesn’t even have the excuse of being in preview.

    http://www.infoworld.com/article/3063099/artificial-intelligence/review-hpes-machine-learning-cloud-overpromises-underdelivers.html

Photo: Ashes Sitoula

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Supplier Report: 4/30/2016

sn_lemons_Erol Ahmed

In supplier news, the press likes to make groupings of four (like Gartner’s magic quadrants). This week, the press calls EMC, IBM, Oracle, and HPE the 4 horsemen of the legacy IT apocalypse (clever title, but the article fails to make any new observations).  We also learn who the 4 major players are in the cloud space (there should be absolutely no surprises to readers of this blog)

When we look past these blocks of 4, we learn about blockchains, using DNA as a storage vehicle, and why healthcare is a major target for cybercrime.

IBM

  • Big Blue’s big blockchain bet

    So Friday’s announcement is that IBM has chosen “the good builds,” run a battery of tests, certified that the framework is secure, and is now widely distributing its version of the code to developers.

    The company also announced Friday that it was graduating its own cloud-based blockchain services from experimental to beta. In other words, IBM is offering to securely run a company’s blockchain network within its own ecosystem so developers can focus on creating applications for the tech.

    http://www.cnbc.com/2016/04/29/ibm-announces-blockchain-services.html

  • Don’t Worry About IBM’s Mainframe Sales Collapse

    While sales of mainframe systems represent a relatively small portion of IBM’s total sales, once related hardware, software, and services are included, the mainframe accounts for a major part of IBM’s profits. Back in 2012, an analyst from Bernstein Research estimated that the mainframe ultimately accounted for a quarter of IBM’s revenue and nearly half of its profits. IBM’s business has changed since then, with the company undergoing a transformation, but the mainframe remains a key part of IBM.

    http://www.fool.com/investing/general/2016/04/27/dont-worry-about-ibms-mainframe-sales-collapse.aspx

Microsoft

  • Why Microsoft is buying 10 million strands of DNA

    “Today, the vast majority of digital data is stored on media that has a finite shelf life and periodically needs to be re-encoded. DNA is a promising storage media, as it has a known shelf life of several thousand years, offers a permanent storage format and can be read for continuously decreasing costs,” Emily M. Leproust, CEO of Twist Bioscience, said in a press release. “Our silicon-based DNA synthesis platform offers unmatched scale and product quality that vastly accelerates the ability to write DNA at a cost enabling data storage. We are thrilled to work with Microsoft, and University of Washington researchers, to address the growing challenge of digital data storage.”

    http://www.cbsnews.com/news/why-microsoft-is-buying-10-million-strands-of-dna/

  • Microsoft and Google Set to End All Legal Proceedings Against Each Other

    This formal announcement came just two days after the European Union levied a formal antitrust complaint against Android, but according to the statement given to Recode both companies said that their deal about this collaboration was still in progress. But this isn’t the first time Microsoft and Google have entered a collaboration agreement to end these legal complaints against each other. The two companies ended a legal battle over Android patents last year.

    http://wccftech.com/microsoft-google-legal-proceedings/

Oracle

  • Oracle Buys Textura

    Textura’s cloud services process $3.4 billion in payments for over 6,000 projects each month, helping keep projects on time and under budget while reducing risk for developers, contractors and subcontractors. Textura offers its cloud services in a consumption model preferred by the engineering and construction industry whereby the companies involved pay based on project activity. Further, usage of Textura’s cloud services creates a network effect that benefits all participants as more than 85,000 general and subcontractors are connected to the platform.

    http://www.newswiretoday.com/news/158589/
    More:

    In 2014, Textura and Allin became the target of famous short seller Andrew Left of Citron Research. (Citron and Left will forever be known as for taking down Valeant, though he’s had plenty of other targets, like Mobileye.)

    In Left’s classic style, Citron issued a scathing report on Textura filled with words like “fraud” and “fraudulent.” Left took issue with things like how the company was reporting revenue and how it was predicting its profit trajectory.

    Citron also called out Allin for not disclosing a previous CEO role he had at a company called Patron Systems a decade ago. Patron’s business at the time was based around a proposed deal to buy security company Trustwave, but the purchase never happened, Allin resigned, and Patron went bankrupt a few years later, reports Crain’s Chicago Business editor John Pletz.

    http://www.businessinsider.com/oracle-buys-textura-founder-gains-58-million-2016-4

Hewlett Packard Enterprise | HP Inc

  • Hewlett Packard Enterprise: Wanna walk the plank voluntarily? You got it

    Around a quarter of the 780 ITO staff earmarked for redundancy were supposed to leave at the end of this month but company insiders told us not all of those plans were followed through.

    One told us, “A fair few people about have been ‘spared’ from the current redundancies. Lots of messing them about though, [some were] told they were going [in April] and then told last week that actually they weren’t.”

    The earliest termination date is 31 July (last day at work would be 29 July) but staff that volunteer to leave need to have everything signed and sealed by mid-May.

    http://www.theregister.co.uk/2016/04/27/hpe_voluntary_redundancy_track_opened

Storage [EMC |Dell |Infinidat]

  • EMC Faces Growing Competition from Flash Storage Providers

    EMC’s Information Infrastructure segment’s revenues fell by 6% YoY to $3.8 billion whereas revenues from RSA and Information Storage fell by 8.1% and 5.9% YoY, respectively. Revenues from EMC’s Enterprise Content division also fell by 2.9% YoY.

    Revenues for EMC were impacted due to sluggish demand for traditional data storage products. As shown in the above chart, VMware’s (VMW) revenues rose by 4.8% YoY to $1,583 billion in 1Q16. EMC’s Pivotal segment reported revenues of $83 million, a massive increase of 56% YoY.

    http://marketrealist.com/2016/04/emc-faces-growing-competition-flash-storage-providers/

  • Exclusive: VMware Cloud Chief Exits

    Fathers’s exit is not a huge surprise given that the company’s cloud efforts have been in flux for more than a year. That picture got even fuzzier in October when Dell and VMware parent company EMC disclosed their planned $67 billion merger. There was significant overlap in the three companies’ cloud strategies that muddied the waters further.

    http://fortune.com/2016/04/27/exclusive-vmware-cloud-chief-exits/

  • Leading Cloud Provider Triple C Selects INFINIDAT to Expand Operations and Speed Customer Transitions to the Cloud

    “INFINIDAT’s storage solutions enable us to achieve significant financial savings, along with increased capacity to address dramatically expanding storage volumes and customers’ availability requirements,” said Erez Rozenbaum, director of cloud engineering at Triple C. “The major challenge for cloud-based storage is how to handle data at scale. With InfiniBox, we can meet the highest SLA business objectives set by the company for both private and public cloud services.”

    http://www.cso.com.au/mediareleases/27190/leading-cloud-provider-triple-c-selects-infinidat/

Other

  • Former Aprimo to be Sold

    The buyer is an affiliate of Marlin Equity Partners. Teradata has been negotiating the sale of the unit since late last year as it shifts emphasis. You can view the filing with the U.S. Securities and Exchange Commission by clicking here.

    Aprimo was founded in Indianapolis by Bill Godfrey.

    Teradata acquired Aprimo in 2011 for $525 million. At the time, Teradata touted the move for the cloud-based company as a “milestone” event and it led to the launch of its new applications business unit that has been managed in Indy.

    In 2013, it transitioned from the name Aprimo to Teradata Applications.

    Teradata says either party can terminate the purchase agreement if the acquisition is not complete by October 22.

    http://www.insideindianabusiness.com/story/31823283/former-aprimo-to-be-sold-for-90-million

  • AWS, Google, Microsoft and IBM pull away from pack in race for cloud market share

    “This is a market that is so big and is growing so rapidly that companies can be growing by 10-30% per year and might feel good about themselves and yet they’d still be losing market share,” said John Dinsdale, Chief Analyst at Synergy Research Group. “The big question for them is whether or not they are building a sustainable and profitable business. This can be done by focusing on specific regions or specific services, but the bulk of the market demands huge scale, a broad footprint, very deep pockets and a long-term corporate focus.”

    http://www.businesscloudnews.com/2016/04/29/aws-google-microsoft-and-ibm-pull-away-from-pack-in-race-for-cloud-market-share/
    sn_cloudgrowth

  • Why cybercriminals attack healthcare more than any other industry

    [Health records] typically contain credit card data, email addresses, social security numbers, employment information and medical history records – much of which will remain valid for years, if not decades. Cyberthieves are using that data to launch spear-phishing attacks, commit fraud and steal medical identities.

    https://nakedsecurity.sophos.com/2016/04/26/why-cybercriminals-attack-healthcare-more-than-any-other-industry/

  • EMC, IBM, HP Enterprise, and Oracle: Four Horses Of The Legacy Tech Apocalypse

    The cloud computing “wars” are “entering a new phase,” and it will hurt traditional IT vendors such as SAP, Oracle and IBM, according to a report published in April by JP Morgan analysts Mark Murphy, Doug Anmuth, Sterling Auty, Rod Hall, and Philip Cusick.

    Their survey of more than 207 chief information officers at companies with an annual budget of at least $600 million found that Microsoft will remain the dominant IT vendor ahead of Amazon, IBM and others. JP Morgan believes that Microsoft will be the only vendor not to lose market share as the so-called public cloud grows at a 20% annual rate through 2021.

    http://www.forbes.com/sites/petercohan/2016/04/25/emc-ibm-hp-enterprise-and-oracle-four-horses-of-the-legacy-tech-apocalypse/#7556fe4a542d

Photo: Erol Ahmed

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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: 1/9/2016

sn_sky_Thomas Ulrich

We are back to work and the news is flowing!  It is a new year and that means changes.  IBM announced the departure of three long-time executives while Oracle quietly snapped up two companies.

The realities of the Dell/EMC merger are hitting EMC with the announcement of job eliminations.  IBM is also expected to announce job reductions in the GTS space.

Meanwhile, HPE is opening a private bar in London…

IBM

  • Why IBM just lost three key executives

    That, in fact, is just what apparently happened at IBM in December, when it reportedly lost Steve Mills, the 43-year company veteran who was most recently executive vice president of IBM Software and Systems, along with Danny Sabbah, its chief technology officer for cloud, and Brendan Hannigan, general manager of IBM Security.

    Bottom line? “Keep an eye on these three,” Enderle said. “The fact they left together suggests they have something else they want to do together, and given their powerful skillset, that ‘something’ could be really interesting.”

    http://www.pcworld.com/article/3020616/why-ibm-just-lost-three-key-executives.html
    More on Steve Mills:
    http://fortune.com/2016/01/06/ibms-steve-mills-retires/

  • More IBM job cuts to services unit expected by Alliance

    In one form or another, the workers group Alliance@IBM is bracing for downsizing in the Global Technology Services unit at IBM Corp. “We’re hearing rumors of (GTS) being sold off,” said Lee Conrad, national coordinator of Alliance@IBM. “As with everything inside IBM, we don’t get confirmation until just before it happens. If the company says anything, they will wait until the last moment.” Sale or not, Conrad said cuts to the GTS units most likely will happen sometime this month.

    http://www.poughkeepsiejournal.com/story/money/2016/01/07/more-ibm-job-cuts-services-unit-expected-alliance/78405848/
    More on Alliance who is also folding:

    After trying since 1999 to turn IBM into a union shop, the Alliance@IBM, a Communications Workers of America local, is “suspending” its organizing efforts. The Alliance, which had 400 dues-paying members at its peak, now has about 200.

    http://www.computerworld.com/article/3019552/it-industry/ibm-union-calls-it-quits.html

  • IBM cuts new Watson deals that push it deeper into health
    Medtronics:

    IBM and Medtronic are using Watson’s analytics as the back-end for an app which they say could help the roughly 400 million people in the world with diabetes.

    SoftBank:

    Rometti was also joined by the president of Softbank, to talk about how the companies will combine Watson’s analytics with Softbank’s Pepper robot to market services to businesses.

    Pepper is already being used by Nestle in about a hundred of its stores, where it greets customers, asks them what type of coffee they like and makes recommendations for the type of coffee machine they might want to buy. But Pepper can gather all kinds of data, including how many people interact with it, their gender, and even their emotion. The idea is to take all that data and use it to hone marketing and sales strategies.

    http://www.pcworld.com/article/3020001/ibm-cuts-new-watson-deals-that-push-it-deeper-into-health.html

  • IBM’s Watson flexes muscles with Under Armour partnership

    Powered by Watson technology, Under Armour’s application, UA Record, aggregates and analyzes an individual’s health and fitness data to provide personalized coaching and advice. A few examples include the app telling a user the average steps taken daily and bed time for a person their age.

    http://www.crainsnewyork.com/article/20160107/TECHNOLOGY/160109923/ibms-watson-flexes-muscles-with-under-armour-partnership

  • Ginni Rometty 2016 CES Keynote speech

    What exactly is that leather “thing” she is wearing? That isn’t a jacket.
    http://www.aol.com/article/2016/01/07/ibm-ceo-artificially-intelligent-computers-will-change-who-you/21293693/

Oracle

  • Oracle purchases AddThis for $200M

    Oracle continues to ramp up its business in the area of marketing tech. Today the enterprise software giant announced that it has acquired AddThis, which makes sharing features (i.e., those buttons on web pages that let you share stories or follow accounts on Facebook, Twitter, etc.) and audience tracking technology for online publishers and marketers. AddThis says it currently covers activity data for 1.9 billion monthly unique visitors and over 15 million mobile and desktop web domains.

    http://techcrunch.com/2016/01/05/oracle-addthis/
    I want to make a connection. Two months ago, we covered the news that TeraData is getting out of the marketing cloud space, with Oracle looking to purchase more marketing assets, could they be a possible buyer?

  • Oracle also quietly purchased StackEngine two weeks ago…

    StackEngine was founded just last year by a couple of industry veterans. In fact, it emerged from stealth in October, 2014 with a plan to operationalize Docker, the open source container system. While Docker has been a hot commodity for the last several years, StackEngine recognized that it lacked an administrative layer for IT pros to manage their containers.

    http://techcrunch.com/2015/12/22/oracle-stackengine-acquisition-part-of-expanding-cloud-strategy/

  • Is Oracle’s ‘supergraphic’ a super problem?
    Oracle has a giant sight up on their building in San Jose just in time for the Super Bowl, city officials are not pleased:

    “They will have to take the sign down,” Cheryl Wessling, a spokeswoman for the city’s Department of Planning, Building and Code Enforcement, said Friday after this newspaper contacted her department about the colorful sign that can be seen as far away as Interstate 280.

    http://www.mercurynews.com/health/ci_29361163/oracles-new-super-bowl-sign-is-illegal-san

Hewlett Packard Enterprise | HP Inc

EMC | Dell

  • EMC tightens grip on converged infrastructure subsidiary VCE as job cuts loom

    According to sources cited by The Register, VCE is also expected to announce job cuts with around 250 staff likely to be let go this week.

    According to the source, the cuts will hit all levels including some senior managers; this move would make sense as EMC brings VCE closer to its own operations, perhaps believing that it can cut costs.

    http://www.cbronline.com/news/verticals/the-boardroom/emc-tightens-grip-on-converged-infrastructure-subsidiary-vce-as-job-cuts-loom-4770275

  • Feeling jitters as Dell-EMC marriage approaches

    How will the two cultures mesh? “EMC was built on engineering innovation and high-touch sales” that require lots of personal attention, says Peter Bell, who spent a decade at the company and is now a venture capitalist at Highland Capital Partners in California. (EMC chief executive Joe Tucci is known to keep the last day of every quarter free so that he can make phone calls to customers and help personally close deals that are hanging in the balance.) That meant fat profit margins for EMC, and hefty earnings for its workers.

    In contrast, “Michael Dell knows how to run a big business in a low-cost way. He knows how to compete in a commodity business, and he knows there’s a lot of cost to be taken out of EMC,” Bell says. Not surprisingly, that has created a lot of anxiety among EMC employees.

    http://www.betaboston.com/news/2016/01/08/feeling-jitters-as-dell-emc-marriage-approaches-2/

Other

Photo: Thomas Ulrich

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