Supplier Report: 4/25/2015

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Amazon Web Service’s announcement of their value and performance is forcing the other suppliers to react.  There was a substantial amount of articles for each supplier this week comparing their performance and strategy against Amazon’s.

Cloud growth and SaaS expansion is the loose theme of the week. Oracle is looking to have 95% of their products available via SaaS by October.  IBM continues to grow SoftLayer internationally and focus on methods of connecting (and gathering data from) everything.

IBM

  • IBM “pushing boundaries” of IoT with Peugeot tie up

    As part of the new partnership – which will last for seven years – IBM and PSA will work with partners to develop connected solutions and services, which they hope to take out to their business customers and consumers.”The number of cars connected worldwide is expected to grow significantly to a quarter billion by 2020,” IBM said. “Until now, however, most of the innovations available have primarily focused on smartphone apps, navigation and roadside assistance. IBM and PSA will share the responsibilities of developing, selling and marketing, as well as delivering and implementing connected services with new and existing clients.”

    http://www.channelnomics.com/channelnomics-us/news/2405305/ibm-pushing-boundaries-of-iot-with-peugeot-tie-up

  • Hortonworks, IBM and Pivotal to Support Open Data Platform in Their Big Data Solutions

    The ODP initiative is an industry effort focused on simplifying the adoption of Apache Hadoop for the enterprise, and enabling big data solutions. It will also provide a set of tools and methods for the group members to create and test their offerings based on the ODP Core platform.

    http://www.infoq.com/news/2015/04/hortonworks-odp

  • IBM is Canada’s Most Attractive Employer

    Recruitment and HR services company Randstad Canada awarded IBM with the title at a ceremony held at the Glenn Gould Studio in Toronto.

    http://www.techvibes.com/blog/canadas-most-attractive-employer-2015-04-24

  • IBM sentenced to pay 6.5 million as contractual damages for failed CRM solution (thought this would be interesting to share)

    In 2004, IBM won a call to tender launched by MAIF in relation to the rebuilding of its Customer Relationship Manager (CRM) by integrating new software. On December 14, 2004, a contract was concluded between IBM and MAIF, pursuant to which IBM was to provide, for a fixed price of €7,302,822, software that was compliant with the scope determined by the parties and a strict schedule. These commitments were defined as an obligation of result, whose breach can only be justified by an external cause such as force majeure or the other party’s default. However, the project fell behind shortly afterwards.

    http://www.jdsupra.com/legalnews/ibm-sentenced-to-pay-65-million-as-cont-90381/

  • IBM is helping Chinese company make company and patent acquisitions:

    IBM has announced plans “to help a little-known Chinese company (Teamsun) absorb and build upon key technologies” that IBM licenses, according to the New York Times. The buyer knows what to do with that intellectual property: its advisor, Shen Changxiang, is the former supervisor of the cybersecurity of China’s strategic missile arsenal, was in charge of computer security research for China’s increasingly potent navy, and is a long-time critic of his nation’s reliance on U.S. technology. Teamsun makes no secret of its goal: eliminating the need to buy American products. IBM wants access to China’s market for its “rope”, and the price it is willing to pay is teaching China how to make its own.

    http://www.weeklystandard.com/blogs/lenin-was-right_928054.html

  • IBM opens a SoftLayer center in the Netherlands

    The company said the new datacentre, located in Almere just outside Amsterdam, will double SoftLayer capacity in the region and provide customers with more in-country options for data storage and geographically isolated services.

    http://www.businesscloudnews.com/2015/04/23/ibm-adds-second-softlayer-datacentre-in-the-netherlands/

Oracle

  • Oracle CEO Hurd Plans to Lift Almost All Products Into Cloud

    Around 65 percent of Oracle’s products are available on the cloud today, Hurd said in the interview, held on Thursday. That will climb to 95 percent by the time the company holds its annual Oracle OpenWorld conference in October, he said.

    http://www.bloomberg.com/news/articles/2015-04-24/oracle-ceo-hurd-plans-to-lift-almost-all-products-into-cloud

  • Oracle CEO Mark Hurd cuts loose at Boston College executive event

    On SalesForce: “It’s just a fact: Their earnings, the reason they have a very high earnings ratio, is because they don’t make any money…. There’s no cash flow. So when you look for a category that says ‘cash flow multiplier,’ it says ‘n/a.’ What are they worth right now? $35 billion? Who cares? It’s absurd. But they’re quote-unquote, ‘cool.’ And people ask me for real numbers, they ask, ‘Well, what’s your cash flow?’… What are we worth right now, $190 billion, $180, something like that? And we have to do it with real numbers. It’s crazy, just crazy.”

    http://www.bizjournals.com/boston/blog/bottom_line/2015/04/oracle-ceo-mark-hurd-cuts-loose-at-boston-college.html

HP

Other

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

Supplier Report: 4/11/2015

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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.

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Oracle

HP

Other

Supplier Report: 4/4/2015

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More bad news in the security sector this week, IBM is reporting there is a group of hackers (Dyre Wolf) going after financial wire transactions.

Speaking of transactions, IBM had a mobile heavy news week: More new apps with Apple (8 in total, 4 focusing on healthcare), they are spending $3B on internet of things infrastructure and management (seemingly around collecting data from wearables) and finally IBM announced a mobile app partnership in China.

This is a week of lawsuits: IBM is being sued by shareholders over their hardware write off and everybody involved with the HP Autonomy purchase is suing each other.

Also in HP news, the EMC merger (actually acquisition) rumor is floating around again.

IBM

HP

Other

Supplier Report: 3/28/2015

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IBM

Oracle

  • Oracle Primed To Leverage New Cloud Solutions, Says Cantor Fitzgerald

    Analysts Brian White and Isabel Zhu wrote, “Just over a year ago, Oracle held its first Cloud Forum for analysts, and the progress made across its cloud portfolio is nothing short of remarkable, in our view. Yesterday’s event only furthered our enthusiasm for Oracle’s cloud initiatives, which we find the most aggressive of any of the large, global IT vendors in our coverage universe, and we believe Oracle has the highest probability of success.”

    http://www.benzinga.com/analyst-ratings/analyst-color/15/03/5363034/oracle-primed-to-leverage-new-cloud-solutions-says-canto

  • Oracle Making Progress Taking On Workday In Cloud

    “We came away incrementally more positive after Oracle HCM World, given our conversations with customers and SIs,” he wrote. “Interest in (Oracle’s) Fusion HCM (cloud product) has picked up over the last six months, with a key Oracle SI partner indicating that Oracle added approximately 580 Fusion HCM customers following the Release 8 product, with maybe one-third, or 150-200, live over the past two quarters.”

    http://news.investors.com/technology/032715-745417-oracle-catching-up-in-cloud-hr-software.htm

HP

Other