Supplier Report: 11/29/2014

IBM

Oracle

Slow news week for Oracle.  There were a couple of terrible press releases for work overseas, but that is about it.  

HP

Other

  • Can you run a business from a mobile phone?

    There’s no question that the mobile phone has become an essential tool for decision makers at all levels. But can it serve as the only tool? A survey of 511 executives conducted by Forbes Insights for Google last year found found that nine out of ten executives used smartphones for business, even while they were in the office. And here’s the clincher: 10 percent  said smartphones were their exclusive device for day-to-day basis for decision making.

    http://www.forbes.com/sites/joemckendrick/2014/11/24/can-you-run-a-business-entirely-from-a-mobile-phone/

  • Concerns about Splunk’s earnings:

    Splunk differs from the traditional sense of big data in that it’s analyzing machines rather than businesses and industries. Splunk’s software gathers and analyzes data found on websites, servers, networks, mobile devices, and so on. It then sells that data to enterprise customers for the purpose of mitigating security risk, preventing fraud, improving service performance, and reducing operating costs.

    Meanwhile, big data peer Tableau trades at less than 15 times trailing-12-month sales, and roughly 10 times next year’s expected sales of $551 million. In addition to being a cheaper stock relative to sales, Tableau is growing faster. During Tableau’s last quarter, it grew revenue 71% year over year and is expected to grow revenue by 41% in 2015, both of which are greater than Splunk’s year-over-year performance.

    http://www.fool.com/investing/general/2014/11/28/what-concerns-me-most-about-splunk-inc-after-earni.aspx

  • Tableau software showing serious gains:

    Tableau also announced it has reached more than 5,000 customer accounts in the EMEA region. Customer accounts include Audi AG, Switzerland Global Enterprise, St. George´s Healthcare NHS Trust, and French banking firm BNP Paribas.

    http://www.financial-news.co.uk/25389/2014/11/tableau-software-grows-100-in-emea-20141128082500/