IBM made headlines this week with the news that they are selling off Rivermine to Tangoe, allowing the company to focus on big data and strengthening Tangoe’s market-share in the TEM space. Big data and analysis continues to be the major theme with IBM at the moment with news of a partnership with Facebook to improve targeted ads to users. More importantly, it was announced that cancer centers will be using Watson to scan genetic reports for cancer trends.
EMC is starting to think about a post physical storage world while HP can’t move past their Autonomy purchase.
IBM
- More on the IBM selling Rivermine to Tangoe:
From an IBM perspective, it will be curious to see if the divestiture allows a refocusing of developing on the other Emptoris assets, including what Spend Matters believes would be a helpful re-platforming of the Emptoris product line to more effectively compete with where other competitive upstream suite solutions (e.g., BravoSolution, Iasta/Selectica, SciQuest, Ivalua, GEP) have headed or are going. For generic sourcing suites, single stack – and ideally a platform-as-a-service (PaaS) model – is the future; spanning sourcing, supplier management, contract management, analytics and more.
PS: There is another important point in the post:
Now, it appears that a single provider will have the upper hand in terms of market share if not breadth of solution (it will also likely create less pricing pressure on TEM solutions generally, although IBM was never in the business of lowering prices).
- IBM and Facebook just partnered up:
Marketers and brand managers will be able to leverage Facebook’s customer insights from its rich user base and Custom Audience (an ad targeting feature) along with IBM’s marketing cloud and analytics capabilities to offer more personalized and targeted advertisements for users. Furthermore, the combined capabilities of Facebook and IBM will allow brands to strategically select users that are more likely to respond to advertisements thereby allowing them to communicate more effectively.
http://www.investing.com/analysis/facebook—ibm-join-forces-to-develop-marketing-solutions-251078
- 14 Centers to Use IBM Watson for Cancer Genetics
Oncologists will upload the DNA fingerprint of a patient’s tumor, which indicates which genes are mutated and possibly driving the malignancy. Watson will then look for actionable targets, matching them to approved and experimental cancer drugs and even non-cancer drugs (if Watson decides the latter interface with a biological pathway driving a malignancy). The centers will pay a subscription fee for Watson, which IBM did not disclose.
http://hitconsultant.net/2015/05/08/14-centers-use-ibm-watson-cancer-genetics/
Also in Watson news, IBM is planning more cloud capabilities for the system:
Watson Hybrid Cloud will use Watson Explorer—a cognitive computing exploration capability for the enterprise—as the on-premises platform for the application development, combining enterprise data sources into the application through a scalable environment that keeps utilized data local, private and secure, IBM said.
http://www.eweek.com/cloud/ibm-gives-watson-new-hybrid-cloud-capabilities.html
- SAP, IBM to integrate their HR solutions
With availability planned for mid-2015, the first offering from this alliance includes a planned integration between the SuccessFactors Employee Central solution and IBM Kenexa’s cloud-based HR software Talent Acquisition Suite. This integration is expected to enable IBM customers to move their HR information systems (HRIS) to the cloud with the leading core HR solution from SuccessFactors, an SAP company, while helping to protect their recruiting investments, and provide customers of SuccessFactors Employee Central with a broader set of options for recruiting, assessment and onboarding of candidates.
http://www.firstpost.com/business/sap-ibm-integrate-hr-solutions-2234852.html
- How IBM is monetizing Watson:
http://www.cnbc.com/id/102643778
EMC
- The Top 10 takeaways from EMC World:
EMC’s CEO of Information Infrastructure David Goulden made an interesting prediction about the future – the end or at least the gradual fading away of traditional storage. He noted that despite capacity growth of 30%, overall revenues have been flat i.e. EMC has been selling a lot more storage hardware capacity and has carved a larger slice of market share yet hasn’t been making more money there.
http://www.infostor.com/storage-management/top-ten-takeaways-from-emc-world.html
- Not making money in the US, how about India?
“A lot of infrastructure is still evolving in India. There is intense focus on software for India,” he said adding, EMC is eyeing huge opportunity in building sound IT foundation for next generation.
http://www.firstpost.com/business/tech-giant-emc-invest-heavily-india-coo-dmitri-chen-2235936.html
- EMC’s Tucci Cools ‘Big Bang’ Deal Speculation
“Management appeared to be slightly more conservative about its appetite to expand via M&A than the language it used at the strategic summit in March,” wrote Bracelin. “While it did not rule out a large M&A opportunity, we got the sense that any consolidation deal would need to meet high thresholds for both strategic and accretive value.
http://news.investors.com/technology/050715-751506-emc-big-acquisition-seen-less-likely.htm
HP
Here is a funny footnote about HP the last few weeks: I build this report on saved Google alerts dumped to RSS feeds. For HP, Carly Fiorina’s presidential hopes have dominated the news cycle (thousands of articles), completely choking out actual business news.
- Thought this story was going away? Wrong. HP sues Autonomy founder for $5bn
What’s striking about all of this is that when news of HP’s Autonomy quest surfaced—the plan leaked before the announcement—the near-universal reaction was that HP, which was struggling with a low-margin PC business and trying to bulk up its software and systems portfolios, was overpaying for interesting but perhaps not world-beating technology. Autonomy’s multi-media search technology worked across audio, and video, not just text, for example. It also had an augmented reality business.
http://fortune.com/2015/05/05/hp-autonomy-legal-war/?xid=timehp-popular
Other
- If SalesForce is actually for sale, Microsoft isn’t interested:
http://www.wallstreetscope.com/microsoft-corporation-nasdaqmsft-not-interested-in-salesforce-com-inc-nysecrm/25272180/SAP also has no interest:
http://northerncalifornian.com/content/578-sap-has-no-plan-buy-salesforceThe word on the street is that SalesForce is overvalued. - Teradata stock price tumbles after poor Q1 earnings announcement:
So what did Teradata have to say about its poor performance? Well, the company was quick to point to the strength of the U.S. dollar as one mitigating factor (a favorite excuse for most poorly performing companies these days), and it also said it had increased its investments in R&D and demand creation. That may be so, but it doesn’t disguise the fact that data and analytics products sales fell from $577 million one year ago to just $536 in the latest quarter, a drop of about seven percent. Meanwhile, Teradata’s marketing applications also saw revenue slip from $51 million the year before to $46 million now.
http://siliconangle.com/blog/2015/05/08/teradata-stock-price-tumbles-on-poor-q1-earnings/