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What's Going On With Oracle?
May 14, 2020
Oracle appears to be undergoing a kind of resurgence during the coronavirus crisis. Financial analysts are saying nice things about its ability to pay dividends even in tough times. Its technology, which always has been good, is seeing an interesting uptick. All of this is buffing the company's image after years of, yes-but responses from the market.
Zoom Oracles Its Way to Center Stage
April 28, 2020
Oracle and Zoom just entered a deal that for once is more about technological audacity than about dollars -- a partnership to host Zoom on Oracle Cloud Infrastructure. In just a few months -- basically since the beginning of the novel coronavirus pandemic -- Zoom has seen demand for its service grow from about 10 million daily meeting participants to more than 300 million.
The Really Big Salesforce-Vlocity Deal
February 27, 2020
Salesforce just announced it would buy Vlocity -- a startup with all the markings of a unicorn including a billion-dollar valuation -- for $1.33 billion. Vlocity was cofounded and led by David Schmaier, who was executive vice president at Siebel Systems in its go-go years. When Oracle bought Siebel it made Schmaier a wealthy man. He promptly dropped out of the CRM business.
5 Tips to Get the Most Out of Amazon Vendor Negotiations
February 18, 2020
That time of year is upon us once again, and stress levels for Amazon vendors are starting to build. The arrival of spring means renegotiating your vendor terms with Amazon, which seem to grow stricter year-after-year. However, with more than 50 percent of all Amazon sales coming from third-party sellers, the pressure is also on for the other side of the table.
Sprint T-Mobile Merger Gets Green Light
February 13, 2020
A U.S. District judge has ruled that Sprint and T-Mobile, the nation's third- and fourth-largest mobile carriers, can go forward with a $25 billion merger. The deal will not close until the California Public Utilities Commission approves the transaction, but clearing this latest hurdle moves the two companies one step closer to a merger that has been years in the making.
Google Snaps Up Pointy to Help Main Street Stores Get Online
January 16, 2020
Google has inked a deal to acquire 6-year-old Ireland-based firm Pointy for $163 million. Pointy provides a $900 box with built-in cellular connectivity, which lets brick-and-mortar retailers list their stock online. It plugs into the retailer's barcode scanner and automatically obtains accurate product names and images for display on a Web page hosted by Pointy.
Tech Firms Join Forces to Create Smart Home Connectivity Standard
December 19, 2019
Amazon, Apple, Google and the Zigbee Alliance are teaming up on a new Internet Protocol-based standard for smart home device connectivity. Connected Home over IP will be an open source project. A working group will define a specific set of IP-based networking technologies for device certification. The goal is to enable communication across smart home devices, mobile apps and cloud services.
Dreamforce Points to New Disruption
December 4, 2019
There were more than 170,000 people at Dreamforce a couple of weeks ago, and many more watching from afar. Also, there were well over 2,000 sessions. Numerous announcements sprang from the big Salesforce event. Some announcements and sessions, like the Tim Cook fireside chat, stand out. Of the top six, I reckon that five were more about integration and working across vendor boundaries than CRM.
Salesforce and Microsoft in Another Deal
November 14, 2019
With Dreamforce approaching, it's no surprise that Salesforce is making a flurry of announcements. What is surprising are two big ones involving partnering with other vendors, mostly on infrastructure -- announcements that I believe make the idea of an information utility more real with each passing day. I see evidence of an information utility forming.
Google to Offer 'Smart' Checking Accounts
November 14, 2019
Google plans to launch checking accounts next year. "We're exploring how we can partner with banks and credit unions in the United States to offer smart checking accounts through Google Pay, helping their customers benefit from useful insights and budgeting tools," a spokesperson said. "Our lead partners today are Citibank and the Stanford Federal Credit Union."
Google Pays $2.1 Billion to Get Fit(bit)
November 7, 2019
Google has inked a deal to buy wearable fitness device maker Fitbit for $2.1 billion. The acquisition will give Google an immediate leading position in the wearables market, able to compete against the likes of Apple and Samsung rather than having to build up market share from scratch. Fitbit's products are carried in approximately 39,000 retail stores in more than 100 countries around the world.
Autonomous Linux and the IT Utility
October 12, 2019
Oracle came late to cloud computing, joining the fray only after competitors like Microsoft and Salesforce had established dominant positions, and newcomer Amazon Web Services leaped from a standing start to a position of dominance. Amazon is so strong in the cloud that it is on the cusp of extinguishing the last challenges to its win of the 10-year $10 billion Pentagon JEDI procurement.
Blackouts Symptomatic of Perilous Times for Pay TV
October 11, 2019
Dish Network and Fox Corporation were able to come to terms last weekend, ending the blackout of Fox owned-and-operated local stations, as well as FS1, FS2, BTN, Fox Soccer Plus and Fox Deportes. The blackout of those channels was notable for its timing. The fall college and professional seasons had just begun -- as well as the new fall season of prime time programming on Fox.
New Trade Deal Provisions Give US Tech Firms Legal Shields
October 9, 2019
The Trump administration has begun inserting legal protections into trade agreements to shield online platforms like Facebook, Twitter and YouTube from lawsuits. That move could help lock in America's tech-friendly regulations around the world even as they are being questioned at home. The legal protections are included in the administration's two biggest trade deals.
Salesforce Q2 Earnings: No Worries
August 24, 2019
Salesforce continues to grow, albeit a little slower than in prior quarters. At least that's my reading of a $4.0 billion quarter that's 22 percent better than the same quarter a year ago. I am used to seeing growth percentages in the high 20s but I am not concerned about a slowdown. I don't know if the spending spree on Tableau and ClickSoftware had anything to do with the numbers.
T-Mobile Merger Delay Keeps Sprint and Dish on Edge
August 16, 2019
The T-Mobile-Sprint merger looked like it was pretty much a done deal a couple of weeks ago, when DoJ gave its approval. It now looks like there won't be a final answer until 2020. This will go down in history as one of the longest corporate merger attempts. The delay will be hardest on Sprint and Dish Network. Even though T-Mobile looks stronger, it needs the deal too, as it transitions into 5G.
ClickSoftware Buy Signals Important Directional Shift for Salesforce
August 13, 2019
What's the big deal, I thought? Last week Salesforce announced it was paying in the range of $1.35 billion for ClickSoftware, a private field service automation and workforce management company. At first, I attributed it to a slow summer news cycle that was driving attention to the deal at a time when many people in the industry are off trout fishing near the Continental Divide or elsewhere.
Google, VMware Partnership Extends Hybrid Cloud Reach
July 31, 2019
Google Cloud and VMware have announced Google Cloud VMware Solution by CloudSimple, a service that lets organizations run VMware workloads in Google Cloud Platform on premises, in a hybrid architecture, or in the cloud. "Hybrid clouds are key, with only 17-19 percent of workloads in the cloud," noted Ray Wang, principal analyst at Constellation Research.
Salesforce's Road to China
July 25, 2019
It was bound to happen. Salesforce was going to China at some point, and it announced that action this week saying it was partnering with Alibaba. There are so many ways to read this, but I don't have the filters to resist comparing the announcement to what Robin Williams once said about cocaine: "Cocaine is God's way of telling you you are making too much money."
Equifax Data Breach Settlement No Wrist Slap
July 23, 2019
The United States Federal Trade Commission announced that Equifax has agreed to pay a minimum of $575 million as part of a global settlement of claims against it arising from a 2017 data breach that affected 147 million Americans. The settlement with the FTC, the Consumer Financial Protection Bureau, and 50 states and territories potentially could reach $700 million.
Anticipating the Merger of Apple and Oracle
July 8, 2019
After reading about the departure of Jony Ive, I'm trying to wrap my head around Apple without a design focus. Now this isn't as hard as you might think, given the last truly successful Apple product came out around a decade ago and was called the "iPad." It is also somewhat ironic that Apple just effectively relaunched the iPod, the product that Steve Jobs rode to Apple's massive success.
Plot Thickens With Dish's Interest in Sprint, T-Mobile Wireless
June 20, 2019
The merger between T-Mobile and Sprint has been dragging on for quite a long time, but it finally may be in the home stretch. To get the deal approved, Sprint and T-Mobile might have to sell off some of their wireless assets to competitors. Many were surprised to see Dish Network's interest. What would this mean for the merger and for the wireless industry as a whole?
China-US Trade Tension Is Causing Irreparable Damage to High-Tech
June 12, 2019
While trade disputes between countries are nothing new and seldom are remembered, the ongoing one between China and the United States may change the course of the electronics industry going forward. In the beginning of the dispute proposed tariffs excluded electronics for the most part. The U.S. even modified some initial proposals to avoid impacting Apple and other U.S. tech companies.
Salesforce and Tableau in Merger
June 10, 2019
Salesforce has announced an all-stock deal to acquire analytics powerhouse Tableau Software. Salesforce will pay 1.103 of its shares for one Tableau share. The deal is expected to finalize by the end of October, about a month before Dreamforce. A number of questions arise from this deal. For instance, why do it at all? Why keep the companies separate, and what will their relationship be like?
T-Mobile-Sprint Merger Teeters Between FCC Approval, DoJ Rejection
May 23, 2019
United States Federal Communications Commission Chairman Ajit Pai this week gave the green light to a merger between T-Mobile and Sprint, currently the third- and fourth-largest mobile carriers respectively. The nation's top telecom regulator agreed to the $26 billion merger, but with some conditions -- the most notable being that Sprint would sell off its Boost Mobile prepaid cellphone brand.
What Happens to Sprint if T-Mobile Merger Fails?
May 9, 2019
Sprint's best shot at success is to merge with T-Mobile. Without the merger, I see the company continuing to struggle as a weak player in the competitive wireless battle. Then again, this is nothing new. Sprint has been limping along for decades, for many different reasons. If this merger fails, will Sprint carry on as before? The reality is that Sprint is in trouble.
T-Mobile's Home Broadband Carrot
March 25, 2019
Not long ago, T-Mobile COO Mike Sievert said the company would start selling a wireless home broadband service. Now, it looks as though it has begun a pilot program of invited users. However, there is an important catch with respect to this new service: the motive behind it. Sievert made it clear that growth with this new service will be possible only with a Sprint merger. That's too bad.
Amazon Meshes With Eero
February 13, 2019
Amazon has scooped up mesh WiFi network maker Eero, the home network company known for making an easy-to-set-up product that can blanket a home with high-quality WiFi. "We are incredibly impressed with the Eero team and how quickly they invented a WiFi solution that makes connected devices just work," said Dave Limp, Amazon's senior vice president for devices and services.
5G Is Key to T-Mobile, Sprint Merger
February 11, 2019
Over the last several quarters, I have heard opinions of the pending T-Mobile, Sprint merger from every corner. Those who are pro-merger focus on all the benefits it woud bring. Those who are anti-merger focus on what would be lost and how it would harm different segments. Amid the chaotic debate, what really matters is whether the regulators are going to say yes or no.
Microsoft, Kroger Ring Up Retail as a Service
January 9, 2019
Microsoft and Kroger announced a collaboration on Retail as a Service to equip stores with Kroger Technology products that run on Microsoft Azure. The technology utilizes the IoT, connectivity, the cloud, and data collection and analysis to improve both customer experiences and store bottom lines. Two stores will pilot a smart technology system connected by IoT sensors, running on Microsoft Azure.
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