Links 11/30: Coworking giant WeWork to open 4th Philly branch at former Stock Exchange; Amazon Web Services CEO Andy Jassy ‘optimistic’ AWS will become a $100B business, but no spinoff plans

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Comcast boosts ties to Penn IoT research (Updated) (

Speedy new rival for Verizon Fios and Google Fiber headed to 20 states (CNBC)

A Reckoning at Wharton, Trump’s Alma Mater (Bloomberg)

Paul Singer makes $1.4B investment in Cognizant Technology (NY Post)

QVC Appoints Bob Spieth to EVP, Customer and Business Services
Looks like an important promotion for a company that needs some change.

Coworking giant WeWork to open 4th Philly branch at former Stock Exchange (

Amazon Web Services CEO Andy Jassy ‘optimistic’ AWS will become a $100B business, but no spinoff plans (GeekWire)

Cognizant Stock Jumps On Elliott Stake, Buyback Urged (Investor's Business Daily)

Samsung Is Reportedly Considering Splitting Itself in Half
Also under pressure from Elliot Group.

How Philly's leading e-commerce companies take on Black Friday (Philadelphia Business Journal)

Philly Tech People News 11/27/2016: Former SAP exec Lucas named Marketo CEO; Relay Network expands Senior Leadership Team

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Marketo Has Enlisted This Former SAP Exec as Its New CEO (Fortune)

Concur president Elena Donio leaving company after 18 years; Mike Eberhard assumes role (GeekWire)

Relay Network Expands Senior Leadership Team to Drive Scale, Innovation

Cable giant Comcast names new regulatory point person in Washington (Washington Post)

Report: Alphabet Taps Fiber Troubleshooter (Multichannel News)

Brett Berson is now partner at First Round Capital. Previously he was VP-Platforms.

Lincoln Financial Group Named Robert Klaczak Senior Vice President of Distribution Information Technology

Kirk McPoyle Joins Clinical Ink as Chief Commercial Officer

New editors to lead Philly newsroom's digital advance (

TechXtend Welcomes Former NJ Commissioner of Education to Their Team

Osage University Partners Promotes Matt Cohen to Principal (Finsmes)

Apple hires CMU AI guru Russ Salakhutdinov to lure over more talent (The Register)

Benchmark Capital co-founder Andy Rachleff takes over CEO role at Wealthfront (TechCrunch)

RHR International Announces CEO Succession Plan

Sunday highlights: Generational Change at First Round; New Jersey Tech Council looks back (and ahead) on 20th anniversary

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Moving On: Generational Change at First Round (Howard Morgan / Medium)

Executive Q & A: Five Below CEO Joel D. Anderson

Techno files: New Jersey Tech Council looks back (and ahead) on its 20th anniversary (NJBiz)

Memo to cloud providers: Stop selling pipe dreams (David Linthicum / InfoWorld)

Dell Boomi competitor MuleSoft looking at 2017 IPO

Tom Paine

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Gartner Magic Quadrant for Enterprise Integration Platform as a Service, March 2016

San Francisco-based MuleSoft is heading towards a probable 2017 IPO, according to reports. The cloud integration software vendor exceeded $100 million in revenue in 2015, and has a valuation as of its last round of $1.5 billion. MuleSoft was able to forgo an IPO in 2015 after landing a $128 million investment round led by Salesforce, bringing its total raised to $259 million.

MuleSoft's nearest iPaaS (what Gartner refers to as Integration Platform as a Service) competitor, all things considered, is Berwyn-based Dell Boomi. I'm not sure if Dell Boomi's revenue is quite up to MuleSoft's (though revenue isn't everything), but its valuation if it were a standalone should at least be roughly in the same ballpark, though perhaps a bit less.

By all reports, Dell Boomi has continued to perform well under CEO Chris McNabb's leadership. In general, both Michael Dell personally and what is now Dell Technologies have been very supportive of Boomi since acquiring it in 2010. And with the EMC deal, bringing various cloud enabling architectures with it, completed, it should open up new intracompany opportunities for Dell Boomi. Although corporate synergies don't always work out as expected.

It was interesting to note that Pivotal, which is still majority-owned by Dell Technologies despite selling large stakes of it to Microsoft, GE and Ford, has recently entered into a strategic partnership with MuleSoft. Of course, Pivotal has an emerging IoT-centric strategy and some aspects of MuleSoft's product line may be particularly well-suited for that.

Saturday Highlights: Pipeline problems; Black Friday online sales to hit a record-breaking $3 billion, over $1 billion from mobil

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A Blade Strikes Steel, and the Blast Shocks a Nation’s Energy System (Bloomberg)
Worth a read.

The cloud hit escape velocity in 2016, powering an SaaS buy-up (VentureBeat)
By Jason Green of VC firm Emergence Capital Partners.

Black Friday online sales to hit a record-breaking $3 billion, over $1 billion from mobile (TechCrunch)

Monetate Analysis: A Merry Mobile U.S. Holiday Shopping Season Ahead as Average Order Values on Mobile Increase 40 Percent on Thanksgiving Day (Press Release)

State Investing to Make Connecticut More Attractive to Tech Startups (Hartford Courant)

Links 11/25: Fortune on Radnor's Relay Network; Next week's Amazon Cloud Conference to Feature Machine Learning Bits

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This Messaging App [Relay Network] Is Helping Cox and Citizens Bank Reinvent Customer Service (Fortune)

Comcast hits record price; deals in the works?

How Verizon, Comcast, Dish, T-Mobile Figure In Telecom M&A Scenarios (Investor's Business Daily)

Customers not wall street investors is our focus: Qlik’s Björk (ETtech)

Value of Payments Provider Stripe Doubles to $9.2 Billion (NY Times)

Amazon Cloud Conference to Feature Machine Learning Bits, Says Evercore ISI (Barron's Tech Trader Daily)

Salesforce serves as training ground for SaaS startup execs (TechCrunch)

CEO Rick Nucci on building AI and Bots into Guru

In a conversation with Bloomberg TV, Guru (and former Dell Boomi) founder & CEO Rick Nucci talks about building AI and Bots, and integrating Slack, into Guru.

Princeton-based Invidi Technologies acquired by AT&T, Dish, and WPP; Comcast taking different path?

Tom Paine

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Invidi Technologies has been acquired by a triumvirate of AT&T, Dish, and advertising giant WPP, it was announced on Monday.

Invidi, based in Princeton and also having offices in Newtown, Bucks County, as well as other places, has been developing technology that enables addressable advertising targeted to the household or even personal (via mobile) level through pay TV systems.

Founded in 2000, Invidi has raised $132 million prior to this acquisition, according to Crunchbase. The acquisition price has not been disclosed. Comcast's NBCU had been an investor in Invidi, but is now presumably bought out.

In 2013, Invidi reportedly struck a deal to deploy its system in Comcast Cable households around the country, but at this time its not clear what happened to that initiative. Comcast seems to be relying now on another stack consisting of technologies it owns or has stakes in, including Visible World, for addressable advertising.

But the often-hyped addressable technology has been painfully slow to reach scale.

AT&T, which will have a controlling interest, seems to see Invidi as one of the keys to monetizing its DirecTV Now platform, to be officially introduced next week.

Links 11/24: Trump’s FCC advisor wants to eliminate most of the FCC; Comcast Stock Hits All-Time High

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Trump’s FCC advisor wants to eliminate most of the FCC (Ars Technica)

Comcast Stock Hits All-Time High: Is Deregulation the Cause? (Variety)

NBCUniversal Will Take a Bigger Role in BuzzFeed's Ad Sales After Investing Another $200 Million (Adweek)

Urban Outfitters shares drop 12% after weak quarterly sales (CNBC)

PTC to integrate 3D printing and Internet of Things design in Creo 4.0 (3DPrintingIndustry)

Links 11/23: On Veeva System's strong quarter; Vistar Enhances Out-of-Home Targeting With Brands' Own Data

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Veeva Systems Hits Buy Point, Outlook Beats On Expanding Portfolio (Investor's Business Daily)
Veeva's fiscal Q3 was the first quarter in which Vault billings surpassed the company's older CRM, or customer relationship management, products.

Veeva Surges 9%: A Turducken in the Vault, Say the Bulls (Barron's Tech Trader Daily)

Emergence Capital’s Jason Green on today’s big growth sectors (Diginomica)

Vistar Enhances Out-of-Home Targeting With Brands' Own Data (Ad Age)

TierPoint CEO Jerry Kent Talks Strategy (Data Center
TierPoint has a major presence in the Philadelphia market, as Philly Tech News reported.

Tableau Cozies Up to Amazon Cloud (Fortune)

'Unique or newsworthy': How the Philadelphia Eagles approach live video (Digiday)

Links 11/22: New Jersey Governor ends tax grab across the river; Urban Outfitters shares tank after company misses expectations

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Sunoco Logistics to merge with parent company (

New Jersey Governor ends tax grab across the river; will keep reciprocity agreement in place with Pennsylvania (Bucks Local News)

Urban Outfitters shares tank after company misses EPS, sales expectations (Marketwatch)

Veeva Systems Q3 Earnings, Q4 Guidance Beat; Stock Up After Hours
(Investor's Business Daily)

Once enemies, Huawei and InterDigital are now allies brought together by patents (IAM)

AT&T, Comcast, Verizon Eye Next FCC Chair, Eisenach Front-Runner? (Investor's Business Daily)

Analyst: OTT Helps Boost TV Viewership (Multichannel News)

Sling TV to Stream to Comcast’s X1 Platform (Multichannel News)

UK & Ireland SAP User Group – 48% of members have no current S/4 HANA plans (Diginomica)

Using software to track contamination (Food Engineering)

Philadelphia-based IntegriChain teams with King of Prussia-based ProMetrics on Specialty Pharmacy

Tom Paine

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The growth of specialty pharmacy is a major strategic shift in life sciences. Specialty pharmacy focuses on high cost, high touch medication therapy for patients with complex disease states. Medications in specialty pharmacy range from oral to cutting edge injectable and biologic products. The disease states treated include cancer, multiple sclerosis, rheumatoid arthritis and rare genetic conditions. Handling special pharmacy channels involves numerous distinct requirements and some retailers and distributors specialize in it, but by 2014 CVS Caremark, Express Scripts and Walgreens represented more than 50% of the specialty drug market in the United States.

Specialty pharmacy is projected to grow from 32% in 2014 to 70% of all pharmaceutical sales in dollar terms by 2020, though its a very small percentage of actual prescriptions.

To better serve this market, Philadelphia-based IntegriChain, which tracks pharmaceuticals through the distribution channels to consumers, last month entered into a strategic partnership with King of Prussia-based ProMetrics, a leader in longitudinal patient-level data aggregation, to deliver the industry’s first guided analytics solution for specialty channel management, patient service model design, and patient access optimization.

The data can be used to understand the patient journey from receiving the prescription to having the therapy in hand. For example:

  • How long it takes for the specialty pharmaceutical therapy to get in the patient's hands?
  • Specifically, how long does it take for each step of the benefit verification, financial counseling, and prior authorization process and where are patients getting lost along that process​?
  • Are patients staying on therapy (i.e., are they refilling their prescriptions)?
  • What are the reasons for patients forgoing therapy (difficulty with insurance, cost, trouble filling prescription, etc.)?

"The new guided analytics offering for specialty pharmacy delivers a single view from factory to patient, dramatically improving the actionability of longitudinal Anonymized Patient-Level Data (APLD) for account managers, brand directors, and patient access leadership," the two companies said in  announcing the partnership.

Kevin Leininger, CEO of IntegriChain, said in the announcement: “Most specialty manufacturers have product portfolios that are distributed through multiple channels. Patients access many of their individual products through diverse pharmacy settings and sites of care. Never before have specialty pharma manufacturers had a single analytics platform that encompasses all of their channels – specialty pharmacy, specialty distribution, full-line wholesale, and retail.”

Marc Duey, President and CEO, founded ProMetrics in 1994. ProMetrics aggregates, integrates, analyzes, and reports data across the specialty brand’s distribution network including Specialty Pharmacies, Specialty Distributors, 3PLs, Hubs, GPOs and more. Its core services include data acquisition strategy, contracting recommendation and execution, as well as data aggregation, integration, analysis and reporting.

Josh Halpern, Executive Vice President and co-founder of IntegriChain, told me in a phone interview that specialty pharmacy is a rapidly growing portion of its business, though he declined to say how much it accounts for, but with the industry's direction and the ProMetrics partnership he expected it to continue to grow significantly. Halpern also said that this was IntegriChain's first strategic partnership in the life sciences industry, and he expects others in the future.

IntegriChain, founded in November 2006, is just celebrating its 10th anniversary. In March of this year, it announced a substantial investment from Silicon Valley-based growth equity investor Accel-KKR, buying out all preexisting outside investors. IntegriChain also completed relocating its headquarters from Princeton to Philadelphia, at Penn Center on JFK Boulevard. It is nearing 100 employees.

IntegriChain serves an important niche within the rapidly growing market for cloud-based life sciences applications and data.

“For ten years, IntegriChain has been the data and analytics foundation underpinning life sciences manufacturer efforts to create more efficient and service-oriented channel models to maximize patient access to critical and often life-changing medical products,” said CEO Leininger in a statement. “We are immensely proud of the company we have built through continuous collaboration with our customers to improve and expand our data and guided analytics offerings. Our close bonds within the Greater Philadelphia tech and academic communities and the incredible healthcare tech team that we have developed will advance IntegriChain to our next stage of growth and evolution.”

Links 11/21: Oracle to buy Dyn, victim of recent DDoS attack; Wayne drug tech firm buys West Coast, India offices

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Oracle to buy internet infrastructure provider Dyn (Reuters)
Price reported north of $600 million.

Oracle buys Internet traffic specialist Dyn after hacking attack (Boston Globe)

'Aggressive' hiring ahead: Wayne drug tech firm buys West Coast, India offices (

Health IT investors share lessons learned from early investments (Med City News)

Former Cablevision owners have gone from friends to foes: Altice (NY Post)

Amazon is in talks to stream live sports, report says (CNBC)

Verizon is now competing with Facebook and Google in tracking consumers’ personal data (Recode)

Microsoft offers EU hardware, software LinkedIn concessions: sources (Reuters)

SNL: QVC Audtions

Sunday Highlights: Infor President talks $2bn Koch investment, Oracle/NetSuite deal; AIF’s inaugural Philadelphia gala honors Raju Foundation

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Sensors, switches, perilous places are the job at TE Connectivity (

Infor President talks $2bn Koch investment, Oracle/NetSuite deal and Brexit

Salesforce CEO Marc Benioff is telling an odd story about how Microsoft tricked him (Business Insider)

AIF’s inaugural Philadelphia gala honors Raju Foundation (America Bazaar)

Satellite dishes that power Time-Warner imperil merger with AT&T
(Bloomberg via Denver Post)

ABC is exploring a 24-hour digital news channel
(NY Post)

Saturday Highlights: SAP’s Fresh Approach to Small to Mid-Size Businesses; 4 biggest surprises from 2016 vertical software report

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A Simple Plan? SAP’s Fresh Approach to Small to Mid-Size Businesses (ASUG News)

Tableau on Partnering, Integrating, and Cohabitating with SAP and IT (ASUG News)

4 biggest surprises from 2016 vertical software report (VentureBeat)
SaaS for the (legal) marijuana business is a hot market.

Why Clinton Lost PA: Examining the Exit Polls (Politics PA)

Comcast Underground Network Could Mean Faster Internet (CBS Philly)

Groceries and help Wal-Mart grow e-commerce 20.6% in Q3 (Internet Retailer)

Links 11/18: DraftKings, FanDuel Announce Plans to Merge; Comcast to hire dozens as it modernizes tech dispatch

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DraftKings and FanDuel are (officially) merging (Recode)

DraftKings, FanDuel Announce Plans to Merge
Some Philly-area investors in FanDuel.

Is the Comcast tech here yet? Cable giant to hire dozens as it modernizes tech dispatch (

BuzzFeed raises another $200 million at the same valuation it had last year (Business Insider)
But NBCU gets some downside protection.

Comcast Launching Two New Hispanic Networks (Broadcasting & Cable)

Trump's Plan to Scrap Obamacare Is Already Messing With His In-Law's $2.7 Billion Startup (Fortune)

Tech IPOs Want to Get Ahead of Trump (Bloomberg) Dell Boomi competitor MuleSoft, First Round-backed Blue Apron among those reported thinking about it.

SAP offers cash for referrals in new cloud channel program (PCWorld)

LiveRamp swallows 2 First Round-backed ventures for $140mm plus incentives

Tom Paine

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Ari Jacoby

Ari Jacoby's next act, Philadelphia-based Circulate, was acquired by Arkansas-based consumer database giant Acxiom's LiveRamp unit along with New York-based Arbor, for what LiveRamp said was a total cash consideration of $140 million, it was announced today. There are also equity-based incentives.

LiveRamp's IdentityLink is seeking to build the holy grail of consumer data. IdentityLink aims to produce a 360 degree view of a consumer from information including social and programmatic ad data, CRM data, transactional data and addressable TV data. Others are trying to do the same, such as Dentsu Aegis, which acquired Maryland-based Merkle in August.

The two acquisitions are meant to broaden IdentityLink's data acquisition reach by adding the numerous data publisher relationships Circulate and Arbor possess. LiveRamp's CEO said they would double its publisher network to over 450.

Not coincidentally, both Circulate and Arbor are First Round Capital portfolio companies and run by entrepreneurs previously backed by First Round. Jacoby has started two other successful ventures with First Round's help: VoiceStar (sold to Marchex), and SolveMedia (acquired by Adiant last year).

Arbor was founded by two early employees of Invite Media (acquired by Google): David Yaffe, co-founder and CEO of Arbor, and Nikhil Dixit, co-Founder, Revenue & Operations.

Circulate is headquartered on JFK Boulevard in Center City. Circulate and Arbor both employ about 20, according to Ad Age.

Circulate had raised $17.4 million in funding, from backers including First Round, AOL Ventures, Bullpen Capital, and Chris Dixon.

Links 11/17: Salesforce posts good results; Comcast cuts 'innovation' from high-rise's moniker

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Salesforce Announces Fiscal 2017 Third Quarter Results

Salesforce looks surprisingly good headed into the end of the year with a strong Q3 (TechCrunch)

Workday CEO Aneel Bhusri on competitors, partners and politics (Diginomica)

Facebook buys Pittsburgh-based facial analysis software firm (AP via

Big tower, shorter name: Comcast cuts 'innovation' from high-rise's moniker (

Verizon acquires SocialRadar to buff up MapQuest’s location data

Acxiom's LiveRamp Buys Two Publisher Data Firms in Race to I.D. Consumers Across Devices (Ad Age)

Publicis Merges Digital Shops SapientNitro and Razorfish, Creating SapientRazorfish (Ad Age)
Comcast a key new account.

Comcast Business Announces $30 Million Investment to Expand High-Performance Ethernet Network in City of Philadelphia
Investment designed to support business communities requiring high-capacity network services

Comcast Business Announces $30 Million Investment to Expand High-Performance Ethernet Network in City of Philadelphia
Investment designed to support business communities requiring high-capacity network services

Comcast Cable
Nov 16, 2016, 10:00 ET

PHILADELPHIA, Nov. 16, 2016 /PRNewswire/ -- Comcast Business today announced it is investing more than $30 million in a major expansion of its fiber-based network in Philadelphia, reaching more than 3,000 businesses directly and benefiting tens of thousands more by making the network more accessible and affordable than ever before. Capable of delivering up to 100 Gigabits-per-second (Gbps) of network capacity, the fiber optic Ethernet network expansion will support advanced services and give the company the ability to bring new customers, ranging from small and medium-sized organizations to large enterprises, online more quickly.

While the Comcast Business fiber network already serves many of Philadelphia's largest companies and hundreds of other businesses, this concentrated expansion will deploy more than 50 miles of new fiber optic cable and encompass the city's two largest business districts – Center City (from the Delaware River to the Schuylkill River) and University City. Significant work has already begun over the past few months to provide high-performance Ethernet, Internet and advanced voice solutions to businesses and organizations throughout the city, and additional network expansions will be completed through the remainder of the year.

"Our city has always been on the cutting-edge of innovation and technology, and having access to the latest network services like those that Comcast Business is providing is absolutely essential to keeping us there," said Jim Kenney, Mayor of Philadelphia. "We thank Comcast for its continued commitment to the City."

In addition to the educational facilities, medical industries, law firms and finance institutions prevalent in Philadelphia, the revitalization of tech and retail districts – combined with the influx of new small businesses and startups – creates a hotbed of economic development requiring access to the advanced communications solutions Comcast Business offers.

"This significant investment in our city's infrastructure is critical to provide our businesses with the access and options they need to compete and grow," said Rob Wonderling, President and CEO of the Chamber of Commerce for Greater Philadelphia. "This competitive advantage will also help us continue to attract innovative companies to our city."

With a comprehensive portfolio of Ethernet options, Comcast Business serves schools, businesses, hospitals and other organizations with distributed enterprises that require large amounts of bandwidth, are looking to link multiple sites or branch locations or plan to connect their offices to a third-party data center.

"This is one of Comcast Business' most significant and innovative infrastructure build-outs to date, and we're proud to be making this investment here in our hometown," said David Dombroski, regional vice president for Comcast Business. "As demand in Philadelphia for our high-performance Ethernet offerings continues to soar, Comcast Business recognizes the need to respond quickly to new businesses to provide scalable solutions that can meet demand as they grow."

Over the summer, Comcast Business played a critical role in one of the most technologically-advanced events in history as the official Broadband and Telecommunications Provider for the Democratic National Convention. The company installed more than 25 miles of network plant in the Wells Fargo Center and surrounding area specifically for the event to deliver a redundant 100 Gigabit-per-second connection that serviced all DNC staff, delegates and thousands of media outlets.

Nationally, Comcast Business's Ethernet services are delivered over an advanced network that spans nearly 150,000 miles. Comcast was the first service provider in the world to offer Metro Ethernet Forum (MEF) CE 2.0 certified Ethernet services and was also the first service provider to achieve all three of the previous CE 1.0 certifications (MEF 9, 14 and 18).

About Comcast Business:
Comcast Business offers Ethernet, Internet, Wi-Fi, Voice, TV and Managed Enterprise Solutions to help organizations of all sizes transform their business. Powered by a next-generation, fiber-based network, and backed by 24/7 technical support, Comcast Business is one of the largest contributors to the growth of Comcast Cable. Comcast Business is the nation's largest cable provider to small and mid-size businesses and has emerged as a force in the Enterprise market; recognized over the last two years by leading industry associations as one of the fastest growing provider of Ethernet services.
For more information, call 866-429-3085. Follow on Twitter @ComcastBusiness and on other social media networks at

About Comcast Cable:
Comcast Cable is one of the nation's largest video, high-speed Internet and phone provider to residential customers under the XFINITY brand and also provides these services to businesses. Comcast has invested in technology to build an advanced network that delivers among the fastest broadband speeds, and brings customers personalized video, communications and home management offerings. Comcast Corporation (Nasdaq: CMCSA, CMCSK) is a global media and technology company. Visit for more information.

SOURCE Comcast Cable

Links 11/16: Infor eyes Oracle and SAP following $2bn injection by Koch Industries; RCN beats Comcast to gigabit speeds in Philadelphia area

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Koch Industries Pours $2.5 Billion into Business Software Maker Infor (Fortune)

Infor eyes Oracle and SAP following $2bn injection by Koch Industries (Information Age)

GE Digital acquires ServiceMax for $915m to further IoT vision (Diginomica)
Some interesting tidbits in comments section.
Emergence Capital, which made huge gains from backing Veeva Systems, was also a big winner here. ServiceMax is Salesforce-native, as
was Veeva's initial product. Salesforce was also an investor in ServiceMax.

Comcast wires Center City, University City for fiber for $30M (

RCN beats Comcast to gigabit speeds in Philadelphia area (

Liberty Media CEO Says Trump Likely "Positive" for Cable Regulation, Sees Time Warner Deal Approval (Hollywood Reporter)

FCC abides by GOP request, deletes everything from meeting agenda (Ars Technica)

Wells Fargo to unveil robo-adviser partnership with SigFig (Reuters)

DraftKings and FanDuel To Merge (Dan Primack/LinkedIn)

Microsoft—yes, Microsoft—joins the Linux Foundation (Ars Technica)

GE Digital and SAP Partner to Advance Industrial Internet of Things (IoT)

GE Digital and SAP Partner to Advance Industrial Internet of Things (IoT)

PR Newswire PR NewswireNovember 16, 2016
SAN FRANCISCO and WALLDORF, Germany, Nov. 16, 2016 /PRNewswire/ -- SAP SE (SAP) and GE Digital (GE) today announced their intention to explore collaboration in the area of the Industrial Internet of Things (IoT). The announcement is driven by the fundamental shared belief in the power of the Industrial IoT, and the ability for joint customers to drive further efficiency, savings and utilization from their investments into assets. The announcement was made at GE's Mind + Machines conference being held November 15 and 16, 2016, in San Francisco.
SAP Logo.View photos
SAP Logo.
Building on the respective strengths of GE Digital and SAP, the companies plan to focus their initial efforts on opportunities to strengthen the integration between GE's Predix operating system and SAP HANA® Cloud Platform. Additionally, the companies intend to collaborate in the area of asset management, including SAP Asset Intelligence Network, and to explore and design use cases to enable the "Things to Outcomes" vision for customers in the oil and gas industry. "Enabling the owners, operators and makers of their equipment to share data and context is an essential building block towards the enablement of end-to-end processes and our 'Things to Outcome' vision'," said Dr. Tanja Rueckert, executive vice president, Digital Assets & IoT, at SAP.
Customers in the oil and gas industry will be the first beneficiaries between the two companies.
"The cross-collaboration between GE and SAP will allow us to create opportunities for the Industrial IoT ecosystem," said Denzil Samuels, global head of Channels & Alliances at GE Digital. "The partnership is an ongoing effort to expand joint go-to-market capabilities and accelerate innovation in rapidly growing markets for cloud platforms."
SAP and GE are both leading members of the Industrial Internet Consortium (IIC). This international network of companies and universities is driving the implementation of the Industrial IoT in several areas, including manufacturing. Both companies plan to reinforce their ongoing activities and uncover ways to work together on industry-leading standards to accelerate interoperability and convergence between IT and operational technology (OT).
For more information, visit the SAP News Center. Follow SAP on Twitter at @sapnews.
About GE Digital
GE Digital connects streams of machine data to powerful analytics, providing industrial companies with valuable insights to manage assets and operations more efficiently. World-class talent and software capabilities drive big gains in productivity, availability and longevity. For more information, visit the Web site at
About SAP
As one of the market leaders in enterprise application software, SAP helps companies of all sizes and industries Run Simple. From back office to the boardroom, warehouse to the storefront, desktop to a mobile device – SAP software empowers people and organizations to work together more efficiently and use business insight more effectively to stay ahead of the competition. SAP applications and services enable more than 335,000 business and public sector customers to operate profitably, adapt continuously, and grow sustainably. For more information, visit
For customers interested in learning more about SAP products:
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Links 11/15: GE signs Exelon in its largest power-plant software deal; Digital Ocean opening new Cambridge office

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Exclusive: IDG in advanced talks to sell itself to Chinese buyout group: sources (Reuters)
Is nothing sacred?

The meeting that made Marc Benioff run away from a deal with Microsoft (Recode)

What to expect when Salesforce reports earnings (Marketwatch)

GE signs Exelon in its largest power-plant software deal (Reuters)

Baltimore software firm eOriginal lands $25.6 million investment from LLR Partners (Baltimore Business Journal)

Trump spells doom for set-top box reforms at FCC, observers say (

Comcast takes $70 gigabit offer away from cities near Chicago (Ars Technica)

Former VMware and Akamai exec to head cloud startup's new Cambridge office (Boston Business Journal)

Siemens plans IPO for its Healthineers unit, with US headquarters in Malvern

Tom Paine

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Siemens announced during its earnings call last week that it is planning a partial spinoff of its healthcare unit through an IPO, though a time frame wasn't specified and and one analyst said it might not happen for a couple of years.

Some in the Philadelphia area may have thought Siemens was gone from Malvern after it sold its Health Services unit (originally Shared Medical Systems) to Cerner for $1.3 billion in early 2015, but Malvern is still US headquarters for what Siemens rebranded earlier this year as Siemens Healthineers, with about 1,000 employees based there, Siemens told me in response to an email. Its a $15 billion annual business worldwide.

Strengths are in systems for medical imaging, laboratory diagnostics, and point of care testing, as well as hearing instruments, though it's weaker in some segments than in others.

Siemens CEO Joe Kaeser indicated that Siemens would definitely retain a significant stake, but I heard differing messages to whether or not it would be a controlling stake. Siemens had determined that healthcare was not a core business, but wanted to keep a
hand in it while allowing independence to become more entrepreneurial.

David Pacitti, President of Siemens Medical Solutions USA, Inc. and Head of Siemens
David Pacitti
Healthineers North America, is a Philadelphia area native and Villanova graduate. At Villanova, his football play earned him induction into the Villanova Varsity Club Hall of Fame in 2006.

This year, Siemens Healthineers and IBM Watson Health formed a Global Alliance for Population Health Management. Siemens Healthineers also introduced a new business line in the US, known as Enterprise Services (ES), aimed at helping to improve the overall hospital environment.

Having shed some of its consumer businesses and refocusing on industrial markets, Siemens may be showing more aggressiveness after a period of relative retrenchment. Last week's announcement of an equity investment and joint development initiative with Exton-based Bentley Systems was significant, though not huge by Siemens standards. And just today Siemens announced a $4.5 billion acquisition of Oregon-based Mentor Graphics, whose software helps companies design computer chips.

Links 11/14: How Comcast and NBCUniversal Used Minions to Fuse an Empire; BF Tech backs 12 more Philly-area firms

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Verizon buys LQD WiFi to expand its IoT strategy into “smart cities” (TechCrunch)

How Comcast and NBCUniversal Used Minions to Fuse an Empire (NY Times)

Samsung to Buy Harman for $8 Billion in Bold Autos Gambit (Bloomberg)

GE Deepens Silicon Valley Push With $915 Million Cloud Purchase (Bloomberg)

The Little Search Engine That Could (A VC)

BF Tech backs 12 more Philly-area firms (

Much of late election activity centered on Pennsylvania, Philly

Tom Paine

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The Presidential race between Donald Trump and Hillary Clinton impacted the Philly area in a multitude of ways.

Besides Mr. Trump, the big winner was South Jersey native Kellyanne Conway (@KellyannePolls), who apparently became a sort of Trump whisperer, making him more or less tow the line down the stretch. Conway, who refers to herself as a 'pollstress' on her twitter profile (I think its been changed to "We Won"), had a keen understanding of the nation's regional and demographic trends, and also demonstrated a sharp legal mind at times (she's an attorney).

On Thursday she tweeted:

in response to some reports saying she wasn't interested in a White House position.

Some people around Trump may see her as a Chief of Staff candidate, but other names have come up more than hers in that regard.

Conway is the first woman to run a winning presidential campaign (sorry Susan).

I wrote about Trump in 2011 as one of two possible candidates that year with Penn ties, and mentioned another who did become President who attended Penn briefly a long long time ago. Perspective is gained over time; I didn't take Trump seriously then.

Penn is in a conundrum as to how to deal with its first alumni President, who is widely disliked on campus.

Ivanka and Donald Jr. both graduated from the Wharton School, and Tiffany received her degree from Penn this past spring.

Speaking of Penn candidates, an email pilfered by Wikileaks showed that former Penn President (and alumnus) Judith Rodin was on a short list of potential Democratic VP candidates. Rodin resigned as head of the Rockefeller Foundation in July.

In late October Trump, speaking in Gettysburg, said that he would block the AT&T/Time Warner merger if President, work to break up Comcast and NBCU, and vaguely threatened to give Amazon {whose founder Jeff Bezos owns the Washington Post) trouble. Economic policy, or political retribution against media critics? At any rate I doubt those things will happen, but his relationship with Comcast, with a rather stormy past, will be interesting to watch.

Trump followed up a week later in a speech in King of Prussia by proposing to revitalize the Philadelphia Navy Yard - as a Navy Yard. No idea if that will ever happen; probably just one of those things people throw out in the days before an election.

New Jersey Governor Christie has been superceded as transition chief by Vice President-elect Pence. He now serves as Vice Chair. His future status is up in the air. Some think he may be swept aside due to Bridgegate and other issues; others think he's still in line for a big job, though AG seems a stretch given Bridgegate.

If Christie does leaves for DC, Kim Guadagno would become New Jersey's Governor. Guadagno, who attended Ursinus College in Collegeville, was a prosecutor like Christie was. As Lieutenant Governor (serving concurrently as Secretary of State), she has focused on economic development and has established close ties to the business and tech communities.

Trump surprised Clinton (and the pollsters) by winning Pennsylvania by about 70,000 votes out of about 6 million cast. Most of the networks called the national race when they called Pennsylvania, some time after 1am.

While Clinton rolled up a plurality of more than 450,000 in Philadelphia and won the four surrounding suburban counties, in most of the rest of the state Clinton was swamped by the higher than expected Trump turnout.

David Urban ran Trump's Pennsylvania campaign. A western Pennsylvania native who's spent considerable time in the east (Temple Law and Penn degrees, Ballard Spahr), he focused the campaign's efforts outside of Philadelphia Metro. No rookie in DC (he served as chief of staff for former Pennsylvania Sen. Arlen Specter, when Specter was a Republican), GOP leaders are hopeful Trump will give him legislative liaison responsibilities.

I don't have the final tally, but as of October 27 CBS News reported that Pennsylvania had received 18 visits by Trump and Pence, and 18 visits by Clinton and Kaine. And obviously they circled back a few times in the final days. I half expected state agents to show up demanding income tax payments.

FEC data through October 19 show just how much Clinton outspent Trump on rent & salary in Pennsylvania.

Two organizations seemed to get the numbers right. One which look like an outlier before the election was Investor's Business Daily, whose pollster, (New Jersey-based) Technometrica President Raghavan Mayur, described the four keys to his approach: a good sample of likely voters, accurate ratios for party preference, gauging voter enthusiasm, and back testing results.

IBD's Terry Jones suggested that there’s a bit of a "public relations crisis" for the polling industry.

Trump's big data team, based in San Antonio, also claimed to have a pretty clear picture of the ultimate results.

When I think back to the huge Clinton rally in Philadelphia Monday night, it almost had the air of an early victory party. But I wonder in retrospect whether some Clinton staffers knew they were trying to pull a rabbit out of a hat.

Why the next great SaaS company will look nothing like Salesforce (TechCrunch)

Saturday Highlights: Vertex Leases 168,000 SF in King of Prussia; ECRI receives $3M grant for Health IT safety initiative

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Exclusive: Koch investment arm nears deal for stake in Infor, in tech push - sources (Reuters via Yahoo Finance)

ECRI Institute Receives $3M Grant for Health IT Safety Initiative (Healthcare Informatics)
ECRI is based in Plymouth Meeting.

Pharma pushes to share off-label info with payers at FDA hearing (Medical Marketing & Media)

Liberty Property Trust sells K of P offices to German firm for $26.8M (
Newly renovated Judge Group headquarters.

Vertex Leases 168,000 SF in King of Prussia (CoStar Group)

Ex-Autonomy CFO indicted in U.S., accused of deceiving HP (Reuters)
Autonomy was the big deal of HP (and former SAP) CEO Leo Apotheker.

Links 11/11: Penn students targeted in racist GroupMe campaign; Was N.J. 'betting on wrong horse' in giving Holtec $260M tax break for Camden move?

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BRIEF-CardConnect Corp reports third quarter financial results (Reuters)

Was N.J. 'betting on wrong horse' in giving Holtec $260M tax break for Camden move? (Newsworks)
Don't know about you, but I've always had a hankerin for my own, personal nuke plant in the backyard.

Under Brian Roberts, Comcast has grown more than 100 fold (

Oracle, SAP to Face More Software Challengers as Innovation Trumps Scale (TheStreet via

Siemens planning IPO for Healthineers health business
(MedCity News)
Despite the sale of its hospital information systems business to Cerner, Siemens Healthineers USA is still based in Malvern.

Penn students targeted in racist, violent GroupMe campaign (Engadget)

Siemens and Bentley Systems Advance Strategic Alliance Including Joint Investment Initiatives
To realize new growth opportunities in industry and infrastructure through integration of complementary digital engineering models

Siemens and Bentley Systems Advance Strategic Alliance Including Joint Investment Initiatives

To realize new growth opportunities in industry and infrastructure through integration of complementary digital engineering models

November 10, 2016 01:15 AM Eastern Standard Time
EXTON, Pa.----Siemens and Bentley Systems announced today that they have formalized a strategic alliance agreement to drive new business value by accelerating digitalization to advance infrastructure project delivery and asset performance in complementary business areas. Siemens and Bentley Systems will initially invest at least Euro 50 million in developing joint solutions to enlarge their respective offerings for infrastructure and industry to the benefit of the end-customers. This work will uniquely leverage new cloud services for a connected data environment to converge respective digital engineering models from both companies. In addition to those elements of the agreement, approximately Euro 70 million of secondary shares of Bentley’s common stock have been acquired by Siemens, under a company program that will continue until such time as Bentley Systems’ stock is publicly traded.

Siemens and Bentley Systems have a track record of complementing their respective portfolios through the licensing of each other’s technology to provide solutions in the Digital Factory and Process Industries & Drives divisions, where respective software offerings have already been integrated. For example, Bentley’s reality modeling software has been integrated into Siemens Process Simulate to leverage laser-scanned point clouds in modeling the existing context of brownfield industrial environments. The automotive industry manufacturer Turnkey Manufacturing Systems (TMS) successfully employed the innovative point cloud capabilities to create a “digital twin” of their production line to significantly enhance their planning and validation processes, while saving time and costs.

The new investment initiatives will involve virtually all Siemens divisions. The major benefit will be accumulating intelligence from Siemens solutions throughout Bentley’s complementary applications for design modeling, analytical modeling, construction modeling and asset performance modeling. As a result, the integrated and accessible digital engineering models, such as the “digital twin” viewed through an immersive 3D interface, will enable unprecedented operational performance, visibility and reliability. This work will uniquely converge digital engineering models: physical engineering models in their 3D physical reality context by way of Bentley’s software solutions and the corresponding functional engineering 2D models within Siemens’ solutions.

Siemens and Bentley Systems have identified opportunities to work together in Energy Management, Power Generation, Building Technology and Mobility where each company can leverage their respective technology and industry expertise to bring new business value to the market. For example, Bentley’s applications for the 3D modeling and structural analysis of industrial and infrastructure assets complement Siemens’ solutions and unparalleled domain expertise in electrification and automation. Siemens and Bentley Systems will each provide software from the other to deliver complete solutions from either company to the benefit of their respective customers in order to improve their project and asset performance through simulation and virtual commissioning. Development work will benefit from and extend Siemens’ and Bentley Systems’ established commitments to openness and interoperability.

Klaus Helmrich, member of the Managing Board of Siemens AG, said, “This move further extends our industry software ecosystem from 2D to 3D software solutions, taking the simulation portfolio in our Digital Enterprise offering to a new dimension. We’re rigorously executing our ‘digital twin’ vision from virtual planning to the real product to the benefit of our customers who themselves are driving digitalization across their value chains. Bentley Systems’ independence, track record in interoperability and leadership in engineering- and design-software make them our ideal partner for this undertaking.”

Bentley Systems CEO Greg Bentley said, “Only with Siemens could we so purposefully advance beyond merely linking the ‘Industrial Internet of Things’ to ultimately leverage digital engineering models for visual operations and connected infrastructure asset performance. Given our long history of sharing complementary technologies, we are very excited to now contribute so broadly to Siemens’ industrial digitalization leadership.”

Siemens AG (Berlin and Munich) is a global technology powerhouse that has stood for engineering excellence, innovation, quality, reliability and internationality for more than 165 years. The company is active in more than 200 countries, focusing on the areas of electrification, automation and digitalization. One of the world’s largest producers of energy-efficient, resource-saving technologies, Siemens is No. 1 in offshore wind turbine construction, a leading supplier of gas and steam turbines for power generation, a major provider of power transmission solutions and a pioneer in infrastructure solutions as well as automation, drive and software solutions for industry. The company is also a leading provider of medical imaging equipment – such as computed tomography and magnetic resonance imaging systems – and a leader in laboratory diagnostics as well as clinical IT. In fiscal 2015, which ended on September 30, 2015, Siemens generated revenue of €75.6 billion and net income of €7.4 billion. At the end of September 2015, the company had around 348,000 employees worldwide. Further information is available on the Internet at

Bentley Systems is a global leader in providing architects, engineers, geospatial professionals, constructors, and owner-operators with comprehensive software solutions for advancing the design, construction, and operations of infrastructure. Bentley users leverage information mobility across disciplines and throughout the infrastructure lifecycle to deliver better-performing projects and assets. Bentley solutions encompass MicroStation applications for information modeling, ProjectWise collaboration services to deliver integrated projects, and AssetWise operations services to achieve intelligent infrastructure – complemented by worldwide professional services and comprehensive managed services. Founded in 1984, Bentley has more than 3,000 colleagues in over 50 countries, more than $600 million in annual revenues, and since 2009 has invested more than $1 billion in research, development, and acquisitions. Additional information about Bentley is available at

This press release and further information is available at