4/20: Analysts see Verizon-Comcast combination as a tough sell; Verizon earnings, revenue miss Street estimates as wireless sales fall year-over-year

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Analysts see Verizon-Comcast combination as a tough sell (SNL)

Verizon earnings, revenue miss Street estimates as wireless sales fall year-over-year (CNBC)

Verizon CEO Comments About Media M&A “Taken Out Of Context” – Update (Deadline)

Verizon Loses 13,000 FiOS Pay TV Subs in First Quarter (Hollywood Reporter)

$VZ CFO says rise of OTT/vMVPDs, mobile offerings and more aggressive competition led to net loss of video subs in Q1 #goodluckbundle

— Rich Greenfield (@RichBTIG) April 20, 2017

🥞LOL, @Verizon. You OK? Cause nobody sucks this much unless you’re #VerHIGHzon https://t.co/bZYQlHl5yt

— John Legere (@JohnLegere) April 20, 2017

Billtrust, CardConnect Partner To Support Invoice Payments Via Card (Pymnts)
Two leading area companies hook up.

An X-ray of what Amazon really looks like.

Alexa team almost half the size of retail.

And look at the big blue AWS area.

Wake up call pic.twitter.com/hgPFB5MNlw

— Brian Roemmele (@BrianRoemmele) April 20, 2017

Beacons help Waze users navigate Pittsburgh's tricky tunnel exits (Marketplace)

Comcast Joins LoRA Alliance (Multichannel News)
Will host IoT-focused organization’s all-members rendezvous in June in Philadelphia.

Oracle’s PaaS/IaaS progress – becoming real
(Brian Sommer / Diginomica)

Siemens Healthineers buys health tech firm
(Philly.com)

Baseball CFO Looks to Win with CPM Software (CFO)
Philly native, ex-Comcast guy.

4/18: PTC introduces Kinex, built on ThingWorx: Behind Private Equity’s hunger for Tech Deals

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Steve Ballmer’s new project: find out how the government spends your money (The Verge)

with some help from Penn.











Moffett: 600 MHz Auction Results Suggest Cable Wireless Service Not Much of a Threat (Telecompetitor)

Verizon agrees to $1.05 billion fiber-optic cable deal to grow its Fios platform (CNBC)


Verizon fades from forerunner's namesake Philly tower, as rival Comcast's presence grows (Philly.com)


Dell Boomi teams with CRM Online to integrate field services data into ERP (Tech Day NZ)

Interesting angle.


Philly team that won Qualcomm Tricorder contest focused on human interaction first, diagnostics second (Med City News)

PLM This Week: PTC Introduces Kinex, a New Generation of IoT Applications Built on ThingWorx (Engineering.com)

Behind Private Equity’s Hunger for Tech Deals (Fortune)

Comcast Earnings beat expectations: Expanding X1, looking to wireless launch

Tom Paine

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On a morning where the big question was the extent to which Verizon and Charter might be engaged in M&A talks, Comcast released its earnings for Q4 2016 and the full year.


Revenue grew 9.2% and adjusted EPS grew 9.9% for the quarter, beating expectations. Continuing the reversal of a long-term trend, video customer net additions were 80,000 for the quarter, and for 2017 Comcast had its best video customer results in 10 Years, with 161,000 net additions.

Programming expense rose just a tick over 10% in 2016, but Comcast expects it to rise 13% in 2017 due to the latest round of rights agreements before moderating the following year.

NBCU revenue grew 13.0% in the quarter, as Theme Parks continued gushing growth and profits.

Business Services, which grew by 16.1% for the year, is now at a $5.5 billion annual run rate.

Comcast is increasing its dividend by 15% per share, splitting its stock two-for-one, and expects to repurchase $5 billion of stock this year.

Comcast said penetration of its X1 interface is expected to increase from 48% at year-end to the low 60s over the next year.


Comcast indicated a mid-year launch for its wireless offering (likely in just a few areas to begin with). Chairman & CEO Brian Roberts said he expects "most popular mobile devices" to be available for the service. Roberts also said that after reaching limited scale, Comcast expected each incremental customer to be NPV (Net Present Value) profitable. CFO Mike Cavanagh said to expect a $200 to $300 million drag on operating cash flow from wireless until Comcast starts breaking it out separately. Beyond that, the company was rather tight-lipped about wireless.

There seems to be a developing consensus that wireless and cable assets, in some combination, are the best way to provide 5G LTE. Cable's backhaul capacity, and its indoors networking capabilities ( where cellular is weak on its own) are valuable assets to the wireless industry.


Round Numbers


Charter: Marketcap - $90bn LTD - $35bn

Comcast: Marketcap - $181bn LTD - $49bn

Verizon: Marketcap - $200bn LTD - $104bn

AT&T: Marketcap -$260bn LTD -$113bn


Source: Yahoo Finance as of close 1/26/2017. AT&T as of 1/27 morning.

Comcast beats on earnings and revenue
(CNBC)

Comcast Backs Bet on X1
Plans to expand X1 penetration beyond 60% in 2017, seek more licensing opportunities (Multichannel News)

Comcast Chief Pressed on Wireless Rollout Plan, Regulatory Environment Under Trump (Variety)

Cox thanks white-label X1 for best video performance since 2008 (FierceCable)

Verizon, Charter Talks Heating Up? Malone Vision Key (IBD)


Verizon Exploring Potential Charter Merger (Report) (Variety)

Verizon CEO Said to Approach Maffei About Possible Charter Deal (Bloomberg)

Verizon: Reasons Charter Speculation Makes No Sense, Per Wells (Barron's Tech Trader Daily0

Links 1/19:Who leased the most data center space in 2016?; Comcast SportsNet to begin streaming Phillies games online this year

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Verizon’s Response to the Digital Revolution (Fortune)
"As of yesterday, AT&T was the 12th-most-valuable public company in the world; Verizon was 19th, and Comcast was 25th."

Oracle outlines plans to take on Amazon in cloud (Network World)

Who Leased the Most Data Center Space in 2016? (Data Center Knowledge)
Microsoft and Oracle?

Dell Boomi hires David Tavolaro to strengthen partner channel (ARN)
Tavolaro joins Dell Boomi from Anexinet.









Krebs Calls Out Rutgers University Student As Author Of Mirai DDoS Botnet (HotHardware)


Kenney stands with women, says no to business coalition (Philly.com)
Dumb law will be counterproductive.

Bentley Systems joins Cesium Consortium (AEC Magazine)

Exclusive: Derek Jeter’s Star-Studded Startup Just Raised Another $40 Million (Fortune)

China's Oceanwide, IDG Capital to buy tech publisher IDG (Reuters)


Comcast SportsNet to begin streaming Phillies games online this year (Philly.com)
Apparently applies to all Comcast RSNs with MLB rights.

DirecTV Now Peaking at 35K Simultaneous Streams: Analyst (Multichannel News)

Amazon opens joins tech companies with Pittsburgh office (AP via Lancaster Online)
Why not Philly?

Links 7/26: Yahoo can't make up for Verizon's problems; Layer3 TV gains more investors

Continue Reading

Sunday highlights: Verizon's media strategy; Redoing King of Prussia, to some extent

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Verizon’s Multi-Billion-Dollar Play To Take On Netflix, Amazon, Google & Facebook (Fast Company)

Microsoft, SAP seen as possible buyers of Marketo (Silicon Valley Business Journal)

How TD Bank Is Transforming Its Data Infrastructure (Information Week)

Host Analytics – on the growth train (Diginomica)
Partners include QLIK and Dell Boomi.

A $1 billion boom (Philly.com)
Redoing King of Prussia, to some extent.

Don't expect to see a Comcast wireless offering soon

Tom Paine

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Don't expect to see a Comcast-branded wireless offering in your local Comcast store anytime soon, some analysts say.


"In our view, this was a formality, not an indication that the fifth wheel is being aligned. We believe Comcast was merely preserving its right to offer service through the agreement, and see no imminent move by Comcast," Jefferies analyst Mike McCormack said in a note to clients, as quoted by website FierceCable.

Comcast's interests in forming what could be a fifth major cell network (in much of the country) are not clear, and it remains to be seen how far it would go down that path by itself.

Comcast's main goal is probably to support mobile distribution of video content to its customers, although I think the understanding of what that need is has broadened to become more all-encompassing over time. But Comcast does have a potential cost advantage in its millions of WiFi hotspots, which could be combined with the Verizon LTE access it has a right to resell to create a full-fledged network. But the cost advantages would have to be overwlelming for Comcast to consider that route. Indeed, the idea of investing billions to be a reseller of another's spectrum in combinstion with using hotspots (that are in customer's homes in a majority of instances and possibly open to legal challenges down the road), seems risky.

But spectrum is spectrum and is intrinsically valuable. And Comcast is going to need a mobile strategy, if only to support the out-of-home streaming habits of its customers.

And a deal with Sprint, possibly a complete acquisition, has to be an option to be considered as well. But an expensive one.

The MVNO (mobile virtual network operator) arrangement between Comcast and other cable operators (who will mostly end up as part of the proposed Charter/TWC marriage) and Verizon dates back to a controversial 2012 spectrum sale by the cable group to Verizon that included other provisions. The agreement, some including myself argued, was intended to effectively end cable/Verizon competition in both mobile communications and high speed landline communications.

Another consideration is that terms of the MVNO itself may have to be renegotiated, perhaps to Verizon's advantage.

Comcast also needs to consider its growing business services requirements.

How will mobile nets hold up during Pope's visit?

Tom Paine

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(From Official Pope Francis Visit 2015 Website)



Both Verizon and AT&T reported having made remarkably similar wireless capacity increases in the downtown area contiguous to the Pope's visit to Philadelphia.

Verizon said it has "invested $24 million to quadruple its network capacity in downtown Philly."

Alternatively, AT&T says "its investment is nearly $23M and will more than quadruple AT&T’s mobile network capacity in the event area."

One possible explanation for the similarity in those numbers is that AT&T and Verizon will be sharing some of the same resources to meet the short-term expansion.

But an AT&T spokesperson, replying to my inquiry by email, said "Verizon and AT&T both invested in and joined the oDAS improvement, but otherwise, AT&T predominately worked independently to improve the area’s network." I assume the latter part of that comment referred only to AT&T's own investments in its network.

She went on to explain: "A DAS is a network of several small antennas designed to enhance wireless service within an area or building. A DAS is able to provide enhanced wireless coverage to customers in spaces where geographical limitations or large crowds might prevent a good wireless experience."

Both companies are relying on a variety of solutions- some temporary, some permanent- including cell-on-wheel’s, high-powered rooftop antennas, the oDAS, and upgraded cell sites in the Papal visit area.

What will remain afterwards? A Verizon spokesperson told me by email: "With the exception of about half a dozen mobile cell sites, which will be moved out of the downtown area once the papal activities conclude and will not significantly lessen local network capacity, all of Verizon’s network upgrades will remain in place permanently."

Sprint says it "made permanent capacity upgrades at the Philadelphia Museum of Art, Academy of Natural Sciences, Franklin Institute, Logan Square, and along the Ben Franklin Parkway," though its not clear if all those increases are directly related to the Papal visit.

Comcast says it has significantly boosted WiFi coverage in the area.

Crown Castle, which says it is the nation's largest provider of wireless infrastructure, "installed (along with AT&T and Verizon) 37 small cell nodes on light poles between John F. Kennedy Plaza and the Philadelphia Museum of Art to provide close-proximity wireless signals," the trade website RCR Wireless reported.

Crown Castle will provide fiber-optic data hubs to help handle the data from the small cells. Verizon, AT&T and T-Mobile will all share the small cells, according to a Crown Castle official.

Will it be enough? No one knows for sure. Network engineers have a difficult time modeling events that have never happened before. They will reach back to similar events, such as past Papal audiences, for benchmarks. There will be peaks, which the networks may handle fairly well. But there will also be super peaks. For instance, if the Virgin Mary should suddenly appear on stage next to the Pope, everyone is going to want to shoot some video and all bets are off.

Links 12/5/2014: SAP to 'learn from Concur'; Hopewell's ongoing battle with Verizon

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SAP Seals Concur Deal: Desperate Or Strategic? (Information Week)

SAP to ‘Learn from Concur’ on SMBs, UX
(ASUG News)

2014 Year in Review: SAP’s Development Platform Strategy (ASUG News)

Verizon's battle with N.J. town shows strong thirst for rural wireline broadband (FierceTelecom)


Gigabit DSL (with a fiber boost) to hit market next year (Ars Technica)

Links 6/20/2014: Verizon said to eye Dish Network's spectrum; Philadelphia Technology Park acquired

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Oracle claims second-largest SaaS vendor title, while Q4 profits slip (Computerworld)

This Morning: Debating Oracle, InvenSense’s Opportunities, Is RackSpace a Target? (Barron's: Tech Trader Daily)

Oracle Cloud Transition Tougher Than Expected (Investor's Business Daily)


Oracle buys LiveLOOK for co-browsing technology (PC World)
Co-browsing tech is hot.


Clayton Christensen Responds to New Yorker Takedown of 'Disruptive Innovation' (Bloomberg Business Week)

UPDATE: Pension manager broke 'pay-to-play' ban, gave $ to Mayor Nutter, Gov. Corbett, SEC says (Philly.com: Philly Deals)

TierPoint Acquires Philadelphia Technology Park (Business Wire)

Tibco Software profit falls on higher expenses (Maketwatch)


Verizon Wireless eyeing Dish Network spectrum (New York Post)

Links 6/5/2014: SAP strategy chief takes shot at Salesforce; T-Mobile and Sprint nearing deal

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SAPPHIRENow 2014 – the cloud analysis (Diginomica)

Salesforce strategy is 'easy and requires no real innovation', says SAP's head of corporate strategy (Computing News)

6 SAP Hana Customers Share Early Lessons
(Information Week)

T-Mobile and Sprint Zeroing In on a $32 Billion Merger (New York Times: DealBook)

Feds say Amazon’s cloud can now host key Obamacare data (Geekwire)

Comcast files spinoff application with FCC (Multichannel News)

NetForecast Revalidates Accuracy Of Comcast’s Meter
(Multichannel News)


Verizon sends cease and desist letter to Netflix over buffering message that blames ISP (The Next Web)

DirecTV has plenty of reasons to be patient in Dodgers showdown (LA Times)

Links 6/4/2014: Comcast to start encrypting email; Samsung in big licensing deal with InterDigital

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NBCUniversal unveils N.J. version of 'Silicon Valley tech firm' in Englewood Cliffs (NJ.com)

Comcast to start encrypting email traffic with Gmail in the coming weeks (PC World)


Just Like Comcast Did, Verizon Says Netflix Is Slowing Its Own Streams (Re/code)


Samsung Inks $500M Wireless Patent Deal With InterDigital (TechCrunch)

SAPPHIRE NOW 2014 Day 1 Wrap-Up: SAP Wants to be Simple
ASUG News)

SAP's McDermott: Say Goodbye To 'Too Complex'
(Information Week)

SAP going full steam ahead on Hana, the cloud and 'simple' software (PC World)



Aasonn Secures $20M Investment from LLR Partners (Business Wire)
Aasonn is a SAP SuccessFactors services partner.


Center City automated marketing firm raises $3M (Philly.com: Philly Deals)

Edison Ventures Announces Investment in TrialScope
Funding Fuels Clinical Trial Solutions Leader (Globe Newswire)
Edison leads $10 million plus round with $5.5 million investment.


$15 million, 45,000-sq.-foot structure to house new headquarters for tech company (Philadelphia Business Journal)

Links 3/19/2014: Comcast seeks Uber-like customer service

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Next TV: Comcast Testing TV Everywhere Authentication On Apple TV, Roku Devices (Multichannel News)

Comcast seeks Uber-like customer service (USA Today)


Comcast's Uber-Inspired App May Ease Your Hatred of Cable Companies (Mashable)

States to probe Comcast plan to buy Time Warner Cable (Reuters)

Comcast VP and Chairman of Penn Board of Trustees talks "digital divide
(Daily Pennsylvanian)

FCC Docs Detail New Verizon Home Automation Platform (Zatz Not Funny!)



Rowan University, Lockheed Martin reach deal on research (The Courier-Post)

Oracle quarterly results disappoint Wall Street; shares fall
(Reuters)

Oracle's summer dream: Cloud, Fusion, 12c nirvana (ZDNet)

HP launches ConvergedSystem for SAP HANA (ZDNet)


Microsoft Study Touts Hybrid Cloud (Information Week)


Turntable.fm shuts down for good as founder launches new social app (The Verge)
Once a hot FRC startup.

Links 3/10/2014: Comcast in deal to sell 'House of Cards', other Sony content directly

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Comcast Cuts Sony Deal to Sell ‘House of Cards,’ Early-Release Movies (Variety)

How Comcast Is Building a Machine To Dominate the Future (Wired: Opinon)


Verizon's Shammo: We'll look at FiOS expansions once it returns the cost of capital (FierceTelecom)

Feds Poised to Open More Airwaves for Wi-Fi (Re/code)



Accenture, SAP merge enterprise solutions in to a one-stop shop
(ZDNet)

SAP hopes to help Germany win World Cup with HANA
(PC World)


Oracle to revamp schools ERP software, with an eye on Workday (PC World)
Ellucian (created from the SunGard Higher Ed/Datatel merger) is also a major player in this market.

Network effect of industry-crowdsourced physician data (Pharmaceutical Commerce)
Contributed by Dan Goldsmith, general manager, Veeva Network.


Cloud ERP Deployments Declined In 2013, Panorama Says (IT Jungle)

Adminovate Swaps Out SAP Business ByDesign For NetSuite (PR Newswire)

Links 3/7/2014: AT&T worried about Comcast

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Comcast Has AT&T Worrying About the US (Wall Street Journal: Corporate Intelligence)

Will Comcast's Mega-Merger Spin Off an All-New Cable Company? (Bloomberg Business Week)


Verizon offers discount to wireless and Fios triple-play customers (CNET News)


Salesforce at 15 (Denis Pombriant / Enterprise Irregulars)

Eight eye-openers from Salesforce.com's annual report (PC World)


Box Said to Project $200 Million in Revenue as IPO Nears
(Bloomberg)

Andreessen Horowitz leads $37.2M investment in high-flyer DigitalOcean (Gigaom)


Unitrends talks investment and acquisition (Channel Pro)
Unitrends acquired Philly-based PHD Virtual late last year.

Links 3/4/2014: Dish, Verizon up OTT talk

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Netflix CFO: Comcast Bandwidth Deal Doesn’t Change Our Economics (Variety)

McAdam: Verizon talking to networks about 'wireless over-the-top play' (FierceCable)



Comcast extends 'Internet Essentials' program indefinitely (CNET News)


Disney, Dish Network reach truce on ad-skipping AutoHop (LA Times)

Dish Takes Lead in Race to Offer Streaming TV to Rival Cable (Bloomberg)


Field Service Software Developer ServiceMax Raises $71M From Kleiner Perkins, Meritech Capital (TechCrunch)

Marketo Sets Its Sights On B2C (Ad Age)

Silk Road Had Digital Outpost in Pennsylvania (New York Times: DealBook)
At Lafayette College.

Convergence, consolidation in US, Global broadband markets

Tom Paine

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Convergence. That's the word to describe today's broadband market, as distinctions between traditional telcos, cable systems, and to some extent wireless carriers (as mobile speeds increase) diminish. Cross-border and trans-oceanic barriers are becoming less important as well.

If the proposed Comcast-Time Warner Cable merger is ultimately approved, the US broadband market will consist of three giants surrounded by minnows. But don't forget Google, Apple, Microsoft, and Facebook, which all have their own designs on slices of the market. And there may be other emerging competitors we can't even recognize today. Middlemen, including fiber networks and content delivery networks (CDNs) such as Akamai, are also important players.

Market value is not the sole indication of strength, although it does give one a general idea of who might have the upper hand in future consolidation. Of course, the figures in
the table below include only equity values, not debt loads, which can be very significant in the broadband industry.

Verizon just completed the acquisition of the rest of Verizon Wireless from Vodafone
this past week. And Vodafone will pay out $82.5 billion to its shareholders, cutting
its market value to about $100 billion. There has been speculation that AT&T might be
considering a bid for Vodafone.

The combined Comcast/TWC market value is shown as being the simple sum of the two's current market values, as it is a straight stock transaction. However, several factors could move the value up or down.




Link to chart

Source: Philly Tech News, based on closing prices as of 2/21/2014 (Price quotes from Google Finance)

Links 1/23/2014: SAP seen facing difficult challenges ahead

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Comcast, Verizon dissolve joint product-development venture (Philadelphia Inquirer)
Basic story a few months old, though adds interesting details. Joint marketing of each other's products in some areas continues, but I wonder how much actually has been sold through this arrangement. I doubt its been much.

T. Rowe Price Wants Time Warner Cable and Charter to Talk (New York Times: DealBook)

Comcast To Trot Out New Tech, Features For Sochi Games (Multichannel News)
Philly will be one of test markets for ‘Instant On Demand’.




Comcast buys majority stake in its Center City HQ, sources say (Philadelphia Business Journal)


IBM And SAP Have A Tough Road Ahead Against Amazon's Low Margin Cloud (ReadWrite)

SAP's master plan: A look at the challenges ahead (ZDNet)

Lessons from the death of a tech Goliath (Fortune)
On Siebel Systems.

Workday rolls out revamped, HTML5-powered user experience (Computerworld UK)

Salesforce.com courts Microsoft .NET developers with new tools (PC World)



eBay CEO Says Icahn PayPal Spinoff Makes No Sense (Re/code)


Lenovo To Buy IBM's x86 Server Business (Information Week)

Quality Systems, Inc. Reports Fiscal 2014 Third Quarter Results (Business Wire)
Quality Systems' core business is NextGen Healthcare, based in Horsham.

MapQuest Transfers Local Listings Management To Yext (Search Engine Land)
MapQuest, which was spun out as a venture from RR Donnelly, originated in Lancaster. It
still has a presence there, last I checked, though its been diminished by Google Maps and AOL management indifference.

Links 1/21/2014: Verizon to buy Intel Media assets; SAP delays profit goals for Cloud push

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Comcast adds Barclays as adviser on Time Warner Cable deal: sources (Reuters)

Verizon to Purchase Intel Media Assets (Intel Newsroom)

Verizon Paying About $200 Mil for Intel’s Internet TV Group: Sources (Variety)


Why Verizon is buying Intel Media: it’s all about taking on Comcast (Gigaom)

Amazon Exploring Over-the-Top TV Service (Variety)



Verizon posts Q4 profit of $7.9B, adds 1.7M connections
(CNET News)



SAP Delays Profitability Target Amid Cloud Push (Bloomberg)

SAP to sacrifice margin for growth (Denn Howlett/Diginomica)


SAP going after Salesforce, Workday “with everything we have” says CEO McDermott (Computing.co.uk)

SAP Rejected by Supreme Court Over $391 Million Loss (Bloomberg)

SAP Customers Preparing for Critical “ERP on HANA” Upgrade
(ASUG News)

IMS Health: Pharma Companies Should Engage On Social Media (Information Week)

Links 12/13/2013: Charter said to prepare offer letter for Time Warner Cable

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Charter Said to Prepare Offer Letter for Time Warner Cable (Bloomberg)

Charter Prepares Takeover Offer for Time Warner Cable (New York Times: DealBook)


DirecTV CEO Talks Online Video Plans, Dish Deal Hurdles (Hollywood Reporter)

DirecTV Said Near Renewal of Deal for NFL Sunday Ticket (Bloomberg via Ad Age)

Sprint reportedly preparing bid to purchase T-Mobile in 2014 (The Verge)

Verizon In Advanced Talks to Buy Intel’s Internet TV Unit (Variety)



Time Warner Cable to drop Comcast's NECN (FierceCable)



The worst IT project disasters of 2013
The Healthcare.gov rollout leads a pack of painful projects including one from Australia (CIO.com)

The Indian SMB gold rush (Information Week)

Deals of the Week: GSK's Stealth Move To The Coasts (IN VIVO Blog)

Nimble Storage soars: Stock up 49% following IPO (VentureBeat)

A younger version of PA Society (Philadelphia Daily News)