Friday Links: Vanguard Lures More Fund Deposits Than All U.S. Rivals Combined; Obama Backs Wheeler's Set-Top Proposal, Big Time





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Vanguard Lures More Fund Deposits Than All U.S. Rivals Combined (Bloomberg)

Cablevision-Altice, Charter-TWC Mergers Seen Advancing (Investor's Business Daily)

Obama Backs Wheeler's Set-Top Proposal, Big Time (Multichannel News)


AirTV Streams Local Channels Directly Into Sling TV (Zatz Not Funny)

Arris/Weather Partner on OTT
(CableFax)

The floodgates are about to open in a critical sector for Amazon, Microsoft, and Google
(Business Insider)

Cardinal Health installs Business ByDesign SMB ERP in five months (SearchSAP)

GSI Health moves to Center City (Philly Deals)


Yes, startup funding really is slowing in San Francisco (Quartz)


Links 4/14: Rovi, TiVo Try to Bridge Difference on Valuation; FDA Wants Pharma to Ditch its Archaic Drug Making Process





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SAP denial-of-service flaw combo poses remote hijack risk (The Register)

Google Fiber wants to beam wireless Internet to your home (Re/code)

Billing by Millionths of Pennies, Cloud Computing’s Giants Take In Billions     (NY Times)


The FDA Wants Pharma to Ditch its Archaic Drug Making Process (Fortune)

Changing production from batch to on demand, which seems to be the essence of the FDA recommendation, would
require major changes by production system and ERP vendors.

Rovi, TiVo Try to Bridge Difference on Valuation (Bloomberg)



Philadelphia Verizon workers take to streets (The Times-Leader)

DigitalOcean Gets $130 Million to Build a Bigger, Better Cloud (Fortune)







LINKS 4/13: About 40,000 Verizon unionized workers go on strike; More on SAP's Q1 miss






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About 40,000 Verizon unionized workers walk off the job (Reuters)

“Robo-advisor” Betterment raises $100 million (Fortune)

Report Confirms Large Cloud Providers Drive Q1 Leasing (Data Center Knowledge)

Dish’s Sling TV Launches Multi-Stream Plan Stocked With Fox Nets, but Without ESPN (Variety)

Comcast asks court to throw out Channel 7's NBC affiliate lawsuit (Boaton Business Journal)


A Year After IPO, Aaron Levie’s Box Is Showing Signs of Growing Up (Re/code)
Levie says Box' biggest need is connection to a major ERP system, mentioning SAP specifically.

SAP pre-announces revenue miss for Q1 FY2016, maintains full year guidance – an analysis (Diginomica)


Anexinet names new CEO, absorbs ListenLogic (Philly Deals)

Starbucks rolls out a more personalized mobile app along with a revamped Rewards program (TechCrunch)

Making the Most of Clinical Trial Data (New York Times Editorial)


Federal Reserve's Beige Book Raises Worries About Spending (Fortune)


What's up with Comcast-backed BuzzFeed? (Update 4/27: What's up with Vox Media?)


Tom Paine



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Update 4/27: Vox Media is reportedly living up to expectations, pretty much, and just made key CFO and board additions, Bloomberg
reports
.

Last summer Comcast's NBCU invested $200 million in new media venture BuzzFeed, giving it a valuation of roughly $1.5 billion. A week earlier, NBCUniversal made a $200 million equity investment in a similar media startup, Vox Media. Comcast may not have totally understood this segment, but saw the growth opportunity it offered as attractive.

Of course, a few hundred million doesn't matter that much to Comcast. Just look at the $4 billion it funded former CEO Michael Angelakis' private equity venture with.

But BuzzFeed may be facing some tough headwinds. Today, the Financial Times reported that BuzzFeed missed its revenue target by 32 percent in 2015, and adjusted its revenue projections for 2016 from $500 million to $250 million.

Explanations offered by FT include custom content creation for advertisers taking much longer to complete than expected. Also, extensive video production in conjunction with NBCU has not begun to materialize.

Despite a reputation for having somewhat simplistic content, BuzzFeed has been investing in producing higher quality journalism. BuzzFeed, by the way, disputes FT's reporting. Its hard to say at this point, if the FT reports are accurate, whether this is an out of control startup, or a valuable company that's taking longer than expected to scale.

No word that I can find on Vox' financial performance, but it recently announced its first strategic partnership with NBCU,  an initiative to sell cross-platform, premium digital advertising.


Another view of the turbulance at BuzzFeed and
other new media sites
.


Links 4/13: Verizon is actually expanding FiOS again, in Boston; Verizon workers could strike in morning






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BuzzFeed Slashes Revenue Forecast: Is This the Beginning of the End of the Millennial Media Bubble? (Vanity Fair)
Comcast’s NBCUniversal invested $200 million in BuzzFeed last summer at a $1.5 billion valuation.


SAP's Software-To-Cloud Growing Pains Reflect Industry Shift (Information Week)

Verizon is actually expanding FiOS again, with new fiber in Boston (Ars Technica)
But when are they going to finish wiring Philly ?

40K Verizon workers could strike Wednesday morning (NJ.com)


Secure IoT connectivity platform Electric Imp raises $21m (ReadWrite)



Links 4/ll: Comcast staffing up For Mobile Trials; Is it just SAP or the market?






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Layer3 TV’s Crazy Plan to Take on Comcast and Reinvent Cable (Wired)
Perhaps its crazy (with all due respect to the founders) because rapidly changing internet & cable technology and economics could make it obselete. Read below.

Will Layer3 TV Ever Launch? (Light Reading)


Comcast Staffs Up For Mobile Trials
(Donahue Report)

Comcast CEO Roberts: Snider 'understood his mortality' and planned for future
(Philadelphia Inquirer)

Google Fiber No Longer Free In Kansas City (Information Week)


Dell infosec unit SecureWorks given $1.42bn price tag in IPO (The Register)

SAP Warns on Q1; It’s the Market, Says Nomura; No, It’s Them, Says Stifel (Barron's
Tech Trader Daily)
"New cloud bookings grew only 22% Y/Y, well below the high 30% level a year ago on an organic (ex-Concur) CC basis," one analyst points out, which doesn't sound great considering the multiples SAP paid for its cloud acquistions.

Gartner: Global PC shipments fell 9.6% in Q1 2016, the first quarter below 65 million units since 2007 (VentureBeat)

Billy Penn owner Spirited Media narrows search for second city (Capital New York)


Philly Tech People News 4/10/2015: Verizon Hires NBCU Exec for go90; Franklin Square Hires Lewis Katz as Chief Business Development Officer




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Amazon Now Has Three CEOs (Fortune)

Verizon Hires NBCU Exec for go90 (The Information}

The 60-second interview: Linda Yaccarino, chairman of Ad Sales and Client Partnerships, NBCUniversal (Politico Media)

Franklin Square Hires Lewis Katz as Chief Business Development Officer (Franklin Square Capital Partners)
Katz had previously founded Clamour, a deep technology platform focused on personal finance.
ews
Exclusive: Former Obama Nutrition Policy Advisor Is a Partner in Campbell Soup-Backed VC Fund (Fortune)


Sungard Availability Services Names Susan Lynch Executive Vice President and Chief Financial Officer (PR Newswire)

Nutonian Appoints Jeff Dickerson as CEO, Chris Lynch as Chairman (Nutonian)
Dickerson served as Neat Company CEO until end of last year.


IBM Names Former AOL President Bob Lord as Chief Digital Officer (Re/code)

Temple University's Institute for Business and Information Technology names AmerisourceBergen CIO its Executive In Residence (Temple Fox School of Business)

Biondo Creative Named Google Partner (Biondo Creative)

New Jersey names new acting CIO
(State Scoop)



Sunday Highlights: Verizon quietly changing copper lines over to FIOS; Yankees fans rip YES Network, Comcast on Twitter after postponement






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The tablet market is 100 million units smaller than expected. What happened? (Re/code)

Verizon's quiet plan to change copper phone lines to FIOS (Philadelphia Inquirer)

Yankees fans rip YES Network, Comcast on Twitter after postponement (NJ.com)

Intuit Sheds Its PC Roots and Rises as a Cloud Software Company (NY Times)



Phorum 16 on the 14th: Moneyball, "Systems of Insight"; The two are interrelated


Tom Paine



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Phorum 16, to be held on April 14, features a new venue this year, the recently opened Fillmore Philadelphia. This is the fifth year that PACT has hosted the Phorum event, and it has helped to establish a greater identity for,  and a stronger sense of community among enterprise software users and producers in the Philadelphia and mid-Atlantic regions.

It also features a theme, "Systems of Insight", which appears to have been coined by Forrester analysts led by Brian Hopkins and popularized in an article published last year, "Digital Insights Are The New Currency Of Business."

In fact, Hopkins, Vice President & Principal Analyst at Forrester, is scheduled to speak at Phorum.

"Systems of Insight," according the Phorum website , "allow the enterprise to collect data about the market, customer, and business, convert that data into usable information and apply institutional experience to turn information into knowledge. These systems enable companies to take standardized approaches in the collection, management, analysis and presentation of data. This standardization allows the repurposing of data to provide broad insight into the enterprise."


While "Systems of Insight" certainly incorporates "big data" in many instances, I think it goes somewhat against the trend towards the overwhelming data gluts often associated with big data efforts. Rather, it emphasizes having the tools to sort through masses of data to produce the right information at precisely the right moment a decision has to be made or a transaction completed.


The main keynoter at Phorum will be Paul DePodesta, who was featured in the book and movie version of Moneyball (he's referred to as Peter Brand in the movie). A Yale grad who isn't quite the nerd portrayed by his character in the movie, he helped Oakland A's GM Billy Beane introduce Sabermetrics (a method of using certain derived stats to relate value to money) to Major League Baseball.






After a difficult tenure as GM of the Dodgers (from which he was fired), followed by stints with San Diego and the Mets,  DePodesta left Major League Baseball for the NFL this year, becoming chief strategy officer for the Cleveland Browns, very high on the org chart. DePodesta had played some college football, and worked in the CFL a little,  so he knows the game. The use of metrics in football are much different than baseball and require different approaches, as the individual player stats relied on in baseball simply aren't as important at most positions in football, I would argue. Deeper, more granular analysis is required.

Allen Born, Director at Fairmount Partners and the Advisory Board Chairman of Phorum 2016, told me in a phone interview that DePodesta was booked before new position was announced, and it would be interesting to see how he addressed it. I wonder if he will comment on the Eagles.


At least DePodesta won't have worry about Johnny Manziel anymore.

As for the Moneyball approach in baseball, you can read recent articles saying that its either gaining ground or losing ground at the same time.


The Demo Pit, always one of Phorum's best features, has nine participating startups this year.  PeopleLinx (winner of "best in show" at Phorum '13) will be the first return participant. Although more mature than the other startups, its coming back to demonstrate the pivot it made after LinkedIn pulled key APIs and PeopleLinx reconfigured its service around the Salesforce platform.

In a new twist, Demo Pit participants will present in front of a panel of judges and the audience. One will be named as best in show.

Cloudamize, which this year added one of Philly's top tech executives, Bob Moul as CEO to supplement founder Khushboo Shah, will be showing off its cloud migration and cost management tools, now expanded to include to include the Google Cloud Platform in addition to Amazon Web Services and Microsoft Azure.

The others, all from the mid-Atlantic region and several with Philly ties, include blockchain technology firm AlphaPoint and SaaS sales and marketing tools Boxter, DryDock and MLeads.

Phorum 16 is presented by Fairmount Partners and LiquidHub, and hosted by PACT, the Philadelphia Alliance for Capital and Technologies.

Tickets are available at Phorum's TicketLeap site.


Saturday Highligts: SAP misses sllghtly; Comcast CFO highest paid in US, makes more than the boss






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SAP quarterly results fall short as U.S. market slows (Reuters)

SAP Sales Miss Estimates as Some Deals Slip to Next Quarter (Bloomberg)
The more informative article.

Comcast's Cavanagh Is Highest-Paid U.S. CFO With $41 Million (Bloomberg)
Makes more than CEO.

Car makers ask the US to slow down on rules for self-driving tech (Engadget)
An intelligent approach I happen to agree with, but I wonder if this group's real goal is to slow down Google.

Time Warner Cable throws in the towel on Dodger channel negotiations (LA Times)
Wondering how a more benevolent Comcast would have dealt with this?
Hey, Philly Dish and DirecTV subs, can you get CSN yet?

If Trump were president: Boston Globe's fake front page dares to imagine (The Guardian)


Friday Hghlights: Nest struggles a set back to IoT movement?; Appmobi lives on






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Google's Nest struggles could set back the IoT movement (CiO)

Amazon Is Defining, Not Chasing, Future Consumers (Information Week)

Three lessons I learned from Fundraising (Wharton Entrepreneurship Blog)

How Appmobi Makes App And Device Encryption Easy For Developers (ARC for Applause)


The 60-second interview: Linda Yaccarino, chairman of Ad Sales and Client Partnerships, NBCUniversal (Politico Media)

Technology Fuels Renaissance in Out-of-Home Advertising (Ad Age)