Links 5/6: SAP, EMC cloud strategies questioned; ThingWorx' Open Platform Strategy
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Analysts reveal an inside look at the Dell-EMC roadmap | #emcworld (Silicon Angle)
EMC straddles old and new worlds with an incomplete and unbalanced cloud strategy (Diginomica)
Alibaba's Cloud Business Ambitions Taking Shape for Investors (Bloomberg)
SAP cloud offering lacks clarity – user group survey (Business Cloud News)
Layer3 TV Seeks 'Installation Supervisor' in Handful of Markets (Multichannel News)
PTC Announces ThingWorx Open Platform Strategy; Integrates ThingWorx with Leading Public Device Clouds (PTC)
Universal Display Corporation Announces First Quarter 2016 Financial Results
Universal Display Slips on Q1 Rev Miss, Surprise Profit; Affirms Year View (Barron's Tech Trader Daily)
(Update: Universal Display: Gabelli Downgrades, Needham Defends; Apple iPhone Hints?)
Cognizant Banks On Acquired Digital Practices for ’16 Growth, Despite Slow Q1 (CRN)
Philly Tech People News 5/5: Dell Boomi Adds COO and CMO to Executive Team; New CIO for Pennsylvania’s $25B Pension
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Dell Boomi Adds COO and CMO to Executive Team (Dell Boomi Blog)
AMETEK Announces Executive Leadership Transition (PR Newswire)
New CIO for Pennsylvania’s $25B Pension (Chief Investment Officer)
SAP Names Christian Klein as Chief Operating Officer, Thomas Saueressig as Chief Information Officer (SAP)
4 Career Tips From A Tech CFO (Forbes)
Sue Vestri, CFO of Greenphire.
Qlik Channel Exec Cunningham Exits To Take New Post At Splunk (CRN)
Vox Media Names First CFO, Adds Former Yahoo President to Board (Bloomberg)
Bioclinica expands eHealth Solutions strategic leadership team (PR Newswire)
AccuWeather Appoints Bill Boss as Director of Product Development, Display Systems and Services (AccuWeather.com)
Links 5/5: Apple and SAP Team Up for Partnership; EPAM Continues Growth Surge
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Apple and SAP Team Up for Blockbuster Partnership (Fortune)
EPAM Reports Results for First Quarter 2016 (EPAM Systems)
EPAM Continues Growth Surge On Higher Digital Services Demand (CRN)
Computers trump chemists by studying failed experiments
(Engadget)
A "team of researchers at Haverford College."
Arris CEO: 2016 Off to ‘Good Start’ (Multichannel News)
FCC approves Altice purchase of Cablevision Systems
(Reuters vis CNBC)
NYC will approve Cablevision sale with conditions (NY Post)
Nightmarish transition from Verizon to Frontier has no end in sight (Ars Technica)
I went through an earlier iteration of this. It was bad.
A look inside Comcast Ventures’ Student Loan marketplace disruptor (Comcast Corporate Blog)
Shares of Tableau dip 9% despite earnings beat; CEO calls it a ‘strong quarter’ for customer growth
(GeekWire)
IBM in OpenStack interoperability push (The Register)
The 451 Group's latest research on Dell Boomi
Tom Paine
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It is rather contradictory that although consensus is that Dell Boomi is a leader in PaaS integration services (see its positioning in the Gartner Magic Quadrant), a critical component of the explosive growth of SaaS and the Cloud, yet its still quite small.
One might expect Dell to be building a huge Boomi headquarters in the center of Berwyn, whereever one imagines that to be. But right now there are only a couple hundred people to put in it at most.
That's one piece of information derived from the 451 Group's latest research on Dell Boomi, put together by Carl F. Lehmann, entitled 'Dell Boomi continues to impress but lags in some key markets.' Carl was kind enough to share some of it and speak with me about it.
Some key takeaways from the 451 Group report:
- Revenue growth (presumably for 2015): The Americas grew at 44%, EMEA posted a 108% growth rate and APJ grew at a 72% rate. Obviously global penetration is increasing.
- Boomi reports that its AtomSphere iPaaS executes 2.8 billion integration processes per month, versus over the 30 million per month it reported as a key milestone just three years ago.
- Boomi has been bolstering its AtomSphere iPaaS for scale via performance improvement.
- Boomi has successfully developed its master data management (MDM) capabilities to a degree.
- But it still lags behind other market leaders in the area of big data integration.
- Boomi's API management capabilities were announced in March 2015, and they should become of increasing importance strategically.
- Boomi's target market is users implementing hybrid on premise/private cloud/public cloud solutions.
One thing I didn't know was that EDI (Electronic Data Interchange) was Boomi's legacy business from its early days. In fact, its never really gone away, and Lehmann writes that "over time, Boomi believes, as do we, that the EDI market will become ripe for transformation to next-generation hybrid cloud integration architecture."
Lehmann emphasizes that Boomi's "integrated multipurpose platform" is probably its greatest strength, but that Boomi is not alone in having gone down that path.
A couple of other points of interest:
Boomi AtomSphere is a single-instance multi-tenant architecture that runs primarily on Rackspace.
SuccessFactors has been a major Boomi user, but SAP is trying to replacing it with its own SAP HANA Cloud integration (HCI) iPaaS. That offering has been improved, but Boomi is still likely the superior solution and will remain in the SuccessFactors toolbox for some time, the report says.
So the overall picture is that Dell Boomi is a vibrant, market leading business, and that PaaS integration is a critical utility for hybrid deployments. It isn't alone, having numerous competitors including IBM (which acquired Cast Iron around the same time Dell acquired Boomi) and a still independent MuleSoft.
What's surprising is that the revenue figure I've heard for Boomi is still quite small. I wonder, perhaps, if there are some transfer pricing issues going on, or that headcount figure may not include other Dell people who spend considerable time on Boomi issues. Just guessing.
Lehman felt the biggest threat to Boomi was the uncertainty surrounding the completion of the Dell/EMC/VMware deal. Completing the deal has required considerable financial engineering, and its been a tight fit. But I think Boomi has always been one of Michael Dell's special interests, and as long as he's involved I think Booml's interests will be looked after.
As Fortune said of Michsel Dell one year ago: "He seemed particularly excited about Dell Boomi, which integrates software systems, helping companies win in what Dell calls “the API (Application Program Interface) economy.”
2+ Billion Cloud integrations in 30days @Dell @Boomi customers are leading #DigitalEconomy & #apieconomy #iPaaS pic.twitter.com/t3VlrwA06Z
— Michael Dell (@MichaelDell) February 19, 2016
There seems to have been a smooth transition from the Nucci/Moul era to GM Chris McNabb and his team. And Dell Boomi just announced it was adding its first COO and CMO.
I've wondered whether Boomi would be better off in a company more focused on data tools, such as Informatica or TIBCO, but it also may be a better fit with some of the more cloud-oriented EMC properties.
Links 5/4: New CEO at Ametek; Katzenberg, Comcast execs seek to reassure DreamWorks Animation staff
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New CEO at Berwyn's Ametek (Philly.com)
Katzenberg, Comcast execs seek to reassure DreamWorks Animation staff (LA Times)
Verizon Outages Hit Thousands Amid Strike (Information Week)
Microsoft's Solair acquisition could expand its Internet of Things services (PCWorld)
GoDaddy's CEO Talks Cloud Computing And Helping 'Little Developers' (Fortune)
Amazon's Business Marketplace Hits $1 Billion Milestone (Bloomberg)
LINKS 5/3: Oracle is paying $532 million to buy another cloud service provider; Vanguard's app glitch
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Dell rebrands Dell to Dell Technologies, Dell EMC, and Dell (Ars Technica)
Penn Medicine uses data to enhance patient outcomes | #emcworld
(Silicon Angle)
Qlik Moves To Expand Partner Program Beyond License Sales To Include Services, Subscription Revenue (CRN)
Qlik Announces Qlik Sense Cloud Business SaaS Offering (Qlik Technologies)
Vanguard says app glitch led to inflated balances shown on Apple devices (Reuters)
Oracle is paying $532 million to snatch up another cloud service provider (Infoworld)
Google will soon have 100 new self-driving minivans on the road (Business Insider)
Pinterest Scoops Up Team Behind Mobile Ad Tech Startup (Fortune)
Sounds like another mobile acquihire, though the tech is interesting. First Round Capital was an investor.
Does media rights bubble have a leak? (Sport's Business Daily}
Links 5/2: NBCUniversal in Talks to Join Hulu Channel Bundle
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NBCUniversal in Talks to Join Hulu Channel Bundle (EXCLUSIVE) (Variety)
Qlik Strengthens Cloud-Based Offerings with Acquisition of Industrial CodeBox (Qlik Technologies)
Why Sports Authority Is Likely to Close All 463 Stores (Fortune)
Confirmed. Was one of GSI Commerce/Ebay Enterprise/Radial's largest accounts.
This NYC Startup Just Raised To Change How You Shop (Alleywatch)
First Round Capital participated in funding; CEO and cofounder Alexis Maybank was Gilt exec.
After 11 Years in Digital Video, YouTube Wants to Take on TV-Sized Budgets This is how it's challenging the networks (Adweek)
BuzzFeed Touts Global, Cross-Platform Reach at NewFront (Cablefax)
Bessemer Venture Partners Byron Deeter on success in SAAS (TechCrunch)
Can Microsoft Follow Amazon's Cloud Trajectory? (Fortune)
The Tech Press Cycle And Unicorns (TOMASZ TUNGUZ)
Sunday highlights: Big job growth seen coming to Philly burbs; Hulu bets on Cable-style Web TV
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Philly suburbs poised for big job growth (Philadelphia Inquirer)
Questions remain at DuPont a year after Peltz defeat (USA Today)
22 charts that show the incredible growth of Amazon Prime (Business Insider)
Keith Block talks life at Salesforce and being a Boston sports fan in San Francisco (TechCrunch)
Gunning for Google, Comcast Preps Gigabit Internet That Works With Regular Cable (Wired)
Hulu Bets on Cable-Style Web TV (Dow Jones Business News)
Comcast is a 1/3 owner, though silent partner in Hulu due to NBCU merger condition. It has not agreed to license any of its content for Hulu's new service.
LINKS 4/30: SAP's new CIO is only 31; Bloomberg knocks some consumer subscription services for lack of transparency
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The Future of Shopping:
Trapping You in a Club You Didn't Know You Joined (Bloomberg)
A knock on some consumer subscription services, including those of two First Round Capital portfolio companies.
Most of Yahoo’s shortlisted bidders reportedly offering cash deals
(VentureBeat)
Liberty Media said to be on short list, though I'm not sure its made a bid yet.
SAP Taps Thomas Saueressig to Succeed Helen Arnold as CIO (WSJ: CIO Journal)
SAP's new CIO is all of 31 years old.
Why image recognition is about to transform business (TechCrunch)
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