Links 5/26: Google beats Oracle in court; Veeva Systems beating Oracle in another way



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Google Prevails in Copyright Fight Against Oracle (Fortune)

 John Bogle says extend 'clients first' fiduciary rule to all investors (MarketWatch)
SAP's Grand Plan to Lead the Digital World (CMS Wire)

 Hershey CEO Aims for Greater Transparency and Consumer Trust with SAP S/4HANA, Analytics (ASUG News)

 Whitman deletes another chapter in HP history as CSC and ES borg (The Register)

 Oracle Rival Veeva Systems Beats Estimates, Lifts Guidance (Investor's Busimss Daily)

 Veeva Surges 12% on FYQ1 Beat, Higher Q2 View; Raises Year View
 (Barron's Tech Trader Daily)

 Salesforce Connections – Oh, the places you (could) go… (Diginomica)

 Google goes after Microsoft, Tableau, and others with a new free analytics tool (PCWorld)

 Michael Wolff: Why Fat Is the New Skinny (TV Bundle) (Hollywood Reporter)

 Comcast promises better service, adding Wi-Fi hotspots in Twin Cities (Minneapolis Star Tribune)


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Links 5/25: Salesforce names AWS ‘preferred’ public cloud provider; Universal Orlando slowly gaining on Disney World



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Venmo Likely Investigated Over User Privacy Violations (Fortune)

 Comcast limits data cap overage fees to $200 a month (Ars Technica)

 Cable Is Eyeing Its Retail Options (Light Resding)
Nsmely, Comcsst & Arris.
Universal Orlando Keeps Closing In on Disney World (Motley Fool)

 Logistics Industry Consolidation Mounts: What It Means (Constellation Research)
Two area logistics firms, BDP International of Philly and Pilot Freight of Lima, Delco, are considering selling all or part of themselves, the WSJ reports. Constellation Research analyzes industry trends toward consolidation.

 Supply Chain Operating Networks are Finally Beginning to Emerge (Logistics Viewpoints)

SAP & PrimeRevenue Partnership — Interview with PJ Bain, CEO of PrimeRevenue (Spend Matters)


Salesforce chooses AWS as ‘preferred’ public cloud provider, will run Sales Cloud on it (VentureBeat)

 Salesforce to Use AWS and Own Data Centers in Expansion Push (Data Center Knowledge)
Universal Display: Needham Ups Target to $69 on Expected Industry Acceleration (Barron's Tech Trader Daily)

 eero inks $50 million funding deal with Menlo’s Opportunity Fund, plans to sell products at Best Buy (TechCrunch)
First Round Capital led eero's seed financing.


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Links 5/24: HP Enterprise's services unit to be merged with CSC: Ben Franklin Technology Partners invests $2.5M in 14 Phila-area firm



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HP Enterprise to Merge Services Unit With Computer Sciences (Bloomberg)

 Hewlett Packard Enterprise surges on move to merge services unit with CSC (MarketWatch)

 SAP Shows How Businesses Are 'Live' in the Digital Economy (Ad Age)
Kicks off new campaign.

SuccessFactors President Mike Ettling on S/4HANA Public Cloud, the Intersection of Financials and HR (ASUG News)
Toyota is establishing a 'strategic partnership' with Uber, which is a really big deal (The Verge)

 Comcast: Set-Top Box Proposal Fails On All Counts (Multichannel News)

 Comcast's AudienceXpress Tests Demand-Side Interface, Gives Agencies Direct Access (MediaPost)

 Charter explains why it doesn’t compete against other cable companies (Ars Technica)
Verizon CEO: Go90 ‘Over-Hyped,’ But ‘Expectations Are Realistic (Investor's Business Daily)
Ben Franklin Technology Partners spreads $2.5M to 14 Phila-area firms (Philly.com: Philly Desls)


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Comcast faces antitrust lawsuit over cable ad sales



Tom Paine



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In news that broke late today, Comcast is facing an antitrust lawsuit alleging that it is trying to monopolize cable advertising within distinct geographic markets.

In s suit filed in Illinois Monday, Viamedia claims that Comcast has gained control of local cooperatives which serve large cable networks and blocks Viamedia and its clients from participating in large markets such as Detroit and Chicago.

This comes as the Justice Departmemt is already investigating Comcast's behavior in the spot advertising market.

Comcast issued a statement citing the competitiveness of the advertising market.


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Links 5/23: Hulu's value; Universal Display would benefit from OLED in iPhones



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Hulu Now Worth $25 Billion, up From $15 Billion, Analyst Says (Hollywood Reporter)

 NBC Sports jumps into the livestream game just in time for the Olympics (Mashable)

 NBC Sports enters video streaming business with Playmaker(Sports Business Daily)

Comcast CEO: We're keeping options open to compete in wireless (CNBC)
Universal Display Surges 8%: Apple iPhone To Boost Earnings Next Year, Says Goldman (Barron's Tech Trader Daily)

 Apple’s Suppliers Gear Up to Bring New Screens to 2017 iPhone (Bloomberg)

 The Oracle-Google Case Will Decide the Future of Software (Wired)
Host Analytics – on the growth train (Diginomica)
Partners with Qlik.

 Veeva launches product-specific cloud-based data management system (OutSourcing Pharma)

 NetSuite and the Year of the Vertical Cloud ( Vinnie Mirchandani/ Enterprise Irregulars)

 Can the Billy Penn model for local news work beyond Philadelphia? We’re about to find out. (Poynter)






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Philly Tech People News 5/21/2016: EY names area finalists for EY Entrepreneur Of The Year; JetPay founder Shah steps down as CEO






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Sridhar Solur Joins Comcast Cable as Senior Vice President, Xfinity Home and IoT Products
The key thing to note is that Comcast went outside for this important hire, who came from HP.

EY announces Finalists for the EY Entrepreneur Of The Year® 2016 in Greater Philadelphia






Former Oracle [Health Sciences] CTO Joe Alea Joins Clinical Ink as Chief Technical Officer


AT&T Names New Vice President And General Manager In The Liberty States


JetPay hires new CEO (Allentown Morning Call)
Founder Bipin Shah (famous for his role in creating the MAC ATM money acess system) steps aside as CEO, remains chairman.

Radian CEO S.A. Ibrahim to Retire in December 2017
Ibrahim saw Radian through the housing mortgage crisis. Radian's problems, which emerged in 2007, were a precursor of the subprime mess and the recession that followed.

PrimePay Announces Executive Leadership Promotions Designed to Meet Key Objectives for Sales Year 2017


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Salesforce: Great results, but must be thinking about future cloud & database strategy (Update 5/25: Salesforce choses AWS as its ‘preferred’ public cloud provider



Tom Paine



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Update 5/25: Salesforce has chosen AWS as its ‘preferred’ public cloud provider, snd will run Sales Cloud on it in addition to previously announced clouds.

Salesforce Partners Surprised By Fast-Moving AWS Relationship, But See Synergies Between The Cloud Vendors (CRN)





Salesforce produced solid results in its first quarter announced last week: Revenue up 27% to $1.92 billion, and a profit of $38.8 million.

While its certainly on a good track for now, one question that's still out there
is how Salesforce will deal with its largest (indirect) pure cloud competitor, Amazon Web Services. AWS curently has a $10 billion annual run rate with much higher growth, although as an IaaS/PaaS hybrid of sorts, its at a different level in the stack than Salesforce. (Actually Google is a larger pure cloud company, come to think of it.)

So its interesting to see Salesforce making noises, at leaast, about reaching out
to AWS. In fact, its Heroku PaaS platform for developers runs on AWS (exclusively?) and its new IoT platform will as well.

Salesforce must have thought internally about providing a public cloud utiilty, but it would be awfully hard to match what AWS has now. Oracle is trying, but there is a sense that's more an afterthought to serve its own customers.

Meanwhile, the old rumor that Salesforce is building its own  DBMS based on Postgres to run on top of Heroku rather than run its clouds on Oracle DBMS, resurfaces.

Update 5/25: AWS snnounced today that Salesforce has chosen it as its ‘preferred’ public cloud provider, and will run Sales Cloud on it in addition to other clouds
already announced.

< Salesforce Surges as Large Revenue Deals Help Drive Growth (Bloomberg)



Salesforce wants to work a lot more closely with Amazon Web Services (Business Insider)

Salesforce claims 'record' quarter record at Oracle and SAP's expense (The Register)

Salesforce Caught Between Two Software Worlds (Fortune)



Circuit breaker failure was initial cause of Salesforce service outage (ZDNet)


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Pivotal confirms Series C round is actually over $650 million (TechCrunch)

QVC Revs Up 4%, Zulily Records Uptick (MediaPost)



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Lending Club's CEO resigns after internal probe, shares plummet (Reuters)

LendingClub's Woes Show Cracks In The Non-Bank Boom That Emerged From The Financial Crisis (Forbes)

OnDeck Capital Takes Hit from ‘Capital Markets Meltdown’ (Barron's Tech Trader Daily)
From May 3. First Round Capital was one of the earliest investors in OnDeck when it
was just a startup.




PTN Post from March: Wilmington-based Swift Capital reports gains, has impressive backers including First Round Capital


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Sunday highlights: Comcast buys French startup StickyAds; SAP Developing 100 Corporate Apps as Part of Apple Partnership



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Verizon is sending lawyers to climb telephone poles when its technicians go on strike (Quartz)

ASUG Member: Setting Digital Transformation Strategies for the Pharmaceuticals Industry (ASUG News)
CSL Behring is based in King of Prussia.

 SAP Developing 100 Corporate Apps as Part of Apple Partnership (WSJ: CIO Report)
Comcast buys French startup StickyAds to build out its digital video business (Re/code)

 Jamie Horowitz Tries Again, This Time to Revive FS1 (NY Times: DealBook)

 Second Oracle v. Google trial could lead to huge headaches for developers (Ars Technica)


How Amazon's growth causes retailers to close stores (Philly.com)



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Saturday Highlights 5/7/2016: DreamWorks posts strong first-quarter earnings; Uber, Lyft spend big, lose big in Texas vote on driver fingerprinting



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Sales intelligence and analytics: the two pillars of inside sales (VentureBeat)

 DreamWorks posts strong first-quarter earnings (Video) (LA Biz)

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 Uber, Lyft spend big, lose big in Texas vote on driver fingerprinting (Reuters)

 iOS 10 reportedly includes a dedicated smart home app (Engadget)

 What does Joe Lonsdale think of BuzzFeed's Inside Palantir article? (Quora)
Slamming BuzzFeed's journalism.


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