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 Philly.com)

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


Verizon acquires SocialRadar to buff up MapQuest’s location data
(TechCrunch)

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

NEWS PROVIDED BY
Comcast Cable
Nov 16, 2016, 10:00 ET
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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 http://business.comcast.com/social.

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 www.comcastcorporation.com 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 (Philly.com)

RCN beats Comcast to gigabit speeds in Philadelphia area (Philly.com)


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.
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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 www.ge.com/digital.
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 www.sap.com.
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 (Philly.com)

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)
DuckDuckGo.

BF Tech backs 12 more Philly-area firms (Philly.com)




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 (Philly.com)
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 (Philly.com)


Oracle, SAP to Face More Software Challengers as Innovation Trumps Scale (TheStreet via Philly.com)

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)