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)

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

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

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.

OnDeck just down a tad today, though its already sbout at its lowshttps://t.co/ezSeQ6emlC

— tom paine (@phillytechnews) May 9, 2016

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

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)

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.

Opinion: Why You Should Go to Propeller and Bring Your Employees

Propeller will take place May 20 in Hoboken. | Propeller Fest

Esther Surden
Publisher & Editor, NJTechWeekly.com



The Propeller Festival to be held May 20 on Pier A in Hoboken is destined to be a good time for all who attend, but that’s not why you should go.
There will be talks from entrepreneurs, VCs and pundits who will give you innovative ideas to think about and concrete suggestions on how to better grow or finance your business, but that’s not why you should go.




There will be drone races, virtual reality, gaming and a Human Digital Orchestra from Bell Labs, but that’s not why you should go.
There will be a serious startup pitch competition with folks from Techstars and Newark Venture Partners, but that’s not why you should go.
There is even going to be a musical performance from The Naked and Famous, but that’s not why you should go.
You should go because this is New Jersey’s chance to show off its credentials as a place where there is a thriving tech culture.
You should go to show the region that we can host thousands of tech enthusiasts in one place.
You should go to take pride in New Jersey’s growing innovation economy.
So take a day off from your startup!
Take just one day for self-education, fulfillment and fun.
New Jersey tech employers, give your employees the day off, and buy them a ticket.
New Jersey Universities, encourage your tech professors, instructors and students to go
From day one, New Jersey Tech Weekly has been about “Growing Tech in the Garden State.” Here’s our opportunity to showcase how far we’ve come.
Let’s all show some unity, be Jersey tech proud, get behind a fabulous festival, and demonstrate all the innovation that New Jersey has to offer!




Esther Surden is Publisher and Editor of NJTechWeekly, and a contributor to Philly Tech News. This article originally appeared in NJTechWeekly, and is republished here with her permission.

BILL McDermott in Fortune interview (video)

Bill McDermott seems much better in this Fortune interview, but he
can't get rid of that Long Island accent.

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)

Why Comcast Made the DreamWorks Deal (Bloomberg Video)

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)