The Analyst Corner

Sharp Brings Solid Relationships to its 2015 Dealer Meeting

by | 12/10/2015

by Amy Weiss | 12/10/15

Sharp Imaging and Information Company of America (SIICA), held its national dealer meeting December 3-6 in San Antonio. While the name Sharp tends to immediately bring hardware to mind, the company as it exists today goes beyond hardware, extending its reach into IT, software and solutions, and had some interesting relationships to talk about during an event whose theme was, appropriately, Relationships@Work.

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HP Looks to Ease Workflow Transformation With New JetAdvantage Solutions

by | 12/03/2015

by Robert Palmer | 12/3/15

On December 3, in what could be viewed as its first official product announcement since the split, HP Inc. unveiled a host of new products and solutions. Under the umbrella of its JetAdvantage framework, HP has rolled out two new solutions aimed at making it easier and less costly for businesses to deploy digital capture and workflow capabilities. In addition, the firm has introduced several new scanners and MFPs.

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New Xerox Solutions Portfolio Focuses on Improving Worker Productivity

by | 11/19/2015

by Robert Palmer | 11/18/15

On November 18, Xerox introduced a host of digital workflow solutions aimed at improving worker productivity and process efficiencies. For the most part, these solutions can be viewed as extensions of previously available applications and tools. Even so, Xerox has added a great deal of new functionality to enable better ways for knowledge workers to work and collaborate more effectively.  

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The Split is Official, But Will Two HPs Be Better Than One?

by | 11/05/2015

by Robert Palmer | 11/5/15

On November 2, shortly after its official separation from Hewlett-Packard Company, Hewlett Packard Enterprise (HPE) issued one of its first press releases. The company noted its debut by describing itself as “an enterprise technology leader with $53 billion in annual revenue, the most comprehensive product portfolio in the industry and a unique vision for the future of technology and its benefits for enterprise customers.”

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Huge Deal to Acquire EMC Expands Dell’s Enterprise Services Reach

by | 10/14/2015

by Robert Palmer | 10/14/15

In a massive deal reported to be the largest ever takeover in the tech industry, Dell has snapped up storage provider EMC. On October 12, both companies announced a definitive agreement under which Dell will acquire EMC Corporation in a transaction valued at a whopping $67 billion. Under terms of the agreement, EMC shareholders will receive $24.05 per share in cash in addition to tracking stock linked to a portion of EMC’s economic interest in the VMware business. The tracking stock is valued at approximately $9 for each share of EMC.

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Nuance Partners With Samsung to Extend Distribution for Document Imaging Solutions

by | 10/07/2015

by Robert Palmer | 10/7/15

On September 29, Nuance Communications announced an extension to its strategic partnership with Samsung Electronics. The extended agreement provides Samsung with rights to sell and distribute specific Nuance software applications, including AutoStore, Equitrac and SafeCom. In addition, Nuance will provide service and support to qualifying customers.

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Ricoh’s Remlox Solution Dramatically Reduces Time Required for eDiscovery

by | 09/10/2015

by Robert Palmer | 9/10/15

Last month, Ricoh announced it had received a patent for its Computer Forensics and eDiscovery data collection solution called Remlox. The solution provides a unique method for collecting electronically stored information (ESI) as part of the computer forensics and eDiscovery process. Remlox, which is offered as part of Ricoh's full suite of computer forensics and eDiscovery services, is designed to reduce the costs and time associated with gathering ESI for litigation or investigative purposes.  

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HP Q3 Earnings: Challenging Market Conditions Ahead of Upcoming Split

by | 08/26/2015

by Robert Palmer | 8/26/15

On August 20, HP announced financial results for its fiscal 2015 third quarter ended July 31, 2015. In what will be the last financial report before it splits into two independently traded companies, HP reported declines in both revenue and income. The results were met with mixed market reaction. Revenues were slightly below most market projections, while profits, excluding restructuring costs and acquisition-related charges beat most analyst expectations.

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Nuance Posts Q3 2015 Revenue Growth Fueled by Continued Success in Healthcare

by | 08/13/2015

robert palmerby Robert Palmer | 8/13/15

On August 6, Nuance announced its Q3 2015 earnings. Bolstered by continued strong performance in its Healthcare segment, the software company reported GAAP revenue of $477.9 million, up from $475.5 million in the year-ago quarter.  On a non-GAAP basis, Nuance reported revenue of $488.7 million, compared with 486.8 million in Q3 2014. Like most everyone these days, Nuance cited currency fluctuations as having a particularly negative impact on revenues. Indeed, the company noted that, if Q3 2014 currency rates were applied to its Q3 2015 revenue, Q3 2015 revenue would have been approximately $17 million higher.

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Xerox’s Lackluster Q2 Results Leads to Market Trepidation

by | 07/30/2015

robert palmerby Robert Palmer | 7/30/15

On July 24, Xerox announced its Q2 2015 earnings results. While Xerox matched earnings estimates, revenue declined once again and earnings per share were down compared with the previous two quarters. More importantly, Xerox posted revenue declines in both its Services and Document Technology businesses. Xerox has consistently positioned its services business as the primary growth engine to help offset challenges faced in the document technology sector. Meanwhile, the company also announced restructuring efforts that it says would mean a cut of 3,000 employees worldwide. Market reaction to Xerox’s results was less than positive, to say the least.

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Square 9 Rolls Out New Features to Improve Web-Enablement for SmartSearch ECM

by | 07/20/2015

robert palmerby Robert Palmer | 7/20/15

On July 8, Square 9 Softworks announced the release of SmartSearch 4.2, the latest version of its Enterprise Content Management (ECM) suite that includes new features to improve productivity via the web. The new version offers a range of advancements for browser-based functionality, including web-enabled enhancements to both SmartSearch and GlobalSearch. Square 9 says that the new capabilities are in direct response to the rising international business economy and increased demand for mobile flexibility.

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IBM and Box Partner to Develop New Cloud Solutions and Services

by | 07/02/2015

robert palmerby Robert Palmer | 7/2/15

On June 24, IBM and file syncing and sharing company Box jointly announced a global partnership to combine technologies and resources in pursuit of new cloud products and initiatives. The deal could have major implications for both companies, and promises to drive far-reaching changes in the way businesses work with information.

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Kodak Alaris Pushes Web-Based Capture to New Levels with Info Input Solution

by | 06/17/2015

robert palmerby Robert Palmer | 6/17/15

Last Month, Kodak Alaris announced the latest version of its Web-based document capture solution: Info Input Version 3. The basic capabilities and functionality of Info Input remain unchanged. As a Web-based capture solution, Info Input was designed specifically for document-capture and it delivers key benefits over a broad range of metrics, specifically for those businesses that have already moved or are looking to move to decentralized scanning environments. 

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New Xerox Solutions Enable Broader Deployment for Robotic Process Automation

by | 06/03/2015

robert palmerby Robert Palmer | 6/3/15

On May 29, Xerox announced a new suite of tools that it says will accelerate the adoption of robotic process automation (RPA) services across a broad range of industries. Robotic process automation is a broad term used to describe the use software programs or “robots” to capture, interpret, and automate existing processes and applications, such as transaction and response, data manipulation, or communicating with other digital systems.

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With Rebranding and Acquisitions, Does Lexmark Finally Make the Leap From Hardware Company?

by | 04/08/2015

by Amy Weiss | 4/8/2015

On March 24, Lexmark announced its plans to acquire software and solutions provider Kofax. A little more than a week later, on April 7, the company announced a new corporate brand and logo. The two news items, taken separately, are interesting. Together, they signify a critical new direction for the Lexington, Ky.-based company that many still refer to as a hardware manufacturer.

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HP’s Q1 Results Marked by Weak Revenue and Tempered Outlook

by | 02/26/2015

robert palmerby Robert Palmer | 2/26/15

On February 24, HP announced financial results for its fiscal 2015 first quarter ended January 31, 2015. Despite what president and CEO Meg Whitman described as “excellent execution” during the quarter, HP missed most analyst expectations, reporting declines in both revenue and income and flat to declining sales in most areas of the business. First quarter net revenue of $26.8 billion was down 5 percent from the year-ago quarter, and down 2 percent on a constant currency basis. Net earnings also declined 2 percent on a non-GAAP basis.

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HP Expands Security Portfolio with Voltage Acquisition

by | 02/12/2015

robert palmerby Robert Palmer | 2/11/15

On February 9, HP announced plans to acquire encryption technology vendor Voltage Security. Based in Cupertino, CA, Voltage Security offers a broad array of security solutions, but its flagship product is data encryption and tokenization technology that can be applied to distributed file storage systems, such as Hadoop, and to distributed applications including e-mail, regardless of where the data resides. Founded in 2002, Voltage Security has received multiple rounds of financing and has been growing steadily in the enterprise security market. 

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Embedded DRM Solutions Gaining Traction in the Effort to Secure Information

by | 01/14/2015

robert palmerby Robert Palmer | 1/14/15

Content security has become a major concern as businesses strive toward a fully connected office environment. In today’s business world, users demand 24/7 access to information, and content is expected to move freely inside and outside the corporate firewall, and from device to device. Balancing the need for information access with the obvious requirement to secure data and protect content integrity is a growing challenge among IT professionals.

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HP Focuses on Convergence of IT With New Enterprise Infrastructure Solutions

by | 12/04/2014

by Robert Palmer | 12/4/14

On December 2, HP unveiled new enterprise products and services that it says will enable customers to transform operations across the data center to enable growth, improve profitability, and increase business agility. The announcement includes new offerings in hardware, software, and storage designed to help enterprises drive better business outcomes by taking advantage of trends in big data, cloud, mobility, and security.

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Cisco Predicts Data Center Traffic Will Triple by 2018

by | 11/05/2014

by Robert Palmer | 11/5/14

In its fourth annual Global Cloud Index released on November 4, Cisco predicts continued strong growth of cloud-based traffic, workloads, and storage. The study indicates that data center traffic is expected to nearly triple, with cloud traffic representing three-fourths of total data center traffic by 2018.

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