The Analyst Corner

Oracle, Netsuite, and a Future in the Clouds

by | 08/08/2016

Ken Stewart webby Ken Stewart | 8/8/16

On July 28, Oracle announced a definitive agreement to purchase cloud ERP software firm Netsuite for a stratospheric $9.3 billion. This will be the second largest acquisition in Oracle’s history next to its hostile takeover of PeopleSoft in 2004. Oracle is buying the firm for a premium of $109 per share — more than 12 times its 2015 revenue of $741 million — underscoring how valuable a strong cloud footprint has become to future growth.


Should Your Future Include Microsoft SharePoint?

by | 06/29/2016

Ken Stewart webby Ken Stewart | 6/29/16

You’ve been to all of the conferences, slogged through the various webinars, and heard all of the promises about value-add services and software. You are likely even seeing some modest success by adding software and IT solutions to your offerings portfolio. But have you thought about whether Microsoft SharePoint should play a part in your future?


Canon’s Answer to the Rubik’s Cube of Business Problems

by | 06/02/2016

by Patricia Ames | 6/2/16

Last week I had the pleasure of attending one of Canon U.S.A.’s coast-to-coast road shows in Chicago. I was interested to see how the vision conveyed in September 2015 at the Canon Expo by Chairman Mitarai would be messaged by Canon U.S.A. to the independent dealer channel now. During the September event, Mitarai focused on Canon’s record of innovation and desire to serve as a platform for new technologies. The roadshow took this message one step further and hand-delivered dealers a platform designed to allow them to provide tailor-made workflow solutions to their customers.


HPE: Whitman Aims for ‘Focus,’ Splits the Company Again

by | 06/02/2016

John McIntyreby John McIntyre | 6/2/16

The transcript of remarks by Meg Whitman and the rest of HPE’s senior management during HPE’s Q2/Enterprise Services sell-off/CSC merger announcement contains the word “focus” 16 times. Here is a sampling of some of those uses of the word from Whitman, as well as Tim Stonesifer and Mike Lawrie:


Xerox Continues to Automate Industries With Latest Workflow Solutions Launch

by | 05/19/2016

by Amy Weiss | 5/19/16

It seems like nearly anything can be automated these days. Cars, no matter how terrifying the thought, are heading in that direction. Our homes are becoming shrines to automation, with light bulbs that are Wi-Fi-enabled and thermostats controlled through your iPhone. And office workflows — well, they’re one of our favorite things to automate, although sometimes the hardest to implement. Drilling down deeper into automating office workflow for specific industries is what Xerox is tackling with its latest suite of workflow solutions.


Lexmark’s TotalAgility Launch Demonstrates an Eye on Digital Transformation — Regardless of the Future

by | 04/22/2016

by Amy Weiss | 4/22/16

In early April, Lexmark International announced the release of Kofax TotalAgility 7.3, an updated version of its flagship TotalAgility software. Although the TotalAgility release was the focal point of the announcement, Lexmark announced several other related digital transformation products from its Enterprise Software Group at the group’s annual conference.


HPE – Q1 Tally Suggests the Breakup Was Healthy

by | 03/07/2016

John McIntyreby John McIntyre | 3/7/16

After a one-year shakedown cruise in anticipation of its becoming a separate entity in the Great HP Breakup, the newly-launched Hewlett Packard Enterprise Company (HPE) reported on the first quarter of its operations on March 3 – and those results were a mix of positive and negative indicators. In the earnings conference call, President & CEO Meg Whitman told investors “[for] our first full quarter as an independent company … we're off to a very strong start,” Whitman asserted that the company was benefiting from “being a smaller, more focused and agile company... a simplified, faster-moving organization … [whose] employees are engaged and aligned.”


Combining ECM and BPM: Is Alfresco’s New Acronym the Wave of the Future?

by | 02/10/2016

by Amy Weiss | 2/10/16

On February 9, Alfresco Software announced an advancement to the integration of enterprise content management (ECM) and business process management (BPM) in the form of updates to its products Alfresco One and Alfresco Activi.


Déjà Vu: Xerox Announces Plans to Split in Two

by | 02/01/2016

by Amy Weiss | 2/1/16

On January 29, 2016, Xerox announced its fourth quarter earnings as well as its plans for separating into two independent, publicly traded companies. Needless to say the latter, which was leaked by the Wall Street Journal the night before the official announcement, somewhat eclipsed the former.


Kodak’s Partnership With Google: The New Smart Home and the Older, Smarter Office

by | 01/18/2016

by Amy Weiss | 1/12/16

In early January, Kodak Alaris announced it was partnering with Google to allow users to connect to its scanning devices via Google’s new Internet of Things (IoT) platform. The announcement, made in conjunction with the Consumer Electronics Show (CES), noted that Google would feature the Kodak Scan Station networked printer in its “smart home” exhibit at the show.


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.


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.


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.  


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.”


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.


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.


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.  


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.


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.


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.