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| | May 28, 2015 | |
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| | Good morning, Data Sheet readers. The latest chipmaker merger in an ongoing consolidation pairs Avago Technologies and Broadcom, which makes technology for iPhones and TV set-top boxes. Salesforce just scored some high-profile partners for its analytics service. Plus, Google's big developer conference starts today in San Francisco. Some news you can expect: Android updates and maybe more details about the company's "Buy Button" e-commerce plans. Tune in later today for the debut of Fortune's new video interview program, The Chat, broadcast from Facebook's offices in Menlo Park, California. First in the hot seat: General Electric CEO Jeff Immelt. Have a productive Thursday! | |
| | TOP OF MIND | |
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| | Another day, another chipmaker merger. Avago Technologies, a 10-year-old company created from the remains of Agilent, will pay $37 billion for Broadcom, which makes wireless technology for cellphones and consumer devices. | |
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| | TRENDING | |
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| | And now, Fitbit faces a trade secret suit by rival wearables maker Jawbone. This won't make its IPO aspirations any easier. Sprint's CEO isn't pulling punches. Marcelo Claure thinks the third largest U.S. wireless carrier can claim the No. 1 or No. 2 spot within 18 to 24 months. Yahoo must face lawsuit. The Internet giant allegedly intercepted emails sent to Yahoo Mail from non-Yahoo accounts so that it could supplement its targeted advertising services. Nope, Apple still isn't revealing sales figures for its smartwatch but a senior executive says demand has been "fantastic" and also that way more apps are coming in fall 2015. By the way, the same high-level Apple guy, Jeff Williams, also publicly described the car as "the ultimate mobile device" fueling more speculation about Apple's aspirations for the market. Quick mea culpa. Yesterday's newsletter item about Workday's first-quarter results mentioned that the company had reduced its billing guidance. The HR and financials software company didn't previously publish a forecast. Still, investors are keying in on anticipated annual revenue, which suggests slower billings growth than the past three years. Cybersecurity consolidation. Fortinet wants you to have more secure Wi-Fi. So, it's paying $44 million to buy enterprise wireless company Meru Networks. Meanwhile, Palo Alto Networks is paying an undisclosed sum for CirroSecure, which focuses on protection for cloud business software such as Salesforce. Plus, researcher Gartner reports that the overall market for security software grew just 5.3% last year. It's Google versus Apple, in the race to dominate connected cars. | |
| | THE DOWNLOAD | |
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| | Salesforce cozies up with big data buddies to improve analytics service Salesforce Wave analytics is the newest of six "clouds" launched six months ago. Barb Darrow reports on the cloud CRM giant's move to add Google, Cloudera, Hortonworks, New Relic, Informatica, and Trifacta as key partners. Big companies manage a proliferation of data across systems both inside and beyond their own server rooms. That's the good news and the bad news. More data can be valuable, but only if the right people can make sense of it. Now Salesforce and new best pals Google, Cloudera, Hortonworks, New Relic, Informatica, and Trifacta are working to make it easier to move data into and out of Salesforce's Wave analytics cloud for further analysis, poking and prodding. The companies are all working on a series of connectors that will, say, make it easier for a marketing person to take Salesforce data, pump it into Cloudera Hadoop or Google BigQuery to work on it and then bring it back in. In theory htat means that an executive can combine and analyze disparate data sets to finetune marketing and sales campaigns. For example, a marketing chief could pinpoint patterns between product usage logs in Cloudera or Hortonworks and customer demographics from Salesforce. If customer usage on some product lags, the marketer could figure out some sort of promotion to remedy that. Or maybe even figure out what's wrong with the product and fix it. The news here really is that the six companies mentioned above have joined Salesforce's partner ecosystem and will bring out connectors to make this data collaboration possible. Read on for more details. | |
| | ALSO WORTH SHARING | |
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| | Samsung is back on top of the smartphone heap, at least for Q1. CA snaps up Rally Software. The $480 million acquisition fills a gap in CA's portfolio for corporate software developers. "At the end of the day, this deal is about enabling speed and flexibility, about how we can make the most demanding enterprises truly agile," said CA CEO Mike Gregoire, commenting on his motivation. Real pricetag? The Oculus Rift Virtual Reality headset could set you back $1,500. Plus, GoPro is developing a camera that can capture images for VR applications. Lenovo's latest laptops come with facial recognition technology, so users can "sign in" securely with a face scan. It's also working on what could be the world's first dual-screen smartwatch, according to presentations at the Chinese company's first ever technology conference. Plus, the company's server business is growing really quickly, according to Gartner's latest quarterly numbers. Microsoft: Our next database will have way better data encryption. It even protects information while it's being modified. Stop calling Pinterest a social network, suggests CEO Ben Silbermann. What users do there is for themselves, not others. Better brand insights from Twitter. The social media company has updated its audience analytics tools. Yes, this carefully constructed text message will crash an iPhone. But the flaw is annoying, rather than destructive. The big problem with virtual reality adoption? Game publishers like Electronic Arts, Warner Brothers and Activision aren't writing much content to justify the investment by consumers. IBM and Xamarin both want corporate developers to write more mobile apps. Here's how the two companies are winning over big accounts together. Box just sealed another bit government deal. Its contract with the Justice Department puts the count at more than 40 big accounts. This cloud company focuses strictly on healthcare. ClearDATA specializes in managing data for hospitals, clinics and other providers in accordance with regulations such as HIPAA and the security requirements recommended by the Health Information Trust Alliance (HITRUST). It just raised $25 million in an oversubscribed Series C round. The highlighted investors are Heritage Group, HLM Venture Partners, and Flare Capital Partners. | |
| | MY FORTUNE BOOKMARKS | |
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| | Security researchers team up to prevent smart cities from getting hacked by Jonathan Vanian How Minecraft players are funding stem cell research by Benjamin Snyder Mary Meeker: Internet and smartphone growth is slowing by Leena Rao What the Re/code acquisition says about the future of media by Mathew Ingram Facebook's new tool will help keep your account safe by Jacob Davidson How Siri is about to get wildly better by Kia Kokalitcheva This woman wants to make the Internet of Things cheaper, simpler and more efficient by Brady Dale | |
| | ONE MORE THING | |
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| | Time will tell. Crowd-funded smartwatch maker Pebble started shipping its $199 Pebble Time edition to 79,000 buyers. Its two most significant features: the "Timeline" notifications system and lengthy battery life. | |
| | MARK YOUR CALENDAR | |
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| | MongoDB World: Scale the universe. (June 1 - 2; New York) HP Discover: Trends and technologies. (June 2 - 4; Las Vegas) Apple Worldwide Developers Conference: Future of iOS and OS X. (June 8 - 12; San Francisco) Hadoop Summit San Jose: Mainstreaming adoption. (June 9 - 11; San Jose, California) Red Hat Summit: Energize your enterprise. (June 23 - 26; Boston) Brainstorm Tech: Fortune's invite-only gathering of thinkers, influencers and entrepreneurs. (July 13 - 15; Aspen, Colorado) LinuxCon North America: All about open source. (Aug. 17 - 19; Seattle) VMworld: The virtualization ecosystem. (Aug. 30 - Sept. 3, 2015; San Francisco) Dreamforce: The Salesforce community. (Sept. 15 - 18; San Francisco) Cassandra Summit: Largest gathering of Cassandra database developers. (Sept. 22 - 24; San Francisco) BoxWorks 2015: Cloud collaboration solutions. (Sept. 28 - 30; San Francisco) Workday Rising: Meet and share. (Sept. 28 - Oct. 1; Las Vegas) HP Engage: Big data, big engagement. (Oct. 4 - 6; San Diego) Gartner Symposium ITxpo: CIOs and senior IT executives. (Oct. 4 - 8; Orlando, Florida) Grace Hopper Celebration of Women in Computing: World's largest gather of women technologists. (Oct. 14 - 16; Houston) Oracle OpenWorld: Customer and partner conference. (Oct. 25 - 29; San Francisco) QuickBooks Connect: SMBs, entrepreneurs, accountants and developers. (Nov. 2 - 4; San Jose, California) | |
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