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INSIGHTS

A Patchwork of Useful Things

 April 4, 2020

Adobe just announced what it calls the first digital economy index. It seems like it's modeled after other indices usually kept by the federal government to measure economic output and consumption. The Adobe index captures only consumer consumption behavior though. Some of its insights include new shopping behavior, such as which products have become hot items or decreased in popularit...

Coronavirus Nerves: Whoa Horsey!

March 12, 2020

Someday a future Monty Python comedy troupe will reprise the plague scene from the Holy Grail in which a character pushes a cart through a street shouting "Bring out your dead!" only to discover one who isn't dead yet. What will be funny about our era? Perhaps it will have something to do with overr...

Building the Salesforce Franchise

March 5, 2020

Franchising is a tried-and-true business model with numerous permutations that benefit all participating parties. For the vendor it's a great model for expanding without all of the downside risk associated with building a business, like finding all the financing and hiring people. The franchisor gen...

Should Oracle Split?

December 9, 2019

We're used to discussing mergers and acquisitions in the tech sector, but splitting a company into two parts is a rarity. Analysts always have to ask who benefits and how? Shareholders? Other stakeholders, including customers? Employees? Why does this not happen more often? Surely businesses outgrow...

Autonomous Linux and the IT Utility

October 12, 2019

Oracle came late to cloud computing, joining the fray only after competitors like Microsoft and Salesforce had established dominant positions, and newcomer Amazon Web Services leaped from a standing start to a position of dominance. Amazon is so strong in the cloud that it is on the cusp of extingui...

DevOps, Platform Strategy and Transformation

October 1, 2019

I don't see how you can operate a modern application development shop without a platform. Many vendors, if not most, offer a platform or platform-like environment, and a new approach to development, called "DevOps," has been percolating in the information technology space

Timely Antitrust Investigation

July 26, 2019

The DoJ is opening antitrust investigations into some of the biggest tech companies around, including Facebook, Google, Amazon and others. This is nothing that either the public or the companies involved should fret about. It is part of the evolution of the tech sector. We've been through this kind ...

Oracle Does OK - Surprised?

June 22, 2019

If you're one of the geniuses who advised selling Oracle shares ahead of this week's earnings call, you might want to recheck your calculations. On your slide rule. The headline on Oracle's statement is all you need to begin the self-recriminations: "Q4 FY19 GAAP EPS UP 36% TO $1.07 and NON-GAAP EPS...

Salesforce and Tableau in Merger

June 10, 2019

Salesforce has announced an all-stock deal to acquire analytics powerhouse Tableau Software. Salesforce will pay 1.103 of its shares for one Tableau share. The deal is expected to finalize by the end of October, about a month before Dreamforce. A number of questions arise from this deal. For instanc...

OceanX and the E-Commerce Subscription Wave

February 8, 2019

Until recently, becoming a subscription provider was a big and expensive task. To get into the game, a vendor needed to build a subscription business model right next to its traditional businesses, so to speak, which typically involved building an e-commerce Web store and member site, organizing an ...

How Do You Build a Software Company?

February 5, 2019

How do you build a software company? It's a trick question. There are certainly things you need to do and not do on the way to building a successful software company, but there are no recipes, especially in CRM where demand changes all the time. In my career, I've seen firsthand some of the ways tha...

What's Wrong With the Social Media Model

January 31, 2019

The social media model has come under increased scrutiny following revelations of data misuse and news of executives reneging on some security commitments. People expecting to change the situation will need to address how social media works. This means changing not just the business model, which des...

Oracle and the JEDI Contract

December 13, 2018

Oracle has filed a suit in federal court over the $10 billion Pentagon JEDI contract to be awarded to a single vendor. Oracle claims that the single-vendor award is unfair and illegal, a claim it first filed with the GAO, or Government Accountability Office. The suit followed the GAO's denial of Ora...

Amazon's Shift

November 29, 2018

Andy Jassy, CEO of Amazon Web Services, announced that AWS customers would be off all Oracle databases by the end of 2019 and running on one of Amazon's database products. This is not the first time the market has heard something like this, but this time could be different. The statement comes on th...

Reining In Social Media Without Crippling It

November 23, 2018

In response to reports that Russian actors had used Facebook to disrupt the 2016 election, I wrote a few pieces about fixing the problem. I am not sure I have solutions for everything, but what motivates me is the sagging feeling that settles in whenever society throws up its hands and punts. We can...
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