Once a die-hard cloud holdout, Oracle has been making up for lost time by buying a foothold in specific industries through acquisitions such as this one. Last week’s Textura buy gave it a leg up in engineering and construction.

“It’s a good move on Oracle’s part, and it definitely strengthens Oracle’s cloud story,” said Frank Scavo, president of Computer Economics.

Opower’s big-data platform helps utilities improve customer service, reduce costs and meet regulatory requirements. It currently stores and analyzes more than 600 billion meter readings from 60 million end customers. Opower claims more than 100 global utilities among its clients, including PG&E, Exelon and National Grid.

Opower will continue to operate independently until the transaction closes, which is expected later this year. The union will create the largest provider of mission-critical cloud services to an industry that’s worth $2.3 trillion, Oracle said.

Oracle’s Utilities business delivers applications and cloud services that automate core operational processes and enable compliance for global electric, gas and water utilities.

“Oracle’s industry organizations maintain unique domain knowledge, specialized expertise and focused product investments,” said Rodger Smith, a senior vice president who leads the Utilities global business unit, in a letter to customers and partners. “This model has proven highly successful across several industries, and we look forward to bringing these same benefits to the customers of Opower.”

Source- http://www.thegurureview.net/aroundnet-category/oracle-pushes-deeper-into-cloud-computing-with-another-acquisition.html

IDC siad that for the first quarter of 2016, overall worldwide tablet shipments fell to 39.6 million, a 14.7 percent drop from the same period a year ago,  However the only part of the segment which did ok were tablets with keyboards – or as we used to call them, netbooks.

IDC said that the decline of ordinary tablets was partly due to traditional first-quarter slumps but also a complete lack of interest on the part of customers.

Traditional tablets accounted for 87.6 percent of all tablet shipments. But tablets that come with detachable keyboards increased of more than 4.9 million units last quarter. That was a gain of 120 percent from the same period last year and an all-time high for tablets with detachable keyboards.

Tablets are dying because more people are buying big-screened phones as an alternative. You remember Fablets? They were what Steve Jobs claimed would never work because they prefered smaller smartphones or bigger tablets. In fact he was talking rubbish and was trying to keep his keyboardless netbook idea going.

IDC said that the newer tablets don’t offer enough new features to entice people to upgrade. After all tablets were always looking for an app which made them useful, which never arrived.

To counteract the downturn, more manufacturers are turning to tablets with detachable keyboards that can thus serve as laptops – on otherwords returning to the netbooks that the Tablets were said to replace.

“With the PC industry in decline, the detachable market stands to benefit as consumers and enterprises seek to replace their aging PCs with detachables,” IDC senior research analyst Jitesh Ubrani said in a statement.

Apple saw its shipments and market share drop but remained in first place. Apple’s latest 9.7-inch iPad Pro and the new 256GB storage option for the 12.9-inch iPad Pro are “healthy additions” to the lineup, IDC said. Samsung also saw its shipments and market share decline. Though the Samsung Galaxy Tab lineup is still popular, its detachable TabPro S is dead in the water thanks to its $900 price tag.

Amazon has found success with its starting-at-$49 Fire, showing that consumers will still buy bargain-priced tablets. Missing from the list was Microsoft in spite of the popularity of its Surface Pro products, which start at $900.

IDC said:

“The Surface line is great. But it’s tough to drive volume in the first quarter. Prices of Surface products are fairly high, but Microsoft is in the top five list for tablets with detachable keyboards. The top five for tablets as a whole is a tougher nut to crack given the large slate volumes compared to detachables.”

Courtesy-Fud

TiVo has cloud-based technology for integrating live, recorded, on-demand and Internet television into one user interface, with search, discovery, viewing and recording options from a variety of devices. Its technology has been deployed by operators including Virgin Media and Vodafone Spain.

Rovi announced in March that Sharp’s new Aquos TVs would include its G-Guide electronic programming guide.

The combined company is forecast to have more than $800 million in revenue in the current year. More than 10 million TiVo-served households are expected to be added to the current base of about 18 million homes that use Rovi guides. The new entity will serve nearly 500 service providers worldwide, the companies said.

The deal between Rovi and TiVo, besides creating a large media and entertainment technology company with complementary products and services, will also lead to the setting up of a company with a worldwide portfolio of more than 6,000 issued patents and pending applications worldwide.

The two companies have a strong licensing business and have also sued key players like  Comcast for patent infringement in the past. The companies said they have more than $3 billion in combined IP licensing revenue and past damage awards.

The transaction is expected to close in the third quarter and the combined company will use the TiVo name. Tom Carson, CEO of Rovi will be the chief executive of the new company.

Source- http://www.thegurureview.net/consumer-category/tivo-to-be-acquired-by-rovi.html

T-Mobile has been offering cheaper leasing plans and free music and video streaming to lure customers away from larger rivals Verizon Communications Inc and AT&T Inc.

T-Mobile, controlled by Deutsche Telekom, said it added 2.2 million customers on a net basis in the first quarter ended March 31.

That easily topped the average analyst estimate of 1.72 million, according to research firm FactSet StreetAccount.

The company said it expected to add 3.2 million to 3.6 million postpaid customers on a net basis in 2016, compared with its previous forecast of 2.4 million to 3.4 million.

T-Mobile’s 10.6 percent jump in quarterly revenue to $8.6 billion suggested its strategy to boost revenue was working. Analysts on average had expected revenue of $8.43 billion, according to Thomson Reuters I/B/E/S.

In comparison, market leader Verizon’s operating revenue rose just 0.6 percent to $32.17 billion.

AT&T is scheduled to report results later on Tuesday.

T-Mobile reported net income of $479 million, or 56 cents per share, for the first quarter, compared with a loss of $63 million, or 9 cents per share, a year earlier.

Source-http://www.thegurureview.net/mobile-category/t-mobile-revenue-up-continues-attracting-new-customers.html

LG said the dispute with Qualcomm has been completely settled, although it did not say how much it had agreed to pay. Earlier it had claimed Qualcomm had overcharged for the chips under a licensing contract.

The news about the lawsuit settlement emerged following Qualcomm’s profit forecast for the second quarter in January, which was below what Wall Street’s tarot readers had predicted.

The company expected its mobile chip shipment to fall by 16-25 per cent in the second quarter. Additionally, it expected 3G and 4G device shipment to decline by 4 to 14 per cent. As for the first quarter of 2016, Qualcomm’s chip shipment fell 10 per cent , with a drop in revenue by 21.6 per cent. Revenue from licensing declined 10.4 per cent, suggests a Reuters report.

An LG spokesperson said that this kind of dispute was “actually nothing” and was similar to the ones that the industries had in the past.

“Qualcomm has lowered its royalty rate to LG in return for LG’s guaranteed purchase of Qualcomm processors, which are currently being used in its flagship handsets and will be used in upcoming flagship models,” added the official.

Qualcomm might have been a little nervy.  LG has invested millions to develop its own chipset, in an attempt to cut down its dependency on Qualcomm for mobile processors.

Courtesy-Fud

Bernstein Research’s senior analyst Mark C. Newman said that the competitive dynamic in the memory chip industry is not as good as we thought due to Samsung’s aggressive and opportunistic behavior. This is analyst speak for Samsung is engaging in a supply and price war with the other big names in the memory chip marking business – SK hynix and Micron.

“Rather than sit back and enjoy elevated profit margins with a 40 percent market share in DRAMs, Samsung is intent on stretching their share to closer to 50 percent,” he said.

Newman said the company is gaining significant market share in the NAND sector.

“Although Samsung cares about profits, their actions have been opportunistic and more aggressive than we predicted at the expense of laggards particularly Micron Technology in DRAMs and SK hynix in NANDs,” he said.

SK hynix is expected to suffer. “In NAND, we see Samsung continuing to stretch their lead in 3D NAND, which will put continued pressure on the rest of the field. SK hynix is one of the two obvious losers.”

Newman said that Samsung’s antics have destroyed the “level of trust” among competitors, perhaps “permanently,” as demand has dropped drastically with PC sales growth down to high single digits in 2015 with this year shaping up to be the same.

“Sales of smartphones, the main savior to memory demand growth have also weakened considerably to single digit growth this year and servers with datacenters are not strong enough to absorb the excess, particularly in DRAM,” Newman said.

He is worried that Samsung could create an oversupply in the industry.

“The oversupply issue is if anything only getting worse, with higher than normal inventories now an even bigger worry. Although we were right about the shrink slowing, thus reducing supply growth, the flip side of this trend is that capital spending and R&D costs are soaring thus putting a dent in memory cost declines,” he said.

China’s potential entry into the market and new technologies will provide further worries “over the longer term.”

“Today’s oversupply situation would become infinitely worse if and when China’s XMC ramps up big amounts of capacity. New memory technologies such as 3D X-point, ReRAM and MRAM stand on the sidelines and threaten to cannibalize part of the mainstream memory market,” he said.

Courtesy-Fud

Verizon acquired AOL last June for $4.4 billion – its first big foray into the advertising-supported Internet business – and it is not yet clear how well the unit is performing financially. Subsequent moves, including the takeover of much of Microsoft Corp’s advertising technology business, a deal to buy Millennial Media for about $250 million and the recent launch of the mobile video service go90, are also too recent to assess.

Yet analysts have given the big phone company high marks for allowing AOL to operate independently and folding in other recent acquisitions without much drama. And they said Armstrong seems to be driving Verizon’s recent moves in go90 and recent acquisitions.

“The management puts a lot of faith in Armstrong,” BTIG analyst Walt Piecyk said.

That faith derives in part from the belief that Armstrong did a good job at left-for-dead AOL, especially in assembling a strong set of products to deliver targeted digital ads to customers.

Combining AOL and Yahoo, an idea that has come up many times over the years, could instantly make Yahoo a major player in Internet advertising, with Armstrong – one of the world’s top ad executives – at the helm, analysts said.

Armstrong “has good M&A experience, and a pretty solid ad tech stack,” B. Riley & Co analyst Sameet Sinha said.

Verizon’s hands-off approach that has worked with AOL, though, might not be suitable if the far-bigger Yahoo were taken over. With Yahoo’s struggling business, “the luxury of autonomy is simply not there,” Recon Analytics analyst Roger Entner said.

Verizon, AOL and Yahoo declined to comment.

Source- http://www.thegurureview.net/aroundnet-category/verizon-emerges-as-favorite-bidder-for-yahoo.html

While we would have thought that there would be little choice between Oracle and Apple as evil software outfits, the fact that Apple uncharacteristically made Swift open source might make life a bit brighter for Google. At the moment Oracle is suing Google for silly money for its Java use in Android.

Swift was created as a replacement for Objective C, and is pretty easy-to-write. It was introduced at WWDC 2014, and has major support from IBM as well as a variety of major apps like Lyft, Pixelmator and Vimeo that have all rebuilt iOS apps with Swift.

But since Apple open sourced Swift, Google, Facebook and Uber have al said that they are interested in it. Taking Java out of Android is a big job. Google would also have to make its entire standard library Swift-ready, and support the language in APIs and SDKs. Some low-level Android APIs are C++, which Swift cannot bridge to. Higher level Java APIs would also have to be re-written.

Of course if it did all this, Apple might realize that its biggest rival was using its own software to club it to death. It might not be be so nice about allowing Swift out to play and eventually Google have to fork Swift and dump the Apple version. This would probably result in an anst-ridden moan album about how life is so unfair which makes a fortune while scoring passive agressive revenge on the dumpee.

Courtesy-Fud

Nvidia claims it was forced to wind down its cellular mobile broadband chipset business, including its Icera unit just four years after buying it, because of Qualcomm’s anti-trust antics.

Qualcomm’s alleged tactics led to “unexplained delays in customer orders, reductions in demand volumes and contracts never being entered into, even after a customer or mobile network cooperating with a prospective customer has agreed or expressed a strong intention to purchase” Nvidia’s chipsets, the company moaned.

The claim for cash comes as European Union regulators step up antitrust investigations into Qualcomm sales tactics that officials said thwarted other designers of mobile-phone chip technology. This could result in fines or an EU order forcing a company to change its behaviour.

The EU thinks Qualcomm may have charged below-cost fees for chips used in mobile Internet modems known as dongles from 2009 to 2011 to thwart smaller competitor Icera. Regulators are separately probing what they say are exclusivity payments Qualcomm paid to a phone and tablet manufacturer for using its designs.

Qualcomm is “confident” it would prevail in both the EU investigation and the lawsuit.

Nvidia is seeking a declaration from the judge that Qualcomm’s conduct was an abuse of a dominant position, compensation, and an account of the profits it says Qualcomm gained from unlawful conduct, according to the court filings.

Courtesy-Fud

MKM analyst Ian Ing pointed out that Nvidia and Tesla have partnered in machine-learning which is the key to autonomous driving. Nvidia’s own automotive segment grew 80 per cent to $320 million in revenue.

It had been known that Tesla is swiping Apple and AMD engineers, but the difficulty is that it also needs staff from its old chum Nvidia. Ing said that Apple and AMD staff are not as steeped in graphics processing units and machine learning as Nvidia’s staff.

“Although there are widely reportedly headlines that Tesla has been hiring chip architects from Apple and AMD, we note that expertise has been focused more on multi-purpose application processors vs. the GPU accelerators necessary for machine learning,” Ing wrote.

This could either pressure Nvidia to work more closely with Tesla, or it too might lose staff to the carmarker. However that might be a small headache for Nvidia which is doing obscenely well, according to Ing. He is suggesting everyone should buy Nvidia shares.

Courtesy-Fud