Posts tagged: WCM

Owning the Content Lifecycle: Adobe Acquiring Day Software

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 Jul 29, 2010

Yesterday, Adobe announced its public tender offer to acquire Switzerland-based Day Software for $240 Million ($USD), which is expected to close by the end of 2010. Day Software develops and sells content technologies, including CRX, a Java-based enterprise-level content repository, as well as CQ5, which can be utilized for Web Content Management, Digital Asset Management, and social collaboration. The move is an interesting, although not necessarily surprising one by Adobe, a company that has been fairly aggressive with strategic acquisitions over the past few years. Its recent acquisitions of Web analytics firm Omniture and online business platform Business Catalyst have underscored Adobe’s pursuit of moving beyond developing tools to create content, as well as its increased focus on digital content. The Day Software acquisition pushes Adobe further in these directions and brings up a number of considerations.

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The end of a long week!

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 Jan 23, 2009

I believe a good blog is often focused on a single thought, well-developed and hyperlinked to the point of intrigue. The problem is that this was a busy week for content and document management vendors. Instead of dwelling on a single topic, I’d like to close out the week by providing my 2 cents on a few must-read headlines:

1. Interwoven to be acquired by Autonomy

My $0.02 – most analysts expected this acquisition, but I don’t think Autonomy was on anyone’s short-list — after all, their market capitalization was only 3x that of Interwoven’s. Although initial reports and briefings discussed synergies around Legal services and e-Discovery, the broader importance of pan-enterprise search (Autonomy’s IDOL) and some unique multimedia offerings (Autonomy’s Virage) could also play a role in Interwoven’s ECM portfolio. Competing vendors have already taken note of the opportunity in light of possible turmoil, with Web content management (WCM) vendor FatWire putting out an official response.

PS Earlier in the week, we also found out Autonomy had signed an OEM agreement with Xerox DocuShare to provide its IDOL enterprise search offering…

2. IBM released Q4  and full-year earnings

My $0.02 – IBM beat the street (again) and Wall Street rallied the stock more than 10% the next morning. The official slide deck, available here, is particularly interesting — take note of global revenue growth, especially in BRIC countries, as well as the product segmentation breakdown. Although branded software offerings (e.g. WebSphere, FileNet, et al) performed exceptionally well, things sounded a bit somber when we spoke with these groups over the course of the week — even Big Blue is not immune to market consolidation.

3. InfoTrends launches novel study on Microsoft SharePoint

My $0.02 – This one didn’t make the front page of NYTimes.com (much to my dismay!),  but the troubling economy means that we all need to re-evaluate the effects of SharePoint as a market disruptor, whether it represents a threat or an opportunity to our business. I’ve been fielding calls  for the past several weeks on connectors, strategies, and TCO — including with MarkLogic, who recently announced their SharePoint connector and Word toolkit — and I’m ready to be surprised by structured survey results and future interviews. If you’re thinking about SharePoint, talking about SharePoint, or just confused by SharePoint, drop me a line and let’s discuss!

“In 2 years, we won’t have laptops anymore”

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 Nov 19, 2008

Thus spoke Open Text CEO John Shackleton at the opening keynote for Open Text’s 2008 user conference, aptly named Content World. Those of you working with Open Text are likely more familiar with the “LiveLinkUp” event of the past, which was renamed this year to promote the ‘one voice, one vision’ theme. In line with this shift, I’ve found that a few product lines are moving towards a single-brand identity, with the (former) Red Dot Web content management (WCM) solution being referred to more often as WCM for LiveLink.

So maybe Mr. Shackleton is a little off in his perceived timing for this next evolution of information technology, and more than likely, this was a rhetorical statement. Then again, for those who saw InfoTrends’ President Jeff Hayes’ keynote at ODS, we all know “the cloud” and “mobile” are coming. Read more »

Interwoven announces record Q3 (and other signs we’re not doomed)

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 Oct 23, 2008

Released about 40 minutes ago, Interwoven’s (IWOV) Q3 results are truly exceptional. Highlights include:

  • “Record top line and bottom line results, and this is our 20th consecutive quarter of year-over-year revenue growth.
  • Total revenues were a record $65.9 million, an increase of 19 percent over the third quarter of 2007.
  • Non-GAAP net income was a record $8.4 million, an increase of 15 percent from non-GAAP net income of $7.3 million in the third quarter of 2007.
  • License revenue growth was 14 percent, a clear sign we continue to take share from the competition.
  • Consulting, training, and software as a service revenues were $13.9 million, an increase of 37% over the third quarter of last year.”

Of course, the full release will require some vetting, and today’s conference call (5pm sharp!) should provide additional insight.

Not surprising to this analyst would be strong license growth around Interwoven’s Segmentation, Targeting, and Optimization Web Content Management (WCM) offerings, which have been [anecdotally] quite powerful and well-received. (For you “print” folks, the integrated offerings are similar to transpromo, custom communications… for the Web channel.) Read more »

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