4/28: CardioNet (BioTelemetry) $2.5M Settlement Is Wireless Health Privacy First; Comcast's CNBC faces a big threat from Fox Business Network



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Amazon: As Good As It Gets? Pac Crest Cuts to Hold on MSFT, WMT Competition (Barron's Tech Trader Daily)


Parsing the IBM Watson and Salesforce Einstein deal (James Governor / Enterprise Irregulars)

Comcast's CNBC faces a big threat from Fox Business Network (Philly.com)

Comcast, the Wallflower (Multichannel News)
Analyst makes case for cable giant sitting out merger dance

Sena Fitzmaurice Promoted at Comcast (Multichannel News)





Relative share performance of Comcast (CMCSA) v Verizon (VZ) - past 12 months (Chart)

CardioNet $2.5M Settlement Is Wireless Health Privacy First
(Bloomberg BNA)
CardioNet was the predecessor of Malvern-based BioTelemetry.
BioTelemetry (NASDAQ: BEAT), which was barely above water for a time a few years ago, now has a market capitalization of $924 million.

Google Fiber building in Louisville despite lawsuit from AT&T and Charter (Ars Technica)

All’s fair in love, war and ERP -- FinancialForce goes for NetSuite’s jugular (Computerworld)

SAP and Google Cloud: They actually need each other ( Tony Baer / ZDNet)






4/27: Comcast earnings blows past estimates; AWS sales increased 42 percent to $3.66 billion



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Comcast earnings blow past estimates, driven by film business success (CNBC)
Roberts: "Its an exhilarating time to be in business"












Comcast Nears Launch of ‘xFi’ Home WiFi Platform (Multichannel News)
MSO now has nearly 1 million Xfinity Home subscribers.

Comcast, the largest broadband company in the U.S., is getting even bigger (Recode)

Why Comcast Already Sounds So Bored With Wireless (Fortune)

Comcast’s Watson: Too early to consider 5G a threat to fixed wireline broadband (FierceCable)

What Comcast bought and sold in the FCC auction (Philly.com)

Big telecom deals to watch (Axios)



Amazon surges on big earnings and sales beat (CNBC)
AWS sales increased 42 percent to $3.66 billion.







Purdue acquires for-profit Kaplan University (Washington Post)
Can they play football?

PayPal partnerships pay off, and Venmo could take off next (Marketwatch)

Apple is in talks to launch its own Venmo (Recode)
Venmo, if you don't know, originated in Philly.

Escalated Cord-Cutting, Rights Fees Among Reasons Cited For ESPN's Massive Layoffs (SportsBusinessDaily)





Grid operator urges cooperation if states want to preserve nuclear plants (Pittsburgh Post-Gazette)




FCC Chair Ajit Pai speaking about the future of internet regulation, including possible changes to Obama administration net neutrality rules.





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4/26: Pai Launches Effort To Repeal Title II; HealthVerity raises $10M to support health data marketplace



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FCC's Pai Launches Effort To Repeal Title II (Multichannel News)

Blog: Tim Wu on why undoing net neutrality may be harder than it looks (Marketplace)


HealthVerity raises $10M to support health data marketplace (Med City News)


BlackRock Forges Two-Tiered ETF Strategy to Fend Off Vanguard (Bloomberg)

Oracle's Mark Hurd builds a cloud arsenal to take on Amazon (USA Today)

How IBM can avoid the abyss ( Jason Perlow / ZDNet)


ServiceNow Rising: Q1 Beats; Q2, Year Views Top Consensus (Barron's Tech Trader Daily)




4/25: SAP’s Sales Again Top Estimates as Software Spending Grows; Infor Is Buying Birst



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SAP’s Sales Again Top Estimates as Software Spending Grows (Bloomberg)

SAP Rising: Q1 Beats as ‘Hana’ Racks Up Customers (Barron's Tech Trader Daily)


Microsoft unveils LinkedIn as its secret weapon in war against Salesforce (The Register)

Oracle Plans Internal 'Startup' to Outpace Rivals' Innovation (Bloomberg)

Infor Is Buying This Business Intelligence Player [Birst] To Take On Oracle (Fortune)

SuiteWorld 17 – Oracle CEO seeks to reassure NetSuite buyers – ‘More, better, forever’ (Diginomica)


Hulu and the Fight for Real-Time TV
(Fortune)

U.S. FCC to launch 'comprehensive review' of media regulations
(Reuters)





4/24: Moffett: Verizon Fails Deal Sobriety Test; FCC Chairman Ajit Pai is expected to unveil new net neutrality plans on Wednesday



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Moffett: Verizon Fails Deal Sobriety Test (Multichannel News)


FCC Chairman Ajit Pai is expected to unveil new net neutrality plans on Wednesday (Recode)

Verizon’s $70 gigabit Internet is half the price of older 750Mbps tier (Ars Technica)


Rapidly growing Baltimore software firm eOriginal taps new CEO (Baltimore Business Journal)
LLR Partners invested in eOriginal, and brought in Pilly-based Revitas' (sold to Model N) former CEO to run it.

Two TechVentures startups to move out to larger spaces (LVB.com)

QTS ‘Top Pick’ In Stifel Data Center REITS, Avoid Dupont-Fabros (Barron's Tech Trader Daily)


Weekend Highlights: Nasdaq PHLX Trading Floor Now Open at FMC Tower; SAP commits more resources to SMB ERP portfolio



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Nasdaq PHLX Trading Floor Now Open at FMC Tower (PhillyMag)

FCC greenlights small cell free-for-all in the US (The Register)
Small cells vital to 5G.

MeetMe Completes If(We) Buyout, Rebrands to The Meet Group (Zacks)

Pennsylvania eyes leap to internet for casinos, lottery (AP via Madison.com)

How Online Shopping Makes Suckers of Us AllHow Online Shopping Makes Suckers of Us All (The Atlantic)

How Dish Network could shake up your wireless service (CNET)

AT&T’s Words on Time Warner Deal Say ‘Underdog.’ Its Actions Speak Otherwise. (NY Times)


Comcast says customer service overhaul is showing results (OregonLive)






SAP commits more resources to SMB ERP portfolio (SearchSAP)





4/21: Pa. awards $10M 'seed-to-sale' medical marijuana tracking contract; DuPont, U of Delaware ask $5M from taxpayers for new start-ups at old labs



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These brothers just sold their company to Oracle for $850 million, and they have their fingers in dozens of other companies (Business Insider)






Bucks restaurant tech company acquires another based in Georgia (Philadelphia Business Journal)


Verizon could be the mystery company in on Time Inc. sale
(NY Post)

Verizon: The ‘Tiffany Network’ Tarnished, Says Argus (Barron's Tech Trader Daily)


These are the biggest e-commerce acquisitions of all time (Recode)
Omitted Zulily, GSI Commerce, maybe others.


DuPont, U of Delaware ask $5M from taxpayers for new start-ups at old labs (Philly.com)

Pa. awards $10M 'seed-to-sale' medical marijuana tracking contract (PennLive)
Meanwhile, the vendor, MJ Freeway, picks up another $3 million from its existing investors.

What Top TV Techs Are Looking For At NAB (TVNewsCheck)

NBCUniversal Owned Television Station SVP Jeff Morris: “We are in the process of making a pretty technologically progressive facility in Philadelphia to be home to our Philadelphia businesses." “That will be our first station to ever adopt IP technology at its core,” says Morris, adding he can’t envision ever building a “facility in the future without IP at the heart of it.”


Uber exec "misspoke" about Pittsburgh startup (non)acquisition (Axios)


4/20: Analysts see Verizon-Comcast combination as a tough sell; Verizon earnings, revenue miss Street estimates as wireless sales fall year-over-year



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Analysts see Verizon-Comcast combination as a tough sell (SNL)

Verizon earnings, revenue miss Street estimates as wireless sales fall year-over-year (CNBC)

Verizon CEO Comments About Media M&A “Taken Out Of Context” – Update (Deadline)

Verizon Loses 13,000 FiOS Pay TV Subs in First Quarter (Hollywood Reporter)






Billtrust, CardConnect Partner To Support Invoice Payments Via Card (Pymnts)
Two leading area companies hook up.




Beacons help Waze users navigate Pittsburgh's tricky tunnel exits (Marketplace)

Comcast Joins LoRA Alliance (Multichannel News)
Will host IoT-focused organization’s all-members rendezvous in June in Philadelphia.

Oracle’s PaaS/IaaS progress – becoming real
(Brian Sommer / Diginomica)

Siemens Healthineers buys health tech firm
(Philly.com)

Baseball CFO Looks to Win with CPM Software (CFO)
Philly native, ex-Comcast guy.



PetSmart acquiring Chewy for $3.35 billion; Where will that leave Pet360?

Tom Paine



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PetSmart is acquiring Florida-based Chewy.com for $3.35 billion in the largest e-commerce acquisition ever. Notably $50 million more than Walmart's acquisition of Jet.com.

PetSmart made a relatively small bet on ecommerce when it bought Plymouth Meeting-based Pet360 for $130 million plus incentives less than three years ago. This is obviously a much bigger bet.

Pet360 still has a fair number of people in Plymouth Meeting; it will be interesting to see how they fare.

PetSmart's release on the Chewy acquisition makes no mention of Pet360. I've seen no mention of it in any discussions of the Chewy deal.

I asked PetSmart if it had any comment on the role of Pet360 once the Chewy deal was completed, and a spokesperson said that was not something PetSmart would comment on.

In late March, Pet360 took a seven year lease on space for 20 near Grand Central Station NYC.

Mark Vadon, who sold Zulily to Liberty Media / QVC for $2.4 billion, was also behind the Chewy deal as an early investor and chairman.

Meanwhile, Pet360's former CEO Brock Weatherup has gone over to the other side, having sold his latest startup, PetCoach, to Petco and moved to San Diego to work with them as EVP, Strategic Innovation and Digital Experience.

Chewy has a fulfillment center in Mechanicsburg PA.