Netflix Still Dominates Streaming, but Amazon Is Picking Up Steam (Re/code)

Comcast says it’ll stop wasting your time, offers technician tracking tool (Ars Technica)


Wall Street cool on Salesforce.com numbers despite 29% YoY growth (Diginomica)

Salesforce’s Benioff: The Wave analytics cloud’s market potential is ‘far beyond’ $1B (VentureBeat)

NGO Connect and the New Nonprofit Technology Revolution (Salesforce Foundation)


Unisys Selected to Provide Cloud Infrastructure Solutions to Help Consumer Financial Protection Bureau Protect U.S. Citizens from Financial Crime
(PR Newswire)

Comcast Takes Ethernet Everywhere (Light Reading)


QVC's Digital Transition (NBC News Video/Interview with CEO David George)





Links 11/19/2014: SAP CEO to lay out six-year plan; says will rely on mostly organic growth







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SAP CEO rules out big acquisitions in next few years (Reuters)

SAP CEO McDermott to Unveil Six-Year Plan in January (Bloomberg)

SAP preps new 5-year vision: The burning questions (ZDNet)

Salesforce Falls on Weak Guidance After Q3 Results Beat Expectations (Re/code)


MICROSOFT AZURE SUFFERS WIDESPREAD OUTAGE (Computer Business Review)

For Amazon, cloud wars heat up (Fortune)

GE Ventures Flies Into the Drone Business With Airware Investment (Wall Street Journal: Venture Capital Dispatch)
First Round Capital was already an investor.

Ted Leonsis again says Monumental Network could be an alternative to Comcast SportsNet (The Washington Post)

Who could buy Netflix? (Fortune)

T-Mobile Could Attract Suitors Again, Deutsche Telekom Says (Bloomberg)
Deutsche Telekom Chief Executive Officer mentioned Comcast among possible buyers in interview, though he said he wasn't having discussions with any of them.

Malone Would Pursue TWC Again If Comcast Deal Rejected (Multichannel News)



'No One With A Stake In This Company Will Stand Up To Uber's CEO' (Business Insider)

Wolff: Behind the scenes at Uber/BuzzFeed fracas (USA Today)

After board takeover and C-suite shakeup, ValueVision dumps its name (St. Paul Business Journal)

Isaac Capital Group Closes $5 Million Preferred Stock Deal with Dataram Corporation (PR Newswire)

Rajant Expands Market Reach with Launch of New Channel Partner Program (Business Wire)


MeetMe #21 on Deloitte Fast 500, but I'd add an asterisk to that



Tom Paine



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New Hope-based MeetMe was ranked #21 nationally and #3 among Internet companies on the 2014 Deloitte Fast 500 (last year it was #3 overall), but although MeetMe is an impressive, growing company, as I explained last year its ranking by Deloitte is a bit misleading, though not intentionally so.

Deloitte's 2009-2013 growth rate for MeetMe reflects the addition of myYearbook's revenue to Quepasa's relatively tiny base after Quepasa (essentially little more than a public shell) technically acquired myYeabook in 2010 though myYearbook was the much larger company. The merged company was subsequently renamed MeetMe. So MeetMe being so high on the list is something of an aberration. Again, this is not a knock on MeetMe, which has performed well. It reported revenue of $11.6 million, up 15% from last year, and break even net income for the 3rd quarter 2014 as it continues to transition from desktop to mobile.

A Deloitte spokesperson confirmed by email last year that its methodology in the case of public companies is to take revenue from the public company's 10-K and doesn't distinguish between organic and inorganic growth.

The Philadelphia Business Journal shows what area companies made the Deloitte 2014 Fast 500.


Links 11/18/2014: Uber soap opera escalates






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Urban Outfitters' profits and shares tumble (Fortune)

Uber Executive Suggests Digging Up Dirt On Journalists (BuzzFeed)

The moment I learned just how far Uber will go to silence journalists and attack women (Sarah Lacy/PandoDaily)

Uber CEO Condemns “Terrible” Comments
(BuzzFeed)


Verizon FiOS Cord-Cutter Deal Adds Netflix, HBO (Investor's Business Daily)

Comcast: Xfinity billing change 'may not have been seamless for some' (Philadelphia Inquirer)
Figured that might be the case.





Why I Joined the ASUG Team
(Chris Kanaracus/ASUG News)

Amazon delivering groceries in Philadelphia (Philly.com)


Venmo gets Touch ID security, tagging, and direct linking to bank accounts (VentureBeat)

Colocation America announces new data centers in Miami, Philadelphia and Boston to better serve clients (PR Newswire)


Links 11/17/2014: SAP names Becher Chief Digital Officer; Maggie Chan Jones Will Join SAP as Chief Marketing Office






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QVC ahead of the curve on retailing trends (Philadelphia Inquirer: Philly Deals)

Jonathan Becher Named Chief Digital Officer and Leads SAP Digital; Maggie Chan Jones Will Join SAP as Chief Marketing Officer (PR Newswire)

Why NetSuite CEO Zach Nelson Is Throwing Haymakers at the Competition (Ad Age)


Enterprises Moving Big Data Workloads to Public Cloud (Computerworld)

Can Amazon Web Services be stopped? (Infoworld)

Behind Closed Doors, Ford, UPS, and Visa Push for Net Neutrality (Bloomberg Businessweek)

Comcast Business Diversifies Its Cloud (Multichannel News)

Rieder: Philanthropist determined to save Philly papers (USA Today)


Keystone NAP's new Bucks County modular data center planned for early 2015 opening


Tom Paine



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Keystone NAP's connectivity map / Keystone NAP



Typically, the announcement of a new data center facility will highlight its total square footage. But for Keystone NAP, with a planned data center in Fairless Hills, Bucks County announced today, that figure is somewhat irrelevant. Keystone NAP, founded by Philadelphia entrepreneur Peter Ritz (Xtium, AirClic), is largely modular in design and can be built out incrementally to meet customer demand. Using modular power units called KeyBlocks designed by Schneider Electric, Keystone NAP can be built to customer specifications, avoiding the challenges that often occur in filing a large, predetermined amount of capacity.

The KeyBlocks can also adapt to the power intensity of an individual customers's environment, greatly reducing power bills for some. The Fairless Hills facility, on the location of a long-closed steel factory (remember those?), is at the junction of several energy sources.

Keystone NAP says it will address "the underserved Mid-Atlantic market," a theme mentioned by other recent entrants into the area and generally confirmed by industry analysts. It also says Keystone NAP will be the first "advanced data center in the Northeast capable of meeting the needs of today's web-scale enterprises."

Keystone NAP, which received Series A1 funding from a group of Philadelphia investors led by Ira Lubert (of LLR Partners and other Philadelphia-area investment groups) and other investors arranged by DH Capital, plans an early 2015 opening.

Keystone NAP has also formed important network connectivity partnerships, Ritz told me in a phone interview. With networks built out directly to the Keystone NAP site, Sunesys and Comcast deliver dedicated bandwidth to Keystone NAP customers through independent dual feeds entering the facility from opposite sides of the campus. Through Sunesys, customers also gain access to diverse, carrier-neutral and redundant dark fiber routes to New York, New Jersey, Philadelphia, Northern Virginia and Chicago

Other new entrants into the Philly-area market include well-funded TierPoint, which acquired both the former Philadelphia Technology Park in June and Xand, an operator of data centers in the Northeast with three locations near Philadelphia, in October.

DH Capital, which is a huge player in financing data center deals, was also involved with the debt financing for TierPoint's acquisition of Xand.


Philly Tech News Tweets & Quotes of the week 11/16/2014






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"Let me put it in plain English, Uber." "This is your last chance with this commission ... to abandon its anarchist ways and to finally become a responsible, lawful corporate citizen."
-PUC board member John H. Cawley, after reluctantly voting yes to proposal to grant two-year license to Uber X allowing it to operate in Pennsylvania (but not Philadelphia).



Comcast CEO Brian Roberts: Comcast/Time Warner Cable merger going "full steam ahead."

"There is one important technical legal difference of opinion between the President and Comcast: we do not support reclassification of broadband as a telecommunications service under Title II."
-Comcast EVP David L. Cohen in Comcast blog Comcast Voices.




"The momentum is the shift of power from the enterprise to the consumer, [from] the Information Age to the Age of the Customer.”.... Companies are now “in an arms race to build customer service [and experience] access across multiple channels.”
Jonathan Brassington, CEO of Wayne-based LiquidHub, quoted in VentureBeat on the attraction of digital marketing firms to technology integrators.

"The Philadelphia region doesn’t have enough great companies, nor great entrepreneurs, to justify their 70-minute train ride or flight down from NYC or Boston."
-Michael Kopelman, General Partner, Edison Partners, paraphrasing the comments of a panel of out-of-town investors at 2014 IMPACT Capital Conference last month in
Philadelphia.



Philly Tech People News 11/16/2014







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SEER Interactive Founder Wil Reynolds Joins Board of Philly Startup Leaders (Business Wire)

Phila. leaders are major players on Wolf transition team (Philadelphia Inquirer)



Gov. Christie's chief of staff stepping down to join local health system (Philadelphia Business Journal)

AMETEK Announces Two Executive Appointments (PR Newswire)



RAM Technologies, Inc. Adds New Director of Implementation Services to Support Record Growth (PR Web)

Tech Leader Chris Miles Forecasts 2015 = Year of Business Productivity Software (Business 2 Community)




The company that could be Alibaba's Trojan Horse in the U.S. (Fortune)

Rosetta is changing, but Cleveland stays in plans (Crain's Cleveland Businesss)


SAP President of North America Jennifer Morgan discusses her vision for the company with Fox Business' Maria Bartiromo (video)