甲骨文收购数据即服务中间商 Datalogix甲骨文 今天宣布收购数字营销公司、数据即服务中间商 Datalogix。此次收购不仅让甲骨文又增加了一款云工具,而且直指营销人员。甲骨文正与竞争对手 Salesforce.com 等激烈争夺营销市场。
甲骨文宣布收购消息时并未披露收购条款。
Datalogix 让甲骨文新增了一款数据驱动服务,可以帮助公司将消费者开支与在线广告活动联系起来。这是一套强大的组合工具,数字营销人员可以通过它了解在线广告活动是否转化为了线下购买。
甲骨文最新的财报让不少人惊讶不已,其云计算业务增幅巨大,宣称“云软件即服务、平台即服务和基础设施即服务 营收增长 45%,至 5.16 亿美元 ”。
甲骨文可能也意识到,其业务的未来在云上。考虑到甲骨文的总营收只增长了 3%,硬件收入只增长了 1%,其增速最大的领域明显是云。
而且甲骨文不仅仅观察到了云这一股趋势,数据驱动的营销工具也将成为未来潜力巨大的业务机会的一部分,而只需收购 Datalogix,甲骨文就能轻松进入这一市场。
星座研究公司 (Constellation Research) 首席研究员 R Ray Wang 表示,这笔交易的影响要超出大多数人的认识。“广告技术和数字营销的交叉是运用大数据的洞见,让广告活动参与到商业生命周期中。总之,甲骨文对于投资让广告活动参与到商业生命周期中的公司持很认真的态度。”
Datalogix 拥有 650 个客户,包括前 100 大广告主中的 82 个以及 8 家顶级数字媒体发布商中的 7 家。对于甲骨文而言,Datalogix 是很好的资产,尤其是考虑到 Datalogix 的客户既包括福特、卡夫食品等传统企业,也包括 Facebook、 Twitter 等科技公司。
尽管甲骨文很可能会让 Datalogix 独立运营,但肯定也有一些客户担心甲骨文在收购后会把 Datalogix 弄得一团糟。甲骨文不一定会这么做,但大公司收购好的小公司后任其衰败或彻改的例子也不少。这一问题对于 Facebook 而言尤其严重,因为 Facebook 将 Datalogix 作为衡量其线下消费者开支的关键工具。Facebook 需要将线下消费者开支与广告开支进行比较来证明投资回报率。
Datalogix 创办于 2002 年,目前已融资 8650 万美元。Datalogix 在今年 5 月获得了机构风险合伙公司 (Institutional Venture Partners) 和威灵顿管理公司 (WellingtonManagement) 的 4000 万美元 C 轮融资。Crunchbase 还报道称,Datalogix 在 8 月获得了另一笔未披露数额的融资。
Datalogix 的总部位于科罗拉多州的威斯特敏斯特市。
Oracle Continues March To Cloud Buying Data As A Service Broker Datalogix
Oracle added another piece to its growing cloud portfolio today, buying digital-marketing, Data as a Service broker Datalogix. The move not only gives Oracle another cloud tool, it’s one that’s aimed directly at marketers, an area where Oracle is fighting hard with rival Salesforce.com and others for dominance.
The announcement did not include terms.
Datalogix gives Oracle a data-driven service, designed to help companies link consumer spending with online ad campaigns, a powerful combination because it can help digital marketers understand if their online ad campaigns are actually translating into offline buying.
Oracle surprised some people in its latest earnings report when it showed significant growth in its cloud computing business, announcing “cloud software-as-a-service (SaaS), platform-as-a-service (PaaS) and infrastructure-as-a-service (IaaS) revenue was up 45% to $516 million.”
Oracle could be coming to the realization that the future of its business is in the cloud. Consider that total revenue was up just 3 percent and hardware revenue was up just one percent. Up is better than down, of course, but the biggest growth area is clearly in the cloud.
And the cloud isn’t the only trend at play here. Oracle recognizes that data-driven marketing tools are going to be part of a big potential business opportunity moving forward, and Datalogix gives them an easy in into that market simply by writing a check.
R Ray Wang, principle at Constellation Research says this is a bigger deal than most people realize. “The convergence of adtech and digital marketing is about taking big data insights and enabling the campaign to commerce lifecycle. The bottom line – Oracle is serious about investing in the campaign to commerce lifecycle,” Wang said.
Datalogix has 650 customers including 82 of the top 100 advertisers and 7 of 8 of the top digital media publishers. This is clearly a nice haul for Oracle, especially when you consider those customers include the likes of Ford and Kraft along with Facebook and Twitter.
While Oracle will more than likely welcome these big customers and leave Datalogix alone, there has to be some customer anxiety that the bigger company could mess with a key tool after acquiring it. It doesn’t necessarily make sense that Oracle would do that, but it wouldn’t be the first time a big company swallowed a good smaller one and let it rot or fundamentally changed it when it incorporated the acquisition into the larger organization. This could be particularly problematic for Facebook, which uses Datalogix as a key tool to power it’s offline consumer spending measurement, and then matches that to ad spend to prove ROI.
The company was founded in 2002 and has pulled in $86.5M in funding to-date. Its last significant round of funding was May of this year when it received $40M in Series C money from Institutional Venture Partners and Wellington Management. Crunchbase reports Datalogix also received an undisclosed amount of secondary funding in August.
Datalogix headquarters are in Westminster, Colorado.
来源:techcrunch
TechCrunch
2014年12月23日
TechCrunch
实习与求职平台LookSharp收购Readyforce
LookSharp现已收购了Readyforce,这笔交易的财务条款目前不详。LookSharp是一家提供求职信息的创业公司,旗下运作有InternMatch平台;Readyforce则是一个针对大学生和应届毕业生的专业网络。
自2010年创立以来,Readyforce已经筹集到超过1200万美元的资金,投资方包括Menlo Ventures、First Round Capital和U.S. Ventures。LookSharp的公司名称之前就是InternMatch,后来才开始为雇主和学生推出更多的服务。到目前为止,该公司的融资总额为780万美元,投资方包括ARTIS Ventures、Rudy Gadre、500 Startups、Kapor Capital、Subtraction Capital和Vishal Makhijani等公司。
LookSharp表示,这次收购将会用来充实它的实习、初级职位和内容数据库,以便更好地帮助学生们找到第一份工作。
两家公司合并后还将有利于双方在一个碎片化市场更好地竞争。LookSharp面临着众多竞争者,比如CareerBuilder、Monster、Dice和Indeed,该公司的差异化经营方式就是:让雇主在工作、福利和公司文化方面提供更多的信息,以便找到最好的潜在求职者,而不是被数以百计的工作申请所淹没。与LookSharp合作的企业既有众多创业公司,也有Facebook、亚马逊、嘉信理财(Charles Schwab)、迪斯尼和波音这样的知名企业集团。
另一方面,Readyforce主要针对计算机科学和工程专业的学生提供服务。今年9月份,该公司推出了一个称为“探寻你的选择”(Explore Your Options)的工具,有了这个工具,已有录用通知的学生们在接受这份工作之前,还有机会看一看其他的工作机会。
LookSharp表示,自2011年创立以来,该公司每年用户增长速度都超过500%,现在其平台上有3万个雇主和1000万名学生。
LookSharp, An Internship And Job Listings Platform, Acquires Readyforce
LookSharp, a startup that offers job listings and operates InternMatch, has acquired Readyforce, a professional network for college students and new graduates. The deal’s financial terms were undisclosed.
Since launching in 2010, Readyforce has raised more than $12 million in funding from investors including Menlo Ventures, First Round Capital and U.S. Ventures. LookSharp, which was formerly known as just InternMatch before it began to roll out more services for employers and students, has raised a total of $7.8 million from ARTIS Ventures, Rudy Gadre, 500 Startups, Kapor Capital, Subtraction Capital and Vishal Makhijani.
LookSharp says the acquisition will allow it to grow its database of internships, entry-level positions, and content geared toward helping students looking for their first jobs.
Combining forces will also help the two companies better compete in a fragmented marketplace. LookSharp seeks to differentiate from rivals like CareerBuilder, Monster, Dice and Indeed by allowing employers to offer more information about their jobs, benefits and company culture, in hopes of finding the best prospective candidates instead of getting flooded with hundreds of applications. Companies that list on LookSharp include startups, as well as corporations including Facebook, Amazon, Charles Schwab, Disney and Boeing.
Readyforce, on the other hand, focuses mainly on computer science and engineering students. In September, the company launched a tool called “Explore Your Options,” which lets students who have already received offers see what other opportunities are out there before accepting a job.
Since launching in 2011, LookSharp says it has grown more than 500 percent year-over-year and now has 30,000 employers and 10 million students on its platform.
来源:techcrunch
TechCrunch
2014年12月09日
TechCrunch
培训即服务创业公司Lesson.ly融资110万美元,2014年营收增长850%
提供上岗培训管理和培训工具的创业公司 Lesson.ly 在今天早晨宣布,已获得 110 万美元投资。此轮融资由 Allos Ventures 领投,数位天使投资人参投。Lesson.ly 是首个接受“ExactTarget 三位联合创始人作为投资人”的公司。ExactTarget 是一家与 Lesson.ly 类似的美国中西部公司,于 2013 年被 Salesforce 收购。
Lesson.ly 在 2013 年获得过一小笔种子融资。该公司拒绝透露先前一笔融资的具体金额。不过却表示最近一笔融资获得了超额认购,其最初计划融资 100 万美元,最终却多获得了 10% 的资金。
Lesson.ly 计划利用这笔资金来增加营销开支,扩展产品和扩充团队人数到正常水平。
TechCrunch 上一次报道 Lesson.ly 还是在 2013 年底,当时 Lesson.ly 只有三名员工,每月的营收增速达 245% 。考虑到当时这家公司成立还不久,相对比例没什么意义。现在 Lesson.ly 拥有 10 名员工,预计到年底员工数将达 12 名,并计划在 2015 年让员工数翻番。
Lesson.ly 的创始人兼首席执行官马克思·尤德(Max Yoder)表示,Lesson.ly 今年的营收增长了 850% 。他预计 Lesson.ly 2015 年的营收将增长 300% 。
尤德向 TechCrunch 表示,Stripe 和 Lyft 都是 Lesson.ly 的客户。我问尤德,Lesson.ly 是不是严重依赖于某一个客户,得到的答复是没有一个客户对营收的贡献超过 10% 。
作为一家热切希望向硅谷客户销售的非硅谷公司,Lesson.ly 很出众。我问尤德,中西部创业环境近况如何。他提到了不少退出案,并表示“天使投资要比以往任何时候都强,芝加哥和俄亥俄州风投对中西部创业公司的兴趣在这些年也大幅增加。”我曾经也是芝加哥科技圈的参与者,这话我爱听。
培训并不是最性感的行业,但增长是一家年轻公司能展示的最具吸引力的东西。Lesson.ly 是否能实现其 2015 年的增长预期令人期待,祝他们好运。
Training-As-A-Service Startup Lesson.ly Picks Up $1.1M After Growing Its Revenue 850% In 2014
Lesson.ly, a startup that provides onboarding and training tools, announced this morning that it has raised a $1.1 million round led by Allos Ventures, and participated in by several angels. The firm claims to be the first company to “count all three ExactTarget co-founders as investors.” ExactTarget, a Midwest company like Lesson.ly, was acquired by Salesforce in 2013.
The $1.1 million follows a smaller seed round in 2013. The company declined to detail the amount of its former fundraising. It did note that its most recent capital event was oversubscribed — the company had initially planned to raise a flat $1 million, but accepted 10 percent more cash.
The company intends to use its new capital, it informed TechCrunch, to grow its marketing spend, and build out its product, normal enough stuff.
TechCrunch last discussed Lesson.ly in late 2013, when the company had three employees, and revenue growth in the hundreds of percent per month. Given its youth at that stage, however, the relative percentages weren’t too meaningful — the law of large numbers does work to the inverse, in reverse. Today, Lesson.ly has 10 employees, expects to make it to 12 by the end of the year, and plans to nearly double its staff in 2015.
According to the company’s founder and CEO Max Yoder, Lesson.ly’s revenue has grown 850 percent this year. He expects the company’s top line to grow 300 percent in 2015.
Lesson.ly counts companies like Stripe and Lyft among its customer base, Yoder told TechCrunch. I asked if the company was heavily dependent on any single customer, but was told that no single account constitutes more than 10 percent of its revenue.
As a company, Lesson.ly stands out somewhat for being a staunchly non-Valley play, but one that is more than willing to sell to Valley-centric customers. I asked Yoder how the Midwest startup scene was growing. He cited several exits as important moments, and stated that “angel funding is stronger than ever, and interest from Chicago and Ohio VCs has grown significantly over the years.” I was once a participant in the Chicago technology scene, making that somewhat edifying to hear.
Training is not the sexiest technology, but growth is the most attractive thing a young company can post. It will be interesting to see if Lesson.ly can not only meet its 2015 growth expectations, but best them.
来源:techcrunch
TechCrunch
2014年12月09日
TechCrunch
关于那份企业文件共享服务调查报告称有近 45% 的受访企业 IT 专家回应在使用 Dropbox,使得其遥遥领先于其他产品。微软的 OneDrive 占有率超过 25%,Google Drive 的占有率近 25%,而Box 的占有率不到 15%。
其他企业如亚马逊、 Hightail、 SAP Docs、 Egnyte 的占有率都不到 10%。
考虑到当前的市场传闻,你肯定听说了 Box 宣称自己在企业客户中的市场份额很高,而 Dropbox 也在努力弥补与BOX之间的功能差距。同样的传闻还说谷歌和微软落后于市场中规模更小的竞争对手,并在全力获得市场份额。
那么到底发生了什么?如果你看了我们之前对这一市场中前四大企业的计算,就会发现它们的市场份额加起来超过了 100%,更不用说这一市场中还有其他企业了。
我们最初报道中的这段话就说明了:
更重要的是,只有 18% 的受访者在付费使用企业同步和共享工具。这一发现的意义很难说,但正如这份报告所说的,这一市场仍然处于非常早期的阶段(出人意料),还有很大的空间让这一领域的所有玩家来发展。
猜到了吧:这份报告询问了(我们也在报道中援引了)“逾 1000 名 IT 专家,询问他们公司在使用的同步和共享工具”。在使用,而不是付费在企业内部署。
只有 18% 的受访者为 EFSS 产品付费,但各公司内的 EFSS 产品使用率超过 100%,这些 EFSS 产品不可能都是在付费使用。我朋友彼特·卡赞基(Peter Kazanjy)最近在 Twitter 上对我说明了这一点:
@alex其实不是。所有这些 Dropbox 产品都没有进行企业授权。
— 彼特·卡赞基 (@Kazanjy) 2014 年 11 月 28 日
因此,我们能从这一数据中得到的信息实际上要少于我们预期的。的确,Dropbox 很受欢迎。谷歌和微软的未付费市场份额很大,因为它们拥有庞大的付费客户基础。
但我想指出其中一张图表:
只有 4% 的受访者计划在未来 6 个月内在公司内部署 EFSS 服务。也就是说,付费率将达到 22.22%。或者说的更简单点,企业文件存储领域的增长可能要比我们预期的慢。
把时间延长到 6 个月以上,这些数字也没有提高很多:只有 2% 的受访者表示计划在 6 个月后部署 EFSS 服务。和目前 18% 的企业安装率相比,这也只是增长了 11.11%。
还有 61% 的受访者表示不会部署 EFSS 服务。
向希望在半年内部署 EFSS 服务的 4% 受访者销售应该不难。让另外 2% 考虑在半年后部署 EFSS 服务的受访者上船可能也不难。但有 61% 的受访者承认不会选择部署 EFSS 服务。
我觉得这会给销售和营销人员更多压力。而且可能会损害长期利润空间和增长,这两样东西又可能会影响该领域内私有公司的估值。
我们必须等上一段时间才能知道。我们不能从这份报告中精确判断出 EFSS 市场还有多少未开发的空间,但我打赌这一比例不会低。
翻译:1thinc0
About That Enterprise File-Sharing Study
Earlier this week, TechCrunch published commentary on a report concerning the current popularity of various enterprise cloud file sync and share products, a group of services usually shortened to the acronym ‘EFSS.’
Dropbox was far and away the leader, finding a home within nearly 45 percent of responding enterprise IT pros’ businesses. Microsoft’s OneDrive had over 25 percent penetration, Google Drive had nearly 25 percent and Box had just under 15 percent.
Smaller players — Amazon, Hightail, SAP Docs, Egnyte, and so forth — each had less than 10 percent apiece.
Given the current market narrative, you must have heard that Box commands high market share among enterprise clients, and that Dropbox itself is working to close a feature gap with its competitor. The same narrative also generally maintains that Google and Microsoft are themselves straining to pick up market share, having trailed their smaller rivals into the market.
So what the hell is going on? Well, if you retreat to our previous accounting of the top four players in the market, you’ll note that their market share adds to more than 100 percent. And when you stack the other listed players, we end up far higher than a numerical peak called lleno.
The following paragraph from TechCrunch’s initial coverage is elucidatory:
What’s more, just 18 percent of those surveyed currently pay for an enterprise sync and share product. It’s hard to know what this all means exactly, except that as the report indicated, we are still (surprisingly) in the very early days for this market and there is a lot of room for all the players to grow.
Bingo: The study queried, again quoting our coverage, “1000 IT pros in October and asked them about the sync and share tools in use in their companies.” In use, not rolled out in a paid way.
You can’t have only 18 percent of respondents paying for EFSS, more than 100 percent usage inside of companies, and have all those seats paid for. My friend Peter Kazanjy made this point to me on Twitter recently:
@alex not really. All those Dropbox seats are not enterprise licensed.
— Peter Kazanjy (@Kazanjy) November 28, 2014
So what we can divine from the data is actually less than you would expect. Yes Dropbox is popular. And of course Google and Microsoft have large unpaid market share since they have huge consumer buy-in, and so forth.
But there is a chart that I want to point out:
Only 4 percent of respondents plan to roll out paid EFSS services to their companies inside the next six months. That’s a mere 22.22 percent of the current paying base. Or, put more simply, growth in the enterprise file storage space might be slower than we might have anticipated.
The numbers don’t improve much when you look ahead at least six months more: Only 2 percent of those surveyed indicated that they had plans to roll out EFSS at least 6 months for now. That’s a slimmer 11.11 percent of the current corporate install base, using the same data set as a comparison point.
And a massive 61 percent are in the ‘no’ category.
Selling into the 4 percent that want to move in the next half year likely won’t be too hard. The 2 percent that want to follow also might not be difficult to bring on board. But 61 percent are obstinate by their own admission.
I think this could add more headwinds to the sales and marketing front. And that could harm long-term margins, and impair growth, two things that might ding valuations of private companies in the space.
We’ll have to see. You can’t divine precisely how much greenfield has been sucked from the EFSS meadows, but I would wager that the percentage isn’t low.
来源:techcrunch