Dell’s offer to buy EMC is the biggest to happen in the technology sector to date. The largest deal previously was HP’s acquisition of Compaq in 2001.
With the advent of SMAC, there’s been a big shift in how data is stored and accessed. Dell’s acquisition of EMC reflects this shift to mobile and cloud.
Dell’s acquisition of EMC for $67 billion is the largest deal in the technology sector to date—and an equally big deal in the shareholder activism space.
On October 12, 2015, Dell and its investment arm, Silver Lake Partners, announced the acquisition of EMC, including VMware (VMW), for $67 billion.
Google now indexes 100 billion app links on mobile devices. Out of these, 40% appear on the first page of search results on mobile devices.
More Google searches are now happening on mobile devices than on PCs. Location-targeted ads are expected to rise by 56% this year to $6.7 billion.
Some Starbucks stores will start accepting Apple Pay by the end of this year. Apple Pay’s complete rollout at 7,500 Starbucks stores will happen by the end of next year.
T-Mobile’s CEO highlighted the company’s improved competitive positioning in terms of LTE (Long-Term Evolution) coverage with respect to Verizon and AT&T.
During the Deutsche Bank Leveraged Finance Conference, T-Mobile’s CFO talked about the company’s strategy for the FCC’s 1Q16 spectrum auction.
On October 1, 2015, Dish Network discussed the status of AWS-3 spectrum holdings it had won through two designated entities in an FCC auction.
Consistently adding postpaid customers and postpaid phone customers, T-Mobile brings a solid subscriber growth story in a saturated US wireless market.
As of October 8, 2015, T-Mobile was trading at a forward price-to-earnings multiple of ~18.7x. T-Mobile’s closing price on the previous day was $40.37.
Increased adoption of cloud services has impacted IBM’s service and consulting operating segment, GBS.
IBM’s Global Business Services will acquire Meteorix, a consulting and implementation services provider for companies looking to deploy Workday software.
Being a leader in the hybrid cloud space, IBM needs to continue to enhance and strengthen its hybrid cloud portfolio.
Owing to Cleversafe’s leadership in the object storage space, IBM will have one of the most comprehensive cloud storage portfolios in the sector.
With the social, mobile, analytics, and cloud revolution, there has been an exponential structured and unstructured data growth, referred to as “big data.”
On October 5, 2015, data storage player Cleversafe became the latest addition to IBM’s acquisition portfolio.
China is an important market for major US technology companies like Apple, where recent iPhone sales reached record highs.
The Android operating system’s user base has grown to 1.4 billion. Most of this growth is coming from emerging markets, or EEMs, such as Indonesia and Vietnam.