Tech M&A Mid-Year Review – Big Spenders Return and IPOs Set Records

In this webinar, hear about the current boom in Tech M&A spending and what it may mean for the rest of 2018. Spending on tech acquisitions in the first half of this year has surged -- 70% higher than the same period last year. Despite facing sharp competition from non-tech acquirers and private equity buyers, enterprise buyers are back in the game and on pace to do more tech deals this year than any year in history. On top of that, the other exit for startups is busy, too, with the pace of enterprise technology IPOs hitting a post-recession record.

Join Brenon Daly, who leads 451 Research’s M&A practice, and Scott Denne, a senior M&A analyst, for an update on the first half of 2018 and what we expect to shape dealflow for the rest of the year. They’ll highlight trends in deal activity with insight from 451 Research analysts as well as 451 Research’s M&A KnowledgeBase, the industry’s only tech-focused M&A database, and:

  • Take a look at trends in both M&A activity and valuations.
  • Discuss implications for buyers, sellers and investors.
  • Dissect this year’s IPO boom and forecast which startups might be looking to join the parade of new offerings. 
55 Hits

How pricey are the hyperscalers' Internet of Things offerings?

Lead Researchers: Owen Rogers, Research Director - Digital Economics Unit, and Christian Renaud, Research Director - Internet of Things

451 Research recently published its Technology & Business Insight: The Economics of IoT report, which compared the pricing models and costs of the cloud IoT offerings of three leading hyperscalers – AWS, Google and Microsoft. 451 Research Voice of the Enterprise IoT survey respondents identify these three large public cloud providers as the leading IoT platform vendors.

To discover these results was no simple task. Costs related to AWS IoT Core, Google IoT Core and Microsoft Azure IoT Hub are structured so differently that manual cost comparisons are almost impossible. Even where pricing models appear simple, subtle differences can have significant cost implications.

For instance, one hidden element that affects cost is that each provider has its own definition of what constitutes a message. Some IoT platforms do not charge for 'keep alive' messages of just a few bytes, while others do. In fact, some cloud providers round up small messages such as this to the nearest kilobyte. This results in a 64-byte 'ping' message being charged for 17 times the capacity.

To account for these differences and complete their analysis effectively, the analysts carefully identified nine pricing parameters that have a bearing on the cost of the hyperscaler cloud IoT platforms. The parameters still led to millions of permutations where one provider would be more cost-effective than the next. The only approach was to price all possible combinations and understand the differences using machine-learning techniques.

The analysts constructed a Python simulation that performed 10 million comparisons of US pricing. Each simulated scenario had a randomly selected configuration of the nine price-impacting parameters. Resulting data was then fed into an analytics platform that produced a Chi-square automatic interaction detection (CHAID) decision tree. The tree revealed which combinations of the parameters drove which provider (AWS, Google or Microsoft) to be the cheapest with a predictive strength of 96%.

Overall, the 451 Research Digital Economics Unit's methodology deduced that Microsoft Azure is the cheapest at scale, but AWS is the least expensive IoT provider for deployments of less than 20,000 devices that each send an average of three messages or fewer at under 6KB a minute. Google was not found to be exclusively the cheapest in any scenario.

To learn more about what factors drive the cloud-related costs of Internet of Things deployments, and in which scenarios each cloud provider has a cost advantage, register below for our webinar on June 13 at 1:00 pm ET.

997 Hits

Webinar: Service Provider infrastructure evolution trends

Service Providers are no longer just purveyors of compute and storage; they are now seen as partners for services beyond basic infrastructure and key allies in hybrid architectures. As such, vendors are now paying more attention to this increasingly important buying center.

451 Research launched Voice of the Service Provider to both qualify and quantify buying behaviors, business drivers and strategic priorities for the expanding universe of public cloud providers, hosters, MSPs, Telcos, Systems Integrators, SaaS companies, and Colos.

Join 451 Research’s Al Sadowski, Research Vice President for Voice of the Service Provider, to see highlights from the inaugural Voice of the Service Provider Q1 2018 survey, and learn: 

  • The top service providers pain points
  • Which architectures service providers will use next for compute, storage, and networking
  • The areas where service providers are expanding services geographically 
  • The resources service providers turn to when they run out of datacenter floor space or power
  • How service providers leverage emerging technologies like GPUs, Blockchain, machine learning/AI, Microservices, and IoT
1288 Hits

IoT = IT + OT: Solving the Enterprise IoT Equation

The Internet of Things (IoT) represents an enormous opportunity for technology vendors. But selling IoT outcomes – in particular into industries that have deep industrial or operational technology (OT) roots – is a fundamental departure from the traditional IT sale.

Vendors face a more complex solution sale that goes beyond the usual IT buyer and involves multiple stakeholders that sit at the crossroads of IT, OT and strategic business agendas. For the first time ever, 451 Research launched a Voice of the Enterprise (VoTE) IoT: OT Stakeholder Perspective survey in addition to the quarterly VotE IoT: survey of IT decision-makers. Together, these two surveys provide complementary insights and guidance into the IT and OT view of enterprise IoT deployments, budgets, spending, technology priorities, vendor choices and more.

Join 451 Research’s Rich Karpinski, Research Director for Voice of the Enterprise – IoT, to see highlights from this first-ever VotE IoT: OT Stakeholder Perspective survey and learn about:

• How to best work with OT and IT buyers
• The key OT-heavy verticals driving industrial IoT, including manufacturing, utilities, transportation, oil and gas and smart cities
• How to target the very specific OT-centric use cases that are driving IoT deployments and spending in those verticals today – and in the future
• How to position IoT products and services effectively with OT decision-makers – what they want and need from both their IT- and OT-centric vendors
• Where and how OT and IT are collaborating most effectively on IoT – and where and why they are in active conflict (and how you can help)

923 Hits

IoT's Growing Influence in Healthcare

The ability to remotely connect and collect data, coupled with the immediacy, breadth and depth of the insights generated by all that data, will impact healthcare over the next 12-24 months, greatly influencing payers, providers and patients alike, as all three seek better experiences, more proactive treatments and lower costs. Join John Spooner, Senior Analyst for Internet of Things, as he discusses his perspectives from HIMSS18 and beyond, including views on the overall status of healthcare digital transformation and its impact on payers, providers and patients as well as semiconductors, devices, infrastructure, applications and platforms that serve them.

Tags:
1549 Hits