— Thomas Wieberneit (@twieberneit) June 16, 2016
Back in June most parents had been given amazed with the resource of the information that Microsoft has received LinkedIn. Neither humans deemed this a awful circulate from a organization aspect of view. There are actually too many capacity synergies amongst MS Dynamics CRM, Office365, Azure on one aspect and LinkedIn, as the leading business network on the alternative. At that factor quite a few us, inclusive of myself, have been musing about when Twitter may be acquired, and with the resource of who.
#MSFT acquired #LinkedIn - Twitter now the last source of global personal #data. Is it up for grabs? Who would buy? #AAPL? #Google?
thinking of it - @SAP might find Twitter a good match, looking at their recent offerings #bigdata #AI #analytics https://t.co/sgUpcLgRBK
— Thomas Wieberneit (@twieberneit) June 16, 2016
My preliminary guesses had been Apple or Google, then suggesting SAP to have a observe it. Thinking of it I must have introduced Oracle, IBM and Salesforce or media businesses inclusive of telcos into the combination. In short, a whole lot of businesses want to be interested by the treasure pit of information, behavioral data, that Twitter holds.
Why? There are a couple of reasons. Twitter is the last final impartial social media outside Facebook and the big Chinese ones that the huge western businesses will no longer get get right of entry to to; Tencent, Alibaba, Momo, and plenty of others. Are as an alternative looking for it themselves than being for sale (to a western commercial enterprise agency), Facebook doesn?T need to. Twitter has a profitability and boom challenge, but an exciting technology and, importantly, is a top notch source of actual time records about a whole lot of subjects, from employer to consumer.
All this makes Twitter especially interesting, mainly in instances and a while where records turns into the gas of commercial enterprise.
Yesterday, on 23/09/16 several news outlets, including ZDNet, SiliconAngle, The Verge, Slashdot, USAToday and others, broke the news that a number of companies, notably Salesforce, but also Microsoft, Google, and Verizon, are in talks with Twitter, which are at one stage or another. So far Salesforce seems to be in the lead. As we know Salesforce was the party that lost out in the LinkedIn deal, where Microsoft shelled out staggering 26 billion dollar. Rumor is that Twitter’s price tag is even at $30 billion, which suggests competitive bidding – or a distorted sense of reality on Twitter’s side. Regardless of whether recode’s original estimation of $18 billion or something at $30 billion or beyond is closer to being true – it looks like it takes deep pockets to get Twitter. If you ask me, it is worth neither number, but that is a different topic altogether.
Price tag aside I am still convinced that any company that offers, and wants to continue to offer, a leading customer engagement solution and/or CRM suite, can take a lot of advantage of the firehose of information that Twitter is. Combine this with leading edge analytics like Einstein that just got delivered by Bob Stutz’s teams or Oracle’s AI – or SAP’s, for that matter - and you have a very interesting case. The same holds true for telcos and media companies, that generally merge their fields of business as the provision of the communications infrastructure gets more and more commoditized.
My PoV
To me it makes quality experience that Salesforce (and allegedly Microsoft) are after Twitter. For the huge organization application carriers Twitter is probably the final risk to get preserve of real time and actual existence records, providing new and in addition records pushed offerings to their engagement and carrier answers through their analytics engines. Twitter?S records motion complements the AI and device learning endeavours of those corporations, too. In brief: If Twitter is going to a employer programs vendor, the opposite ones will lose out. If the a hit bidder isn't known as SAP or Salesforce, it's miles a massive time lose! Microsoft already has LinkedIn, so could no longer definitely go through notwithstanding the fact that should get a clearly commanding function if proudly owning Twitter, too! Oracle appears extra cause in competing AWS on the infrastructure degree in the mean time, simply so they wouldn?T sense the ache as a good buy, although they need to ?
SAP? SAP now has very competitive CRM side answers once more, has leading analytics, and additionally has started out to examine the Data as a Service employer.
In my eyes SAP might undergo.
A lot!
The playing cards are one of a type in case a telco/media organization, or IBM, or one of the Chinese giants wins. The first two possibilities could doubtlessly degree the gambling discipline for the business software program providers (and supply SugarCRM an extraordinary characteristic, if IBM took place to be the one) and the latter could simply exchange the dynamics of the Internet. Well, that one is hypothetical, anyhow.
Ah, yes, earlier than I forget about: A rate tag north of $30 billion is in the realm of tough to get higher. It is probably thrilling to pay attention what the shareholders of the ?Winner? Have to mention inside the case of this kind of fee.
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