Interesting new European-centric consolidation player around MySQL
MySQL AB, a Sweden-based developer of an open-source database, has acquired Netfrastructure Inc., a Manchester, Mass.–based provider of server software for building Web-based applications. No financial terms were disclosed.
MySQL has raised significant VC funding from Institutional Venture Partners, Intel Capital, SAP Ventures, Presidio STX, Benchmark Capital and Index Ventures.
B3G Telecom (the VoIP operator used by Occam Capital in our Paris office) just raised 16M€ from Axa Private Equity, Société Centrale d’Investissements (BNP Paribas) and Partech International who now collectively own around 33% of the equity. This follows the 1M€ seed round of 2003 lead by Iperium.
B3G revenue in 2005 was 60M€ for a small but positive EBITDA. More than 50M€ of those 60M€ was based on call termination, and only 11M€ based on VoIP services (5M€ for French SMEs).
Enterprise VoIP system sales are now far outpacing those of legacy systems, finds a new Merrill Lynch research report. As of last June, VoIP system sales showed 31 percent growth over the year before, while sales of traditional voice systems fell by 20 percent during the same period. The two fastest growing VoIP system vendors, according to the study, are Cisco Systems and Avaya. As of June, quarter-over-quarter market share for Cisco's pure-play VoIP products grew 15 percent, while market share for Avaya's hybrid VoIP products grew 14 percent during the same three month period, claims the report. Meanwhile, VoIP system vendors Alcatel, NEC, Nortel, and Siemens are all treading water,.
Global Sources is projecting that worldwide PBX revenue is set to decline 1.4 percent in 2005. In 2004, the market's total revenue was $8.5 billion. The firm notes that the sector might hit a low of $8.38 billion in 2005. On the other hand, IP PBX is showing an upward trend, thanks to VoIP growth. IP PBX revenue is projected to grow by at least 15 percent to reach $2.88 billion, says the company. Total revenue from converged PBXs will likely grow by 10 percent to $1.38 billion. The combined revenue of $4.26 billion from IP PBX sales and converged PBX sales is expected to exceed the traditional PBX revenue of $4.12 billion for the first time in 2005, according to Global Sources.
More than 75 percent of companies that have implemented VoIP plan to replace their security appliances within the next year, reports In-Stat.
The technology market research firm forecasts the security appliance market, therefore, is poised for strong growth over the next few years and will reach $7 billion by 2009. In-Stat finds that budgets allocated for new security appliances are significantly higher in companies that have already implemented VoIP. Additionally, larger, mid-sized companies show a higher percentage of concerns about VoIP security than companies of other sizes. According to In-Stat, reliability is, by far, the most important criteria for the purchase of new security appliance products by businesses.
Following on my post from yesterday about SRD (aquired by IBM) , and the old Metamerge (Acquirred by IBM) et BusinessLayers (Aquired by Netegrity) , the fourth member of the identity-management-meta-directory-DB-integration class Calendrawas sold to BMC for 25M€ ( good deal for the recent investors like Elaia Partners (who invested in May 2004), not so sure about the exit multiple for the old ones...).
BMC Software to Extend Identity Management Offerings with Acquisition of Calendra for 33M$ (25M€) BMC Software, Inc. (NYSE: BMC), a provider of enterprise management solutions, announced its intent to acquire privately held Calendra, the leading provider of Web-based business-oriented identity management solutions.
The acquisition enables BMC Software to deliver an integrated suite of identity management solutions that include enterprise directories (white pages and yellow pages), workflow, PBX management, and active directory management. The combined solution removes the complexities customers traditionally encounter when integrating various technologies from multiple vendors. Additionally, this acquisition strengthens BMC Software's Business Service Management (BSM) offerings, which enable customers to manage IT from a business perspective. Calendra is a privately held company headquartered in Paris.
Calendra has more than 200 customers and five million managed users worldwide. Its customer base is very broad, ranging from small and mid-sized companies to Global 2000 companies with complex business problems and large populations of employees, suppliers, partners and customers.
IBM has announced the acquisition of SRD, a privately held developer of identity resolution software based in Las Vegas in an all cash deal. Under the terms of the acquisition SRD's operations and products will be integrated into IBM's Information Management software division. SRD's technology, based on SQL and Java J2EE, is designed to work with IBM and non-IBM data sources, including Oracle and Microsoft databases, enabling customers to integrate the software with existing infrastructures.
Sounds a bit like the old Metamerge - now tivoli directory integrator - (funded by RVC and aquired by IBM in 2002).
Enterprise CIOs Plan Modest IT Spending Increase in 2005, Says Forrester Research Forrester Research - December 20, 2004 Forrester Research reports that CIOs at North American and European enterprises plan to increase their IT spending by 3.9 percent in 2005, based on its latest survey of 1,368 IT decision-makers.
Applications are the top budget priority in 2005. Fifty-nine percent of decision-makers surveyed identified deployment or upgrade of major packaged applications as a priority; many will use application integration and outsourcing services. The analysts say the findings re-affirm their earlier forecast for a 7 percent increase in overall North American IT spending in 2005. The 7 percent forecast includes small/medium business and additional enterprise spending outside IT departments. Forrester says its past analysis indicates that CIOs and technology decision-makers tend to be conservative when predicting future spending
As broadband deployments and new IP services such as IP telephony increase traffic on the Net, carriers find themselves on the cusp of a major equipment upgrade cycle. Carriers are already looking toward next-generation routers that will provide more capacity and flexibility and better reliability. Cisco's answer to the next generation core is the CRS-1, a hefty, expandable router that took four years and $500 million to develop. After years of speculation, the product finally came out of the shadows in May. The router, outfitted with a new operating system, was designed to replace Cisco's aging Gigabit Switch Router 12000 routers. Due to long testing and sales cycles, the CRS-1 has only recently begun shipping. Cisco claims that it has sold the product, which costs $500,000 to $1 million, to four customers. It also said it's being tested in more than a dozen carrier networks. So far, the company has not announced who the customers are. When the product was first announced, Sprint, Deutsche Telekom, NTT Communications and MCI were testing it
It is disrupted in the low end by XORP, a new, open-source routing software. The idea of the Extensible Open Router Platform -- "XORP" -- is to give enterprises better routers by running open-source software on commodity hardware. Intel, Microsoft, and the National Science Foundation are backers. The edge isn't just the price (free), but the option for users to customize the software to their own needs. Network routing could also be included inside a server or other devices. It's the brainchild of Atanu Ghosh, a researcher at the Computer Science Institute in Berkeley, California, who released the initial XORP version this past summer and the product is getting R&D support from some heavy players, including Intel and Microsoft. With more companies using routers for network protection and always looking for the most efficient product, a cheaper option than a Cisco machine is welcome news.
…But just like the Linux operating system in servers and PCs, open-source software in networking equipment could become a viable competitor over time. No question, computer networking is a bigger challenge for open-source enthusiasts because networking gear is a bit more complicated than a plain old PC. Networking products can be split into two main categories, switches and routers. Switches determine the most efficient path for everything from streaming videos to e-mails to instant messages. Cisco dominates that segment with a market share north of 70%... …As more and more routers and switches go into corporate offices, the push for cheap alternatives based on open-source software is likely to pick up steam. "The driver behind Linux is the same as the driver behind open-source routing. As soon as something becomes ubiquitous, it gets much easier to commoditize it. And that's what most [customers] want," says Tom Nolle, CEO of network-infrastructure consultancy CIMI Corp. in Voorhees, N.J. As always, cost is a driving force. In the U.S., 1.5 million business sites route data that work with common Internet protocols, Nolle says. The average data rate these business sites support is less than 200 kilobytes per second, and they control that with gear that commonly costs thousands of dollars. The average consumer-broadband connection, by comparison, is over 800 kilobytes. "You can look at those numbers and say a consumer router costs $79," says Nolle. "How long is it before routers for these 1.5 million sites cost $79?"…
Cisco appears vulnerable to an open-source threat over the long haul. Chip giant Intel, which already makes silicon packages meant for networking, would love to supply makers of switches and routers with generic chips and circuit boards, thus displacing the customized integrated-circuit designs used by Cisco. If all that sounds familiar, it should -- a similar dynamic has driven the rise of Linux. None of this will happen overnight. But a one-two punch from low-cost open-source routing hardware and software could eventually become a major drag on Cisco's thriving business.
Telecommunications equipment company Alcatel said that it will acquire Internet server appliance provider Right Vision, a French start-up that has raised more than 25M€ million in venture capital (two rounds of 7.6M and 17.5M in 2000 and 2001).
Right Vision's business is designing and producing multi-functionnal Internet Server Appliances made-to-measure for Sohos, SMEs-SMBs and large accounts with branch offices. The Right Vision Eye-Box products are all pre-configured and easy to use, providing users with instant access to the Internet services they need. At the same time, Right Vision offers software suites "Software Appliance" that enables any integrator or IT manufacturer to build their own "Ready-to-use" Appliance. Open on the European market since its founding in october 1999, Right Vision is today a provider of Multi-function Internet Server Appliances with more than 38.4% of market shares (Source IDC 2003).
Historical investors of Right Vision have been Partech International‚ Innovacom MM Pictet & Cie bank, CIC Finance‚ Compagnie Financière Edmond de Rothschild‚ FD5 and Turenne Capital Partenaires
12 :: Kinnernet 2007 Tel Aviv - Israel
March 15 to 17 in Ohalo Manor, Kibbutz Kinneret, Jordan Valley. Followed by the Marker Conference in Tel Aviv March 18/19 and Mishkenot Shaananim Symposium in Jerusalem on March 20.
11 :: DLD 2007 DLD Conference
Munich January 21-23 2007.
DLD (Digital, Life, Design) is one of Europe's freshest conferences covering digital innovation, gaming, arts and science, bringing together thought leaders from Europe, the Middle-East, America and Asia
10 :: LE WEB 3 Paris
Dec 11/12 2006
I'll participate (with 1000 others ;-)) to was should be a great European tech gathering...
I'm also hosting a Dinner on Wed Dec 13 (register on my blog if you are interested)