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Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
5/24/2017 | 10:46:39 AM
Re: meanwhile
It's an ad deal. Contentis secondary. Content is a platform on which to suport ads. 
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
5/23/2017 | 11:03:01 PM
Re: meanwhile
@Mitch: I'm still trying to wrap my head around the Yahoo deal. I think it's simply a matter of them wanting to get a few particular analytics, mobile, and other tech toys (Summ.ly comes to mind) and seeing a good deal overall on a potentially undervalued company (at least, undervalued in the right hands).

The content certainly helps, but I can't imagine that was the primary driver for the acquisition.  Or, well, I can...but really?
kq4ym
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kq4ym,
User Rank: Light Sabre
5/14/2017 | 5:57:01 PM
Re: Partnership
Seems a good move for Verizon, as noted they're trying to be a media company and the cloud assets are probably best moved on to IBM. Noting that "Verizon was looking to sell first surfaced in 2015, a mere four years after Verizon bought cloud services company Terremark," one might wonder if they would reap a better price by waiting a bit longer as more cloud competitors try to buy up assets?
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
5/4/2017 | 3:27:02 PM
Re: meanwhile
There's a logic to it. Verizon is looking to provide network connectivity, but getting out of the business of actually running the data centers. 

Also, providing content via AOL and Yahoo. 

The connectivity move looks smart to me. The content move looks crazy. 
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
5/4/2017 | 3:21:18 PM
Re: Partnership
I think IBM, with BlueMix, and especially with Watson, keenly understands the importance of the cloud to its future -- especially with the issues it has dealt with over the past few years.
Joe Stanganelli
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Joe Stanganelli,
User Rank: Light Sabre
5/4/2017 | 3:20:08 PM
meanwhile
While these deals certainly make sense in the greater context of things, no doubt...on the surface, it's rather curious that VZ is selling off so much of its cloud assets to IBM and its datacenters to Equinix -- and at the same time having just come off of buying (of all things) most of Yahoo.

Just...weird.

Looking forward to the master plans being unveiled...
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
5/4/2017 | 9:57:12 AM
Re: Partnership
We're seeing a trend of telcos selling off data center assets while continuing to offer cloud services as resellers -- often from the same assets they used to own. 
danielcawrey
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danielcawrey,
User Rank: Light Sabre
5/3/2017 | 8:24:08 PM
Partnership
This is a great partnership. 

It seems IBM is getting something from Verizon it did not want anymore, yet can still benefit from. I think we're going to see more deals like this in the future. 


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