Archive for 'web-software' Category
Google could become a Search Giant not just because of the PageRank Algorithm but due to innovations at Software Defined Networking, In memory Data Serving, Data Mining and Retrieval from the Largest Unstructured Database known to anyone of us. Borrowing from the ideas of Google Scientists, Engineers at SAP Developed HANA – In Memory Database as everybody in the world of business was now getting used to Google Instant. SAP is building out the IT infrastructure to support a new generation of applications that have an orientation more toward the customer and customer interaction versus the traditional, backoffice- oriented ERP systems.
So Can you Elaborate a Little More on HANA InMemory Database system
SAP is working closely with IBM, HP and Intel, etc to deliver supercomputer-like performance for real-time processing, both on premise and as a platform for the cloud. SAP demonstrated HANA on a 100TB system, consisting of a cluster of IBM X5 servers, 4,000 x86 cores, capable of running 8 of SAP’s largest ERP customers or 10 of its largest data warehouses. In collaboration with Intel, SAP intends to leverage HANA on a 1-petabyte in-memory cloud platform. SAP expects to have 40-50 applications for HANA by the end of 2013, with 8 real-time applications announced at today’s conference
How is SAP Attacking Oracle ?
Oracle vertically integrates into the hardware layer, delivering its own database and hardware platforms. SAP is now encroaching on Oracle’s traditional database domain, although SAP’s architecture is not primarily directed at Oracle’s traditional Read the rest of this entry »
With inputs from Online channel marketing technology and services for ~200 enterprise sellers, the 2012 holiday season comprising of Thanksgiving (TG), Black Friday (BF), and Cyber Monday (CM) reported growth of 30% y/y, 20% y/y, and 23% y/y. One thing you need to pay close attention to is the share of Mobile Traffic inching up from 6% to 16% on a y/y basis.
Of all the e-retailers, Amazon and Google Platforms are of our particular interest for spotting e-commerce trends. Data suggests that Google’s General Merchandising Volume was up around 60% y/y over the holiday weekend mainly due the the timely launch and seamless availability of Product Listing Ads – PLA [earlier used to be Google Shopping]. Noticeable trends with PLA are – customers are allocating up to 30% of Google budget to PLA, PLA clicks have higher conversion rates and average order values, PLA spending coming from less efficient channels including AdWords (mature channel). Data suggests PLAs are a successful new ad format driving real ad spend even at the cost of cannibalizing AdWords clicks and spend.
Amazon used to be a Big Buyer of Google’s AdWords Read the rest of this entry »
Google Product Search Transition to Product Listing Ads / Google Shopping has 1 Billion Listings Globally
If their is one company that Google saw as a Threat to its revenue turf, is Amazon, eBay second in line, both big buyers of its advertisement for Product Listings. Mid 2012, Google announced that Google Product Search would be transitioned to a paid model built on Product Listing Ads (PLA), which would be called Google Shopping. In mid October, Google completed the transition in the US, and is now working on the transition globally in UK, Germany, France, Japan, Italy, Spain, Netherlands, Brazil, Australia and Switzerland. Google has over 1 billion products from tens of thousands of merchants from and over 100,000 sellers.
Google Product Search advertising provided through PLAs provides a better search experience. The shift to PLAs is consistent with Google’s desire to dig deeper in the search funnel and provide entity level (detailed) results right on Google’s pages, versus providing links to other sites. It also wants to Provide a better mobile experience (fewer links, better information) to better compete with branded eCommerce apps such as Amazon and eBay.
The rankings for PLAs were based on a separate auction than for AdWords, and were based on a combination of relevance and bid price, so merchants had some control over how prominently their products appeared. This hybrid format enabled Google to test PLAs last holiday, and obviously the company decided these ads were effective (higher paid clicks, but likely lower CPCs vs AdWords). The following Screenshot Shows the New Format of Adwords Ads and Google Product Listing Ads Ad Words Ads appear on top of Read the rest of this entry »
comScore Data for the United States shows search volume down 2.5% y/y. You can view the monthly Search Query Volume data for the last 12 months for Google, Yahoo, Bing, Ask and Aol.
For Google, Explicit search growth improved down 1% y/y from down 2% y/y in September. October is the second month of negative y/y explicit search query data for Google. Kindly note that Google Places and Google mobile searches are not reflected in comScore search data and that we expect Google’s continued monetization improvements (higher paid clicks per query) to drive PC revenue growth above PC query growth.
For Yahoo, October is the tenth consecutive month of negative y/y explicit search query data. Searcher penetration was up 20bp m/m to 45.5% and explicit search share was flat m/m at 12.2%. As a reminder, Yahoo reported flat queries in 3Q, so ComScore is likely missing some queries for Yahoo. Read the rest of this entry »
This is the second of the Article on Microsoft Windows 8 Build Conference, with the first one discussing about Windows Phone 8, Surface Tablet and Devices Platform. Microsoft has the Largest Developer community for the Desktop and the Server and is working hard to transition this community over to building for Windows 8 and the new Windows Server and Azure cloud platforms. We think Microsoft has got its act right with Windows 8 as the PC market [including Laptops, Notebooks] is converging with the tablet market, so while traditional PC form factors will decline, the combination of PC and tablets will be a good growth market for Microsoft.
Windows 8 eco-system user interface has a learning curve. The next step may be more positive feedback on the performance of Windows 8 versus Windows 7 and the benefits of migrating to the touch interface. There is a reasonable opportunity for upgrades for around 500 Mn PC / Laptops / Notebooks Worldwide in 2013 and 2014.
On the Desktop and Server side, the magnitude of developer interest Read the rest of this entry »
99acres the online real estate classifieds portal reported robust growth at 52% YoY during the quarter. The company registered strong growth despite tough real-estate market as new launches in Gurgaon and Noida picked up. Moreover, management suggested that there is incremental shift from print real-estate advertisements to online portals, a trend which we expect to continue as print is a relatively expensive medium to advertise.
Where is 99Acres Business Currently Focused ?
99acres is more focused to new project/house market (compared to secondary market) increasing dependence on new launches. However, management pointed out that the company is making an effort to penetrate the secondary market (property dealers) to increase the proportion of business from the resale market, where the interest rate and inflation impact is lower.
99acres has a leadership position in the Indian Real Estate classified business with the highest traffic share. Revenue from this segment stood at Rs 116mn for the quarter. Total listings on the portal have scaled up to 4483,000 (up 53.8% YoY). Revenue growth in this business is dependent on macro factors such as GDP growth, interest rates, inflation and the regulatory environment. Read the rest of this entry »
TIBCO Software is a leading provider of infrastructure software, with its origins in providing a real-time information bus that has enabled operations such as Wall Street trading floors to integrate systems and data to provide the real-time flow of stock quotes and news.
TIBCO has accelerated its growth rate and significantly expanded its market by growing its stack of software to broaden the number of vertical markets that are addressed. It is also adding layers of technology that enable TIBCO to expand beyond the IT department to line-of-business managers who see the benefits for operational decision making and expanding its platform to attach to fast-growth emerging industry opportunities including social enterprise, master data management, big data, and cloud computing.
TIBCO competes against much larger rivals including IBM and Oracle, but the company tends to focus on the complex, real-time integration needs of the higher end of the market. The average software license fee is about $600,000.
Around 60% of TIBCO’s revenues are from the core infrastructure business – TIBCO SOA Products. The balance is shared between Business Optimization Products and Business Process Management Products. There is a transition taking place with a maturing core SOA business offset by faster growth from new products.
TIBCO’s newer products are complementary to the older SOA Read the rest of this entry »
At the Oracle OpenWorld Conference, Mr. Larry Ellison indicated that as the founder of NetSuite he was the first to build for the cloud and invented the cloud and Marc Benioff (founder of salesforce.com) simply followed his lead. Oracle is now targeting the cloud with its application, middleware, and database architecture.
The Architecture of new Oracle Database 12C, enables multiple virtual instances of the database to reside in the same database “container”, so that a user can host many separate applications all on the same database rather than having the multi-tenancy at the applications layer where there is just one application for many customers.
Oracle points to the advantage of their approach in delivering better security and ability to leverage the security and business intelligence layers across all database instances, rather than being architected in at the applications layer. Also, the ability to host a version of the application behind the firewall for a customer that prefers to keep their application either on premise, on premise in an Read the rest of this entry »