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Podcast: Packet Pushers - Network Break
Episode:

Network Break 98: Big Acquisitions; Quarterly Earnings
Category: Technology
Duration: 00:00:00
Publish Date: 2016-08-01 15:23:17
Description:

Take a Network Break! This week we’re joined by John Fruehe, Senior Analyst at Moor Insights & Strategy.

We lead off with Oracle’s $9.3 billion acquisition of NetSuite, and then drill into why Verizon paid $4.8 billion for Yahoo. We also get sidetracked with a rant about executive pay.

We also look at A10 Networks’ purchase of Appcito, a cloud-based application delivery company. And in our final acquisition story, we look at Riverbed’s Aternity buy, which extends its performance monitoring capabilities directly to the end host.

Ericsson’s CEO steps down, prompting a discussion of the Cisco/Ericsson partnership, and we compare IBM’s second-quarter cloud revenue to Amazon’s.

And it’s financial reporting season, so we get details on Cavium, Juniper Networks, and Radware.

You can get links to all the stories referenced in this episode, and sponsor details, after the donut.

Network Break 98 donut

Sponsor: Mellanox Technologies

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Show Notes:

Oracle: Undervalued With Growing Cloud Sales Set To Drive Repricing – Seeking Alpha

Oracle is buying NetSuite for $9.3 billion – Business Insider

Oracle to Buy Cloud-Software Provider NetSuite for $9.3 Billion – Wall Street Journal

NetSuite Announces Second Quarter 2016 Financial Results – NetSuite

Verizon Announces $4.8 Billion Deal for Yahoo s Internet Business – NY Times

Remaining Yahoo to rebrand after sale of assets to Verizon in 2017 – TechCrunch

Highest-Paid CEOs Actually Run Some of the Worst-Performing Companies – Fortune

Highest-paid CEOs run worst-performing companies, research finds – Independent

A10 Networks Acquires Appcito, Expanding A10 s Vision to Deliver Secure Application Services for All Customers – A10 Networks

Riverbed To Acquire Aternity To Bolster End-To-End Digital Visibility – Forbes

Riverbed Announces Definitive Agreement to Acquire Leading End User Experience Monitoring Provider Aternity – Aternity

Ericsson’s Vestberg steps down – search for new CEO initiated – Ericsson

IBM Claims Cloud Progess in Q2 – SDX Central

Amazon revenue beats estimates as cloud sales surge – Reuters

Cavium (CAVM) Syed Basharat Ali on Q2 2016 Results – Earnings Call Transcript – Seeking Alpha

Juniper Networks Reports Preliminary Second Quarter 2016 Financial Results – Marketwire

Radware’s (RDWR) CEO Roy Zisapel on Q1 2016 Results – Earnings Call Transcript – Seeking Alpha

The post Network Break 98: Big Acquisitions; Quarterly Earnings appeared first on Packet Pushers.
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