Tuesday, 25 October 2016 20:45

Putting a price tag on information

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Guest Column Intro: It seems that recently we are running into more and more technology industry visionaries who are saying we now have entered the “Age of Information.” At the recent Harvey Spencer Associates Capture Conference, for instance, author Chris Surdak showed a slide "Information is the New Wealth" that listed the top six companies in the world by market capitalization. Apple, Google, and Microsoft, which he said basically specialize in "information management" topped the slide, followed by more traditional companies like Exxon Mobile, Berkshire Hathaway and PetroChina. The problem is, as AIIM Chief Evangelist John Mancini points out in his excellent piece, there is no standard in place for measuring information as a tangible asset. Check it out: By John Mancini, chief evangelist, AIIM No company in the digital age could run without it and it is arguably the most important asset any organization has—but how do you put…
Monday, 12 September 2016 22:23

Based on ECD Deal, what is Lexmark ES Worth?

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Big day today for M&A in the enterprise content management (ECM) space. No less than three significant announcements: Open Text announces plans to buy EMC's Enterprise Content Division (ECD) for $1.62B or 2.7x ECD's fiscal '15 revenue of $599M. Apparently Bloomberg News is reporting that Apex Technology Co. and PAG Asia Capital, which in April announced plans to acquire Lexmark, "are in talks with a number of private equity firms about a sale of [Lexmark Enterprise Software (ES)]." Finally, HP announced plans to buy Samsung's printer business for $1.05B. Not that this last item is insignificant, but, despite some recent efforts, Samsung had yet to emerge as a real factor in the ECM/document capture space. So, in this post, we'll focus on the significance of those first two announcements. ECD had been rumored to be for sale since it was first announced that Dell was planning to acquire EMC. There…
Monday, 01 August 2016 20:49

Lexmark ES Rebounds in Q2

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Lexmark's Q2 results for its Enterprise Software (ES) division do not appear to be terrible. On Friday, the Lexington, KY-based MFP vendor announced its Q2 2016 results, and while overall earnings were disappointing, ES seemed to have rebounded from a very disappointing Q1. For Q2, Lexmark reported ES revenue of $167M, which represented an 11% YOY increase. But, before you get too excited, Q2 2015 only contained about a month and a half worth of Kofax revenue, as Lexmark's acquisition of the capture market software leader closed in mid-May last year. In the first complete quarter of Kofax revenue (Q3 2015), Lexmark reported ES revenue of $165M. Of course, immediately upon announcing its Q3 numbers last year, Lexmark announced it was looking at selling either the whole or parts of its company, which sent the ES business into a bit of a tailspin. Things bottomed out in Q1 of this…
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