Techmeme: Behind VMware's 2012 $1.26B Nicira acquisition and how it led to the uncoupling of VCE (Julie Bort/Business Insider)

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October 28, 2014, 4:55 AM

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Twitter:

Twitter Reports Third Quarter 2014 Results — SAN FRANCISCO, Calif. - October 27, 2014 - Twitter, Inc. (NYSE: TWTR) today announced financial results for the quarter ended September 30, 2014. Q3 revenue of $361 million, up 114% year-over-year Q3 net loss of $175 million and non-GAAP net income …

Ingrid Lunden / TechCrunch:

Twitter's Next Targets For Monetization Are Logged-Out And Casual Visitors

Tweets: @joshconstine and @ingridlunden

Sarah Frier / Bloomberg:

Twitter Q3 MAU up 23% to 284M, a decline of 1% in growth compared to Q2; sales doubled to $361M, stock down more than 10% after hours

More: Gigaom, New York Times, Marketing Land, Reuters, Associated Press, Associated Press, NASDAQ.com, Telegraph, Adweek, Reuters, BuzzFeed, Variety and The Verge

Tweets: @mathewi, @yoreekoh, @jguynn, @fromedome, @scottmaustin, @chris_ciaccia, @benedictevans, @jguynn, @jguynn, @twitterir, @vindugoel, @jguynn and @puiwingtam

See also Mediagazer

Kurt Wagner / Re/code:

Jack Ma and Tim Cook to talk this week on potential Alipay, Apple Pay partnership — Alibaba's Jack Ma “Very Interested” in Possible Apple Partnership — Jack Ma, co-founder and chairman of Alibaba and China's richest man, is interested in partnering Alipay with Apple's new mobile payments system, Apple Pay.

More: The Verge, CNET, 9to5Mac, New York Times, AppleInsider, Fortune, iPhone in Canada Blog, VentureBeat, USA Today and Tech in Asia. Tweets: @rblumenstein

Office Blogs:

Office 365 gets new SDKs for iOS, Android, and Visual Studio, plus new APIs — New Office 365 extensibility for Windows, iOS, Android and web developers — In a world where people move between multiple devices and numerous apps to get things done, we're announcing today new ways …

More: AppleInsider, PC World and Ars Technica

Tom Warren / The Verge:

Microsoft targets Dropbox and Google with unlimited OneDrive storage for Office 365 subscribers — Microsoft is removing its OneDrive storage limits for Office 365 subscribers. If you're an Office 365 Home, Personal, or University subscriber then OneDrive storage will be unlimited …

Mary Jo Foley / ZDNet:

Microsoft readies built-in, free mobile device management for Office 365 users

More: Office Blogs, Computerworld and TechnoBuffalo

Robert McMillan / Wired:

Verizon altering web traffic, inserting a unique identifier allowing websites to track you, with no opt-out available — Verizon's ‘Perma-Cookie’ Is a Privacy-Killing Machine — Verizon Wireless has been subtly altering the web traffic of its wireless customers for the past two years …

More: DSLreports. Tweets: @j4cob and @munin

Lauren Goode / Re/code:

YouTube's Wojcicki says they're considering paid ad-free subscriptions, reaffirms a music service is on the way — Susan Wojcicki Wants to Sell You YouTube Video Subscriptions — YouTube is in the early stages of exploring new subscription services, YouTube CEO Susan Wojcicki told Re/code's Peter Kafka …

More: Wall Street Journal, Guardian, Engadget, The Next Web, 9to5Google and CNET

Josh Lowensohn / The Verge:

Half of YouTube's views now come from phones and tablets — More people are watching videos on smaller screens — Where are people watching videos on YouTube? A little while ago, the majority were on desktop, but now the company says that half are tuning in from mobile devices like phones and tablets.

More: Re/code. Tweets: @marcsettle

Taylor Soper / GeekWire:

T-Mobile now up to 52.9M customers after biggest growth quarter in company history … T-Mobile continues to add customers at a record pace and today reported an addition of 2.3 million subscribers during the third quarter. — The Bellevue-based carrier added 1.4 million post-paid customers …

More: Re/code, AppleInsider, CNET, PhoneDog.com, Reuters, iMore, Electronista, TmoNews and Tech Trader Daily

Juli Clover / MacRumors:

T-Mobile's John Legere Talks Apple SIM, iPhone 6 Demand, and Landing the iPhone — T-Mobile CEO John Legere today took the stage at Re/code's Code/Mobile event in Half Moon Bay, California, where he spoke on the new Apple SIM, demand for the iPhone 6 Plus, and the importance of selling the iPhone.

More: Re/code, Re/code, iDownloadBlog.com, 9to5Mac and TechCrunch

Dean Takahashi / VentureBeat:

Alienware Area 51 desktop with latest Intel processor and chipset coming in December, starts at $1,699 — Alienware shows off its new Area-51 gaming desktop — Alienware makes PCs for serious gamers. That's evident in a demo I saw of the Alienware Area-51 gaming desktop, which ships to retail Tuesday morning.

More: Engadget, Gizmodo, Engadget, The Verge, VentureBeat, TechRadar.com, PC World, Computerworld, VG247, Laptop Mag and Electronista

Dan Ackerman / CNET:

Alienware 13 gaming laptop adds a graphics amplifier for desktop-like performance

Nathan Ingraham / The Verge:

Tim Cook says Apple Pay activated in excess of 1M cards within first 72 hours — Tim Cook says that Apple Pay is already the leader in contactless payments — It's only been a week since Apple Pay made its debut, but apparently the launch has been successful thus far.

More: Wall Street Journal, TechCrunch, Gizmodo, AppleInsider, 9to5Mac, Reuters, SlashGear, iMore and BGR

Rich McCormick / The Verge:

Tim Cook says Apple killed the iPod classic because it couldn't get the parts — Apple CEO justifies shelving iconic device at WSJD Live — Apple quietly discontinued the iPod classic last month, just short of the iconic MP3 player's 13th birthday. Tonight, Apple CEO Tim Cook explained …

More: Guardian, App Advice, MacRumors, 9to5Mac and VentureBeat

Tweets: @benedictevans and @daiwaka

Andy Baio / Medium:

Analysis of 316,669 #Gamergate and #NotYourShield tweets in 72 hours: 69% retweets, 25% of activity from recently created accounts — 72 Hours of #Gamergate — Digging through 316,669 tweets from three days of Twitter's two-month-old trainwreck — Visualizing the social graph of the #GamerGate/#NotYourShield universe

More: New York Magazine. Tweets: @mattthomas, @robtruman, @robmillis and @davidahilljr

Amir Efrati / The Information:

Apple discussed NFC use for building security access, public transit, more, with possible partners like HID Global and Cubic — Apple Eyes New Uses for NFC Beyond iPhone Payments — Consumers are just starting to use Apple Pay to make purchases at cash registers and online stores.

More: CNET, NEWS.com.au, PC World, Techvibes Global News, WCCFtech, App Advice, ReadWrite, ABC News, MacDailyNews, iPhone in Canada Blog, MacRumors, iDownloadBlog.com, Digital Trends, ZDNet, Network World, BGR, iMore, Gotta Be Mobile and MacNN. Tweets: @amir

Derek Walter / TechHive:

Google's guide for switching from iPhone to Android locks you into its cloud — Following Google's new guide for switching to Android will put you firmly in the company's grip. — That's not necessarily a bad thing, as Google has strong cloud services for managing your mail, photos, contacts, and music.

Rolfe Winkler / Wall Street Journal:

Larry Page's reorg memo says new Google structure is “scalable, focused and enables fast decision making” — In New Structure, Google CEO Page Aims for ‘Faster, Better Decisions’ — Google CEO Larry Page says the 16-year-old company is showing signs of age, and Page wants to make sure it stays innovative.

More: Tech2. Tweets: @whatthebit

Se Young Lee / Reuters:

LG says it will end the production of plasma TVs by the end of November — LG Electronics says to end production of plasma display TVs — The LG company logo is seen following an event during the annual Consumer Electronics Show (CES ) in Las Vegas, Nevada January 6, 2014.

Chris O'Brien / VentureBeat:

Apple confirms decline in sales of iTunes digital music downloads — In a securities filings, Apple confirmed what just about everyone else suspected: Sales of iTunes music downloads are falling. — The admission came in the company's annual report filed yesterday with the U.S. Securities and Exchange Commission.

More: Wired, Inc.com and Bloomberg. Thanks:@obrien

Jonathan Vanian / Gigaom:

BigPanda takes in $7M to help IT staff spot problems in the data center — By hooking up services like New Relic, Loggly and Puppet to BigPanda's cloud-based system, IT staff will supposedly get a better picture of infrastructure-related problems. — IT problem-spotter BigPanda plans …

More: TechCrunch and PE Hub Blog

Richard Lai / Engadget:

Nextbit is bringing iOS-like app continuity and ‘limitless’ storage to Android — You may just about recall that Nextbit, a startup formed by ex-Googlers, has been collaborating with Cyanogen on a “really cool” secret project. As it turns out, this is all about the continuity experience …

More: cyngn.com, Android Authority, Re/code, BGR, TechCrunch, Digital Trends, Gizmodo, TechnoBuffalo, VentureBeat, Android Central, CNET, Ubergizmo, Gigaom, 9to5Google, The Verge and Android Police. Thanks:@ceelew

Julie Bort / Business Insider:

Behind VMware's 2012 $1.26B Nicira acquisition and how it led to the uncoupling of VCE — The Inside Story Of A $1 Billion Acquisition That Caused Cisco To Divorce Its Closest Partner, EMC — Tech giant EMC said last week that it's ending its wildly successful joint venture with Cisco, known as VCE.

Tweets: @ritters90, @shamustt, @kellyrfeller and @marypcbuk

Dean Takahashi / VentureBeat:

Taiwan's XYZprinting launches $800 all-in-one 3D printer and scanner — XYZprinting announced it has created an all-in-one 3D printer and scanner for sale starting today at $800. — The Da Vinci 1.0 all-in-one 3D printer allows just about anyone to create a 3D-printed object …

More: Gizmodo and Wall Street Journal

Emil Protalinski / VentureBeat:

Facebook for Android and iOS gets new collage layout and lets you reorder photos before uploading — Facebook today announced an update to its Android and iOS apps that focuses on photos. You can download the new version now directly from Google Play and Apple's App Store.

More: Facebook, AndroidSPIN, 9to5Mac and AllFacebook

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