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Consolidation in the Enterprise Content Management Industry

August 2, 2009

Analysis of:The Akbas Post | hakanakbas.blogspot.com

This is a brief analysis and update on the latest consolidation trends in the Enterprise Content Management industry covering mainly Autonomy and Open Text as the two largest independent ECM vendors.

Xerox Names Burns Chief as Mulcahy Retires Early

May 25, 2009

Analysis of:Xerox Names Burns Chief as Mulcahy Retires Early | hakanakbas.blogspot.com

Today Xerox stock sits at about the same level as back in August 2001. Revenues have not changed either. The company relentlessly cut its way to survival considering it had 79,000 employees back then vs about 57,000 now, which in turn boosted profitability and cash flows. It is ironic that after eight years since Rick Thoman Xerox still faces the exactly same problem unfortunately during one of the worse financial crises of our lifetime: To become strategically relevant to customers again to start thriving as a healthy growth company. Time will tell if a Xerox life-timer will be able to pull it off.

Open Text to Acquire Vignette: Is Open Text Itself Next?

May 8, 2009

Analysis of:Open Text to Acquire Vignette: Is Open Text Itself Next? | hakanakbas.blogspot.com

Open Text, the only pure independent Enterprise Content Management vendor has taken out a fellow competitor Vignette at a good price. The question is who will buy Open Text and how you can benefit as an investor?

Is Vignette Preparing for Sale?

February 2, 2009

Analysis of:Is Vignette Preparing for Sale? | hakanakbas.blogspot.com

Vignette’s low stock price could draw offers from vendors like EMC, HP, IBM, and Oracle if they want to expand their “industrial strength” web content management (WCM) capabilities.

Autonomy buys Interwoven for $775m; Who will be Next? Vignette or Open Text or Autonomy itself?

February 2, 2009

Analysis of:Autonomy buys Interwoven for $775m; Who will be Next? Vignette or Open Text or Autonomy itself? | www.autonomy.com

Enterprise Information/Content Management (ECM/EIM) Industry Consolidates at Full Speed.  British enterprise search and information management company Autonomy has bought US-based content management firm Interwoven for $775m.  Undoubtedly, this acquisition could accelerate the pace of acquisitions in the space; We could see Open Text making a bid at Vignette that has failed to consistent deliver earnings unlike Autonomy and Open Text. What we are seeing in the industry right now, is the rapid commoditization of the low-end of the market by Microsoft moving up with SharePoint and in the high-end of the market we have the usual suspects namely, IBM/FileNet, EMC/Documentum, and Oracle/Stellent, consolidating the industry by cherry-picking the best Enterprise Content Management (ECM) vendors.

Transition at Xerox

January 2, 2009

Analysis of:Women chief executives, Xerox | www.ft.com

Xerox CEO may be nearing retirement;  The question is who is left behind on the bench to take the company to the next level as many talented top executives have recently "retired" or departed the firm.

The Convergence of OEM and ECM - Largest Independent ECM Vendor Open Text to Buy Captaris for $131M

September 23, 2008

Analysis of:Open Text to Acquire Captaris | opentext.com

Open Text, thanks to its healthy balance sheet and cash generation capacity should continue to make strategic acquisitions to fill in gaps within its Livelink platform and to increase its installed base of customers and channel relationships. This move will further boost Open Text’s strategic value to the major consolidators in the ECM.  SAP and Oracle would be the two top candidates to acquire Open Text within the next 12-18 months.  

What is next for the US office products industry - winners and losers?

August 29, 2008

Analysis of:RICOH to Acquire IKON Office Solutions, Inc. | www.marketwatch.com | investors.ikon.com

Ricoh's acquisition of IKON, if closes, will undoubtedly solidify its position as a global market leader. In the short-run, Canon is the biggest looser but in the long run HP will be. However, the biggest winner will be Xerox;  It will help defend its turf against the print-centric assault by HP while aggressively targeting IKON-Canon customers during merger integration via its subsidiary of Global Imaging Systems. Having picked a much less problematic dealer group (Global vs IKON) to acquire, Xerox will have a window of opportunity to better compete against Ricoh particularly in the US middle market. Other winners include smaller players like Oce or Lexmark who will become obvious candidates for acquisition with "scarcity premium" after a wave of consolidation.

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