Lexmark Looking for a Buyer
Today, Lexmark announced that its Board of Directors has "authorized the exploration of strategic alternatives to enhance shareholder value." After the announcement was made, Lexmark's stock rose more...
View ArticleLasefiche EMPOWER Event Continues to Grow
LONG BEACH, CA – It was good to return to the Laserfiche EMPOWER Conference this year after a three-year hiatus. Last time I had the opportunity to attend was 2012. I had planned to go in 2013, but a...
View ArticleManagement Changes at Kodak Alaris IM
Word came out yesterday that Kodak Alaris Information Management has changed its management structure. Cássio Vaquero, who had been serving as regional director of emerging markets (Asia-Pacific and...
View ArticleLexmark's Disturbing Q1 Numbers and the Direction of the Market
For those of you that haven't done the math for yourselves, Lexmark Enterprise Software (ES) saw about a 15% decline in revenue for Q1, YOY. Yes, we realize Lexmark reported 60% growth for ES on...
View ArticleChange at the Top for Kodak Alaris
A week after announcing a restructuring of the sales management team at Kodak Alaris Information Management (IM), Kodak Alaris announced it is looking for a new CEO. In an announcement we received...
View ArticleLexmark ES Rebounds in Q2
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...
View ArticleBased on ECD Deal, what is Lexmark ES Worth?
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...
View ArticlePutting a price tag on information
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...
View ArticleToday's Financial Services Market Demands Innovative, but Stable, Capture...
Dell EMC’s Enterprise Content Division (ECD) has been a long-time leader in the document capture software market. It is probably best known for high-volume, back-office implementations, but like...
View ArticleWhat do Lexmark's Q3 Results Mean for ES?
Lexmark reported its Q3 2016 results this morning. The focus in the news was that overall the company increased profits by 40% YOY, to $49M from $35M last year. Our main focus in DIR is the Lexmark...
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