CA's Acquisition of Orchestria
We're Seeking Input
We're writing an analysis of CA's recent acquisition of Orchestria. We'd like to hear from anyone that can help us with the following:
- Orchestria's revenue and profit/loss history
- Terms of the deal
- The main business problems Orchestria faced over the last two years
- How Orchestria sought a buyer, and how the negotiations with CA proceeded
- External funding received by Orchestria during its history
- The main challenges CA will face in making the acquisition a success
- Comparable transactions. We know about McAfee/Reconnex, Symantec/Vontu, EMC/Tablus, and Websense/PortAuthority
- Related acquisitions by CA: price paid, and price/revenue multiple. We know about Netegrity and iLumin
- Any Orchestria technology that will be made redundant as a result of the acquisition. Ie, Orchestria technology that won't be used by CA
- CA's identity and access management revenues
- Any other information that's relevant!
Contact David Ferris on +1 415 367 3436, or email@example.com. Unless you indicate otherwise, we will assume that all communications are confidential. In return, let us know any transaction information you would like to have, and we will try to return the favor.
Thanks and hope to hear from you.
Exchange Losing Ground to Gmail in SMB
There is a groundswell of customers in the sub-100 seat range who are unhappy with the cost and effort of supporting Microsoft Exchange for their organizations. The cause of dissatisfaction tends to be around (1) licensing costs, and (2) the effort and cost of managing multiple Exchange and Active Directory servers (or Small Business Server) for a small organization.
These customers face several options. When it comes to the Microsoft vs. Google battle, these options boil down to:
- Migrate to Google Apps Premium accounts for approx. $50/user/year for 25GB of storage per mailbox
- Migrate to Exchange Online for just over $100/user/year for 2GB of storage per mailbox
The choice seems clear: Customers get an order of magnitude more storage at half the cost. This, then, leaves customers facing a feature decision between Outlook, Gmail, and IMAP clients. When this doesnt become a "religious" decision (like Mac vs. PC), it comes down to the following key features:
- Folders in Outlook vs. tagging in Google
- Offline capabilities (now dampened by Google's Gears capabilities)
- Search capabilities
At the end of the day, companies that either like the Gmail user interface -- or can bring themselves to like it -- will most likely make the switch. We predict that unless Microsoft dramatically increases Exchange Online mailbox quotas and decreases its pricing, a significant segment of the sub-100 user market will make the move in 2009. Economic conditions will only accelerate this migration away from the costs of running Exchange in-house. ... David Sengupta