Episode Details

With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia!

Mid-roll

• Coté: I’m speaking at DevOpsDays Charlotte, day two keynote, I think. Use the code SDT to get 25% off!
• Matt:
  • Talking Chef at the AWS Sydney User Group
  • Microsoft Ignite Australia: Chef will have a booth & a talk
  • ChefConf ChefConf 2017 Teaser
• Coté: much self-promotion to catch up on: I’m writing more “original content” on my blog, and plan to write more; subscribe to my newsletter for a round-up of stuff I blog, sent out on Sunday night, will tweak more.
• Also, in the “grim” vein, Coté reviews some books on "automation," which John Allspaw rightly says should be called "new technology," fair enough. The 1983 paper on automation and humans is a good read too.

CostCo field report: Australia

• It’s great!
• US: No need for a hot pizza sign holder.
• US: Rayban Wayfarers are like $130 now!

AppDynamics files for IPO… Cisco says NOT SO FAST

• IPO filing...
• “Our revenues for the fiscal years ended January 31, 2014, 2015 and 2016 were $23.6 million, $81.9 million and $150.6 million, respectively”
• Cisco
• $3.7 billion, about a 14-17X multiplier

Atlassian Buys Trello for $425 Million

• Wired coverage
• 451 report, paywall.
• Public blog from 451.

Oracle Buys Apiary

• “API Integration Cloud”
• Coté’s coverage, with plenty more links: small asset working on a $660m API management market.

BONUS LINKS! Not covered in show.

HP Buys Stuff

• Cloud Cruiser for management/chargeback, $650 million

• Listen Now