The Analyst Corner

Chasing Growth

Patricia Ames

by Patricia Ames | 11/15/2017

In September, I was honored to host an OEM panel at the Select Dealer Group meeting in Chicago. I was joined by Kevin Kern, senior vice president, Business Intelligence Services and Product Planning at Konica Minolta; Mimi Evenson, national channel manager, MPS and solutions specialist and IPG technical consultant at HP Inc.; Jim Morrissey, vice president of Sales Document Technology Partners at Xerox; and Jim Coriddi, vice president, Dealer Division at Ricoh. For nearly two hours, we covered a lot of ground, from growth and strategy to mobility and security. But just because only a few got to see the event live doesn’t mean you shouldn’t get to hear about it, too. So allow me to share some highlights of my panel at the SDG meeting.    

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What You Might Have Missed at PRINT 17

Patricia Ames

by Patricia Ames | 11/06/2017

PRINT 17 was held from September 10-14 in Chicago, and I had the pleasure of attending. It was impressive. The biannual show and mirror to Graph Expo was a who’s who of the graphic communications industry. All of the major players packed McCormick Place’s South Hall to show off their latest and greatest technology — and to make some announcements, too — while exhibition-goers were welcome to sit in on a number of educational seminars, hands-on labs, and panel discussions. I thought I’d share an abridged version of “my” PRINT 17.

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Analyst Corner: HP Q3 - Printers Largely Holding Their Own

John McIntyre

by John McIntyre | 08/31/2017

Printer and PC giant HP Inc. reported its Q3 financials August 23 and there was mostly good news to announce. Our reading of the tea leaves indicates that PCs are gaining ground and printers are largely holding their own, although it is a little more complex than that.      

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The ‘New’ Xerox Sheds Its Old Skin and Is on the Offensive — Pt. 2: Channel Position

John McIntyre

by John McIntyre | 08/23/2017

In Part 1 of this article we looked at the financial performance of the “new” Xerox following its Q2 financial results, which marked the second quarterly financial report since the company split itself in two on Jan. 1. The company explains it expects to see overall revenue improvement build toward the end of Q3, noting that it laid out a strategy at its most recent investor conference to weight its revenues over time to the growth areas of the market. But growing share in the channel is easier said than done. 

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The ‘New’ Xerox Sheds Its Old Skin and Is on the Offensive — Pt. 1: Financials

John McIntyre

by John McIntyre | 08/16/2017

On Aug. 1, the “new” Xerox (which looks a lot like the “old’ Xerox) announced its Q2 financial results, marking the second quarterly financial report since the company split itself in two on Jan. 1, spinning off its business process outsourcing operations into Conduent and reforming Xerox as a document print/copy and managed imaging services company.

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Does Business Inkjet Need Software to Get Respect?

Amy Weiss

by Amy Weiss | 08/09/2017

Nuance Communications and Seiko Epson have announced a worldwide strategic partnership that will allow Epson to provide Nuance document imaging solutions through its distributors and resellers. Partnering with Nuance isn’t something especially earth-shattering, as most major OEMs have done so — but that’s precisely what makes this so interesting. This partnership specifically applies to Epson’s inkjet MFPs — the press release noted “Epson will sell and distribute Nuance eCopy ShareScan and Equitrac Office/Express software on Epson’s innovative family of inkjet multifunction printers (MFPs) including its high-speed Workforce Enterprise WF-C20590 and LX-10000/7000 series of linehead technology for SMB and Corporate workgroups.”

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Konica Minolta Acquires Muratec

Patricia Ames and Amy Weiss

by Patricia Ames and Amy Weiss | 08/01/2017

M&A activity in the imaging channel reached a fever pitch today as news broke that Konica Minolta USA acquired Muratec America. The long march of consolidation has been in play for a while, with HP’s acquisition of Samsung representing the largest deal to date, but this latest move by Konica Minolta shows a different approach that was unexpected.

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The Upside of Investing in an Old Business

Patricia Ames

by Patricia Ames | 07/27/2017

A little while back, I attended the outstanding Executive Connection Summit hosted by MWA Intelligence — a collegial gathering of the imaging channel’s thought leaders, subject matter experts and innovators. If you missed our coverage, Amy Weiss wrote a great recap of the event here. There were several excellent panels held during the event and one in particular got me thinking. For an hour, a panel of investors and channel executives including Dan Ruhl of private equity firm Oval Partners, Patrick Adesso and Jonathan Barr from Emerge Holdings LLC (a sister company of DEX Imaging,) Steve Etter from Greyrock Capital (an investor in MWA Intelligence,) and Rick Taylor of Konica Minolta fielded questions from MWA Intelligence’s Mike Stramaglio. What came out of it was an interesting juxtaposition of perspectives and opinions from both sides of the fence.

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HP: Live from Palo Alto

Patricia Ames

by Patricia Ames | 07/06/2017

In mid-June, HP hosted analysts for the company’s “Power of Print” briefing at their headquarters in Palo Alto, California. In a compact day and a half, discussions touched on the company's growth ambitions in the office printing space, security, A3 and PageWide devices, and some insights on their go-to-market strategies.

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The Accidental CEO

Patricia Ames

by Patricia Ames | 06/12/2017

Earlier this year at the 17th Annual EFI Worldwide Users' Conference, Jeff Jacobson made one of his first public appearances as CEO of Xerox. The inquisitive Guy Gecht, CEO of EFI, picked Jacobson’s brain about the Xerox split and the company’s future. But perhaps the most fascinating portion of the conversation was the story of Jacobson's ascension from Sun Chemical Corp’s HR office to the highest position in Xerox.

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Sustainability and New Technology Platform Highlights of Toshiba’s LEAD 2017

Patricia Ames

by Patricia Ames | 05/14/2017

If you scan the headlines for “Toshiba” you’ll find a lot of stories about money problems connected with the collapse of its Westinghouse Electric nuclear unit. In March, the company reported huge losses tallying $9.1 billion, doubling the losses reported during the preceding fiscal year. But at their end-user/dealer event, LEAD 2017, the company’s President and CEO Scott Maccabe addressed the elephant in the room. According to Maccabe, Toshiba-Tec Corp. will survive the Westinghouse Chapter 11 meltdown completely unscathed.

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Connectivity, Security, Channel Evolution: Big Themes at ECS

Amy Weiss

by Amy Weiss | 05/11/2017

Let’s get something straight right off the bat: putting on a conference is hard work. Really hard work. We’re talking blood, sweat and tears, and that’s just picking a date. Organizing a venue, putting together a lineup of speakers, ensuring attendance, managing the schedules of the speakers and attendees, coordinating various technical requirements … I could go on and on, and it’s just the tip of the iceberg. So when I start this recap off by applauding the MWA team for putting together a fifth successful Executive Connection Summit and say it was, for all intents and purposes, a flawless event that has continued to improve every year, it’s something that deserves saying.

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Kyocera Navigates the Solutions Stream at FY18 Conference

Amy Weiss

by Amy Weiss | 05/02/2017

Kyocera Document Solutions America held its annual Business and Technology Conference April 18-20 at the Bellagio Hotel in Las Vegas. The event, which serves as the firm’s fiscal year kickoff as well as a dealer meeting, rang in FY 18 for the company and more than 1,000 dealers and vendor partners.

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B2B is Starting to Look Like B2C – Samsung’s Smart UX

Patricia Ames

by Patricia Ames | 05/01/2017

In March, Chin Yoon, VP Strategic Marketing at Samsung Electronics, took the stage at Samsung’s National Dealer Meeting. Yoon covered a lot of ground in his 25-minute long address, talking about everything from Android and millennials (and how they’re taking over) to the past, present, and future of the Smart UX platform. And at the end of his presentation, you couldn’t help but feel optimistic about the future of the platform.  

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Samsung’s National Dealer Meeting Answers Some Questions and Raises Others About the Samsung/HP Transition

Patricia Ames

by Patricia Ames | 04/11/2017

In Arizona at the end of March, Samsung Printer Group held what may be their last national dealer meeting. Despite what could be described as a “fluid situation,” both Samsung and HP executives did a noteworthy job of outlining as much detail as possible about the impending transition while also maintaining an air of transparency — no small task given the large undertaking now in full swing and the level of anxiety of some of the dealers in the room.

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The Biggest Product Launch in Xerox History: There Was Even Some Hardware

Amy Weiss

by Amy Weiss | 03/31/2017

If it’s true that enthusiasm is contagious, then we were all infected at this week’s Xerox launch event in New York. Billed as the largest product launch in its 110-year history, Xerox launched 29 new A3 and A4 devices — and yet, the hardware is not entirely the point of this launch. It was more about user experience, connectivity and a new way to look at the future of work.

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Epson Springs Forward in Office Inkjet With 100 PPM A3 MFP

Amy Weiss

by Amy Weiss | 03/20/2017

Epson celebrated the first day of spring with another big move in the office inkjet space: the release of two new devices, the WorkForce Enterprise WF-C20590 A3 multifunction printer and the WorkForce Pro WF-C869R A3 multifunction printer.

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Show and Tell: Canon Demonstrates the One Canon Approach

Amy Weiss

by Amy Weiss | 03/14/2017

It was just about a year ago that Canon announced Toyo Kuwamura, then president and CEO of Canon Solutions America (CSA), would add the roles of senior (now executive) vice president and general manager, Business Imaging Solutions Group, Canon U.S.A. (CUSA BISG) to his title — an act which may have created more complicated job titles but was a precursor to a simplified approach within the company itself — the One Canon initiative previewed at an analyst event last August. The vision of One Canon, designed to strengthen its B2B divisions and reinforce partnerships with its dealers, has now been in place for more than six months, and in March 2017, press and analysts were invited back to get a feel for how things are progressing.

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Xerox Healthcare MFP Helps Small Providers Go Digital and Compliant

Amy Weiss

by Amy Weiss | 01/06/2017

Spend any amount of time in a healthcare setting — a hospital, doctor’s office, surgical center or rehab facility, for example — and you’ll quickly realize a few things: medicine has come a long way, hospital coffee has not, and communication is absolutely vital in healthcare — something that has been both helped and hindered by technology and the need for security.

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Connecting SMBs to the Cloud: Xerox Improves Dealer Tool for Scanning to Web-Based Apps

Patricia Ames

by Patricia Ames | 12/13/2016

Cloud technologies are growing in popularity — especially among the SMB crowd — for their flexibility, on-demand accessibility, and lower cost relative to their on-premises counterparts. According to The small business revolution: trends in SMB cloud adoption, a study conducted by the application marketplace developer BCGS, “new applications are continually coming to the market and technological developments are steadily improving connectivity, which means we’re likely to see business using more applications at every stage of their lifecycle.” 

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