The Analyst Corner

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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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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Ricoh Convergence 2016: Smart Operations, Apps, Verticals and (Very) Interactive Whiteboards

Patricia Ames

by Patricia Ames | 12/05/2016

Ricoh pulled out all the stops at their latest dealer meeting in late October in Las Vegas. Called Convergence, the event gathered a big crowd of about 1,400 guests, including yours truly. Convergence focused on the company's plan to collaborate with dealers to help mitigate the changing work environment impacted by technological disruption. Ricoh’s plan includes sharing resources and expertise with their dealers, as well as equipping them with new technology their customers need in today’s business environment. Ultimately, the company aims to help dealers take advantage and succeed in the changing document imaging environment.

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The New Adventures of Old Xerox – Part 1

John McIntyre

by John McIntyre | 11/08/2016

In what will be the last quarterly report before the company splits, on October 28 Xerox released its third quarter earnings report and delivered more details about the pending spinoff of its business services group, to be named Conduent. The company stated that the separation work was proceeding as previously announced, and that the spinoff and creation of Conduent would be accomplished before the end of 2016 – so sometime in the next seven weeks. Considering that the Thanksgiving and Christmas holidays are included in that end-of-year period, a lot of midnight oil will be burned by the Xerox team in pursuit of completing the task at hand.

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A Few Thoughts on HP’s 'Disruptive' Announcement — Part 2: Ripples on the Imaging Industry Pond

John McIntyre

by John McIntyre | 09/30/2016

After HP hurled two pebbles (maybe big boulders?) into the imaging industry pond in mid-September, the ripples are expanding. We presented our initial thoughts on the announcement in the first part of this series, as well as in a webinar, which you can view here.

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A Few Thoughts on HP’s ‘Disruptive’ Announcement – Part 1

John McIntyre

by John McIntyre | 09/15/2016

We just witnessed one of the most momentous days in the history of the printing and imaging industry – September 12, 2016, the day HP announced it was buying Samsung's printer division, and, that it was once again launching a new offensive whose target was to disrupt and capture share in what HP calls the “$55B Copier Market.” The reverberations from the September 12 announcements will ripple through our industry at every level for the next five years at least, and provides tons of food for thought. Here are a few servings (with many more to come).

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Konica Minolta Takes its Dealers ‘Rocky Mountain High’ for its 2016 Dealer Meeting

Amy Weiss

by Amy Weiss | 09/12/2016

I felt it would be clichéd to use the term “Rocky Mountain High” in my recap of the Konica Minolta 2016 dealer event held in Aspen, and so I almost didn’t do it. But every time I sat down to write, it was there in my head – and in my defense I used “New York Groove” as my theme for coverage of the firm’s 2014 New York analyst meeting, so let’s just say that rather than being clichéd, I’m honoring a personal tradition here.

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HP Launches JetAdvantage App Portal for Print

John McIntyre

by John McIntyre | 09/09/2016

If you are a printer company and make money when users print and consume your ink and toner, it behooves you to:

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HP’s Q3: The (Down) Beat Goes On

John McIntyre

by John McIntyre | 08/31/2016

For those who have watched HP Inc.’s performance for a while, especially since last year’s separation from what became the Hewlett Packard Enterprise entity, not many would expect the firm’s low-margin PC operation to be its shining light in a quarterly report during a period when the overall PC market continues to be mired in the doldrums – but go figure.

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Canon’s Holistic Approach Extends Beyond Products

Amy Weiss

by Amy Weiss | 08/17/2016

Canon U.S.A. recently invited industry analysts to a two-day event at its Melville, New York, headquarters to preview its vision for the future, its current offerings, and its new company structure. The same week, the firm issued a slew of new announcements that it had previewed with analysts in a briefing in late June.

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Looking Back at the MSP/MPS Connection — Where Have We Been and Where Are We Headed?

Amy Weiss

by Amy Weiss | 07/29/2016

CompTIA recently released its “5th Annual Trends in Managed Services” report, which surveyed 400 U.S. managed services providers in March 2016, tracking questions it has asked over the years to get an overview of the trends in today’s MSP space.

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Even the Mighty Must Bend in the Wind: HP's Printing Sales Model Update Part 2

John McIntyre

by John McIntyre | 07/12/2016

That giant sucking sound you hear in the imaging supplies channel is $450M in HP printer supplies being sucked out of the distribution pipeline as HP re-engineers its supplies marketing strategy in an update to its printer sales model” announced on June 21 (read Part 1 of this series here). By a rough estimate, HP reduced supplies channel inventories by about 25 percent, an unprecedented move in the history of the imaging supplies channel to our knowledge. Yes, this is a big deal, and its effects will ripple through the rest of the industry and the other OEMs for some time. The 25 percent reduction in channel inventories will bring HP’s pipeline from an average of 6- 8 weeks to 4-6 weeks, or roughly a one month supplies inventory ballast. There are numerous possible facets driving this tectonic shift, and we will have to speculate about many of them.

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Toshiba LEAD 2016: Style Meets Substance

Patricia Ames

by Patricia Ames | 07/10/2016

When a dealer announces the launch of 23 new MFPs before its annual dealer meeting even kicks off, your expectations are automatically raised. Such was the case with Toshiba, which issued a press release announcing the new hardware the morning of its LEAD event — its annual conference for dealers and end users, held in Las Vegas May 16-19.

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HP's Printing Sales Model Update: It's Only $450 Million

John McIntyre

by John McIntyre | 06/23/2016

On June 21, HP Inc., in what the company billed as an “Update [to] Its Printing Sales Model,” announced that it was taking a charge of $225M in both Q3 and Q4 of this year – about $450M in total – that reflects a move to reduce channel inventory of printer supplies; essentially the company is taking back/buying back almost one-half billion dollars in supplies from its channel partners. In Q2, the company reported $3,099B in supplies sales, continuing a declining sales trajectory that has been quite evident:

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Is A4 Finally the Homecoming King?

Patricia Ames

by Patricia Ames | 06/20/2016

Lexmark unveiled a slew of new equipment at their recent dealer event in Ft. Lauderdale , FL and showcased an impressive array of workflow solutions from their Kofax and Readsoft brands. If you’d like to read more about solutions, Senior Analyst Amy Weiss does an excellent job of covering Lexmark’s flagship TotalAgility refresh in Workflow here, and if you haven’t read my interview with former Kofax CEO and current VP of Lexmark International and President of Lexmark Enterprise Software Reynolds Bish, take a look – he’s at the forefront of their digital transformation efforts.

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Marketing Printing, Not Printers – HP Software Enhancements Improve Mobile, Security, Chromebook Integration, MPS Tools

John McIntyre

by John McIntyre | 06/13/2016

In HP’s recent Q2 earnings conference call, President and CEO Dion Weisler commented on “the work we are doing around marketing to stimulate printing demand. We are shifting our marketing efforts from marketing printers to marketing printing.”

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Kyocera’s FY 17 Dealer Meeting: Applications and Acceleration

Amy Weiss

by Amy Weiss | 05/24/2016

Here’s a fact: You’re not going to attend a dealer meeting and hear doom and gloom, negative stories and “we are not launching any new products this year.” Dealer meetings are, by nature, positive, exciting, and full of new ideas and product launches that will pump up the dealers and create enthusiasm over the year to come.

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Hard Copy Makers Speak in Unison: Business Ain’t Great, and the Outlook Isn’t Much Better

John McIntyre

by John McIntyre | 05/12/2016

If you have spent any time reviewing the latest quarterly and/or annual financial reports from almost all the major OEMs in the printer/copier industry, you can’t help but be affected by the overall downbeat performance shown by these companies – and their less than enthusiastic comments about what the future may hold for their firms.

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A Tale of Two Xeroxes

John McIntyre

by John McIntyre | 04/26/2016

The imaging and printing industry is undergoing a period of profound transition, a transition driven by seemingly irreversible technological shifts in the principal business model which has served the industry for half a century. Among many, the changes include:

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