Arm acquires Treasure Data

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        • Arm acquires enterprise data management leader, Treasure Data, enabling device-to-data IoT platform
        • Technologies from Treasure Data, the acquisition of Stream and Arm Mbed Cloud will be combined to form the industry’s first end-to-end IoT connectivity, device and data management platform
        • The new Arm Pelion IoT Platform will enable organizations to quickly, securely and sustainably create actionable insights from IoT, enterprise and third-party data

          The role Treasure Data will play in Arm’s IoT strategy

          Treasure Data is a global leader in enterprise data management providing the ability to aggregate and translate massive volumes of scattered and siloed data. The company’s technology deals with data from any source – CRM, ecommerce systems, edge, IoT devices, and any third-party data. The result for customers is an ability to derive meaningful and actionable insights from any disparate data mix.

          Treasure Data is the final piece of our IoT enablement puzzle. Its technology, along with that of another recent acquisition (Stream) for connectivity management, combined with Arm Mbed Cloud and our knowledge of the IoT hardware foundation creates something entirely new. We call it the Arm Pelion IoT Platform.

          What will the Arm Pelion IoT Platform do for devices and data?

           

           

          The Pelion IoT Platform will enable companies to seamlessly and securely connect and manage IoT devices and data at any scale. It’s designed to work on public and private clouds, on-premises and in hybrid environments, delivering ultimate flexibility in IoT system architectures. This will allow companies to quickly turn IoT and enterprise data into insights capable of unlocking new opportunities for them and their customers. The Pelion IoT Platform will also provide unified billing that lowers infrastructure costs, increases operational efficiency, and eliminates integration headaches.

          What will Arm Pelion IoT Platform do in practical terms?

         

        The Pelion IoT Platform will make IoT outcomes real by delivering:

        • Connectivity Management – Support for a range of wireless connectivity standards for any device, region or use case, including enablement of eSIM secure identification;
        • Data Management – Analysis of trusted data, from individual devices to enterprise-wide big data deployments, including third-party data (works horizontally across apps and use-cases).
        • Device Management – Secure and consistent IoT device provisioning, identity and access management and updates for any system set-up;
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          [ Observations by Dima Tokar Co-Founder and Head of IoT Research at MachNation]

          Our initial thoughts are that Arm will find itself in a very competitive landscape and that it needs to quickly crystallize its GTM strategy and build out a partner ecosystem to get Pelion into the market.

          We anticipate Arm will need to address two of the following concerns as soon as possible.

          With a broad feature-set spanning device, data and connectivity management, Arm’s Pelion will be seen as a competitor by many platform vendors.

          Arm’s Pelion will now compete with many players that have IoT platforms. The key players are hyperscale cloud vendors like Google and Microsoft, module makers like Telit and Sierra Wireless, and IoT vendors like Software AG, ClearBlade, and PTC.

          Without partnerships around channel and go-to-market on the platform front, it’s unclear how Arm will reach its target audience.

          It’s not surprising that Arm provided no information about launch partners or clear guidance on the platform’s partner strategy as Pelion will put Arm in the position of competing with companies providing data and device management for IoT. Arm’s current reach is primarily with companies that use their architecture, but not with device makers and enterprises deploying and paying for IoT solutions.

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