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ARM Holdings Acquiring Treasure Data for $600 Million?

Chip designer ARM Holdings appears poised to acquire Treasure Data for about $600 million, Bloomberg reports. A key driver for the apparent deal: IoT (Internet of Things) remote monitoring, data gathering and associated analytics.

Treasure Data develops an enterprise customer data platform (CDP) -- which helps marketers understand customer behavior across devices, locations and time, according to the company.

The alleged M&A deal could boost ARM in multiple markets -- including IoT (Internet of Things), automotive, entertainment and retail data analytics. Potential IoT synergies look particularly promising, ChannelE2E believes.

ARM Plus Treasure Data: IoT Remote Monitoring, Data Analytics

Indeed, ARM already offers the Mbed IoT Device Platform -- which provides an operating system, cloud services, tools and developer ecosystem for the commercial deployment and management of IoT devices at scale, the company says.

On a related note, Treasure Data's platform can ingest IoT data from any connected device or machine, correlate data from multiple data sources, and leverage Artificial Intelligence/Machine Learning to help customers drive down costs and find new revenue opportunities.

Key adopters include Mitsubishi, which leverages Treasure Data to track and analyze 30 billion sensor data events across 3,000 wind turbines on an hourly basis, the company claims. The net result is preventive maintenance and improved uptime for those turbines.

Treasure Data History, Funding, Focus

Treasure Data has the beginnings of a partner program that involves VARs, system integrators, and consultancies. Key technology alliances include relationships with Amazon Web Services (AWS), Google Cloud Platform (GCP), IBM, Oracle and Tableau.

The company, founded in 2011, raised $25 million in Series C funding back in 2016 -- bringing total funding to $54 million at the time. I don't know if the frim has since raised more money.

Treasure Data has evolved its messaging and positioning a bit since that Series C funding round. At the time, the company emphasized so-called "Live Data Management" – a quest to make making all organizational data connected, current, and easily accessible to the people and algorithms that drive business success. More recently, the company has emphasized the Customer Data Platform (CDP) -- which "enables a single, actionable view of your customer for the first time."

Neither ARM nor Treasure Data has commented on the M&A rumor.

SoftBank acquired ARM in $31 billion in September 2016.

Joe Panettieri

Joe Panettieri is co-founder & editorial director of MSSP Alert and ChannelE2E, the two leading news & analysis sites for managed service providers in the cybersecurity market.