SAS Institute Financials 2011

SAS Institute has release it’s financials for 2011 at http://www.sas.com/news/preleases/2011financials.html,

Revenue surged across all solution and industry categories. Software to detect fraud saw a triple-digit jump. Revenue from on-demand solutions grew almost 50 percent. Growth from analytics and information management solutions were double digit, as were gains from customer intelligence, retail, risk and supply chain solutions

AJAY- and as a private company it is quite nice that they are willing to share so much information every year.

The graphics are nice ( and the colors much better than in 2010) , but pie-charts- seriously dude there is no way to compare how much SAS revenue is shifting across geographies or even across industries. So my two cents is – lose the pie charts, and stick to line graphs please for the share of revenue by country /industry.

In 2011, SAS grew staff 9.2 percent and reinvested 24 percent of revenue into research and development

AJAY- So that means 654 million dollars spent in Research and Development.  I wonder if SAS has considered investing in much smaller startups (than it’s traditional strategy of doing all research in-house and completely acquiring a smaller company)

Even a small investment of say 5-10 million USD in open source , or even Phd level research projects could greatly increase the ROI on that.

That means

Analyzing a private company’s financials are much more fun than a public company, and I remember the words of my finance professor ( “dig , dig”) to compare 2011 results with 2010 results.

http://www.sas.com/news/preleases/2010financials.html

The percentage invested in R and D is exactly the same (24%) and the percentages of revenue earned from each geography is exactly the same . So even though revenue growth increased from 5.2 % to 9% in 2011, both the geographic spread of revenues and share  R&D costs remained EXACTLY the same.

The Americas accounted for 46 percent of total revenue; Europe, Middle East and Africa (EMEA) 42 percent; and Asia Pacific 12 percent.

Overall, I think SAS remains a 35% market share (despite all that noise from IBM, SAS clones, open source) because they are good at providing solutions customized for industries (instead of just software products), the market for analytics is not saturated (it seems to be growing faster than 12% or is it) , and its ability to attract and retain the best analytical talent (which in a non -American tradition for a software company means no stock options, job security, and great benefits- SAS remains almost Japanese in HR practices).

In 2010, SAS grew staff by 2.4 percent, in 2011 SAS grew staff by 9 percent.

But I liked the directional statement made here-and I think that design interfaces, algorithmic and computational efficiencies should increase analytical time, time to think on business and reduce data management time further!

“What would you do with the extra time if your code ran in two minutes instead of five hours?” Goodnight challenged.

Adding / to robots. text again

So I tried to move without a search engine , and only social sharing, but for a small blog like mine, that means almost 75% of traffic comes via search engines.
Maybe the ratio of traffic from search to social will change in the future,

I have now enough data to conclude search is the ONLY statistically significant driver of traffic ( for a small blog)
If you are a blogger you should definitely try and give the tools at Google Webmaster a go,

eg

 

https://www.google.com/webmasters/tools/googlebot-fetch

URL Googlebot type Fetch Status Fetch date
https://decisionstats.com/ Web Denied by robots.txt 1/19/12 8:25 PM
https://decisionstats.com/ Web Success URL and linked pages submitted to index 12/27/11 9:55 PM

 

Also from Google Analytics, I see that denying search traffic doesnot increase direct/ referral traffic in any meaningful way.

So my hypothesis that some direct traffic was mis-counted as search traffic due to Chrome, toolbar search – well the hypothesis was wrong 🙂

Also Google seems to drop url quite quickly (within 18 hours) and I will test the rebound in SERPs in a few hours.  I was using meta tags, blocked using robots.txt, and removal via webmasters ( a combination of the three may have helped)

To my surprise search traffic declined to 5-10, but it did not become 0. I wonder why that happens (I even got a few Google queries per day) and I was blocking the “/” fron robots.txt.

 

Net Net- The numbers below show- as of now , in a non SOPA, non Social world, Search Engines remain the webmasters only true friend (till they come up with another panda or whatever update 😉 )

Who made Libre Office

From

 

http://www.libreoffice.org/about-us/credits/

 

Credits

513 individuals contributed to OpenOffice.org (and whose contributions were imported into LibreOffice) or LibreOffice until 2011-11-11 09:02:38.

Developers committing code since 2010-09-28

Ruediger Timm
Commits: 89832
Joined: 2000-10-10		 Kurt Zenker
Commits: 32763
Joined: 2000-09-25		 Oliver Bolte
Commits: 31795
Joined: 2000-09-19		 Vladimir Glazunov
Commits: 30289
Joined: 2000-12-04
Jens-Heiner Rechtien [hr]
Commits: 29314
Joined: 2000-09-18		 Ivo Hinkelmann
Commits: 10228
Joined: 2002-09-09		 Caolán McNamara
Commits: 5952
Joined: 2000-10-10		 Frank Schoenheit [fs]
Commits: 5019
Joined: 2000-09-19
Hans-Joachim Lankenau
Commits: 3077
Joined: 2000-09-19		 Ocke Janssen [oj]
Commits: 2861
Joined: 2000-09-20		 Mathias Bauer
Commits: 2606
Joined: 2000-09-20		 Oliver Specht
Commits: 2458
Joined: 2000-09-21
Philipp Lohmann [pl]
Commits: 2132
Joined: 2000-09-21		 Tor Lillqvist
Commits: 2035
Joined: 2010-03-23		 Stephan Bergmann
Commits: 1993
Joined: 2000-10-04		 Christian Lippka ORACLE
Commits: 1811
Joined: 2000-09-25

We do not distinguish between commits that were imported from the OOo code base and those that went directly into the LibreOffice code base as:
a) it is technically not possible to distinguish between commits that go directly into the LibreOffice code base and commits that were merged in from the OpenOffice.org code base, and
b) contributers to the OOo code base should also be credited for the excellent work they do.

Do note that LibreOffice is divided into 20 git repositories. Pushing a change into all repositories will be counted as 20 commits as there is no way to distinguish this from 20 separate commits.

Total contributions to the TDF Wiki

1223 individuals contributed:

PMML Augustus

Here is a new-old system in open source for

for building and scoring statistical models designed to work with data sets that are too large to fit into memory.

http://code.google.com/p/augustus/

Augustus is an open source software toolkit for building and scoring statistical models. It is written in Python and its
most distinctive features are:
• Ability to be used on sets of big data; these are data sets that exceed either memory capacity or disk capacity, so
that existing solutions like R or SAS cannot be used. Augustus is also perfectly capable of handling problems
that can fit on one computer.
• PMML compliance and the ability to both:
– produce models with PMML-compliant formats (saved with extension .pmml).
– consume models from files with the PMML format.
Augustus has been tested and deployed on serveral operating systems. It is intended for developers who work in the
financial or insurance industry, information technology, or in the science and research communities.
Usage
Augustus produces and consumes Baseline, Cluster, Tree, and Ruleset models. Currently, it uses an event-based
approach to building Tree, Cluster and Ruleset models that is non-standard.

New to PMML ?

Read on http://code.google.com/p/augustus/wiki/PMML

The Predictive Model Markup Language or PMML is a vendor driven XML markup language for specifying statistical and data mining models. In other words, it is an XML language so that Continue reading “PMML Augustus”

Using Opera Unite to defeat SOPA?

Lets assume that the big bad world of American electoral politics forces some kind of modified SOPA to be passed, and the big American companies have to abide by that law (just as they do share data  for National Security under Patriot Act but quitely).

I belive Opera Unite is the way forward to sharing content on the Internet.

From-

http://dev.opera.com/articles/view/opera-unite-developer-primer-revisited/

Opera Unite features a Web server running inside the Opera browser, which allows you to do some amazing things. At the touch of a button, you can share images, documents, video, music, games, collaborative applications and all manner of other things with your friends and colleagues

I can share music, and files , and the web server is actually my own laptop. try beating 2 billion new web servers that sprout!! File system sharing is totally secure- you can create private, public, or password protected files, a messaging system that can be used for drop messages (called fridge), a secure messaging system and your own web server is ready to start at a click. the open web may just use opera instead of chromium, and US regulation would be solely to blame. even URL blocking is of limited appeal thanks to software like MafiaWire Extension

Throw in Ad block, embedded bit torrent sharing and some more  Tor level encryption within the browser and sorry Senator, but the internet belongs to the planet not to your lobbyist.

see-http://dev.opera.com/web