On 2 August 2018, Arm announced the acquisition of data management firm Treasure Data and the launch/re-branding of its IoT platform as “Pelion”. It reportedly acquired Mountain View, CA-based Treasure Data for about $600 million, making it one of the largest acquisitions in Arm’s history. At a time when the large, diverse IoT platform vendor landscape is slowly starting to consolidate, and many vendors are starting to focus more narrowly on the areas where they can differentiate, Arm is taking a contrarian approach by going full-stack, and broadly-horizontal.
The Analyst Team
Senior Principal Analyst
As part of Omdia’s Internet of Things (IoT) research program, Sam covers multiple facets of the global IoT market. Currently, he has a specific focus on analyzing software and services that support the adoption of IoT solutions.
In offering expert opinion, Sam has been widely quoted in the media, including The Economist, the Financial Times, The New York Times, and The Wall Street Journal. Prior to joining Informa (now Omdia), formerly IHS Markit, in 2012, Sam was the director of IoT research practice at ABI Research. He started his analyst career in 2001 at In-Stat, covering the semiconductor and networking equipment markets. After graduating from the University of California, San Diego, Sam spent three years working in Japan before returning to the US to earn an MBA (Hons.) from Thunderbird School of Global Management.
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