By splitting the products to focus on different markets it makes it much easier for them to differentiate who to sell what product to. This is apparent in looking at the current positioning on each website, Mozy highlights solutions for the enterprise while Carbonite highlights solutions for consumers and small business. My guess is that one of the products (most likely Mozy) will be positioned for medium to large enterprises while Carbonite will be positioned for the consumer, home office, and small business. If you don’t think users will get switched from one platform to another, think about how difficult it is for a company to have 2 products targeting the same customer personas. One of the products (most likely Mozy) will be positioned for medium to large enterprises while Carbonite will be positioned for the consumer, home office, and small business. What’s going to happen for all the Mozy customers if Carbonite plans to switch them over to Carbonite? Will customers be happy being forced to use new software? Carbonite has already quietly raised their prices for many of their products so how will that compare to what Mozy customers are currently paying for a similar service? While acquisitions typically work out in the long term, there are always issues in the short term, most notably for customers of the company getting acquired. I have no special insights as to what Carbonite plans with Mozy but I do have some speculations.
While other acquisitions that Carbonite has made, like Evault and Doubletake, helped them round out their technology portfolio, what does Mozy give them? Carbonite and Mozy have long been competitors in the small business/home office backup market so at first, it appears that Carbonite just acquired its biggest competitor.
Last week we learned that Carbonite is acquiring yet another disaster recovery company, Mozy.
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