CDP Treasure Data is set to be bought by chip designer ARM Holdings for around $600 million, according to an unconfirmed Bloomberg report. It’s part of ARM’s strategy for Internet of Things. Treasure Data is especially good at dealing with large streams of semi-structured data, such as IoT devices produce. ARM, a SoftBank subsidiary, licenses semi-conductor chip designs and related intellectual property to semi-conductor manufacturers. Presumably that’s who they expect will use Treasure Data.

Consumer expectations for customer experience are rising across the board, with youngest customers showing the fastest increases, according to a survey from Ipsos and Medallia. U.S. consumers were most satisfied with online retail experiences and least with mobile network providers. Other interesting results by country.

CDP and marketing cloud vendor Zeta Global announced an agreement to purchase LiveIntent, which helps companies do email-based advertising.  The deal will let Zeta expand its identity graph, enter the publisher monetization business, and accelerate its mobile and retail media products.  Zeta will pay $77.5 million in cash and $172.5 million in common stock, with potential for additional payments based on performance.