By Dennis Moore on January 4, 2013
Highlights from the world of Enterprise Software and Solutions over the past two months (or so): Salesforce.com had a strong Q3. NetSuite had a strong Q3. HP did not. Workday had its IPO. It’s doing well, with a market cap just over $8.5 billion and a constrant stream of innovation. Lots of IT failures recently, [...]
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By Bob Warfield on October 25, 2012
B2C Internet plays are all about fashion trends and I’m not an arbiter of fashion. I can’t tell you whether this is the right time to make millions using sock puppets to sell pet food. I can tell you how to solve a hard problem that has valuable ROI in the Enterprise. I prefer the latter as a way to maximize the value of my career investment portfolio.
By Bob Warfield on October 23, 2012
How do you position and maneuver your VC-funded startup for acquisition? The short answer is, “You can’t.” The VC’s didn’t sign up for an acquisition. They are seeking a billion dollar revenue opportunity because that’s what it takes to move the needle on their portfolio. If they are willing to talk about an acquisition at all, [...]
By Brian Sommer on September 4, 2012
The most interesting parts of the Workday S-1 may be the lengths they’ve gone to to thwart a hostile takeover. Here’s a quick summary of those items.
By Vinnie Mirchandani on September 4, 2012
Workday has filed its S-1 with the SEC as part of its IPO process. For the 37 months ending January 31, 2012, total revenues were $ 227 million, accelerating year on year, so let’s round off to lifetime revenues of $ 350 million. The whole document makes interesting reading especially if you are a lawyer [...]
By Dennis Moore on July 22, 2012
Highlights of enterprise software and solutions news from the past week: Two IPOs come out strongly after Facebook IPO disappointment – Kayak and Palo Alto Networks. Google Nexus 7, with Android 4.1 Jelly Bean, is becoming the first general purpose worthy competitor to the Apple iPad. Workday files for IPO, using JOBS Act to avoid [...]
Posted in Business, Featured Posts, Technology / Software | Tagged analytics, android, apple, BI, Big Data, BigData, Cloud, Concur, Dennis Moore, Ensw, google, hp, Infor, Informatica, IPO, Kayak, Linux, M&A, mergers, Mergers & Acquisitions, Mergers And Acquisitions, microsoft, MSNBC, netsuite, news, oracle, Palo Alto Networks, SaaS, salesforce.com, samsung, sap, Skire, SQL Server, SQLServer, Tripit, VMware, workday, Yahoo, yammer | Leave a response
By Bob Warfield on May 16, 2012
VC Chris Dixon muses in a recent post that Facebook has yet to uncover a business model that will support its IPO valuation and drive future growth in that valuation. As he puts it: Facebook relies on an old internet business model: display ads. Display ads generally hurt the user experience, and are also not [...]
By Dion Hinchcliffe on May 14, 2012
With Facebook preparing for its IPO this week, some major changes are coming for the company. This same changes create competitive opportunities and all new challenges for the company. Here’s how going public will affect the social media industry.
By Jeff Nolan on February 2, 2012
Like most people, I had the opportunity to review Facebook’s IPO filing yesterday and admit that, like Apple’s recent earnings announcement, this is pretty damn impressive. Here are a couple of lessons worth reinforcing: 1) People’s view of what is normal and acceptable in emergent online activities is constantly evolving. What Facebook deserves a lot [...]