Wall St. Leaves Money on Table for Subscription Companies
Look, we know the old truism that if you don’t have customers and profits you don’t have a business, you have a hobby. But could we please get a little balance on the profit idea? Emerging companies typically don’t declare profits because they use excess cash to fuel growth. Anything left over is plowed back [...]
The life and times of HR application software (2012 in review)
Major Themes 2012 was an interesting one for Human Resources software. From Talent Management, Payroll, Analytics, HRMS and other niche HR solutions, there were a number of cool innovations, emerging trends and a lot of M&A with a side order of an IPO. Let’s review the big themes: You couldn’t swing a dead cat at [...]
Engagement != Experience != Relationship — You Know That, Right?
Oracle announced the acquisition of Vitrue this morning. Did they need that? Let me put it this way… if I say “Databases” you probably think Oracle… If I say “Marketing” there may be a lot of companies that come to mind before Oracle, if at all. It will be added to their cloud offerings, joining [...]
Marketo buys Crowd Factory? You read it here first …
As predicted here last November, Marketo today announced it has acquired social campaign management platform Crowd Factory. After interviewing Marketo CEO Phil Fernandez about the company’s funding round last year, I headlined my post Marketo looks to buy into social, and here are the opening and closing sentences: “Marketing automation vendor Marketo has earmarked some [...]
A Tale Of Two Perspectives — Customers Of And Investors In HR Technology
Cover of serial Vol. V, 1859 “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it [...]
Why Oracle’s acquisition of Taleo shifts the innovation onus onto the service providers
When I watch Oracle and SAP rapidly clean up whatever application is left on the market worth buying, my heart sinks for the future of the enterprise software business. For Oracle and SAP, it’s all about maintaing the status quo and growing their considerable license revenue streams. They know they have to be seen to embrace the Cloud, but all they really care about is protecting their customer bases and preventing upstart vendors sneaking in to disrupt their revenue model. And can you really blame them? It’s economics one-on-one…
Cloud Software Consolidation – Is it all good?
Late last week, Oracle announced its intended acquisition of Taleo . Taleo is a fairly significant player in the talent management and human resource software world. I have attended numerous briefings with Taleo management over the years and have seen them acquire a number of complementary technologies during that timeframe (e.g., Vurv). This acquisition comes [...]
Cloud Wars Heating Up: Oracle : Taleo, Dassault Systemes : Netvibes
This past week virtually no one in the software world was surprised by Oracle’s announcement of intent to acquire cloud talent management vendor Taleo. The acquisition that was something of a surprise, and maybe you even missed, was the much…
News Analysis: The Implications Of Oracle’s Acquisition Of Taleo
Catch my colleague Yvette Cameron’s point of view here when published. She covers Future of Work for Constellation Research, Inc. Oracle Plays Catch Up With Public Cloud Ambitions On February 9th, Oracle announced its intention to acquire Dublin, CA based Taleo for $1.9B. Taleo is a cloud based talent management software provider with 5000 customers [...]
Oracle Acquires Taleo (Resistance is Futile)
As they say, a picture is worth a thousand words. Well, I am not sure, but this is what happens when I don’t have time to write:-) If you are in Enterprise Software, you know what’s coming at you … resistance is futile. Now, for the real news on Oracle’s acquisition of Taleo, I refer [...]
