By R "Ray" Wang on February 9, 2012
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 [...]
Posted in Business, Featured Posts | Tagged acquisition, acquisitions, American Airlines, Apps Strategy, Bersin & Associates, best of breed, Blue Cross blue Shield, business performance management, business technology, Chief HR Officer, Chief People Officer, CIO, Cloud, Cloud Computing, cloud integration, Cloud options, Cloud Wars, CoIT, Conde'Nast, Constellation Research, Consumerization of IT, contract negotiations, contract strategy, Dell, deployment options, enterprise applications, enterprise apps, Enterprise apps strategy, Enterprise Business Apps Vendors, enterprise software, enterprise strategy, erp, future of work, hp, Hyatt, JP Morgan Chase, mergers, Mergers And Acquisitions, News Analysis, next gen, next gen apps, next generation, Next generation apps, NextGen, oracle, Oracle Fusion Apps, Oracle Public Cloud, PaaS, PeopleSoft, R "Ray" Wang;, rwang0, SaaS, saas bigots, SaaS offensive, SaaS strategies, software as a service, Software Insider, SoftwareInsider, Starbucks, Starwood, Sutter Health, Taleo, Tesora, United, vendor strategy |
By Zoli Erdos on February 9, 2012
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 [...]
Posted in Business | Tagged Cloud Computing, enterprise, Humor, Just for fun, oracle, sap, SuccessFactors, talent management, Taleo, workday |
By Vinnie Mirchandani on December 3, 2011
Congratulations to Lars Dalgaard and his team at SuccessFactors as SAP makes a bid at a significant premium for $ 3.4 billion. His excitement is palpable as he uses plenty of big words in the press release. Let’s do a reality check here. SAP’s journey to the cloud has been rocky with names like Agassi, [...]
Posted in Business | Tagged sap, SAPSFSF, siemens, SuccesFactors, Taleo, Wookey, workday |
By R "Ray" Wang on November 19, 2010
The super majority (26 of 27) of publicly traded software vendors in the Software Insider Index® delivered turnaround stories for Q3 Cy 2010 year-over-year (YoY) performance. SaaS vendors and middleware vendors led the charge with solid double digit gains against tough comps. Performance of on-premises apps vendors reflected the easy comps from a dismal 2009 [...]
Posted in Business, Featured Posts | Tagged 2010, Amdocs, Ariba, Blackboard, CA, CA Technologies, Computer Associates, Concur, Deltek, enterprise applications, enterprise apps, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, Epicor, IFS, IFS North America, Informatica, JDA Software, Kenexa, Lawson, Manhattan Associates, netsuite, Pervasive Software, Progress Software, QAD, Quarterly Financial Tracker, RightNow, RightNow Technologies, Saba, salesforce.com, sap, SII, SII®, Software Insider, Software Insider Index, Software Insider Index®, SoftwareAG, SoftwareInsider, subscription revenues, SuccessFactors, Taleo, two-tier ERP, Ultimate Software, VMware |
By Dennis Moore on September 9, 2010
Who will Oracle acquire next? Our respondents say Oracle will acquire Informatica, Salesforce.com, VMware, TIBCO, Red Hat, Teradata, NetSuite, SuccessFactors, Taleo, Computer Associates, Cloudera, Vertica, Jive Software, and Mark Hurd.
Posted in Business, Featured Posts | Tagged acquisitions, Cloudera, Computer Associates, databases, Informatica, Jive Software, M&A, Marc Benioff, Mark Hurd, netsuite, oracle, Oracle Corporation, Red Hat, salesforce.com, Sohaib Abbasi, SuccessFactors, Taleo, Teradata, Tibco, Vertica, VMware |
By Dennis Moore on September 3, 2010
Oracle has been very acquisitive in past years. Who’s next? Informatica? NetSuite? Red Hat? Salesforce.com? Someone else? Vote in the attached poll to share your thoughts, or just view the results here.
Posted in Business, Featured Posts | Tagged apple, Computer Associates, enterprise software, Infor, Informatica, Mergers And Acquisitions, netsuite, oracle, Oracle Corporation, Red Hat, Research In Motion, salesforce.com, sap, SuccessFactors, Taleo, Teradata, Tibco, VMware, workday |
By R "Ray" Wang on August 20, 2010
The majority of 22 publicly traded software vendors demonstrated solid year-over-year (YoY) quarterly growth from Q2 2009 (see Figure 1). Every SaaS vendor in the Software Insider Index® drove 14% to 26% growth (see Figure 2) despite the pick up in on-premises license sales. Highlights for the 2010 CY Q2 2010 results: On-Premises Trends JDA [...]
Posted in Business | Tagged 2010, Amdocs, Ariba, Blackboard, CA Technologies, CDC Software, Computer Associates, Concur, Deltek, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, Exact Software, IFS, JDA Software, Lawson, Manhattan Associates, netsuite, on-premise, on-premises, oracle, Q2, QAD, Quarterly Financial Tracker, RightNow, SaaS, salesforce.com, sap, SII, SII®, software as a service, Software Insider, Software Insider Index®, SuccessFactors, Taleo, Ultimate Software |
By R "Ray" Wang on May 27, 2010
The majority of 21 publicly traded software vendors managed to show year-over-year (YoY) gains over the dismal beating from calendar year (CY) Q1 2009. SaaS vendor maintained their double digit gains while on-premise vendors mostly showed positive traction (see Figure 1) and (see Figures 2). Highlights for the 2010 CY Q1 2010 results: Big gains [...]
Posted in Business, Featured Posts | Tagged 2010, Amdocs, Ariba, Blackboard, CA Technologies, Computer Associates, Concur, Deltek, IFS, JDA Software, Lawson, Maconomy, Manhattan Associates, netsuite, on-premise, oracle, Q1, QAD, Quarterly Financial Tracker, RightNow, SaaS, salesforce.com, sap, SII, SII®, software as a service, Software Insider, Software Insider Index®, SuccessFactors, Taleo, Ultimate Software |
By R "Ray" Wang on March 18, 2010
2009 Results In Major Revenue Declines For On Premise And Officially The Year Of SaaS
A review of last year’s financial performance should erase any doubts about the viability of SaaS as a deployment option and a business model. Traditional on-premise business apps vendors took the brunt of the beating earlier in the year but [...]
Posted in Business, Featured Posts | Tagged Activant Systems, agresso, Amdocs, Ariba, Aspen Tech, Blackboard, CDC Software, Cincom, Computer Associates, Concur, Deltek, Epicor, Exact Software, IBS Software, IFS, Infor, Intuit, JDA Software, Kronos, Lawson, Manhattan Associates, Microsoft Dynamics, netsuite, oracle, QAD, Quarterly Financial Tracker, Red Prairie, Right Now, Sage Group, salesforce.com, sap, SAS Institute, Software Insider, Software Insider Index, Software Insider Index®, Success Factors, Sungard, Taleo, Ultimate Software, Unit 4 |
By R "Ray" Wang on February 24, 2010
The Year Of SaaS Shows… And Yes, In This Economy. The recession continued to take its toll on software sales with a slight impact to the SaaS vendors. Growth rates have come down from the high 30’s to the low 20’s. But with “flat” the new growth metric in this down economy, results remain impressive. [...]
Posted in Business | Tagged Ariba, Blackboard, Concur, customer bill of rights, Deltek, enterprise applications, enterprise apps, Enterprise apps strategy, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, i2, I2 Technologies, IFS, JDA Software, Lawson, Lawson Software, Manhattan Associates, netsuite, oracle, QAD, Quarterly Financial Tracker, revenues, RightNow, SaaS, SaaS Bill of Rights, salesforce.com, sap, SII, SII®, software as a service, Software Insider, Software Insider Index, Software Insider Index®, Software Vendors, Taleo, Ultimate Software, vendor financing |
