Revolutionary, Legendary, Incredible
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, [...]
Quarterly Financial Tracker: Q3 CY 2010 Enterprise Software Vendors Solidify Performance Turnaround
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 [...]
Who will Oracle acquire next? (The Answers)
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.
Who will Oracle acquire next?
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.
Quarterly Financial Tracker: Q2 CY 2010 – SaaS Vendors Still Show Massive YoY Growth
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 [...]
Quarterly Financial Tracker: Q1 CY 2009 – Software’s Back With Double Digit Gains In License Growth
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 [...]
Software Insider Index™ (SII): 2009 SII Top 35 Enterprise Business Apps Vendors™
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 [...]
Quarterly Financial Tracker: Q4 CY 2009 SaaS Vendors Continue To Trump On Premise Vendors In YoY Growth
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. [...]
Friday Rant: Will Services Procurement Get Eaten by Talent Management?
Earlier in the week, Authoria, a talent management vendor, announced it was merging with
Peopleclick, a VMS provider (which also happened to have
significant capability in other human capital management / talent management
technology areas)….
Peopleclick Authoria – A Perfect Merger or Act of Desperation?
Today, Authoria announce the merger with Peopleclick to create Peopleclick Authoria. Bedford Funding, the private equity firm that owns Authoria is spending $100 million to acquire and merge the companies. I’d love to say I had my crystal ball out when we recorded the Bill Kutik Radio Show a few weeks ago and predicted [...]
