Quarterly Financial Tracker
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®, SoftwareAG, subscription revenues, SuccessFactors, Taleo, two-tier ERP, Ultimate Software, VMware
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, 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, 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, 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 Vendors, Taleo, Ultimate Software, vendor financing |
By R "Ray" Wang on November 18, 2009
Purchasing in Q3 reflected both economic downturn and summer doldrums. While on-premise vendors continued massive double digit declines in year-over-year new license revenue, SaaS vendors faced some pressures in keeping up with tremendous growth. However, long term economic outlook still favor SaaS players and early indications on Q4 budget flush indicate that SaaS and Cloud […]
Posted in Business | Tagged Apps Strategy, Ariba, Blackboard, Cloud Computing, Concur, Deltek, deployment options, enterprise applications, enterprise apps, Enterprise apps strategy, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, erp, i2, I2 Technologies, IFS, JDA Software, Lawson, Lawson Software, Manhattan Associates, netsuite, oracle, QAD, Quarterly Financial Tracker, revenues, RightNow, SaaS, salesforce.com, sap, SII, SII®, software as a service, Software Vendors, Taleo, Ultimate Software, vendor financing
