by Robert Solomon | Oct 2, 2017 | Consolidating Competition, Industry Concentration, Valuation
Do you how many people have said to me “Bob, you have not posted a blog in a long time!”? None. Despite this dispiriting lack of encouragement from you the reader, I soldier on knowing how you really feel! Sky-High Platform Value Creation by FANGs For...
by Robert Solomon | Jul 19, 2017 | B2B Software, Procure to Pay, Valuation |
Six weeks ago The Forrester Wave™: eProcurement, Q2, 2017 was published. (Okay, I’m late.) And if there is one thing my readers seem to enjoy, it is a free Forrester Wave or Gartner Magic Quadrant. Sorry, No Forrester Wave Image Here If you are looking for the...
by Robert Solomon | Jul 13, 2017 | B2B Software
The 2017 Enterprise Almanac by Work-Bench is a must-read presentation for enterprise software aficionados (see here.) While Mary Meeker’s annual Internet Trends presentation offers precious little coverage of enterprise software (see here), the 2017 Enterprise...
by Robert Solomon | Jun 5, 2017 | B2B Software, Enterprise Software
Last week, Kleiner Perkins Caufield & Byers partner Mary Meeker delivered her much awaited annual report, Internet Trends 2017. Internet Trends 2017 a 353-page PowerPoint presentation full of interesting statistics. You can view the whole deck here. I highly...
by Robert Solomon | May 16, 2017 | Airlines, B2B Software, Consolidating Competition, Industry Concentration, Pricing, Regtech
I love the word “oligoply”. It’s a fancy word for a market structure in which a few companies have the large majority of market share. The recent news reminds me just how many markets are becoming oligopolistic–especially those dominated by...
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