by Robert Solomon | May 17, 2016 | B2B Software, Matchmaking |
Figuring out pricing for SaaS software is always hard. Figuring out pricing for a two-sided SaaS marketplace is doubly hard as I have blogged about previously with respect to Angie’s List and marketplaces generally. A recent price change announcement I...
by Robert Solomon | May 13, 2016 | B2B Software, Collaborative Project Management, Construction, Electronic Payments, Industry Cloud
The recent news that Oracle is buying Textura for $663 million, or $26 per share was a surprise, but not a huge one. Several alert readers (and smart investors) had recently prompted me to reexamine Textura when its stock recently hit a low of about $13 per share....
by Robert Solomon | Apr 18, 2016 | B2B Software
Wow, what a wild ride for Cvent. Today it announced that it will be acquired and taken private by Vista Equity for $1.65 billion and a whopping 70% premium over the stock price of the last 30 days. This price is a multiple of about 7.2x expected 2016 revenue and...
by Robert Solomon | Apr 15, 2016 | B2B Software, E-invoicing, Supply Chain Finance
Tungsten was in the news recently when its former CEO and then-current Vice Chair failed in his attempt to buy the company (see here). Tungsten Investor Day I’ve written about Tungsten several times before (see here), but now there is almost an entirely new...
by Robert Solomon | Mar 31, 2016 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay
I really hope IBM succeeds with its “cognitive computing”/Watson efforts. IBM’s ability to reinvent itself from mainframes to services to software and now maybe to cloud and cognitive computing is a true American success story. (Warren Buffett is betting on it...
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