by Robert Solomon | Jun 14, 2014 | Airlines, B2B Software, Ecosystem, Industry Concentration, Travel |
An alert reader, Brett Owens, pointed out that I had compared Sabre and Travelport (two of the three major GDSs in the world) but failed to compare them to Amadeus, which is the largest of the three and is already public in the UK! I’m rectifying the situation...
by Robert Solomon | Jun 10, 2014 | Airlines, B2B Software, Pricing, Travel, Vertical Cloud |
In April, I wrote about the “grand-daddy of B2B platforms”, Sabre, and their then-pending IPO. See here and here. Recently one of their competitors, Travelport, followed suit and also filed for an IPO. It’s one of the few recent B2B software IPOs...
by Robert Solomon | May 12, 2014 | Uncategorised
I love the B2B e-invoicing and payments space for reasons I have enumerated previously. I especially love companies that work with nasty, complex invoices and then make the resulting payments. I love them even more if the payments are then made to cash-strapped...
by Robert Solomon | Apr 29, 2014 | B2B Software, Consolidating Competition, E-invoicing, Electronic Payments, Oil and Gas, Vertical Cloud
The billing and payments associated with upstream oil and gas field services have been an area I dabbled in during my Ariba days and have kept an eye on since. It’s a gigantic area with many attractive aspects: huge dollars are at stake complex services...
by Robert Solomon | Apr 26, 2014 | Uncategorised |
If I’m right that when Silicon Valley invests in food delivery, the bubble is about to pop, the above headline from yesterday’s Silicon Valley Business Journal may be a signal that the end is near. The article points out that the VC “appetite”...
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