by Robert Solomon | Jan 16, 2014 | Automobile, B2B Software, Consolidating Competition, Education, Foodservice, Public Sector
In my last post, I promised a deeper dive into four of my favorite Industry Dominators–companies that have chosen to expand across an entire business process (usually source to settle) within one industry, or portion of an industry. Even though they are in...
by Robert Solomon | Jan 14, 2014 | Automobile, B2B Software, Consolidating Competition, Ecosystem, Education, Vertical Cloud
My last post covered one of at least two ways Industry Cloud providers can grow large enough to attract the attention of PE firms and the public markets: Serial Verticalization. As the name implies, this means perfecting one portion of the...
by Robert Solomon | Jan 9, 2014 | B2B Software, E-invoicing, Supply Chain Finance
I’ve written previously about my fascination with the e-invoice and supply chain finance markets, as well as Tungsten/OB10. Now that Tungsten has acquired OB10 and gone public, we have front-row seats at the grand experiment (£225 million to be exact) Tungsten...
by Robert Solomon | Jan 8, 2014 | B2B Software, Industry Cloud, Vertical Cloud |
There are hundreds of vertical industry cloud providers and horizontal specialists in portions of “source to settle” process (e.g., supplier search, supplier credentialing, e-invoice, payment). Most industry cloud providers are specialists in both...
by Robert Solomon | Dec 30, 2013 | Uncategorised |
Textura, a construction industry IC which I have written about previously had a rough week last week with its shares dropping from $41 to just under $30. A short-seller/research firm called CitronResearch published a report alleging “fraud, collusion, and...
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