by Robert Solomon | Jun 1, 2020 | B2B Software, Consolidating Competition, Enterprise Software, Industry Big Data
A few years ago I got to know Discover.org and RainKing. These companies now form part of what is known as ZoomInfo Technologies which has filed to go public. ZoomInfo provides data to B2B sales and marketing organizations. (Not Zoom Video conferences.) I saw a...
by Robert Solomon | May 26, 2020 | B2B Software, Healthcare, Insurance, Marketplaces
SelectQuote quietly went public last week and soared 40% in its opening day. The company now sports a $4 billion valuation. What’s all the fuss about? Strong growth, great margins, and great, SaaS-like metrics in its core senior insurance segment. About...
by Robert Solomon | May 19, 2020 | B2B Software, Retail, Supply Chain Automation
Gartner recently issued the second iteration of its Magic Quadrant for Multi-Enterprise Supply Chain Business Networks (MESCBNs). (Catchy acronym, huh?) While, there’s no perfect definition of a Multi-Enterprise Supply Chain Business Network, Gartner’s...
by Robert Solomon | Apr 28, 2020 | B2B Software, Indirect Spend, Industry Cloud, Vertical Cloud
Content wars are raging in Hollywood. Netflix, Apple+, Amazon, Disney+, Hulu, etc are battling for our eyeballs, especially now that we stuck at home. (Netflix added 15 million new subscribers last quarter!) In 2019, the industry spent $120 billion producing...
by Robert Solomon | Apr 23, 2020 | B2B Software, Marketplaces, Matchmaking |
Recently I did a post on B2B Marketplaces 2.0. In it, I asserted that one of the reasons that B2B marketplaces might be seeing a resurgence is that B2B marketplace infrastructure can now be bought, rather than needing to be built from scratch. After a little more...
by Robert Solomon | Apr 6, 2020 | B2B Software, Public Sector |
In early 2019, I wrote about GTY Technology (GTYH). GTY was a blank check company that simultaneously acquired six SaaS companies in the public sector market. At the time, I expressed my enthusiasm for the public sector SaaS market, but my skepticism that GTY...
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