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...
by Robert Solomon | May 9, 2017 | B2B Software, Pricing, Supplier Credentialling
Established in 1995, Angie’s List was the pioneer in the home services marketplace. Home Advisor (IAC) announced last week it is acquiring Angie’s List (ANGI) for more than $500 million. (This price represents a 44% premium over Angie’s...
by Robert Solomon | Apr 14, 2017 | B2B Software, Procure to Pay |
Preface I posted the first version of this piece in mid-2015. It is definitely time for an update. I’d also like to add two observations: With the benefit of even more hindsight, I’m even more impressed with the accomplishments of my former colleagues at...
by Robert Solomon | Apr 13, 2017 | B2B Software, Valuation
My own recent experience, and more objective data, indicate that enterprise SaaS M&A activity just keeps increasing. The data (below) from Software Equity Group, includes enterprise and non-enterprise SaaS transactions. If you dig into the details, you will find...
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