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...
by Robert Solomon | Mar 30, 2016 | B2B Software, Indirect Spend, Supply Chain Finance
I only attended part of the first day of the Global Procurement Tech Summit, but in that time, I made several observations not included in my first two posts on the Summit which you can find here and here. Procurement technology is a great topic for a conference. It...
by Robert Solomon | Mar 24, 2016 | B2B Software, Indirect Spend, Procure to Pay
One of the best scholars on the subject of platforms is Marshall Van Alstyne of MIT. Van Alstyne coined a phrase I love: “platforms always beat products”. For example, the iphone or ipod with their app stores and itunes respectively beat pure products that tried to...
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