by Robert Solomon | Sep 3, 2015 | Airlines, B2B Software, Travel
The travel industry has spawned more interesting B2B platforms and networks than any other industry. Examples include: The three major Global Distribution Systems (GDSs)–Travelport, Amadeus, Sabre. See here. Online Travel Agencies (OTAs)–Expedia, Orbitz,...
by Robert Solomon | Sep 1, 2015 | B2B Software, Farming, Industry Big Data, Industry Cloud, Industry Concentration
Four years ago, Marc Andreesen famously penned a column in the Wall Street Journal entitled “Why Software is Eating The World”. Today’s Wall Street Journal has an article on the increasing tendency for software to be eating our food....
by Robert Solomon | Aug 19, 2015 | B2B Software
Over thirty years ago, working at The Boston Consulting Group taught me that one of the best ways to think about a business or market is as a competitive game. Thinking this way means understanding the “rules of the game” (economics) and understanding the...
by Robert Solomon | Aug 14, 2015 | B2B Software, Consolidating Competition, Electronic Payments, Global Trade Management, Procure to Pay, Supply Chain Finance, Valuation
It’s been quite a week in the supply chain software market with buyouts, new rounds, and interesting business expansions. In no particular order: Infor buys GT Nexus for $675 million. Application buys a platform. Link Envestnet buys Yodlee for $590 million....
by Robert Solomon | Aug 13, 2015 | B2B Software, Indirect Spend, Procure to Pay
I reviewed my five most popular posts of 2015 to date to see what I could learn, as well as to easily recycle some old content! (Ahh, the dog days of Summer!) I learned a little about blogging and a lot about human nature. The Top Five Posts Here are the top five...
by Robert Solomon | Aug 11, 2015 | B2B Software, Consolidating Competition, Financial services, Industry Cloud
Yodlee, which I just wrote about on Friday and when it went public a year ago, announced it was being acquired for $18.88 in cash and stock from Envestnet (ENV). This represented about a 50% premium over Yodlee’s stock price on Friday. Envestnet sells cloud...
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