by Robert Solomon | Jun 14, 2014 | Airlines, B2B Software, Ecosystem, Industry Concentration, Travel |
An alert reader, Brett Owens, pointed out that I had compared Sabre and Travelport (two of the three major GDSs in the world) but failed to compare them to Amadeus, which is the largest of the three and is already public in the UK! I’m rectifying the situation...
by Robert Solomon | Jun 10, 2014 | Airlines, B2B Software, Pricing, Travel, Vertical Cloud |
In April, I wrote about the “grand-daddy of B2B platforms”, Sabre, and their then-pending IPO. See here and here. Recently one of their competitors, Travelport, followed suit and also filed for an IPO. It’s one of the few recent B2B software IPOs...
by Robert Solomon | Apr 29, 2014 | B2B Software, Consolidating Competition, E-invoicing, Electronic Payments, Oil and Gas, Vertical Cloud
The billing and payments associated with upstream oil and gas field services have been an area I dabbled in during my Ariba days and have kept an eye on since. It’s a gigantic area with many attractive aspects: huge dollars are at stake complex services...
by Robert Solomon | Apr 22, 2014 | B2B Software, CPG/Retail, E-invoicing, Supply Chain Finance |
If you regularly read my blog (and these days who doesn’t?), you have noted a distinct bias towards discussion of American-headquartered software companies. In fact, “bias” may be too weak a word. I’ve only written a handful of posts (out of...
by Robert Solomon | Apr 18, 2014 | B2B Software, Pricing
I was interested to read that famed “Shark Tank” investor and NBA Mavericks owner, Mark Cuban, invested in a company called Procurify. The press release describes the company as follows: Procurify is a fully-featured, cloud-based procurement software...
by Robert Solomon | Apr 10, 2014 | B2B Software, E-invoicing, Electronic Payments, Supply Chain Finance
When I saw the announcement today that there is a new player in B2B supply chain finance –that is linking specific invoices to cash advances– I thought “Wow, how many companies can go after the same market!” After all, invoice networks and...
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