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 | Oct 19, 2017 | Consolidating Competition, GPO, Healthcare, Hospitalty
The recent news that Avendra, a hospitality GPO, was bought by Aramark reignited my interest in GPOs. GPOs are fascinating for a number of reasons: Banding Together. GPOs typically exist in industries where the buy side is fragmented and the supply side is...
by Robert Solomon | Oct 6, 2017 | B2B Software, Consolidating Competition, Financial services, Industry Big Data
At almost exactly this same time in 2016 and 2015 I wrote about the consortia of banks, Symphony, trying to take on one of the most successful enterprise software platforms of all time: Bloomberg (see here and here). Now comes the 2017 update: the battle is on!...
by Robert Solomon | Oct 2, 2017 | Consolidating Competition, Industry Concentration, Valuation
Do you how many people have said to me “Bob, you have not posted a blog in a long time!”? None. Despite this dispiriting lack of encouragement from you the reader, I soldier on knowing how you really feel! Sky-High Platform Value Creation by FANGs For...
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 | Nov 2, 2016 | B2B Software, Consolidating Competition, Industry Concentration
I’m pretty sure you agree, there are too many SaaS: Mobile payment options (Samsung Pay, Google Pay, and PayPal are all on my phone) Online lenders (B2B or B2C) Home meal delivery services Services marketplaces Marketing and sales applications Procure to pay...
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