by Robert Solomon | Oct 7, 2016 | B2B Software, Consolidating Competition, Financial services, Indirect Spend, Industry Concentration
For those of you interested in software platforms, marketplaces, networks, ecosystems– whatever you want to call them–it was a big week for news of giant platforms doing battle in a variety of venues. Smart Home Platforms Photo courtesy of Cnet. Google...
by Robert Solomon | Mar 7, 2016 | Consolidating Competition, Pricing |
For those of us who follow pricing strategy in two-sided markets, last week was a milestone. Angie’s List, which invented the home services marketplace (in 1995) announced it would drop its “paywall”. The paywall charged buyers to search its...
by Robert Solomon | Nov 6, 2015 | B2B Software, Consolidating Competition, Industry Concentration, Matchmaking, Travel
If you follow software platforms, it was a busy week in the news. Platform Dominance Today’s Wall Street Journal has an article about the dominance of the Microsoft, Apple, Google, AWS, Facebook and Microsoft platforms. The article is a bit of a jumble mixing...
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 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...
by Robert Solomon | Jun 15, 2015 | B2B Software, Consolidating Competition, Industry Cloud, Key Success Factors, Supply Chain Automation, Vertical Cloud
I’ve previously professed my love for DealerTrack (TRAK), a B2B platform that built a dominant position in auto retailing here and here. (Thanks to Peter Goldmacher at Cowen, I learned about the company and owned the stock.) I use DealerTrack as one of my...
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