by Robert Solomon | Jan 27, 2015 | Consolidating Competition, Financial services, Industry Concentration
Remember the first battle between the net marketplaces and industry consortia? First came the net marketplaces such as Ventro, Chemdex, eSteel, Instill, PlasticsNet, and many others. Dreams of disruption and bubble-era riches danced in their heads. Most net...
by Robert Solomon | Nov 4, 2014 | Consolidating Competition, Industry Concentration, Pricing
I try to know about every companies with a network and a dominant market position. And yet I’m frequently learning about new ones that are hiding in plain view as public companies. This week’s revelation is a company called National CineMedia (Symbol:...
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 | Jan 16, 2014 | Automobile, B2B Software, Consolidating Competition, Education, Foodservice, Public Sector
In my last post, I promised a deeper dive into four of my favorite Industry Dominators–companies that have chosen to expand across an entire business process (usually source to settle) within one industry, or portion of an industry. Even though they are in...
by Robert Solomon | Jan 14, 2014 | Automobile, B2B Software, Consolidating Competition, Ecosystem, Education, Vertical Cloud
My last post covered one of at least two ways Industry Cloud providers can grow large enough to attract the attention of PE firms and the public markets: Serial Verticalization. As the name implies, this means perfecting one portion of the...
by Robert Solomon | Dec 20, 2013 | B2B Software, Consolidating Competition |
Among the Industry Cloud providers are a bunch that specialize in helping companies find contract laborers, freelancers, or even teams of people to perform outsourced tasks (crowdsourcing). These companies are true matchmakers, or marketplaces, in B2B, as they exist...
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