by Robert Solomon | Sep 27, 2013 | Consolidating Competition, Healthcare, Industry Concentration, Pricing
Everyone once in a while, the average investor gets the chance to invest in a company that has a special relationship with the government, a unique business structure, or a special antitrust exemption. Fannie Mae was one. Visa and Mastercard were cooperatives owned...
by Robert Solomon | Feb 6, 2012 | Consolidating Competition, Travel
Concur’s announcement of its latest quarterly results reminded me of the great example they have set for other companies trying to be Industry in the Cloud (IC) providers. Concur announced that they just completed their first $100 million quarter and would...
by Robert Solomon | Nov 21, 2011 | Consolidating Competition, Healthcare |
If you are interested in B2B e-commerce, you are interested in the history and future of the EDI giants: GXS and Sterling Commerce. They remain behemoths in the space, despite almost 20 years of Internet-based encroachment. Pre-Internet Days EDI was the original...
by Robert Solomon | Sep 26, 2011 | Consolidating Competition, Logistics, Media
In an exciting announcement, Donovan Data Systems and MediaBank today agreed to merge, subject to regulatory approval. If you are not an ad agency executive or a major advertiser, you may not have heard of these private companies (each reportedly with $500 million in...
by Robert Solomon | Sep 14, 2011 | Automobile, Consolidating Competition, Industries, Key Success Factors
About every other week, I come across an example of an Industry in the Cloud (IC) provider that I had not known about at all or whose business I did not fully understand. An example this week is DealerTrack (TRAK). I was turned on to this company by Peter...
by Robert Solomon | Jul 19, 2011 | Consolidating Competition, Foodservice, Key Success Factors, Pricing, Property Management, Travel
In the last post, I covered two of five key success factors for Industry Cloud providers. In this post, I cover the next two. I’ll cover the final key success factor in a final post in this series. #3. Understanding how to price in a two-, or multi-sided...
Recent Comments