by Robert Solomon | Jun 30, 2015 | B2B Software, E-invoicing, Ecosystem, Electronic Payments, Supply Chain Finance
I’ve never really known what to make of Tradeshift. Tradeshift started in Europe towards the end of my tenure at Ariba (2010). I never really ran into Tradeshift much, except that I admired their ability to generate a lot of press for what seemed like it...
by Robert Solomon | Jan 20, 2015 | B2B Software, Ecosystem, Valuation
The Box prospectus offers a great lesson in Enterprise SaaS economics. Box is a low-priced, simple SaaS application (storage). It represents the type of SaaS application typically sold to consumers, but Box has the enterprise as their target market. Box has grown...
by Robert Solomon | Jan 15, 2015 | B2B Software, Behavioral Economics, Ecosystem, Enterprise Software, Key Success Factors
A critical metric used to judge B2B SaaS, and especially platform businesses, is their renewal rate among users. (Or 1- minus the churn rate.) This number is important because every investor knows it is impossible to build a great business if a company spends its...
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 | 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 | Sep 30, 2013 | Ecosystem, Healthcare, Oracle, Veeva |
Veeva Systems, which has filed to go public, is an incredible example of what an Industry Cloud provider can achieve in a short time period with focus and use of the latest technology. As Veeva notes in their prospectus: “We founded our company in 2007 on the...
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