by Robert Solomon | Jun 7, 2016 | Automobile, Industry Cloud, Industry Concentration, Supply Chain Automation, Vertical Cloud
Those of you over the age of 40 remember the crazy B2B consortia days of the late 1990s. (For those you under 40, just imagine the sub-prime mortgage lunacy transferred to software!) During that time, the Big Three American auto companies formed two auto consortia:...
by Robert Solomon | May 13, 2016 | B2B Software, Collaborative Project Management, Construction, Electronic Payments, Industry Cloud
The recent news that Oracle is buying Textura for $663 million, or $26 per share was a surprise, but not a huge one. Several alert readers (and smart investors) had recently prompted me to reexamine Textura when its stock recently hit a low of about $13 per share....
by Robert Solomon | Jan 7, 2016 | B2B Software, Enterprise Software, Industry Cloud, Insurance, Veeva, Vertical Cloud
First Came Veeva Veeva (VEEV) is a beautiful Enterprise software company I blogged about over three years ago, just before they went public (see here). Veeva verticalized Salesforce’s CRM using the Salesforce1 Platform (nee Force.com platform). Using the...
by Robert Solomon | Sep 1, 2015 | B2B Software, Farming, Industry Big Data, Industry Cloud, Industry Concentration
Four years ago, Marc Andreesen famously penned a column in the Wall Street Journal entitled “Why Software is Eating The World”. Today’s Wall Street Journal has an article on the increasing tendency for software to be eating our food....
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 25, 2015 | B2B Software, Electronic Payments, Industry Cloud
Last week MINDBODY (MB) (all caps, no CamelCase) went public on the NASDAQ. MINDBODY describes itself as the “leading online global wellness marketplace”. Here’s how MINDBODY depicts its business: MINDBODY sells to 42,000 gyms, yoga studies, salons,...
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