by Robert Solomon | Jan 8, 2014 | B2B Software, Industry Cloud, Vertical Cloud |
There are hundreds of vertical industry cloud providers and horizontal specialists in portions of “source to settle” process (e.g., supplier search, supplier credentialing, e-invoice, payment). Most industry cloud providers are specialists in both...
by Robert Solomon | Dec 9, 2013 | B2B Software, Industry Cloud, Valuation
My friend John Rogers, CEO of Ariel Investments, used to write an investment column for Forbes on small cap. stocks. Forbes had a great tradition that at the end of each year, the columnists had to recap the performance of their picks relative to the market. While I...
by Robert Solomon | Nov 14, 2013 | B2B Software, Construction, Industry Cloud, Oil and Gas, Oracle |
Major construction projects are a ripe area for Industry Cloud platforms. All of the key elements are there: lots of dollars at stake, many players on any one project (architects, engineers, owners, GCs, subcontractors, materials providers), voluminous documents,...
by Robert Solomon | Nov 13, 2013 | B2B Software, Industry Cloud, Pricing |
There is a lot of excellent literature on software platform economics. (Some of this literature is listed on the resources section of my website.) Yesterday, I ran across a new academic study that adds to this body of work. We generally accept that software...
by Robert Solomon | Oct 18, 2013 | B2B Software, Enterprise Software, Industry Cloud, Vertical Cloud |
It has been more than a year since I updated the graphic display of my intermittent, but never-ending, quest to map B2B commerce software providers into their proper vertical and horizontal segments. The new graphic below now includes about 450 companies. As with...
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