by Robert Solomon | Nov 19, 2024 | B2B Software, Construction, Industry Concentration |
ServiceTitan filed to go public yesterday. Finally, an exciting IPO for those who follow vertical SaaS and B2B software! ServiceTitan Background You likely know ServiceTitan, so I will briefly describe it. It’s one of those canonical vertical SaaS companies,...
by Robert Solomon | Oct 2, 2017 | Consolidating Competition, Industry Concentration, Valuation
Do you how many people have said to me “Bob, you have not posted a blog in a long time!”? None. Despite this dispiriting lack of encouragement from you the reader, I soldier on knowing how you really feel! Sky-High Platform Value Creation by FANGs For...
by Robert Solomon | May 16, 2017 | Airlines, B2B Software, Consolidating Competition, Industry Concentration, Pricing, Regtech
I love the word “oligoply”. It’s a fancy word for a market structure in which a few companies have the large majority of market share. The recent news reminds me just how many markets are becoming oligopolistic–especially those dominated by...
by Robert Solomon | Nov 2, 2016 | B2B Software, Consolidating Competition, Industry Concentration
I’m pretty sure you agree, there are too many SaaS: Mobile payment options (Samsung Pay, Google Pay, and PayPal are all on my phone) Online lenders (B2B or B2C) Home meal delivery services Services marketplaces Marketing and sales applications Procure to pay...
by Robert Solomon | Oct 7, 2016 | B2B Software, Consolidating Competition, Financial services, Indirect Spend, Industry Concentration
For those of you interested in software platforms, marketplaces, networks, ecosystems– whatever you want to call them–it was a big week for news of giant platforms doing battle in a variety of venues. Smart Home Platforms Photo courtesy of Cnet. Google...
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:...
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