by Robert Solomon | May 8, 2015 | B2B Software, Electronic Payments, Healthcare, Travel
If you read that headline and decided to read further, congratulations, you are officially a B2B payments nerd! Welcome to the club. A few weeks ago, I wrote one of my periodic guests posts on PYMNTS.com, on the increasing use of virtual (a.k.a., “single...
by Robert Solomon | Dec 9, 2014 | B2B Software, Travel, Valuation
In case you did not see it on Saturday, the Wall Street Journal ran an article noting that 30 companies had gone public in 2014 at valuations less than their last private round. The Journal mentioned this fate was likely to befall Hortonworks and New Relic, two more...
by Robert Solomon | Dec 5, 2014 | B2B Software, Travel, Vertical Cloud
In mid-September, I created two stock indices comprising cloud B2B Commerce software companies. (I used a cool company called Motif Investing.) One of the indices tracks 30 stocks that engage in B2B commerce generally (B2B E-Commerce) and the other one comprises 18...
by Robert Solomon | Nov 18, 2014 | B2B Software, E-invoicing, Electronic Payments, Logistics, Property Management, Travel, Vertical Cloud
Every once in a while, you come across an infographic or segmentation that helps you make sense of the world. I had this experience, more than 10 years ago, when Vasuki Subbarao (now at Vendavo) showed me a variant of this chart –a segmentation of indirect...
by Robert Solomon | Sep 18, 2014 | B2B Software, Key Success Factors, Travel, Vertical Cloud |
The announcement that Concur (CNQR) will be bought by SAP for $8.3 billion highlights an incredible story. Congratulations to the entire CNQR team on an unbelievable run over the last 15 years. The company’s story comprises many lessons, I will highlight just...
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...
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