By R "Ray" Wang on November 19, 2010
The super majority (26 of 27) of publicly traded software vendors in the Software Insider Index® delivered turnaround stories for Q3 Cy 2010 year-over-year (YoY) performance. SaaS vendors and middleware vendors led the charge with solid double digit gains against tough comps. Performance of on-premises apps vendors reflected the easy comps from a dismal 2009 […]
Posted in Business, Featured Posts | Tagged 2010, Amdocs, Ariba, Blackboard, CA, CA Technologies, Computer Associates, Concur, Deltek, enterprise applications, enterprise apps, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, Epicor, IFS, IFS North America, Informatica, JDA Software, Kenexa, Lawson, Manhattan Associates, netsuite, Pervasive Software, Progress Software, QAD, Quarterly Financial Tracker, RightNow, RightNow Technologies, Saba, salesforce.com, sap, SII, SII®, SoftwareAG, subscription revenues, SuccessFactors, Taleo, two-tier ERP, Ultimate Software, VMware
By R "Ray" Wang on August 20, 2010
The majority of 22 publicly traded software vendors demonstrated solid year-over-year (YoY) quarterly growth from Q2 2009 (see Figure 1). Every SaaS vendor in the Software Insider Index® drove 14% to 26% growth (see Figure 2) despite the pick up in on-premises license sales. Highlights for the 2010 CY Q2 2010 results: On-Premises Trends JDA […]
Posted in Business | Tagged 2010, Amdocs, Ariba, Blackboard, CA Technologies, CDC Software, Computer Associates, Concur, Deltek, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, Exact Software, IFS, JDA Software, Lawson, Manhattan Associates, netsuite, on-premise, on-premises, oracle, Q2, QAD, Quarterly Financial Tracker, RightNow, SaaS, salesforce.com, sap, SII, SII®, software as a service, SuccessFactors, Taleo, Ultimate Software
By R "Ray" Wang on July 11, 2010
It’s All About The Cloud At WPC10 Attendees at this year’s Microsoft Worldwide Partner Conference 2010 in Washington, D.C. already expect Windows Azure development to be a key theme throughout this annual pilgrimage. Microsoft has made significant investments into the cloud. Many executives from the Redmond, WA, software giant have publicly stated that 90% […]
Posted in Featured Posts, Technology / Software | Tagged Accenture, Activant, Actuate, Agilysis, agresso, Amdocs, AppFabric, apple, Ariba, AspenTech, Bearing Point, BIRST, BSD, Business Models, CA, Capgemini, Cincom, Cisco, Cloud, Cloud Computing, Columbus IT, Dell, Deloiitte, Deltek, development as a service, Diamond Technology Partners, EMC, Epicor, EscrowTech, Flavors Of Cloud Computing, fujitsu, GE Capital, Google Linux, Grant Thorton HCL, Hexaware, Hitachi, hp, ibm, IFS, Infor, Information Builders, Infosys, Infrastructure as a service, InnovaSafe, Intuit, IronMountain, JDA Software, Key Financial, KPIT, KPMG, L&T, Lawson, Manhattan Associates, microsoft, Microsoft Azure, Microsoft Partners, Microsoft SQL Azure, Microsoft Windows Azure, MIcroStrategy, Mincom, myDials, NCC Group, NetApp, NorthHighland, NoSQL Options, OpSource, oracle, Patni, pivotlink, Plan9, Platform as a service, PriceWaterhouseCoopers, Proferi, QAD, QlikTech, Red Prairie, RedHat, Research Report, SaaS offensive, SaaS strategies, Sage, sap, SAS Institute, SatyamMahindra, siemens, SOA Software, Software AG, software as a service, Sungard, Sybase, Syntel, TCS, Tectura, Tibco, Unix, vendor strategy, wipro, Worldwide Partner Conference, wpc10, Xerox |
By R "Ray" Wang on May 27, 2010
The majority of 21 publicly traded software vendors managed to show year-over-year (YoY) gains over the dismal beating from calendar year (CY) Q1 2009. SaaS vendor maintained their double digit gains while on-premise vendors mostly showed positive traction (see Figure 1) and (see Figures 2). Highlights for the 2010 CY Q1 2010 results: Big gains […]
Posted in Business, Featured Posts | Tagged 2010, Amdocs, Ariba, Blackboard, CA Technologies, Computer Associates, Concur, Deltek, IFS, JDA Software, Lawson, Maconomy, Manhattan Associates, netsuite, on-premise, oracle, Q1, QAD, Quarterly Financial Tracker, RightNow, SaaS, salesforce.com, sap, SII, SII®, software as a service, SuccessFactors, Taleo, Ultimate Software
By R "Ray" Wang on March 31, 2010
PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES* As always, thanks for your emails and alerts. If you’ve got a change or know of a promotion, keep dropping me a line! If you need a referral, and we’ve worked together in the past, don’t hesitate to reach out to me via Linked In. Ashesh Badani became Sr. […]
Posted in Business | Tagged 3VR, Active Endpoints, Andy Warzecha, Ashesh Badani, AT&T Wireless, Azul Partners, BG+H, Capital One, Chomp, Cisco Systems, ClearCross, Click Commerce, Consult HR Solutions, Enterprise Irregular, Felton E. Lewis, Gladson, Greenwood Publishing Group, Horses For Sources, ibm, InformationWeek, Infosys, Intel Corporation, Jason Busch, Jeff Prillaman, Kara Wilson, Kinemo, Krishnan Parasuraman, Kulesa Faul, Lafe Low, Laura Fitton, Lauren McKay, Lisa Whelan, LLC, Manhattan Associates, Mary Hayes Weier, Mitch Wagner, Netezza, Network General, Nitin S, oneforty inc, Open Mobile Solutions, oracle, Palisade Systems, Palo Alto Networks, Paul Papdimitriou, PeopleSoft, Phil Ferhst, Pistachio Consulting, Rajesh Nair, Red Hat, René Bonvanie, Ronda Pitts Krier, Sacnchit Vir Gogia, ScanControl, Social Media Club, Somotsoft, Spend Matters Group, Springboard Research, spss, sterling commerce, Steve Cole, Sun Microsystems, Swissgrid, Tami Casey, TEDxTokyo, Todd Craig, Tri Phan, United Business Media, workday
By R "Ray" Wang on March 18, 2010
2009 Results In Major Revenue Declines For On Premise And Officially The Year Of SaaS
A review of last year’s financial performance should erase any doubts about the viability of SaaS as a deployment option and a business model. Traditional on-premise business apps vendors took the brunt of the beating earlier in the year but […]
Posted in Business, Featured Posts | Tagged Activant Systems, agresso, Amdocs, Ariba, Aspen Tech, Blackboard, CDC Software, Cincom, Computer Associates, Concur, Deltek, Epicor, Exact Software, IBS Software, IFS, Infor, Intuit, JDA Software, Kronos, Lawson, Manhattan Associates, Microsoft Dynamics, netsuite, oracle, QAD, Quarterly Financial Tracker, Red Prairie, Right Now, Sage Group, salesforce.com, sap, SAS Institute, Success Factors, Sungard, Taleo, Ultimate Software, Unit 4
By R "Ray" Wang on February 24, 2010
The Year Of SaaS Shows… And Yes, In This Economy. The recession continued to take its toll on software sales with a slight impact to the SaaS vendors. Growth rates have come down from the high 30’s to the low 20’s. But with “flat” the new growth metric in this down economy, results remain impressive. […]
Posted in Business | Tagged Ariba, Blackboard, Concur, customer bill of rights, Deltek, enterprise applications, enterprise apps, Enterprise apps strategy, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, i2, I2 Technologies, IFS, JDA Software, Lawson, Lawson Software, Manhattan Associates, netsuite, oracle, QAD, Quarterly Financial Tracker, revenues, RightNow, SaaS, SaaS Bill of Rights, salesforce.com, sap, SII, SII®, software as a service, Software Vendors, Taleo, Ultimate Software, vendor financing |
By R "Ray" Wang on November 18, 2009
Purchasing in Q3 reflected both economic downturn and summer doldrums. While on-premise vendors continued massive double digit declines in year-over-year new license revenue, SaaS vendors faced some pressures in keeping up with tremendous growth. However, long term economic outlook still favor SaaS players and early indications on Q4 budget flush indicate that SaaS and Cloud […]
Posted in Business | Tagged Apps Strategy, Ariba, Blackboard, Cloud Computing, Concur, Deltek, deployment options, enterprise applications, enterprise apps, Enterprise apps strategy, Enterprise Business Apps, Enterprise Business Apps Vendors, enterprise software, erp, i2, I2 Technologies, IFS, JDA Software, Lawson, Lawson Software, Manhattan Associates, netsuite, oracle, QAD, Quarterly Financial Tracker, revenues, RightNow, SaaS, salesforce.com, sap, SII, SII®, software as a service, Software Vendors, Taleo, Ultimate Software, vendor financing
