Don’t be distracted by the free stuff. To truly understand the business of software platforms, you need to follow the money side!
The Fortune Future 50 may say more about the present than the future, either way the list is chock full of enterprise software companies.
GPOs keep consolidating and for good reason: they have a unique business model and often have extraordinary EBITDA. Say hello to the PE firms!
Avendra, a GPO, was purchased by Aramark for $1.3 billion. The big winner was Marriott who invested $13 million and will reap $650 million, albeit 17 years later.
Symphony, a bank consortium, is starting to get some traction against Bloomberg. Bloomberg is responding very aggressively. Game on.
The FANG companies and other software platforms went from great business success stories to under investigation in a flash. Market dominance means oversight!
The Forrester Wave: eProcurement, Q2 2017 demonstrates the pitched battle underway for the #3 position in the eProcurement market.
Work-Bench’s 2017 Enterprise Almanac is a must-read for anyone involved in developing and marketing enterprise software.
Mary Meeker’s highly anticipated 353-slide presentation on Internet Trends 2017 has only a small section on enterprise software.