A Software Insider's Point of View

Competition Intensifies For The Small And Medium Organization’s Software Budget

Software vendors such as Oracle and SAP can no longer rely on their large enterprise customers for double digit year-over-year growth.  In fact, their customers have not only reached a saturation point in being able to consume new solutions, but have also faced demands to cut [...]

Most software vendor license revenues took a beating this CY Q1 when compared to 2008.  SaaS vendors managed to post double digit gains while only a handful of on premise vendors eeked out a positive gain.  Major highlights in the 2009 Calendar Year Q1 include

Big losses in YoY license revenue for on premise vendors such [...]

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES*
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Richard Barnett joins Fine Solutions as a Vice President for Business [...]

Now with most of the craziness of Q4 behind us, its time to unveil the Software Insider Indices:

SII Top 30 Enterprise Business Apps Vendors provides a snapshot of an ongoing vendor ranking by revenue.  Some vendors are private and of course not on this list, unless there’s a reasonable estimate.
SII Top 5 SaaS Business [...]

The recession hit most vendors hard in the last quarter of 2008 as evidence by the dismal license revenue YoY comps.  Some exceptions include JDA (52.9%) with a strong presence in retail and Agresso with its growth in public sector (25.6%).  As vendors with perpetual license models hunker down for the pending drought, retention and [...]

With 2020 hindsight and the best rear view mirror clarity (j/k), Q3 appears to be THE deflection point in where the economy began to impact the enterprise software vendors.  A flurry of continued lowered guidance on earnings by vendors reflects the general nervousness sweeping customers and prospects as we head into the most important quarter…Q4.
Major [...]

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES
Congratulations to all!  Thanks for your emails and alerts.  If you’ve got a change or know of a promotion, keep dropping me a line!
Bruce Cameron is now President of CDC Software. The former executive vice president of worldwide sales and marketing was promoted from within.  He now reports to [...]

As many main app vendors continue to lower guidance on earnings, this calendar year Q2 public company quarterly earnings analysis shows that larger vendors and specialty vendors such as SAP, Oracle, Lawson, and Deltek gain ground in license revenue growth while growth for the mid-market players now comes from maintenance and services. SaaS [...]

Calendar Year 2008 Q1 numbers still show profitability for most vendors
Recession concerns for the enterprise software industry may prove to be a bit pre-mature. Recent earnings report over the past 2 months lean towards mild caution. While most vendors showed profitability, guidance numbers were down. The leading indicator is new software [...]