A Software Insiders Point of View

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 [...]