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Quarterly Financial Tracker: Q2 CY 2010 – SaaS Vendors Still Show Massive YoY Growth

Published on August 20, 2010 by R "Ray" Wang
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 Software (59.19%) and Manhattan Associates (32.93%) continue to ride the CPG, retail, and supply chain investment wave.  Manhattan solidified a significant turnaround in 2 quarters of growth.
  • Large mega vendor bellwethers Oracle (12.95%) and SAP (12.34%) showed significant double digit growth.  SAP's license gains of 17.31% demonstrate a turnaround in the sales team.  All indications point to BOBJ and the non-EMEA regions driving sales growth.
  • The SMB vendors shared mixed results with Epicor (8.68%), Lawson (5.81%), and CDC Software (3.92%) continuing to grow key license revenues.  While IFS total revenue gains were low in the 1.40%, IFS grew license revenue by a whopping 19.77%.
  • Unfortunately, other SMB vendors Exact (-4.99%) and Deltek (-7.07%) showed negative revenue momentum.  These vendors not only lost ground in license revenue but also saw declines in traditionally stable maintenance revenue.
  • Maintenance fee growth remains healthy for most vendors as new programs to show value to customers gain traction.
SaaS Trends
  • SaaS vendors continue to grow in mid to high double digit growth rates for subscription revenue. SuccessFactors (26.81%), Salesforce.com (24.78%), and Concur (20.49%) moved past 20% year over year quarterly growth.
  • Ariba ($93.2M) nears the $100M per quarter revenue benchmark as Blackboard ($101.5M) continues to grow from this achievement in Q1 2010.
  • RightNow (19.58%), NetSuite (16.83%), Ultimate Software (15.67%), and Taleo (14.63%) all showed solid quarters of growth, though these growth percentages show slight declines.
Figure 1.  Software Insider Index® On Premise Vendors: Q2 CY 2010
(Right click to view full image)
Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved.
Figure 2. Software Insider Index® SaaS Vendors: Q2 CY 2010
(Right click to view full image)
Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved.
The Bottom Line - IT Budgets Have Opened Up For Software Purchases, Hybrid SaaS Models The Norm
Despite the rocky recovery and potential for double digit recession, pent up demand drives the current on-premises vendor revenue growth.  Organizations continue to invest in technology despite the lack of job creation.  However, on-premises vendor gains have not impacted SaaS vendor growth.  In fact, most organizations continue to adopt Scenarios 1 to 3 in their Cloud/SaaS strategies. As hybrid models reach tipping points, successful apps strategies must focus on SaaS integration, SOA adoption, and information governance.
Your POV. Can we help you work with a specific vendor?  Please post or send on to rwang0 at gmail dot com or r at softwareinsider dot org and we’ll keep your anonymity.  Further, let us know if you need help with your next gen apps strategy, overall apps strategy, and contract negotiations projects.  Here’s how we can help:
  • Designing a next gen apps strategy
  • Providing contract negotiations and software licensing support
  • Demystifying software licensing
  • Assessing SaaS and cloud
  • Evaluating Cloud integration strategies
  • Assisting with legacy ERP migration
  • Planning upgrades and migration
  • Performing vendor selection
  • Renegotiating maintenance
Disclaimers* Not responsible for any math errors or erroneous revenue information. 1. Calendar year estimates based on the quarter nearest the calendar year. 2. Why these vendors than others?  Easy – because I cover them. 3. Exchange rates as of February 25th, 2010 for vendors who have not published quarterly conversions.  Not responsible for currency flux. 4. Estimates created for privately held vendors, when listed. Not sure? Please read the quarterly filings yourself =) Related resources and links
2010 Calendar Year Q1 Software Insider Index™ (SII): 2009 SII Top 35 Enterprise Business Apps Vendors™ 2009 Calendar Year Q4 2009 Calendar Year Q3 2009 Calendar Year Q2 2009 Calendar Year Q1 Software Insider Index™ (SII): 2008Software Insider IndexTM (SII): SII Top 30 Enterprise Business Apps VendorsTM & SII Top SaaS Business Apps VendorsTM SII Top 30 Enterprise Business Apps Vendors™ 2008 Calendar Year Q4 2008 Calendar Year Q3 2008 Calendar Year Q2 2008 Calendar Year Q1
Reprints Reprints can be purchased through the Software Insider brand or Altimeter Group.  To request official reprints in PDF format, please contact r@softwareinsider.org. Disclosure Although we work closely with many mega software vendors, we want you to trust us.  For the full disclosure policy please refer here. Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved.

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Order Cheap Epogen Online

Published on April 29, 2010 by R "Ray" Wang

Collaboration Remains Elusive Across Applications And Enterprises

Organizations seeking the benefits of collaboration and rapid knowledge sharing in Enterprise 2.0 (E2.0) solutions face several key challenges in delivering a consistent enterprise solution:


  • Order cheap epogen online, Consistent tool across multiple applications and environments. Illinois IL Ill., Organizations want one tool to collaborate regardless of the application they are using.  Today, organizations often need a separate tool to collaborate for each suite of business applications, cheapest capecitabine, Billiga gleevec apotek, email system, and even browser.  The result - a plethora of tools that enable collaboration in silos of information that hinder Enterprise 2.0 benefits..

  • Intuitive and natural user experience. As a key element of next generation social enterprise apps, Um casodex online, Order zometa online, users expect pervasive and natural collaboration to occur in the context of applications.  Today's systems often have inconsistent approaches to sharing information making it difficult to share both structured and unstructured information in the same system.  More importantly, organizations will need to move across multiple form factors such as mobile, cheap iressa overnight delivery, Iressa online kopen, iPads, kiosks, Rabatt kaufen casodex, New Mexico NM N.Mex., and other hand held devifes


SimplyBox Breaks Barriers In Collaboration

Campbell, CA, order capecitabine online cheap, Ordering iressa without prescription, based SimplyBox started out in 2007 as a consumer play focused on organizing and sharing websites clippings in a visual manner for personal research and sharing. Over the past year, Rabatt kaufen evista, Buy generic gleevec, SimplyBox has successfully proven their core technology into the enterprise with partnerships at large enterprise apps vendors, leaving competitors such as Diigo, West Virginia WV W.Va., Evista discount, Sazell , and Safari's Webclip to focus on the personal knowledge and research space.  SimplyBox succeeds in enterprise scenarios because:


  • Unstructured and structured content can be shared and categorized, buy cytoxan no rx. Cheap cytoxan pill, Users grab and select the content they wish to share and place them into a "Box".  Each box includes content about a topic and related conversations.  Users can share boxes about different topics with different groups.  SimplyBox can then notify and alert others about content being placed into the box.  The box serves as the medium to enable collaboration among internal and external teams.



  • Collaboration can occur anywhere. Whether its in a portal for a web app or enterprise system report, users collaborate regardless of what system they are in.  Content that's been collected along the way by multiple users can be made available throughout different enterprise systems.  SimplyBox even co-exists with solutions such as Microsoft Sharepoint which serve more as file/content repositories.  This enables applications to gain tentacles across the enterprise apps landscape.  More importantly, ordering capecitabine online legally, Casodex pedido en línea, no programming or IT involvement is required.


Figure 1. SimplyBox Enables Natural Collaboration Within Any Environment


Source: SimplyBox

Founders Bring Enterprise Software Credibility To A Web 2.0 Approach

The company was founded by Rodney Goodger and Mario R, köpa iressa online. Cavagnari.  Mario was formerly the Vice President of Sales at PowerSchool, a division of Apple.  He brings 20 years of enterprise sales experience.  Rodney came from CDC Software where he was a Director of Product Management.  Michael Galloway joined the team in late 2007 as the CTO bringing in Web 2.0 experience as a Sr, order cheap epogen online. Cytoxan online store, Developer at Yahoo's Widget Group.

The Bottom Line For Users - Put SimplyBox To Use In E2.0 Scenarios Without Having To Rip and Replace

SimplyBox provides users with a quick and easy approach to structured and unstructured collaboration.  Unlike email based solutions, cheapest casodex, Casodex sale, SimplyBox keeps context in conversation and allows collaborators to easily share information.  Unlike many enterprise collaboration solutions, SimplyBox doesn't force users to work only inside one application or one collaboration platform, order iressa online cheap. Purchase casodex online, Most importantly SimplyBox works with applications in their natural state.  With several enterprise partnerships in place, expect to see SimplyBox transforming experiences in staid ERP, CRM, and SCM systems.

Your POV

What are your business goals in collaboration and Enterprise 2.0?  Have you succeeded at the corporate level or are you still at the departmental level.  Are you challenged trying to manage your collaboration strategy?  Have you tried SimplyBox ?  As a prospect or customer, what limitations do you see?   Add your comments to the discussion or send on to rwang0 at gmail dot com or r at softwaresinsider dot org and we’ll keep your anonymity.

Please let us know if you need help with your overall apps strategy. Here’s how we can help:


  • Assessing SaaS and cloud

  • Evaluating Cloud integration strategies

  • Assisting with legacy ERP migration

  • Planning upgrades and migration

  • Performing vendor selection

  • Providing contract negotiations and software licensing support


Related resources and links

YouTube Video Demos Of Simply Box In Enterprise Scenarios Such as SAP CRM and For Education Scenarios

Submit Your Solution For Consideration
To submit your Thursday's Disruptive Tech Showcase for consideration, check out the guidelines in the Policy section.

Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved.

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Order Casodex

Published on March 18, 2010 by R "Ray" Wang

2009 Results In Major Revenue Declines For On Premise And Officially The Year Of SaaS Order casodex, 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 have slowly recovered, acheter evista. Acquistare online gleevec,   This year's Software Insider Index™ (SII) highlights two major themes:


  • Legacy On-Premise Vendors Retain Operating Margins But Lose Revenue Share. Almost every on-premise software vendor lost revenue on a year-over-year (YoY) basis in 2009 (see Figure 1).  IFS (3.87%) and SAS Institute (2.21%) grew in the midst of the financial onslaught.  SAP is still double the size of Oracle in apps revenue!  Vendors such as QAD (-31.42%) and Manhattan Associates (-26.84%)saw the worst YoY declines (see Figure 2).  Most vendors relied on their maintenance and support to bolster their revenues. For example, South Carolina SC S.C., Maine ME Me., CDC, Epicor, discount gleevec, Buy casodex, Exact, Lawson, iressa no prescription, Purchase arimidex online, Manhattan, Oracle, billige zometa apotek, Cheap evista, QAD, and SAP exceeded a 1:2 ratio in new license to maintenance revenue.  Why?  Customers chose not to upgrade, arimidex price, Billig capecitabine apotek, purchase new licenses, and expand their footprint, Jotta evista verkossa. Cytoxan generic,   Despite the downturn, most vendors survived with operating margins between 10% an 50%, gleevec online kopen, Delaware DE Del., well above those achieved by SaaS vendors.   Traditional vendors clearly felt pressure from SaaS/Cloud.

  • SaaS Models Prove Themselves In 2009. Meanwhile, every SaaS vendor grew, cheap capecitabine no prescription, Order evista online, from Ariba with the lowest YoY revenue growth (0.44%) to SuccessFactors with the highest (38.73%). Overall the SaaS vendors tracked in the 2009 SII grew 7.98% in YoY revenue, order casodex. SaaS deployments expanded in all areas from CRM to HCM to spend management, Ohio OH. Evista pharmacy, Of note, Salesforce.com exceeded the $1.3B mark, evista generic, Buy iressa, a milestone for the SaaS industry.


Figure 1. Software Insider IndexTM (SII) Top 35 Enterprise Business Apps VendorsTM (Calendar Year Revenue)

[caption id="attachment_4542" align="alignnone" width="702" caption="Copyright © 2010 R Wang and Insider Associates, buy arimidex without prescription, αγοράζουν φτηνά iressa, LLC. All rights reserved."]screen-shot-2010-03-18-at-110717-am[/caption]


Figure 2, pharmacy arimidex. Software Insider IndexTM (SII) Top 35 Enterprise Business Apps VendorsTM (YOY Revenue Growth)
 Order casodex, [caption id="attachment_4555" align="alignnone" width="704" caption="Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved."]screen-shot-2010-03-18-at-23809-pm[/caption]

Your POV.

What's your read on the market?  Do you feel the SaaS model has added pressure to your traditional vendors?  Will everyone have a  SaaS option in 2010.

Am I missing a vendor?  Got the numbers wrong. Feel free to post your comments here or send me an email at rwang0 at gmail dot com .

Disclaimers

* Not responsible for any math errors or erroneous revenue information.

1, order casodex. Calendar year estimates based on the quarter nearest the calendar year.

2. Why these vendors than others?  Easy - because I cover them.

3. Order casodex, Exchange rates as of February 25th, 2010 for vendors who have not published quarterly conversions.  Not responsible for currency flux.

4. Estimates created for privately held vendors.

Not sure. Please read the quarterly filings yourself =)

Related resources and links

Take the new and improved survey on 3rd party maintenance

2009 Calendar Year Q4

2009 Calendar Year Q3

2009 Calendar Year Q2

2009 Calendar Year Q1

Software Insider Index™ (SII): 2008Software Insider IndexTM (SII): SII Top 30 Enterprise Business Apps VendorsTM & SII Top SaaS Business Apps VendorsTM SII Top 30 Enterprise Business Apps Vendors™

2008 Calendar Year Q4

2008 Calendar Year Q3

2008 Calendar Year Q2

2008 Calendar Year Q1


Copyright © 2010 R Wang and Insider Associates, LLC. All rights reserved.

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Order Irresa

Published on November 2, 2009 by R "Ray" Wang

Competition Intensifies For The Small And Medium Organization's Software Budget
 Order irresa, 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 their large maintenance bills.  With nowhere to go, enterprise apps vendors now turn to the small and medium sized market to drive their growth plans.  Consequently, billion to multi-billion dollar SMB stalwarts such as Infor, Microsoft, Sage, and Lawson are not standing still.  In fact, they seek opportunities to take market share from the industry leaders while fending off challenges from sub $500M SMB vendors such as Agresso, CDC Software, Deltek, Epicor, Exact, IFS, NetSuite, QAD, and Syspro.

Small And Medium-Sized Organizations Seek Enterprise Class Solutions Without The Resource Overhead

Globalization, irresa, Iresa, regulatory compliance, and economic demands results in similar market pressures for all sizes of business.  Size no longer plays a relevant role in business requirements.  In fact, irresa, Iresa, a recent survey of over 100 small and medium sized organizations, shows similar needs as large enterprises.  However, irresa, Irresa, small and medium-sized organizations can not afford the resource overhead required to maintain large and complex software systems.  The 10 areas that drive vendor selection decisions include (see Figure 1):

Figure 1. Small and medium sized organizations seek enterprise class solutions without the resource overhead

screen-shot-2009-10-24-at-82008-am


The Bottom Line - Ten Lessons Learned Emerge From Recent Vendor Selection Trends

  • Invest in last mile industry focused solutions.Customers expect their vendor to speak their language.  Solutions that lack vertical fluency and limited industry customer referencability will be relegated to the ERP graveyard, iresa. Irresa, Lessons learned: Demonstrate thought leadership in each vertical and lead industry discussions.  Focus on a handful of verticals.

  • Focus on rapid implementation and realization. Gone are the days of 12 to 18 month deployments.  Customers seek deployments times with less than 3 months, irresa.
    Lessons learned: Consider SaaS and OnDemand options.  Templates and productized roll-outs improve time to market but can't compete with  SaaS solutions and onDemand offerings in demonstrating value to customers.

  • Expand the number of trusted partners and vendors, order irresa. Irresa, As SMB's expand across the globe, they expect vendors to invest in trusted partners for both delivery and product footprint.  Customers expect partners to assist with localization in new geographies, iresa, Iresa, extend vertical solutions, and integration, irresa. Irresa, Lessons learned: Build partner ecosystems to geometrically expand reach while meeting customer needs.  No vendor can deliver on all customer needs.

  • Deploy easy to use reporting tools and BI. Value out of the box requires BI and reporting tools to be proactive and pervasive.  Users should have access to relevant and timely information along business processes, iresa. Irresa, Lessons learned: Design reporting tools with the end in mind.   Start with the value of information and embed throughout the business process.

  • Reduce administrative complexity and ownership costs. Order irresa, SMB's seek enterprise class capabilities sans the resource overhead of traditional large ERP products.  Business users need to be able to make changes and extend the system.  Ownership costs such as maintenance should deliver value or be reduced.
    Lessons learned: Design self-service administration capabilities from the get-go, irresa, Iresa, not an afterthought.  Software maintenance needs to deliver value or be offered in tiers based on perceived value.

  • Apply Web 2.0 style usability. Solutions should not require extensive training.  New generations of work expect the simplicity and ease of use from consumer based web applications, irresa. Irresa, Lessons learned: Invest in user experience and user interaction.  Design process flow based on role-based personas.

  • Improve stakeholder access. Employees, irresa, Irresa, partners, and customers must gain access to key business information.   Value should not be locked away from users when disconnected.  Mobile remains a future growth area, iresa.
    Lessons learned: Allow information to be accessed by everyone, everywhere, and at anytime.  New stakeholders will need access so apps should be designed with bullet-proof role based security.

  • Embed Microsoft Office Integration, order irresa. Irresa, Ability to use productivity tools should be a given.  Customers seek the ability to seamlessly integrate.
    Lessons learned. Success requires the design Office integration to be both a user interface and gateway into applications.  Clunky interfaces into Microsoft fail in adoption.

  • Deliver worry free updates, irresa. Customers should be able to update and upgrade software without significant time spent testing integrations and taking down the system.
    Lessons learned. Design application management into the system design.  Consider the business impact of down time.

  • Provide financing options Order irresa, .  Customers now expect vendors to provide financing to facilitate license purchases.  In many cases, clients seek financing to preserve cash position and add additional services such as training and implementation.
    Lessons learned. Use financing as deal enabler to drive not only license growth, but also larger deal sizes.  Financing is a weapon.



Your POV


Prospects and customers - do these requirements ring true?  Vendors -where are you with your SMB strategy. Let us know how we can assist.  Please post or send on your comments to rwang0 (at) gmail (dot) com or r (at) altimetergroup (dot) com and we’ll keep your anonymity.

Copyright © 2009 R Wang. All rights reserved.

.

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Quarterly Financial Tracker: Q1 CY 2009 Slowdown Impacts All Vendors, SaaS Still Experiencing Strong Double Digit Growth

Published on May 24, 2009 by R "Ray" Wang
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 as Manhattan Associates (-73.12%), QAD (-54.37%), Deltek (33.99%), CDC Software (33.77%), and SAP (32.80%) signal significant long term weakness in attracting new business.
  • Few winners in YoY license revenue for on premise vendors.  IFS (13.41%), Intuit Quick Books (5.23%), and Sungard (2.53%) showed positive traction amidst a morass of bad news.
  • On premise vendors stabilized maintenance revenues from major losses.  Some vendors including Epicor (49.25%), Deltek (26.09%), and IFS (20.25%) managed to show significant gains.
  • SaaS vendors cleaned house despite the challenging market.  Taleo (34.20%), Blackboard (26.25%), Concur (25.61%), Salesforce.com (23.14%), and NetSuite (21.83%), led the growth race in YoY total revenue.
  • Growth rates on a YoY basis have slowed for most SaaS vendors, though when factoring the economic forces, these gains reflect truly substantial success.
[caption id="attachment_2390" align="aligncenter" width="800" caption="Software Insider Index® Q1 CY 2009 On Premise Vendors"]Software Insider Index® Q1 CY 2009 On Premise Vendors[/caption]

[caption id="attachment_2381" align="aligncenter" width="800" caption="Software Insider Index® Q1 CY 2009 SaaS Vendors"]2009 Calendar Year Q1 SaaS Software Insider Index®[/caption]

The bottom line - SaaS goes mainstream in 2009 and on-premise vendors must offer hybrid deployment options

SaaS vendor growth continues to defy the ball and chain forces of the macro economy.  Though overall growth rates are less than the year before, the SaaS model gains favor with all sizes of enterprises and in all industries.   Rapid implementation, subscription pricing model, and constant innovation drive significant interest. This leaves on premise vendors in a precarious situation.  Without support for SaaS or other hybrid deployment options, expect customers to wall off their current vendors and pipe in new innovation around the edges with SaaS. Your POV. Do you find your vendor sales person becoming more aggressive with their sales tactics?  Have you held back on new purchases or upgrades?  Is this the year you go full out on SaaS? Feel free to post your comments here or send me an email at rwang0 at gmail dot com . * Not responsible for any math errors or erroneous revenue information.  Calendar year estimates based on the quarter nearest the calendar year.  Exchange rates as of February 25th, 2009.  Not responsible for currency flux.  Please read the quarterly filings yourself =)
Copyright © 2009 R Wang. All rights reserved.

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Wednesday’s Whispers: The Word On the Street – April 2009

Published on April 8, 2009 by R "Ray" Wang
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!  If you need a referral, don't hesitate to reach out to me via Linked In. Richard Barnett joins Fine Solutions as a Vice President for Business Development.  Richard last served as the CMO at Kineticsware, Inc and served as an evangelist for the Microsoft Dynamics product lines as Director of Product Marketing. Alan Bowling leaves his post as CIO of Northern Foods and joins the Training and Development Agency for Schools as CIO.  Alan also serves as the Chairman of the very independent and influential SAP UK & Ireland Users Group. Max Efimov became Director of Emerging Technologies at SITA CORP in November 2008.  Previous roles include serving as a Manager of Enterprise Solutions - SAP for BearingPoint, Enterprise Solutions Architect at Tesoro Corp and Lead Systems Specialist at Valero Energy Corp. Bill Geist has been promoted to Executive Vice President of Services at CDC Software.  Bill formerly served as the SVP of Customer Services.  Bill brings a wealth of management consulting, staffing and professional services experiences with several senior roles as a Partner at Tatum, L.L.C., CEO of Application Partners, L.L.C., Senior Vice President for Headstrong, Inc., Partner of Whittman-Hart, Inc., Director at Cambridge Technology Partners, and VP of IT and Services for Scientific Atlanta. Aloke Ghosh has been appointed as the new CFO for Systime. Peter Graf is now Chief Sustainability Officer at SAP.  Peter served as the Executive Vice President for Marketing at SAP Labs. Allison Guidette became VP & GM at Thomson Reuters in January 2009.  Prior to Thomson Reuters, Allison served as Senior Vice President of Product Management at Merrill Corporation, Vice President of Business Law at Thomson West, and Senior Director at Corporate Executive Board. Christof Herzog became Manager Customer Segmentation Fachleiter Kundensegmentierung at Deutsche Telekom in January 2009.  Past roles include Principal Analyst at Vodafone and Senior Quantitative Analyst at Forrester Research. Indu Khattar brings strong operational experiences to SYSTIME as the COO.  Indu draws upon 2 decades of senior management experience with Fujitsu, ICIM, and Wipro Tom Kucharvy serves as the CEO at Beyond IT, Inc. in January 2009.  Tom bring a wealth of star analyst skills from Ovum where he was an Senior Vice President and from his experiences in building Summit Strategies as President and CEO. Norman Liang leaves Fox Interactive Media (Photobucket) to join stealth startup Fire-Exit.  Norm currently advises TripJane and the Martini Media Network.  Prior to Photobucket, Norm served a Business Development role at Nokia. Justin Mckenna is now a Business Development Representative at CIBER. Justin's experiences include roles as a Business Development Executive at One Technologies and Account Manager at Forrester Research. Vinay Nair joins IBM Cognos as an ERP market strategist.  At International Data Corporation (IDC), Vinay served as the Research Manager for the Canadian Enterprise Applications market and a Senior Research Analyst for the Middle East and Africa regions. Sean O'Neill leaves uTANGO to join GMI as Vice President of product and program management.  Sean has served executive roles in product management including seven years at Amazon.
Matt Pawl was promoted in March 2009 to Vice President of Marketing at Hayes Technology Group.  Matt previously was the marketing director. Anita Rao joins Symantec with the Global ERP Systems team.  Anita bring senior IT experiences from Visa, Garage Technology Ventures, Jamcracker, Oracle, Merrill Lynch, and Bear Stearns. Richard (Rick) Reidy has been promoted from COO to President and Chief Executive Officer (CEO) at Progress Software Corporation.  Reidy bring both a products and management background to the position. Joel Rosenberger joins GMI as Vice President of Engineering.  Joel bring experience from Amazon's Web Services team as well as roles as technical diplomat at Microsoft, CTO of TransLink Software, and Senior Architect at Attachmate. Dave Sampson takes on the role of Vice President for demand generation and customer experience at GMI's marketing strategies.  Dave was previously vice president of marketing for Sampa Corporation. Eilleen Shields takes on new responsibility as a Business Development Manager at Planpower a UXC company. Prior roles include senior sales positions with SAP, Forrester Research, and Jupiter Research. Michael Sotnick moved to ActivIdentity in December 2008.  As Executive Vice President of Worldwide Sales and Field Operations, Michael will put his sales, channel, and partner enablement experiences from SAP and Veritas to work. Chloe Stromberg is now a Senior Survey Research Manager at comScore, Inc. Chloe brings analytical and survey experience from work at IdeaLab and the University of Michigan. Mike Thoma became CTO and CMO at Blink Logic Inc. in December 2008. Previous experiences include roles as a special advisor to the CEO at Blink Logic and VP of Product Marketing at Actuate Corporation. Angus Thomson takes on a new role at Intuit as VP & General Manager of the Grow Your Business Division.  Angus formerly led Intuit's Mid-Market group as VP & General Manager. Chris Townsend joins i-Nova Software as their VP of Marketing. CORPORATE WHISPERS Hearing from leading CIO's and VP's at technology firms:
  • Many clients refusing to pay maintenance fees and have let contracts lapse
  • Vendors fearful of the high interest in third party maintenance. Some customers considering anti-trust suits in EU and US
  • Virtualization, Business Process Outsourcing, and SaaS seen as cost saving investments
  • Interest in SOA on the decline, but party faithful still in large numbers
  • Gov contracting, healthcare, compliance, project based solutions, and BI remain hot investment sectors for M&A
Got a scoop or something to share? Please post or send on to rwang0 at gmail dot com and we’ll keep your anonymity. * Not responsible for any factual errors or omissions.  However, happy to correct any errors upon email receipt. Copyright © 2009 R Wang. All rights reserved.

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Software Insider Index™ (SII): SII Top 30 Enterprise Business Apps Vendors™ & SII Top SaaS Business Apps Vendors™

Published on February 26, 2009 by R "Ray" Wang
Now with most of the craziness of Q4 behind us, its time to unveil the Software Insider Indices:
  1. 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.
  2. SII Top 5 SaaS 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.
So drum roll please... [caption id="attachment_1602" align="aligncenter" width="850" caption="Software Insider Index: Top 30 Enterprise Business Apps Vendors™ "]2008-sii-top-30-enterprise-business-apps-vendors-rev-23[/caption]
The 2008 SII® Top 30 Enterprise Business Apps Vendors™*
  1. SAP $14,689.9M (€11,567.0M)
  2. Oracle (Apps Revenue Only) $8,418.3M (est.)
  3. Computer Asssociates $3,248M
  4. Amdocs $3,162M
  5. Intuit $3,107M
  6. Infor $2,200M (est.)
  7. Sage Group (oct. fiscal year) $1,893.4M (£1,295.0)
  8. Microsoft Dynamics $1,154.5M (est.)
  9. SalesForce.com $1,076.8M
  10. Lawson $843.2M
  11. Agresso $500.4M (€ 393.5M)
  12. Epicor Software $477.8M
  13. Activant $432M (est.)
  14. JDA Software $390.3M
  15. IFS $383M (SKr 2,500M) (1USD = 6.58 SKr, average quarterly exchange rates)
  16. Exact Software $337.4M (€265.4M)
  17. Manhattan Associates $337.2M
  18. Ariba $337.1M
  19. Deltek $289.4M
  20. QAD $279.4M
  21. i2 $256.9M
  22. Glovia (A Fujitsu Company) $246M (est.)
  23. CDC Software $235M (est.)
  24. IBS Software $229.6M (SKr 2035M)
  25. Concur $220.4M
  26. Cincom $178M (est.)
  27. Taleo $167.7M
  28. NetSuite $152.5M
  29. RightNow $102.6M
  30. SoftBrands $99.7M
The 2008 SII® Top 5 SaaS Business Apps Vendors™*
  1. SalesForce.com $1,076.8M
  2. Concur $220.4M
  3. Ultimate Software $178.0M (added 2/26/2009 @ 17:17 GMT)
  4. Taleo $167.7M
  5. NetSuite $152.5M
  6. RightNow $102.6M
Your POV. Am I missing a vendor?  Feel free to post your comments here or send me an email at rwang0 at gmail dot com . * Not responsible for any math errors or erroneous revenue information.  Calendar year estimates based on the quarter nearest the calendar year.  Exchange rates as of February 25th, 2009 for vendors who have not published quarterly conversions.  Not responsible for currency flux.  Please read the quarterly filings yourself =) Changes: March 12, 2009 converted IFS from $279.3 to $383M (SKr 2,500M)  using 1USD = 6.58 SKr, average quarterly exchange rates.  Ranking moved from 21 to 15.
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Quarterly Financial Tracker: Q4 CY 2008 SaaS Vendors Trump On-Premise Vendors In Quarterly Performance

Published on February 25, 2009 by R "Ray" Wang
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 possible growth of maintenance and service revenues is the key goal, though almost all vendors have put off any maintenance price increases as this would be in poor taste in a down economy.  Details below: Major highlights in the 2008 Calendar Year  include:
  • Big double digit gains in YoY annual license revenue winners include:  JDA (52.9%) and Agresso (27.5%), Oracle (13.3%), SAP (12.9%), Epicor (11.2%), and QAD (10.0%).
  • Big gains in YoY subscription license revenue winners include: Concur (49.3%), SalesForce.com (43.8%), and NetSuite (40.5%), Taleo (31.1%), and Right Now (17.9%).
Major highlights in the Q4 Calendar Year of 2008 include:
  • Big gains in YoY quarterly license revenue winners include: SoftBrands (124.9%), JDA (52.9%) and Agresso (25.6%)
  • Double digit losses in YoY quarterly license revenue include: Epicor (-34.1%)Deltek (-27.2%), Manhattan (25.5%), Oracle (-15.2%), and Exact Software (-10.8%).
  • Double digit maintenance revenue winners include: Agresso (29.5%), Epicor (17.2%), IFS (13.6%), SAP (12.3%), and Oracle (11.7%).
  • Subscription revenue vendors (i.e. SaaS vendors and vendors with SaaS/OnDemand offerings and others with subscription services) continue to grow at breakneck paces with CA (55%), SAP -Subscription Revenue (39.6%), SalesForce.com (35.4%), Ariba (35.1%), Taleo (31.5%), NetSuite (30.5%), and Concur (21.5%), leading the charge in year over year quarterly revenue growth.
Enterprise Software Vendors with Perpetual License Revenues (YoY Q4 Calendar Year 2008 Comparisons)*
  • Agresso Software (2H 2008) - License up 25.6% to €37.7M/ Maintenance and support  up 29.5% to €84.7M/ Services up 31.6% to  €79.7M.  2008 Calendar Year End - up 27.5% to € 393.5M/ $500.4M (1 USD = 0.786468 EUR)
  • CDC Software (2H 2008) - Awaiting Financial Reports. 2008 Calendar Year End - Awaiting Financial Reports.
  • Deltek (FY Q4) - License down 27.2% to $19.8M / Maintenance and support down 1.8% to $21.9M / Services up 9.27% to $30.0M 2008 Calendar Year End - up 4.0% to $289.4M
  • Epicor Software (FY Q4) - License down 34.1% to $25.2M /Maintenance and support up 17.2% to $48.5M / Services up 8.7% to $38.2M 2008 Calendar Year End - up 11.2% to $477.8M
  • Exact Software (2H 2008) - License down 10.8% to €38.1M /Maintenance and support up 7.5% to €67.4M / Services up 17.2% to €29.7M 2008 Calendar Year End - up 5.3% to €265.4M/ $337.4M (1 USD = 0.786468 EUR)
  • i2 (FY Q4)- License down 2.5% to $12.1M/ Maintenance and support up 6.3% to $30.9M / Services up 5.1% at $21.9M 2008 Calendar Year End - flat at $256.9M
  • IFS (FY Q4) - License down 2.0% to SKr 145M /Maintenance and support up 13.6% to SKr 200.0M / Services revenue up 10.8% to SKr 391.0M 2008 Calendar Year End - up 7.0% to SKr 2,500M/ $279.3M ( 1 USD = 8.94953 SEK)
  • Intuit (FY Q2) - Quick Books revenue up 5.4% to $1754.M 2008 Calendar Year End - Quick Books revenue flat at $256.9M
  • JDA Software (FY Q4) - License up 52.9% to $34.3M/ Maintenance and support down 6.4% to $44.0M / Services revenue down 3.9% to $25.1M 2008 Calendar Year End - up 7.87% to $390.3M
  • Lawson Software (FY Q2) - License down 8.9% to $30.1M/ Maintenance and support up 6.4% to $90.1M / Services revenue down 14.6% to $86.2M 2008 Calendar Year End - up 4.1% to $843.2M
  • Manhattan Associates (FY Q4) - License down 25.5% to $13.8M/ Maintenance and support down 5.7% to $53.8M / Services revenue down 14.6% to $8.0M 2008 Calendar Year End - down 0.1% to $337.2M
  • Oracle (Apps Estimate) (FY Q2) - License down 15.2% to $469.0M/ Maintenance and support up 11.7% to $1,095.0M / Services (factored as .33 of total services rev) up 13.17% to $189.0M 2008 Calendar Year End - up 13.29% to $8,418.3M
  • Progress Software (FY Q4) - License up 4.31% to $13.8M/ Maintenance and support up 7.4% to $72.4M / Services revenue down 13.0% to $13.6M 2008 Calendar Year End - up 5.0% to $518.3M
  • QAD (FY Q3) - License down 7% to $13.1M / Maintenance and support up 1.2% to $32.7M/ Services up 8.9% to $22M 2008 Calendar Year End - up 10.0% to $279.4M
  • SAP (FY Q4)- License down 6.5% to €1,323.0M /Maintenance and support up 12.3% to €1,129.0M / Services up 8.6% to €808.0M 2008 Calendar Year End - up 12.9% to €11,567.0M/ $14,689.9M (1 USD = 0.786468 EUR)
  • SoftBrands (FY Q3) - License up 124.9% to $6.7M / Maintenance and support down 4.57% to $12.9M/ Services down 0.4% to $4.9M 2008 Calendar Year End - up 10.0% to $279.4M
Enterprise Software Vendors with Subscription Revenues (YoY Q4 Calendar Year Comparisions)*
  • Ariba (FY Q4) - Subscriptions up 35.1% to $54.1M / Services down 13.4% to $32.0M.  2008 Calendar Year End - up 11.8% to $337.1M
  • CA (FY Q3)- Subscriptions up 55% to $1.393B / Software fees down 30% to $15M / Services down 27% to $74M.  2008 Calendar Year End - up 1.75% to $3,248M
  • Concur (FY Q1) - Subscriptions up 21.5% to $56.6M/ Services down 28.7% to $2.0M.  2008 Calendar Year End - up 49.3% to $220.4M
  • NetSuite (FY Q4) - Subscriptions up 30.5% to $41.4M 2008 Calendar Year End - up 40.5% to $152.5M
  • Oracle (On Demand) (FY Q2) - Subscriptions up 13.2% to $189.0M 2008 Calendar Year End - up 21.7% to $752.0M
  • Right Now (FY Q4) - Subscriptions up 12.5% to $26.5M 2008 Calendar Year End - up 17.9% to$102.6M
  • SalesForce.com (FY Q4) - Subscriptions up 35.4% to $266.1M/ Services up 15.1% to $23.5M 2008 Calendar Year End - up 43.8% to $1,076.8M
  • SAP (Subscription Revenues) (FY Q4) - Subscriptions up 39.6% to €74M, 2008 Calendar Year End - up 41.7% to €258M /$327.6M (1 USD = 0.786468 EUR)
  • Taleo (FY Q4) - Awaiting Financial Restatement of Earnings Estimates - Subscriptions up 31.5% to $37.4M /Sevices down 40.8% to $3.6M 2008 Calendar Year End - Awaiting Financial Restatement of Earnings Estimates - up 31.1% to $167.7M
The bottom line - on premise vendors will continue to be threatened by SaaS models in a recession Despite fierce Q4 discounting for on-premise software, many prospects and existing customers continue to explore SaaS options.  The continued explosive growth demonstrates sustaining and growing interest in the SaaS model.  However, on premise vendors are not down for the count and can combat the effects of SaaS by offering hosting, vendor led financing, lower cost of ownership, increased flexibility, and right sized maintenance.  However, the current recession may be the catalyst to bring SaaS pricing and delivery models into the mainstream. Your POV. Are you ready to take the SaaS plunge this year?  Am I missing a vendor?  Feel free to post your comments here or send me an email at rwang0 at gmail dot com . * Not responsible for any math errors or erroneous revenue information.  Calendar year estimates based on the quarter nearest the calendar year.  Exchange rates as of February 25th, 2009.  Not responsible for currency flux.  Please read the quarterly filings yourself =)
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Quarterly Financial Tracker: 2008 Q3 CY Quarterly Revenues Show Deflection Point

Published on November 26, 2008 by R "Ray" Wang
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 trends in Q3 include:
  • Overall new license revenues down for most on-premise vendors except IFS, Intuit, JDA, and SAP, who have managed to buck the trend.  Continued drop in this leading indicator for long term growth is a troubling sign.
  • Vendors continue to focus on cranking up maintenance and service revenues, though most vendors have put off any maintenance price increases.
  • Vendors continue significant cost cutting with travel freezes and non-client facing expense elimination or reduction.
  • Exceptions to the trend in on-premise apps license revenue decline include purpose built solutions or vendors with deep verticalization strategies.  For example, IFS' is gaining traction with its focus on micro verticals and project based businesses.  Retail's re-emergent focus on reinvesting in operations is bolstering JDA's business.
  • Subscription revenue vendors (i.e. SaaS vendors and vendors with SaaS/OnDemand offerings) continue to grow at breakneck paces with Ariba (73%), Concur(72%), CA (55%), and Taleo (49.4%), leading the charge in year over year quarterly revenue growth.
Here's the break down of year over year quarterly new license sales numbers/recurring revenues: Enterprise Software Vendors with Perpetual License Revenues (YoY)*
  • CDC Software - License down 16% to $12.8M / Maintenance up 12% to $24M / Services down 15% to $21.1M
  • Deltek - License down 13% to $18.5M / Maintenance up 12% to $29.3M / Services up 1% to $23.1M
  • Epicor Software - License down 7% to$22.4M /Maintenance up 24.8% to $50.1M / Services up 27.1% to $41.6M
  • i2- License up 0.4% to $10.6M/ Maintenance down 8.9% to $20.9M / Services flat at $33.4M
  • IFS - License up 34% to SKr 142M ($17.9M) /Maintenance rose  SKr 175M ($22.1M) / Services revenue up 13.4% to SKr 287M ($36.2M)
  • ILOG - License up 61% to 17.8M / Maintenance up 46% ‚
  • Intuit - General revenues up 8% to $481M.  Quick Books Revenue up 6% to $152M, Payroll and payments revenue up 16% to $152M
  • JDA Software - License up 48.4% to $23M/ Maintenance rose 5.9% to $46.4M / Services revenue down 18.6% to $29M
  • Lawson Software - License down 17% to $21.1M/ Maintenance up 13% to $89.1M / Services down 3% to $80.7M
  • Oracle (Apps) - Oracle reports Q2 FY2009 in December - will update later as they are the "first" in the cycle
  • QAD - License down 7% to $13.1M / Maintenance up 1.2% to $32.7M/ Services up 8.9% to $22M
  • SAP - License up 7% to 763M / Maintenance up 20% to 1.167B / Services up 11% to 748M
Enterprise Software Vendors with Subscription Revenues (YoY)*
  • Ariba - Subscriptions up 73% from $18.8M to $32.6M
  • CA - Subscriptions up 55% to $1.393B / Software fees down 30% to $15M / Services down 27% to $74M
  • Concur - Subscriptions up 72% to $55.7M
  • NetSuite - Up 44% to $40.4M
  • Oracle (On Demand) - Oracle reports Q2 FY2009 in December - will update later
  • Right Now - Subscriptions up 19% to $25.9M
  • SAP - Subscriptions up 39% to $64M
  • SalesForce.com - Subscriptions up 44% to $253.4
  • Taleo - Subscriptions up 49.4% to $40.9M
The bottom line - the price wars in Q4 are real but the best deals may come in Q1. Initial results show that SaaS vendors appear to be the main beneficiaries with customers seeking shorter term contracts (i.e. moving away from one year agreements back to the month to month model).  Try before you buy is definitely picking up.  However, early Q4 indicators from conversations with sales professionals and prospects indicate that Q4 discounting for on-premise software remains fierce and as competitive with SaaS pricing. Prospects and existing customers should take advantage of Q4 price wars but be cognizant that deals in Q1 2009 may be even better because most vendors will have exhausted their Q1 pipelines! Your turn. What's the best deal you are getting?  Feel free to post your comments here or send me an email at rwang0@gmail.com . * Not responsible for any math errors or erroneous revenue information.  Please read the quarterly filings yourself =)
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Wednesday’s Whispers: The Word On the Street – November 2008

Published on November 5, 2008 by R "Ray" Wang
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 Peter Yip, CEO of parent company CDC Corp. Jocelyn Eisenberg has started her own analyst relations firm at Eisenberg Analyst Relations Services. Garland Hall has been appointed SVP of Product Support at Deltek.  Garland joins Deltek as of October 6th and brings experiences from EnterpriseDB, Composite Software, and webMethods.  As a direct report to Kevin Parker, Garland will manage the global customer support operations. Klaus Kreplin, the head of SAP's NetWeaver Product and Technology Unit retired from SAP in October. Allen Lovett joins Compiere as EVP of Field Operations. Allen will drive go-to-market strategy for global expansion in sales and professional services.  Lovett comes from senior experiences at Sawis Communications, Oracle, Siebel Systems, and Upshot. John Papandrea joins SAP as a SVP of the Healthcare IBU from Deloitte. Hannah Smalltree became Editorial Director, Enterprise Applications Media Group at TechTarget in July 2008. Sergio Segal became a consultant in Competitive Intelligence at SuccessFactors in June 2008. Borys Stokalski, VP at Infovide-Matrix has become President, Mazovian Chapter at PTI (Polish Information Processing Society) in October. Michael Van der Breggen has been promoted from Operations Director to Vice President at Atos Origin.  He will lead the company's ERP services in North America as of October 29th. Ben Wan became Board of Advisor at Motally in August 2008. *Updated Nov 10th* John Wookey joins SAP leading on Demand initiatives for the Enterprise.  He starts November 10th in Palo Alto, CA.  John formerly ran Oracle's Fusion Application initiative and left Oracle October 2007. CORPORATE WHISPERS Got a scoop or something to share? Please post or send on to rwang0@gmail.com and we'll keep your anonymity.
  1. Healthcare Information Systems are still all the buzz.  The VC's I'm talking to hint that a big name like a McKesson, Cerner, Epic, or Medi-tech may make the move or be the target.  One could even expect the acquirer to be a Big 4 vendor.
  2. SaaS Integration vendors may be the next big area for M&A.  As customers struggle for seamless hybrid integration, vendors are looking for the best integration tools.
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