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Quarterly Financial Tracker: Q3 CY 2010 Enterprise Software Vendors Solidify Performance Turnaround

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 by R "Ray" Wang on November 19, 2010

8 Comments

News Analysis: Deltek Pays $60M For INPUT, Solidifies GovCon Ecosystem

Deltek Expands Core Vertical While Diversifying Profit Streams Project Based Solutions (PBS) vendor Deltek plans to close its $60 million acquisition of INPUT, a government contracting market research and business development firm, on October 1st, 2010.  The transaction will add $26.2M in annual revenue, 160 employees, and a rich government contracting ecosystem.  Analysis of the […]

Posted by R "Ray" Wang on September 30, 2010

0 Comments

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

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 by R "Ray" Wang on August 20, 2010

15 Comments

Research Report: Microsoft Partners – Before Adopting Azure, Understand the 12 Benefits And Risks

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 by R "Ray" Wang on July 11, 2010

25 Comments

News Analysis: Deltek Offers To Buy Maconomy For $72.7M

Acquisition Consolidates Two Market Leaders In The Project Based Solutions Market Deltek announced on June 3rd that they would acquire Maconomy for  $72.7M ($3.39/share (DKK 20.50)).  Maconomy is a leading project based solutions (PBS) software company with ~35.6M in revenues (2009) based in Copenhagen, Denmark.  Deltek is a 265.8M revenue (2009) PBS software vendor based […]

Posted by R "Ray" Wang on June 4, 2010

1 Comment

Wednesday’s Whispers: People Whispers – May/June 2010

PEOPLE WHISPERS: MOVES, PROMOTIONS, AND MILESTONES* The tech sector continues to expand.  Significant job moves in May and June highlight the emerging  number of career opportunities.  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 […]

Posted by R "Ray" Wang on June 2, 2010

1 Comment

Quarterly Financial Tracker: Q1 CY 2010 – Software’s Back With Double Digit Gains In License Growth

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 Figure 2).  Highlights for the 2010 CY Q1 2010 results: Big gains […]

Posted by R "Ray" Wang on May 27, 2010

5 Comments

Software Insider Index™ (SII): 2009 SII Top 35 Enterprise Business Apps Vendors™

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 […]

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

13 Comments

Tuesday’s Tip: When To Go With A Two-Tier ERP Strategy

Single Instance ERP Harder And Harder To Justify The holy grail of an ERP implementation used to be the single instance deployment.  However, market forces, a move to adopt new disruptive technologies, slow pace of innovation from incumbent vendors, and high maintenance fees have changed many organization’s perspectives.  Add a slew of rapidly changing business […]

Posted by R "Ray" Wang on March 2, 2010

19 Comments

Quarterly Financial Tracker: Q4 CY 2009 SaaS Vendors Continue To Trump On Premises Vendors In YoY Growth

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, SaaS vendor results […]

Posted by R "Ray" Wang on February 24, 2010

8 Comments

Wednesday’s Whispers: People Whispers – January 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. Roger Bottum became VP […]

Posted by R "Ray" Wang on January 26, 2010

0 Comments

Wednesday’s Whispers: People Whispers November/December 2009

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. Eliot Axelrod became Senior […]

Posted by R "Ray" Wang on December 16, 2009

0 Comments

Quarterly Financial Tracker: Q3 CY 2009 SaaS Vendors Face Some Headwinds, On-Premise Still In The Tank

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 by R "Ray" Wang on November 18, 2009

8 Comments

Quarterly Financial Tracker: Q2 CY 2009 SaaS Vendors and Purpose Built Solutions Rack Up Big Wins

Most on-premise vendor continue to slip into significant YoY losses in license revenue and overall revenues.  Meanwhile, economic conditions continue to favor SaaS, best-of-breeds, and purpose built solutions. Major themes in the 2009 Calendar Year Q2 include: Economic conditions drive demand for best of breed and point solutions delivered by SaaS deployment.  Consequently, SaaS vendors […]

Posted by R "Ray" Wang on September 28, 2009

5 Comments

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

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 […]

Posted by R "Ray" Wang on May 24, 2009

4 Comments

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

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 […]

Posted by R "Ray" Wang on February 26, 2009

14 Comments

Quarterly Financial Tracker: Q4 CY 2008 SaaS Vendors Trump On-Premise Vendors In Quarterly Performance

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 […]

Posted by R "Ray" Wang on February 25, 2009

2 Comments

Vendor Event: Deltek Insights 2009

Title: Vendor Event: Deltek Insights 20009 Location: Gaylord Palms Resort and Convention Center, Orlando, FL Link out: Click here Description: Welcome to Deltek Insight 2009 The leading industry event for project-focused professionals. Deltek Insight is designed to provide you with everything you need to be successful. No other event offers Deltek customers and partners nearly […]

Posted by R "Ray" Wang on February 11, 2009

0 Comments

Quarterly Financial Tracker: 2008 Q3 CY Quarterly Revenues Show Deflection Point

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. […]

Posted by R "Ray" Wang on November 26, 2008

3 Comments

Wednesday’s Whispers: The Word On the Street – November 2008

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 […]

Posted by R "Ray" Wang on November 5, 2008

0 Comments

Quarterly Financial Tracker: Dichotomy In Revenue Growth for 2008 Q2 CY Quarterly Revenues

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 vendors all […]

Posted by R "Ray" Wang on August 31, 2008

1 Comment