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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

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Wednesday’s Whispers: The Word On The Street – May 2009

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. Bronwyn J. Allen became Director, Analyst Relations at Fujitsu America, […]

Posted by R "Ray" Wang on May 20, 2009

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Research Summary: Shape Your Apps Strategy To Reflect New SaaS Licensing And Pricing Trends

FORWARD AND COMMENTARY “Shape Your Apps Strategy To Reflect New SaaS Licensing and Pricing Trends” represent the seventh report in an on-going series to provide clients with insight on how to better align their packaged apps strategies.  As more and more clients seek SaaS solutions as options to pipe in innovation and potentially control costs, […]

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

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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

Wednesday’s Whispers: The Word On The Street – January 2009

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! Jeff Abbott, Oracle‘s former Vice President for Global Accelerate Strategy and Programs has left and joined Infor.  Prior to joining Oracle, Mr. Abbott held senior […]

Posted by R "Ray" Wang on January 14, 2009

3 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

Event Report: Dreamforce 2008 – Love is In the Clouds

(Photo: Main show floor for Dreamforce 2008 at Moscone Center, San Francisco, CA. Copyright © 2008 R Wang. All rights reserved.) Over 9,000 attendees made it to the annual San Francisco pilgrimage to hear the high priest of SaaS kickoff the event.  This year’s theme focused on the future of Cloud Computing, a focus on […]

Posted by R "Ray" Wang on November 12, 2008

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Vendor Event: DreamForce’08

Title: Vendor Conference: DreamForce\’08 Location: Moscone Center, San Francisco, CA Link out: Click here Description: Get Inspired We are at the tipping point of a revolution in SaaS computing- It’s transforming the way we live and work. How can you stay on the cutting edge? More importantly, how do you use SaaS to unshackle the […]

Posted by R "Ray" Wang on November 2, 2008

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News Analysis: Oracle SaaS Platform Offering Adds Choice to Emerging PaaS Platform Wars

Emerging SaaS platform wars akin to on-premise middleware wars With consolidation in the middleware market fairly under way, adoption of SaaS platforms (i.e. PaaS) by solution partners represents the next land grab in the enterprise software space. Current key players include industry leaders and specialists such as Salesforce.com, NetSuite, IBM, Microsoft, Oracle, and Magic Software […]

Posted by R "Ray" Wang on September 23, 2008

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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

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