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News Analysis: Oracle Buys RightNow For $1.43B

The Acquisition Machine Heads To The Public Cloud Users gathered at the Customer Summit 2011 at the Broadmoor Hotel woke up to the shocking announcement that Oracle (NASDAQ: ORCL) announced a $1.43B acquisition of leading SMB CRM vendor RightNow Technologies (NASDAQ: RNOW) today.  According to Thomas Kurian, “Oracle is moving aggressively to offer customers a […]

Posted by R "Ray" Wang on October 24, 2011

Quick Take: Infor and Golden Gate Gain Definitive Agreement To Acquire Lawson For $2B

New Firm To Focus On Verticals And Growth Markets Golden Gate Capital and Infor entered an agreement to acquire Lawson at $11.25 per share.  The transaction is valued at $2B. Following the 7am ET press release,  a conversation with Charles Phillips and Duncan Angove highlighted key elements of the deal: Focus on growth. Infor sees […]

Posted by R "Ray" Wang on April 26, 2011

News Analysis: Salesforce.com Acquires Radian6 For $316M

Salesforce.com Bets Big On Social Media Monitoring And Socialytics Salesforce’s definitive agreement to acquire Radian6 continues the consolidation of 100’s of social software vendors in the marketplace.  Radian6, a social media monitoring and customer engagement platform, provides tools for companies seeking to harness the power of social media and related social networks.  Most customers utilize […]

Posted by R "Ray" Wang on March 30, 2011

News Analysis: Infor Extends $1.84B Unsolicited Offer For Lawson

Unsolicited Offer Marks Chuck Phillips’ First Acquisition Attempt At Infor On March 11th, St.Paul, MN, based Lawson announced that Infor and Golden Gate Capital made a $1.84B unsolicited offer.   This comes after the March 8th news that Lawson retained Barclays Bank to evaluate options.  An acquisition by Infor (the 3rd largest ERP vendor) and Lawson […]

Posted by R "Ray" Wang on March 14, 2011

News Analysis: Salesforce.com Buys Heroku For $212M – Shows Commitment To Next Gen Apps

Acquisition of Heroku In Line With Platform Future of Salesforce.com At Marc Benioff’s keynote, the CEO reiterated his commitment to 6 clouds: Sales, Service, Data (Jigsaw), Collaboration (Chatter), Cloud Platform (Force.com), and Database (database.com).  As Salesforce.com continues to diversify its portfolio into adjacent markets, the platform as a service (PaaS) component remains a key area […]

Posted by R "Ray" Wang on December 8, 2010

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

Research Report: The Upcoming Battle For The Largest Share Of The Tech Budget (Part 2) – Cloud Computing

Welcome to a part 2 of a multi-part series on The Software Insider Tech Ecosystem Model.  Part 2 describes how the cloud fits into the model.  Subsequent posts will apply the model to these leading vendors: Overview Cloud Cisco Dell HP IBM Microsoft Oracle Salesforce.com SAP The aggregation of these posts will result into a […]

Posted by R "Ray" Wang on August 9, 2010

Research Report: The Upcoming Battle For The Largest Share Of The Tech Budget (Part 1) – Overview

Welcome to a multi-part series on The Software Insider Tech Ecosystem Model.  Subsequent posts will apply the model to these leading vendors: Overview Cloud Computing Cisco Dell HP IBM Microsoft Oracle Salesforce.com SAP The aggregation of these posts will result into a research report available for reprint rights. Business Models Converge During Recessions Is your […]

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

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

News Analysis: IBM Buys Sterling Commerce From AT&T

 Merger Ties B2B Integration Tools With Selling And Fulfillment On May 24th, IBM surprised the market with its $1.4B, all-cash, definitive agreement to buy Dublin, Ohio based Sterling Commerce from AT&T.  Sterling Commerce was purchased by SBC Communications in 2000 for its strengths in B2B integration.  As an AT&T company in 2005, they acquired […]

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

Initial News Analysis: Oracle Buys Primavera

Oracle’s announced the acquisition of Primavera, a leading project based solution (PBS) provider.  This latest acquisition signals continued consolidation in the project based solution market which is a 6.6B market based on recent market forecasts.  Oracle’s move addresses a significant need as project professionals remain challenged by existing business solutions that force-fit production and manufacturing […]

Posted by R "Ray" Wang on October 8, 2008