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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

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

Tuesday's Tip: Dealing With Vendor Threats For "All Or Nothing" Maintenance Agreements

Recent Client Interactions Hint At Increasingly Aggressive Vendor Behavior Conversations with 11 enterprise apps customers in the past two months indicate stricter enforcement of vendor “All or Nothing” maintenance policies.  “All or Nothing” maintenance policies often require customers to put all licenses on maintenance or receive no maintenance from the vendor.  These policies also prevent […]

Posted by R "Ray" Wang on July 20, 2010

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

Research Report: Rethink Your Next Generation Business Intelligence Strategy

BI Solutions Must Address The Information Management Matrix A confluence of changing business requirements and on-going vendor consolidation leads many organizations to rethink their business intelligence (BI) strategies.  Many buyers face decisions to move beyond departmental solutions or to stay with an integrated apps based BI solution.  Meanwhile, some buyers must decide whether or not […]

Posted by R "Ray" Wang on June 28, 2010

News Analysis: Infor Bets On Microsoft

Infor Takes A Bold Stance By Standardizing Their Technology Stack On June 23rd, 2010,  Infor announced that the Alpharetta, GA, based software solutions provider would align its future tools and technology platform with Microsoft.  Infor intends to use and integrate Microsoft server-based products to improve time to market for future product development.  In addition, Infor […]

Posted by R "Ray" Wang on June 25, 2010

Event Report: Top 10 Questions To Ask At The Microsoft TechEd/STB Analyst Summit

Clients Now See Microsoft As The Neutral Vendor, Hence All The Questions Just less than 3 years ago, Microsoft was still perceived as part of the “evil” empire.  Business leaders worried about the complicated and expensive licensing and pricing structures.  IT leaders bemoaned the lock-in and proprietary and often buggy software.  But in a reversal […]

Posted by R "Ray" Wang on June 6, 2010

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

Event Report: Sapphire 2010 Brings Customers Back To A Sense Of Normalcy

(Credit: R “Ray” Wang, Insider Associates, LLC) Co CEO’s Stabilize The Company Both SAP Co-CEO’s Bill McDermott (Orlando) and Jim Hagemann Snabe (Frankfurt) took stage on May 18, 2010, in a simulcasted keynote.  While Bill highlighted SAP’s future vision and commitment to customers, Jim focused on communicating the SAP product strategy to match the corporate […]

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

News Analysis: Salesforce.com and VMware Up The Ante In The Cloud Wars With VMforce

VMWare and Salesforce.com Battle For The Hearts And Minds Of Cloud-Oriented Java Developers On April 27th, 2010, Salesforce.com, [NYSE: CRM] and VMware, Inc. (NYSE: VMW) formed VMforce, a strategic alliance to create a deployment environment for Java based apps in the cloud.  The Platform-as-a-Service (PaaS) offering builds on Java, Spring, VMware vSphere, and Force.com.  Key […]

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

Thursday's Disruptive Tech Showcase: SnapLogic Tackles Cloud/SaaS Integration Challenges

Demand For Complex Cloud/SaaS Based Integration Continues To Increase Organizations face a deluge of data from more and more new sources, especially in the Cloud.  Existing integration solutions often require expensive custom coding that’s purpose built; but rigid and disposable.  A change in business objects or swap out of new solutions often require brand new […]

Posted by R "Ray" Wang on April 22, 2010

News Analysis: Oracle Acquires Phase Forward For $685M And Gains A Foothold Into The Lucrative Life Sciences Market

Oracle Adds A Trusted CTMS/EDC Solution To Its Health Sciences Portfolio On April 16th, Oracle announced its intent to acquire Phase Forward, a Cambridge, Massachusetts based Clinical Trials Management Software (CTMS) vendor and early electronic data capture (EDC) pioneer.  Phase Forward adds 335 life science, medical device, research agency, and contract research organization (CRO) customers […]

Posted by R "Ray" Wang on April 17, 2010

News Analysis: Rimini Street Countersues Oracle

Rimini Street Counter Suit Focuses On Ensuring Customer Rights To Third Party Maintenance (3PM) On March 29th, 2010, Rimini Street sued Oracle for “counterclaims alleging copyright misuse, defamation, disparagement, trade libel, and unfair competition”.  The lawsuit was filed as a counter to Oracle’s February 26th, 2010 suit of Rimini Street for Intellectual Property (IP) theft.  […]

Posted by R "Ray" Wang on April 5, 2010

Wednesday's Whispers: People Whispers – March 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. Ashesh Badani became Sr. […]

Posted by R "Ray" Wang on March 31, 2010