I have been analyzing SaaS companies for over a decade. More recently, I have been looking into their acquisition strategies, as many have now reached critical mass and need to expand beyond the one product that made them successful to begin with. Some clear trends are evident in the industry: First, SaaS companies are acquiring
Sramana Mitra: But that’s not the basis of the Indian BPO industry. Indian BPO industry has to do exactly what you’re doing with technology – to automate how to outsource all these routine mundane tasks. Ondrej Bartos: I do agree. Also, BPO is already not among the top verticals that UiPath is going after. But
Cloud computing software vendor Twilio (NYSE:TWLO) has had a phenomenal stock rally this year. In the last twelve months, the communications platform provider has seen its stock climb an impressive 250%. But analysts are beginning to wonder if the stock has reached its peak.
Sramana Mitra: Can you talk a bit about your pricing model? How did you come up with that pricing model? Anand Janefalkar: For a lot of companies in this sector, innovation is very rare. Their revenue models were based on trying to fit in one-time fees or maintenance fees and all of that to service
Sramana Mitra: What’s been UiPath’s strategy? Have they set up in Silicon Valley very early on? What is their geographical location and headquarters? How was the company’s run from a scaling perspective? Ondrej Bartos: The truth is that they started expanding fairly early on. They started with two territories. One is the US. It’s not
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According to a Gartner report, VMWare (NYSE:VMW) accounts for 91% share of the virtualization infrastructure software market. Even after including vendors like Microsoft that provide virtual machine capabilities bundled with their other server offerings, VMWare still leads with about 60%-75% share of the market.
Sramana Mitra: In terms of positioning, there are obviously a lot of enterprise contact software players and there are some leaders. Right now, Suite within Oracle is a major player and has been around with deep integrations and a deep presence in the industry. Once you sorted out your positioning, whom do you consider as