categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
concur
Trend Radar 2008: SaaS in the Enterprise
A Gartner report from August 2007 predicted that SaaS adoption in the Enterprise will be rising at a 22% CAGR through 2011. Worldwide total software revenue for software as a service (SaaS) within the enterprise software markets is projected to surpass $5.1 billion in 2007, a 21 percent increase from 2006 revenue ($4.2 billion), according
Taking Stock
Here are a few technology stocks that I own and cover. My method had been investing in trends, and in markets that have momentum. Akamai (AKAM) Coverage: Online Video Beneficiaries: Akamai and Level 3’s Impact on Akamai? Clearly, my bet is on the growth in Online Video, and how the network infrastructure needs to scale
Enterprise 3.0 Framework: Recap
I wrote a framework piece defining next generation Enterprise software, and wrote a number of derivative pieces on the subject about specific companies. Just like we added to the Web 3.0 framework last week, this week we need to add to the Enterprise 3.0 framework as well. But first, here’s the recap. Definition: Enterprise 3.0
Concur’s SME Opportunity
I have just published an interview with Steve Singh, Concur’s CEO. In it, I trace the Concur (Nasdaq: CNQR) story in a great deal of detail that is well worth understanding, to see why this company has a strong growth opportunity ahead. As I said earlier, the SaaS and Extended Enterprise trend alignment are good
Concur CEO Steve Singh (Part 13)
With a solid strategy executed to date, and a pending acquisition of Gelco, it is time to explore the next step in this evolution. One obvious goal would be expansion of the customer base. Here I get more interested in strategic alliances and their potential benefits in accelerating this process. SM: What is your next
Concur CEO Steve Singh (Part 12)
Much of the growth opportunity for Concur, in my opinion is in being able to effectively penetrate Small Medium Enterprise (SME) markets. Here, we discuss issues around market size and profitability of the sales channels. SM: Smaller deals, in the 1-20 range, you can probably close them all by phone and even in the mid
Concur CEO Steve Singh (Part 11)
Steve says he does not segment his customer base by size. I push, because I think he should. SM: You do not have any bias one way or the other? SS: Not at all. Our distribution strategy is to reach customers of any size. We have no concentration of revenue, by customer or by market
Concur CEO Steve Singh (Part 10)
A crucial advantage of any on-demand software model is the ability to reach into new customer bases. I press hard here to understand the demographics of the company further. SM: Help me understand your customer base a bit. Are you focused on Fortune 500, Global 2000 or are you focused on smaller companies? SS: Early
