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Forbes Column 2009: Tech M&A Heats Up

Posted on Friday, Oct 9th

There’s been a lot of acquisition activity lately. Who’ll be scooped up next? Read more in Tech M&A Heats Up.

Deal Radar 2009: Meteor Solutions

Posted on Wednesday, Aug 5th

As the traditional ad market falters, social media appears poised to step up and claim part of the void left by print advertising sales. Meteor Solutions offers a software platform that allows brands to measure and increase the effectiveness of their social media marketing program. With the company’s patented software, customers can measure, manage, and

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Top 8 SaaS Stocks

Posted on Sunday, Aug 10th

We’ve been looking at SaaS closely for a while now. Let’s do a recap of the Top 8 SaaS Stocks that I am tracking. Also, I want to reiterate that I believe SaaS stocks are recession-proof.

SaaS: Omniture and Citrix

Posted on Monday, Jul 28th

Omniture declared their second quarter earnings on July 23. Net loss was $6.5 million or $0.09 per share, compared with $4.1 in the second quarter of 2007. GAAP revenues for the same period were $71.6 million, compared with $63.2 million in the previous quarter and $33.5 million for the same period a year ago. This

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Lars Dalgaard and his Success Factors (Part 11)

Posted on Sunday, Mar 16th

SM: You don’t face as much competition in small business either. LD: No, you don’t. There is no competition. That was Eric Dunn’s decision point on the Board. “That alone,” he said, “is an argument for me. We struggled so much in Intuit when we went up market to make the product scale.”

Trend Radar 2008: SaaS in the Enterprise

Posted on Monday, Jan 7th

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

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Microsoft, The Sleeping Giant

Posted on Wednesday, Jan 2nd

In 2008, I hope Microsoft wakes up. With Google and Apple going gangbusters, Microsoft has threats coming at it from every direction. As we discussed earlier, Microsoft earned revenues of $13.76 billion for the quarter ended September 30, 2007, a 27% increase over the same period of the prior year. Operating income, net income and

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