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HOT TOPICS
- 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
Is Workday Worth $10.22 Billion?
According to a Forrester Research report, the software-as-a-service (SaaS) market will grow 25% annually to $59 billion this year. The market is expected to be worth $75 billion by 2014. The market opportunity is helping to drive recently listed Workday’s (NYSE:WDAY) stock upward. Despite the high growth in revenues, some analysts believe that the company’s
Is BlackBerry on the Rebound?
It appears that BlackBerry (Nasdaq:BBRY), formerly known as Research in Motion, is finally seeing a turnaround. Cost control measures and a new product pipeline has steered BlackBerry’s stock performance upward. Furthermore, management is convinced that the recent quarter’s performance was not a “one-time effect” but rather is reflective of the “efficient engine” that has been
Accenture’s On-site Expansion
According to a recent report by technology research firm Information Services Group, the annual contract value of global outsourcing contracts fell 3% over the year last year to $21.2 billion. During the final quarter of 2012, commercial outsourcing contracts with annual contract values of more than $5 million fell 27% over the year to $4.8
Oracle Expands in the Telecom Sector
Gartner’s report on worldwide enterprise IT spending projects enterprise IT spending to grow 4% over the year to $3.8 trillion during the current year. Spending on devices, which includes PCs and mobile devices, will grow 8% to $718 billion this year. Worldwide enterprise software spending is projected to grow 6% to $297 billion this year.
Tableau Software’s IPO Path
According to an IDC report released earlier this year, the worldwide big data technology and services market is projected to grow annually at 31.7% in 2012 to $23.8 billion in 2016. The biggest increase should be seen by the storage market, which is projected to report annual rates of over 53%. Services for big data
eClinicalWorks Is and Planning to Stay Private
According to an IDC report, the electronic health reform (EHR) market is projected to grow from $1.9 billion in 2009 to $3.8 billion by 2015, with outpatient EHR contributing $1.41 billion of the market and inpatient EHR services bringing in the remaining $2.4 billion. One of privately held players in the industry, eClinicalWorks, is seeing
Valuation Without Revenue
Facebook’s IPO may not have gone nearly as well as hoped. But that hasn’t stopped the market from placing big bets on another social media site, Pinterest. Despite Pinterest’s much lower usage statistics, analysts believe that it is a strong IPO candidate. I have my reservations. In general, as you know from my writing, I
Kids Want iPads, Not Toys
Research firm NPD Group’s recent toy industry report showed that overall toy sales in the U.S. fell 0.6% last year. The industry was able to contain the decline in sales due to stronger demand reported in the last two weeks of the year, when sales grew 10% over the year. Overall, domestic toy sales last