I’ve given this a lot of thought and can only make one prediction with confidence for the upcoming year, that we will witness a lot of high profile executive departures from mainline enterprise software companies to SaaS companies. It will be this flow of executives out of traditional software that will alarm SAP/Oracle/Microsoft/IBM/etc. and bring about a rethinking of their respective strategies in this area, along with an increased willingness to throw some of their existing businesses under the bus in the pursuit of SaaS strategies.
More on this topic (What's this?)
Market Update: Oracle Corporation (NYSE:ORCL) – Oracle’s Kurian promoted to president, will l... (Jutia Group, 1/8/15)
Stock Update (NYSE:ORCL): Oracle names Leon Panetta to board of directors (Jutia Group, 1/19/15)
NFV Shakes Up Service Providers’ Revenue (Telecom Ramblings, 12/30/14)
BroadSoft Buys Leonid (Telecom Ramblings, 1/13/15)