Archive for the ‘SaaS’ Category

Ray Wang wrote a summary of CRM Evolution that I found particularly interesting, and one point in particular resonated with me because it aligns to something I have been talking about at Get Satisfaction for a while now… B2B and B2C distinctions are dead. The segmentation of business (B2B) and consumer (B2C) behaviors is a [...]

27Apr

The Laptop is the Security Hole

Posted by Jeff as SaaS

A pilot’s laptop, filled with top secret security information was reported missing at Dulles Airport and the ripple effects were felt across the country. [From Pilot's Missing Laptop Causes Airport Security Scare|ABC 7 News] And critics talk about security concerns with hosted applications…

AWS filled a major gap in their offering with the addition of SimpleDB. Two things jumped out at me, the first being that it’s optimized for very large datasets and the second, more important as well, observation is that it’s designed around search indexes instead of schemas. There’s a lot more to be said about [...]

Crispynews is a great “create your own Digg” service that I tried to use for the Irregulars a while back. I gave it up because I just didn’t get enough traffic to make it work like I wanted (you need *a lot* of visitors and contributors to make these things work) but I still love [...]

My good friend Charles Zedlewski put together a great analysis of SG&A costs at the four major SaaS business application companies that are either public or have filed to go public. "The true factor driving SG&A for these SaaS companies is growth, not scale. This is logically consistent as the economics of most any subscription [...]

More on this topic (What's this?)
Xero - more on the IPO
Angels on a Pin
(CPWR) Compuware Enhances SaaS Platform
Read more on Software as a Service, Selling, General & Administrative Expenses (SG&A) at Wikinvest

05Jul

What is NetSuite Worth?

Posted by Jeff as Companies, SaaS

I can’t answer that question but my good friend Jason just posted a detailed review of the S-1 and while he didn’t address the question of what the company is worth, the details he pulled out of the filing make for interesting reading. Tags: NetSuite

09Apr

Salesforce.com Acquires Koral

Posted by Jeff as Companies, SaaS

Salesforce.com acquired Koral last month and is launching a new business around content management. This acquisition makes a lot of sense and it is a good fit because not only does it plug-and-play already as an Appexchange offering, but given their market focus it’s a no-brainer in terms of build-out. I am curious to see [...]

More on this topic (What's this?) Read more on Salesforce.com at Wikinvest

28Feb

Cloud 9 Analytics

Posted by Jeff as Companies, Innovation, SaaS

I think we’re gonna see a flood of these companies, and it goes without saying that not that all of them will succeed, but I think this could be an interesting one to watch. Cloud 9 Analytics is apparently is the rebirth of Certive, which should squash any critics who would suggest that a startup [...]

More on this topic (What's this?)
Earnings Growth Charts
Market Outlook
Read more on Mandarin Entmt at Wikinvest

Waters is right to point to the sea shift that is underway at these large software technology companies, a shift away from big traumatic software upgrades to more frequent component bumps. The points that are often missed in these debates is that the focus on the customer obscures the fact that the companies themselves don’t [...]

Props to Jason for coining a very cool new term – regressive complexity. He is absolutely correct, SaaS pricing is getting too complex which means the title of his post could easily have been “the more things change, the more they stay the same”. SaaS’ early popularity was a function of 1) it’s dramatically lower [...]

More on this topic (What's this?) Read more on Software as a Service at Wikinvest

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