Operating at the Intersection of Technology and the Capital Markets
Tag: Enterprise Software
As I think about Technology companies in the back half of 2023 and 2024, pricing power has to erode at some point. For companies such as Google, subscription price increases this calendar year have far outpaced revenue growth (higher prices, fewer unit sales). I imagine that many companies that exercised pricing power in 2021, 2022 … Continue reading Pricing Power in 2H 2023 and 2024
Think of Generative AI as an Advanced Automation tool that may be deployed widely across the Enterprise. The only limitations are the underlying data sets used to train the AI models and human imagination. If used optimally, Generative AI could help companies gain insights that could strengthen existing competitive advantages and identify new ones. Where … Continue reading Generative AI’s Secret Sauce: Data
History rhymes. Today feels a lot like 2008 when many investors expected an economic rebound in the back half of 2008. When that did not happen, 2009 was to be the rebound year. 2010 then became the year when the economy would normalize after 2009 proved to be worse than 2008. 2010 presented only a … Continue reading It’s 2008 & Life’s The Same Except For My Shoes
As new deal activity slows Enterprise Software CEOs will shift their focus from signing new deals to maximizing customer retention and renewal rates. Sales compensation and executive compensation will be more heavily weighted toward customer retention and dollar renewal rates. Enterprise Software companies that execute well ought to be able to lift customer retention and … Continue reading Software CEOs Will Prioritize Customer Retention
Enterprise Software companies know that it is imperative to add features and functionality in order to justify price increases. It is time for streaming services to learn that lesson. What can streaming services learn from the Enterprise Software industry? One important lesson is that Software companies that genuinely care about their customers add value in … Continue reading Powering The Bundle: What Streaming Services Can Learn From Enterprise Software
Last year Broadcom pursued an acquisition of SAS Institute (private) before SAS Co-founder and CEO Jim Goodnight withdrew. Now, the WSJ reports that Broadcom (AVGO) is working to acquire private cloud and infrastructure software provider VMware (VMW). While the SAS pursuit was bold and creative, the prospective VMW acquisition is bold, risky and lacks creativity. … Continue reading Bold Broadcom Pursues VMware
Enterprise Software applications will increasingly incorporate AI to guide users by providing them with real-time actionable information. Such applications will generate enormous value assuming they are able to effectively inform users without becoming an overly-used crutch. Think of the benefit such applications may provide employees that lack customer-specific knowledge, process knowledge, domain expertise and/or general … Continue reading AI-Powered Decision Support Capability Is Only Scratching The Surface
CEORater began an experiment several years ago whereby we built a concentrated "buy and hold" equal-weight portfolio consisting of quality Enterprise Software names that would be held for a minimum of five years. The benchmark is the S&P North American Expanded Technology Software Index (SPNASEUP). CEORater is up 4.2% Year-to-Date vs. 2.0% for the benchmark … Continue reading CEORater Portfolio Ahead of The Benchmark
Coinbase (tkr: COIN) prices today and company co-founder Brian Armstrong made the point that regulation and cybersecurity are two key threats to the crypto industry. We believe that the crypto industry will spearhead cybersecurity innovations that will eventually be adopted by many consumers and enterprises. Tickers mentioned: COIN, MSFT, ORCL, PYPL, SAP, SQ, TYL When … Continue reading Crypto To Drive Next-Gen Security
Salesforce (tkr: CRM) president and Chief Operating Officer Bret Taylor may soon succeed company founder Marc Benioff as Chief Executive Officer. That's the rumor as reported by a number of news outlets this week. If true, Taylor's operating experience - particularly on the product side (Taylor was Salesforce's Chief Product Officer prior to becoming COO … Continue reading Is Salesforce COO Bret Taylor The Company’s Next CEO?
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