Tag: SaaS

The Market Is Upside Down

The Market Is Upside Down

We are due for an equity market shakeout. The NASDAQ is up 450% since January 2009. The 26% spike in the NASDAQ from October 2019 to February 2020 on a lack of supporting fundamentals is like nothing I've ever seen. By late March we had traded down 30% from February's high yet we have gained … Continue reading The Market Is Upside Down

CEORater 2019 Technology CEOs of the Year

CEORater 2019 Technology CEOs of the Year

There were too many quality CEOs to choose from when we went about selecting the "CEORater Technology CEO of the Year" for 2019. Rather than selecting a single "Technology CEO of the Year", we elected to select five top CEOs across five Technology categories: 1.) "PropTech", 2.) "FinTech: Payments", 3.) "Platform Companies", 4.) "FinTech: Capital … Continue reading CEORater 2019 Technology CEOs of the Year

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Processing capability is becoming increasingly strategic to the success of advanced cloud services such as artificial intelligence (machine learning and deep learning) and quantum computing. Cloud-based services are the growth engine for Technology giants AWS (Amazon), GCP (Google) and Azure (Microsoft). Similarly, Apple’s new content offerings (Apple TV+, Apple News+) and Apple Health are built on … Continue reading We Expect Amazon, Apple, Google and Microsoft to Continue to Invest in Proprietary Processing Technology

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Tech Companies

Insurance Companies Are Undervalued Technology-Enabled Services Companies Insurance companies are undervalued Technology-Enabled Services companies. Further, they share attributes with richly-valued SaaS companies – namely predictable, recurring revenue. Insurance companies obviously don’t develop and sell technology as a core business, yet they leverage various software applications and analytical tools that power their core underwriting services. From … Continue reading Insurance Companies Are Undervalued Tech Companies

No Time Like Now to Leverage AI

No Time Like Now to Leverage AI

We will participate on the June 3rd IASA OnPOINT conference panel hosted by SS&C Technologies. Topics covered will include AI, machine learning, deep learning, NLP, RPA and other forms of intelligent automation. There are many prospective use cases for AI and related technologies. However, prior to jumping in with both feet it is important to … Continue reading No Time Like Now to Leverage AI

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

It's all about the cloud. Given that Amazon's AWS business unit and Microsoft's Azure business unit are the two finalists for the Pentagon's $10 billion "JEDI" contract, we thought it timely to publish AWS, Azure and GCP revenues for the 12-month period ending 12/31/18. As per usual, see the video and image content "below the … Continue reading Cloud Wars: AWS vs. Azure vs. Google Cloud Platform (“GCP”)

The Subscription Economy

The Subscription Economy

Our Conversation with "Subscription Economy" Pioneer and Zuora (tkr: ZUO), Co-Founder & CEO Tien Tzuo This article serves as a follow-up to our earlier article: "Every Company Should Consider Adopting A Subscription Revenue Model" We favor subscription revenue models for a variety of reasons:Providing a better service: Subscription models (aka - "usage-based models" or "consumption-based … Continue reading The Subscription Economy

Build. Acquire. Repeat.<span class="badge-status" style="background:red">Premium</span> 

Build. Acquire. Repeat.Premium 

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.Premium 

Have A Bundle Discussion with Customers, Not A Product Discussion<span class="badge-status" style="background:red">Premium</span> 

Have A Bundle Discussion with Customers, Not A Product DiscussionPremium 

Bundle Pricing Negotiations Are Preferable to Product Pricing Negotiations Vendors have far more leverage with customers when negotiating pricing for a bundle/platform of products and services as opposed to an a la carte negotiation. There's a reason why cable providers sold content bundles for years - it was the optimal revenue and profit model - … Continue reading Have A Bundle Discussion with Customers, Not A Product DiscussionPremium