Tag: SaaS

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 

Every Company Should Consider Adopting A Subscription Revenue Model

Every Company Should Consider Adopting A Subscription Revenue Model

SaaS Companies and Subscription Revenue Models Every company can learn from SaaS (“Software-as-a-Service”), companies. My first exposure to SaaS companies was the first self-proclaimed "SaaS" company – Salesforce.com. This was early in my banking career around the time of Salesforce’s 2004 IPO. Today, Salesforce is a $110 Billion-plus market cap behemoth. Every company - regardless … Continue reading Every Company Should Consider Adopting A Subscription Revenue Model

Where Is the Accountability at IBM? CEO & Board Are Flying Blind

Where Is the Accountability at IBM? CEO & Board Are Flying Blind

Time for A CEO Change and Board Swap Out at IBM Neither IBM's CEO Ginni Rometty nor IBM's Board understand the nuances of crafting a story for Wall Street nor executing a strategic M&A program to offset the negative impact to IBM's revenue as a result of the strategic shift to recurring revenue products & … Continue reading Where Is the Accountability at IBM? CEO & Board Are Flying Blind

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A In this edition of the CEORater Podcast we cover: 1.) Autonomous driving teaser.. 2.) Perhaps Microsoft (MSFT) ought to acquire Anaplan and other SaaS/cloud Financial Management tools to create an upgrade glide path for Excel? We think so. Infor would do well to follow a similar M&A path. … Continue reading Autonomous Teaser, Uber Data Breach, More M&A

The Three “I”s for Selecting Board Members

The Three "I"s for Selecting Board Members: 1.) Intellectual Curiosity 2.) Industry Experience 3.) Inquisitive IBM lacks Board members that have Software industry experience other than CEO Ginni Rometty. We recommend that IBM turn over its Board and replace BoD members with new members who have significant Software industry experience given that Software - particularly … Continue reading The Three “I”s for Selecting Board Members