Tag: Solera Holdings

S&P Global Reported to Acquire IHS Markit

S&P Global Reported to Acquire IHS Markit

A few years ago we recommended that IBM (tkr: IBM) roll-up certain Information Services assets to complement its Infrastructure Services business. In the meantime the Information Services space is rolling up itself with S&P Global (tkr: SPGI) working to acquire IHS Markit (tkr: INFO) as reported by the Wall Street Journal. Tickers mentioned: CCC, DNB, … Continue reading S&P Global Reported to Acquire IHS Markit

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

Amazon's AWS cloud platform is by definition a "horizontal" offering. "Horizontal" in that it is industry agnostic. Beginning with the Automotive vertical, AWS is deploying a "verticalization" strategy that layers industry vertical capability on top of its core horizontal offering to differentiate from competitors. We wrote about AWS' relationship with VW last year. Today, Toyota … Continue reading Amazon’s AWS Unit Is Differentiating Via A “Verticalization” Strategy

If You Build It They Won’t Necessarily Come<span class="badge-status" style="background:red">Premium</span> 

If You Build It They Won’t Necessarily ComePremium 

Incentivize Prospective Participants with A Seat at the Table MoviePass shut down on September 14th. We do not have first-hand knowledge of MoviePass’ ever-evolving business model. However, we do know that MoviePass never quite figured out how to properly incentivize movie theaters to drive audience participation.  When building new network businesses, it makes sense to … Continue reading If You Build It They Won’t Necessarily ComePremium