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Datadog IPO | S-1 Breakdown
Datadog is a rare company — every financial and business metric is best-in-class.
Datadog  monitoring  s1  gotomarket  ipo  saas  startup  links  via:Workflow 
6 weeks ago by cote
How the subscription paradigm flips the cloud financials market
In the subscription world, you must understand the lifetime relationship with the customer - all the upsells and renewals and how they all build on one another. You also must understand the revenue, billings, and cash derived from those-again, over the entire lifetime of the customer relationship.

In an ASC-606 world, you must track all performance obligations, which is a fancy term for your promises - both the ones explicitly written in your customer agreement and all those pesky side terms that your sales rep slipped into the free-text field on the quote. You must also know all the implicit promises that people make in the deal or that have become ingrained in your business processes.
Accounting  metrics  finance  saas  cloud  links  via:Workflow 
10 weeks ago by cote
Microsoft milestone: Tech giant’s cloud revenue now matches traditional products, analyst says
“We estimate that FY 4Q 19 was the first time MSFT generated as much revenue from running software in its own data centers, including cloud offerings like Azure and Office 365, as well as LinkedIn, Bing, GitHub and Xbox-Live, as it did from software licenses and upgrades, hardware and professional services,” according to the note from CFRA’s John Freeman.
Microsoft  cloud  momentum  qtr_calls  azure.  Saas  links  via:Workflow 
11 weeks ago by cote
Oracle to market: We're Cloud 2.0
“Oracle's positioning is that its later start to the cloud has provided the chance to learn all the lessons of the first-generation providers.”

Good, deep (for word count) overview of Oracle’s cloud stuff.
cloud  Oracle  paas  numbers  momentum  saas 
january 2018 by cote
Microsoft to acquire LinkedIn | News Center
Seems a little weird at first blush. I suppose it's the business itself, plus synergies to use LinkedIn as a channel to sell Microsoft's business software: “Together we can accelerate the growth of LinkedIn, as well as Microsoft Office 365 and Dynamics as we seek to empower every person and organization on the planet.”
pr  linkedin  office  Microsoft  SaaS  m 
june 2016 by cote
“Not quite the end of the beginning” for Oracle’s cloud journey – diginomica
"SaaS/PaaS revenues of $583 million still only accounts for 6% of total revenue of $9 billion, itself down 3% year-on-year, although that percentage of the whole is up from 4% this time last year."
numbers  PaaS  SaaS  cloud  revenue  comps  qtr_calls  oracle 
march 2016 by cote
Gartner: Cloud Email Adoption Still in Early Stages
"The cloud email market is still in the early stages of adoption, Gartner said, with 13 percent of identified publicly listed companies globally using one of the two main cloud email vendors, Microsoft Office 365 or Google Apps for Work, respectively. With the majority of companies opting for smaller vendors, the cloud email opportunity is still ripe for channel partners... According to Gartner, 8.5 percent of public companies in its sample of nearly 40,000 public companies globally use Microsoft’s Office 365 service, while 4.7 percent use Google Apps for Work."

Seems pretty crazy, but I'm sure there's sunk costs, security and data handling issues, and, well, sometimes it probably is cheaper.
office365  wp  numbers  SaaS  googleapps  marketshare  email  Gartner  cloud 
february 2016 by cote
Del Monte Foods set up a brand new, cloud-only infrastructure in less than a year
'Weaver also pointed out how traditional day-to-day responsibility and efforts related to deploying, maintaining and upgrading the IT infrastructure to support an on-premises deployment "literally disappears."'
cloudnative  cloud  cases  migration  SaaS 
november 2015 by cote
EMC Documentum/Enterprise Content Division | Case Study | Pivotal
"With Pivotal Cloud Foundry, deployment timeframes have been reduced by 75 percent, accelerating deployments from a month to a week, and there is room to reduce cycles further."
proofpoints  emc  documentum  SaaS  cloud  PivotalCloudFoundry  cloudnative  cloudcases  cases 
august 2015 by cote
Git a load of this: GitHub now valued at $2 billion
"The site reports it hosts 25 million source code repositories, and has 10 million registered users and 33 million unique monthly visits." No word in the article in revenue or enterprise sales.
momentum  git  funding  alm  github  SaaS 
july 2015 by cote
EMC IT | Case Study | Pivotal
"Before adopting Pivotal Cloud Foundry, if a developer wanted a server for application development, it could take one to three months just to get an application development platform. Now, it can take just hours to get a server."
via:IFTTT  from:Instapaper  EMC  proofpoints  CloudFoundry  Pivotal  PivotalCloudFoundry  licensing  SaaS  speed  automation  transformation 
july 2015 by cote – I’m always wary of discounting Office: the closer...
"I’m always wary of discounting Office: the closer you are to the corporate world, the more you..." - May 01, 2015 at 11:40AM
IFTTT  Tumblr  office  microsoft  SaaS  thekids 
may 2015 by cote
The flywheel go-to-market model - April 21, 2015 at 08:00PM
IFTTT  Tumblr  GTM  sales  strategy  SaaS 
april 2015 by cote
Cloud ERP replacement doubled last year to 24% says Forrester
The proportion of enterprises that have replaced or plan to replace existing ERP systems with SaaS has doubled from 12 to 24 percent in the past year, according to research published this week by industry analyst firm Forrester. In addition, the numbers planning to use SaaS alongside on-premise ERP — for example in ‘two-tier’ ERP deployments — leapt by more than half to 41 percent. Taken together, the survey shows that 65 percent of enterprises expect to be using SaaS in some ERP role before the end of 2015 — a massive increase of two thirds on what respondents were saying a year ago.
via:ifttt  from:tumblr  numbers  marketsizing  workloads  forrester  saas  cloud  link  tumblr:link 
may 2014 by cote
You can expect us to make sure we drive Office 365 everywhere - Web, all phones, all tablets, PCs. That’s our real commitment to Office 365.
WSJ  quotes  Microsoft  Office365  CCOS  SaaS  whitecollartoolchain  via:ifttt  from:tumblr  quote  tumblr:quote 
march 2014 by cote
Office Graph is Microsoft's new secret weapon in the cloud wars
Office 365 is already leading the charge, with a 500 percent increase in active online users over the past year and already a $1.5 billion-a-year business, making it the fastest growing commercial product in Microsoft’s history (an accolade previously held by Sharepoint). From over at Diginomica.
via:ifttt  from:tumblr  numbers  SaaS  email  publiccloud  cloud  momentum  Microsoft  link  tumblr:link 
march 2014 by cote
(via Twitter / salesforce: “Point. Click. Close.” A look …)
via:Twitter  Salesforce  vintage  web  SaaS  ERP  SFDC  via:ifttt  from:tumblr  tumblr:photo  photo 
march 2014 by cote
By 2019, 67 percent of software programmers will primarily be developing in the cloud, up from 18 percent today, predicted Evans Research.
numbers  appdev  developers  forecasts  cloud  ibm  ibmpulse  ibmpulse2014  saas  via:ifttt  from:tumblr  quote  tumblr:quote 
march 2014 by cote
Rainforest QA speeds up continuous integration cycle with blended cyborg model for testing
When I spoke at HeavyBit sometime ago on how to deal with analysts, I meet a several interesting development tool folks. One of them was Rainforest QA. I did a recent write-up of the company, available to 451 subscribers (a free trial is just a lead-gen away!). Here’s my take on the company: As we opined last year, software development has changed dramatically, for the better, in recent years. The rise in demand for mobile and Web applications has been fueled by the broad availability of cheap, fungible infrastructure in the form of the cloud – seeding the ground for the code-slinging set that’s seeking to inject software into the world’s every nook and cranny. The testing, or QA, step in the software development lifecycle has always been a point of contention, often relying on labor-intensive manual testing or developer cycles to continually script automated testing: both are expensive, tiresome options for those wanting to deploy code weekly into production. Rainforest QA has an innovative approach to speeding up testing for Web UIs, and we look forward to seeing whether their method cures QA ills. Read the full report over at 451.
via:ifttt  from:tumblr  451  451Research  451Reports  QA  HeavyBit  SaaS  b2d  testing  startups  crowdsourcing  link  tumblr:link 
february 2014 by cote
Study: Despite bright, shiny rivals, good old Office still rules at work - Network World
So says a recent survey of 155 IT buyers. Also, this depressing note for people who like innovation: Ranking on the low end of priorities are features that get a lot of attention in the market for their razzle-dazzle but apparently aren’t very interesting yet in the real world. Those include the ability for multiple users to simultaneously co-edit documents, which is a big Google Docs feature, and mobile apps for iOS and Android devices, which indicates there isn’t a lot of interest in using office suites with tablets just yet.
via:ifttt  from:tumblr  office  marketshare  saas  innovation  forrester  surveys  numbers  procurment  link  tumblr:link 
october 2013 by cote
SAP to wind down software product for small businesses -magazine - Yahoo Finance
While some reports had that SAP’s Business ByDesign was being slowly shut-down, the Enterprise Irregulars list pointed out a Tweet from Vishal Sikka that it was more of a transition, one that will ROCK no less. Whatever the case, and perhaps this is all rumors as well, here’s a good chunk of info from the original piece in Wirtschaftswoche (I don’t read German, so I’m just going off the Reuters story): The magazine reported, however, that the product, which cost roughly 3 billion euros to develop, currently has only 785 customers and is expected to generate no more than 23 million euros in sales this year. I like keeping up with these early cloud build-outs - it’s good foder for figuring out how large, incumbent tech companies do with updating their portfolios. Back at RedMonk James covered ByD pretty closely, here’s a piece from 2009. It seems like a really good way to go down-market. As I recall, there was a lot of in-housing of the technologies, which has always been SAP’s, well, “thing.” And the fact that they’re moving it to HANA is more of that. NIH doesn’t portend failure at all: Google is rife with NIH, building its own platforms and such. The bigger thing to pay attention to is (a.) enterprise software vendors need SaaS versions, or at least versions that will take advantage of private cloud technologies to ease management and cost control, and, (b.) making a SaaS that’s "enterprise grade" is hard.
via:ifttt  from:tumblr  SAP  deathmarch  ByD  BusinessByDesign  SaaS  cloud  type:originalcontent  numbers  link  tumblr:link 
october 2013 by cote
LinkedIn’s Market Cap Passes Salesforce, Long The Bellwether Symbol Of Cloud Services | TechCrunch
Alex Williams: According to the Faber-Novel study, almost 50 percent of LinkedIn’s revenues come from its talent solutions offerings. The company updates its code three times a day, which helps fuel a rapid development cycle, continually offering premium services to see what has most resonance. Am I wrong to think that LinkedIn would be a good investment? Too late?
via:ifttt  from:tumblr  linkedin  valuations  saas  hr  recruiting  alexwilliams  link  tumblr:link 
september 2013 by cote
Survey: Email, calendaring, HR top list of SaaS buyers' priorities - Network World
"Most IT decision makers have had personal experience with personal webmail or Web calendaring applications, such as Google Calendar," Scavo wrote. "It is not surprising, then, to see these personal productivity applications leading the list of SaaS investment plans." I can’t wait for consumer tech to take over. More than likely it’s a generational thing - what I call a “retirement problems” the IT decision makers who are comfortable with the old white-collar toolchain (and haven’t “grown up” on the new, mostly Google- and Apple-driven toolchain) are the boy with his finger in the dike.
via:ifttt  from:tumblr  consumertech  surveys  numbers  uses  cloud  SaaS  link  tumblr:link 
september 2013 by cote
Every Employee is Now a Buyer of Collaboration Software
There's something here, but it needs a more systematic tracking of categories that get disrupted and those that don't, leading to market timing.
consumertech  cloud  saas  enterprisesoftware  strategy  gtm  fragmentation 
august 2013 by cote
Just Another Work Day
"On-premise software vendors have had to finally confront the reality that their lucrative ERP franchises are no longer safe and are making a variety of defensive moves."
cloud  saas  hcm  erp  workday 
september 2012 by cote
The Two Horsemen of the Enterprise Software Apocalypse - Businessweek
While sitting in a bar after work, Zill fired up the Workday app on his smartphone. A list of to-do items appeared on the screen. Zill clicked on one item—a potential hire—and pored over the dossier compiled by his co-workers. Satisfied with the prospect’s credentials, Zill jabbed the approval button with his finger and hired a new worker—and did all that before finishing his Guinness. “We don’t recommend something like this happening at a bar,” Zill says. “But the reality is that life happens everywhere now.
erp  workday  saas  consumertech  ifttt  tumblr  quote  tumblr:quote 
june 2012 by cote
Next, Salesforce Aims to Obsolete the CMS with Launch
"We are extending the social enterprise out to all of your customers, all of your partners, and all of your prospects by allowing you through a single cloud-based platform to be able to basically publish any data or any content out to an external audience."  salesforce  cms  marketing  saas  cloud  announcements 
march 2012 by cote
IBM's Steve Mills talks Oracle and Watson's future
" IBM's SaaS portfolio] represents about $200 million in revenue."
stevemills  ibm  marketsize  saas  cloud  quotes  oracle  watson 
june 2011 by cote
IT pros explore SaaS-based infrastructure monitoring
“Monitoring will probably always require something on-premise, but you can secure connections between the data center and the cloud pretty well, so it probably shouldn’t be an issue,” said Coté.
Nimsoft  SaaS  itmanagement  hosted  AccelOps  redmonkpressquotes 
september 2010 by cote
5 Companies Thriving on the Rise of Shadow IT
All SaaSes, right? That's a good way to get viral spread.
viral  SaaS  google  shadowIT  forrester 
september 2010 by cote
Corporate social products | Networking tools and services | Socialware
"The Socialware products and platform were built specifically for the needs of enterprise users. Our goal was to take everything that is valuable about open social networks and layer in the capabilities required for safe, controlled and compliant enterprise adoption. When it is all said and done, we help enterprises unleash the power of the social networks on their terms."
via:ChristopherCalnan  austin  socialnetworking  socialware  socialsoftware  integration  SaaS 
january 2010 by cote
Adobe financials and the future of packaged software
"Still, there is aspect of the above figures that rings alarm bells for me. They show no evidence that Adobe is able to migrate its business from one dependent on packaged software sales to one that is service-based. That is important, because I suspect that the packaged software model is in permanent decline."
Adobe  qtr_calls  CS5  Flash  riaweekly  SaaS  packagedsoftware  onpremise 
december 2009 by cote
SAP readies potential rival to Google Wave | Cloud Computing - InfoWorld
"Meyer, vice president of emerging technologies in SAP's BusinessObjects division, demonstrated how users can collaborate in real time on problem-solving "activities" that employ widgets called ;methods.' As examples, he showed a tool for cataloging the pros and cons of a scenario, and another for conducting analyses using the SWOT (strengths, weaknesses, opportunities, threats) methodology."
SAP  collab  SaaS  Wave 
december 2009 by cote
BMC takes service desk to the cloud via
Looks like BMC is hooking it's hosted, Magic offering to Salesforce, not Remedy? Nice mud-in-yer-eye quotes from too.
df09  itmanagementguys  itmanagement  servicedesk  Salesforce  SaaS  Service-now-com  BMC  quotes  Magic 
november 2009 by cote
Capital Markets to Broaden Use of Hosted Software in 2010
"SaaS for a while was still slideware," notes David Reilly, CIO of enterprise infrastructure at Morgan. "Now it is real." But Reilly's not planning to put hosted software everywhere. "There's always going to be a need for proprietary software that we feel is a competitive differentiator or that we need to provide a service to a particular client," he explains.
SaaS  banks  quotes  cloud  MorganStanely  finance  predictions 
november 2009 by cote
BMC Software and Forge Strategic Alliance to Deliver Cloud-based IT Management on the Platform - BMC Software
"BMC Software and announced a strategic partnership to deliver BMC's highly regarded IT management solutions on the This exciting new cloud-based service desk offering is designed for customers looking for strong IT-business integration and rapid time-to-value. Leveraging BMC’s industry-leading expertise, the core functionality of BMC Service Desk Express, and the trusted and scalable platform, BMC Service Desk Express on delivers cloud-enabled service desk, self-service and inventory management capabilities."
BMC  via:twitter  tk  Salesforce  servicedesk  itmanagement  itmanagementguys  SaaS 
november 2009 by cote
Google Apps faces uphill battle with Microsoft in the enterprise
Round-up of quotes of companies saying their employees need re-training to switch to Google Apps, so they're sticking with Microsoft Office.
GoogleAps  training  FUD  microsoft  office  SaaS  cases  quotes 
november 2009 by cote
Cisco Breaks Down Barriers to Business-to-Business Collaboration -> Cisco News
A whole passel of IM/Email/Collab and semi-cloud stuff from Cisco. Of special note, some stuff based on Jabber (XMPP) which we've been wondering "what ever happened to?" They've got (a.) instance messaging, (b.) video conferencing, (b.) private video networks, (c.) email stuff, and (d.) some stuff around "new media" on "for end-users across heterogeneous devices, applications and clients." Packets, man, packets!
Cisco  pr  via:email  Jabber  XMPP  SaaS  unifiedcommunications  UC  Outlook 
november 2009 by cote
MagnaQuest Technologies buying eVapt
Former RedMonk client, and startup of one of my friends & co.
austin  startups  eVapt  billing  SaaS  redmonkclients 
october 2009 by cote
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