by Robert Solomon | Mar 3, 2025 | AP Automation, B2B Software, Payments
A couple of weeks ago, I wrote about the hit the stocks of two B2B payments providers, Bill.com and WEX, took when they reported slowing growth and monetization. Last week, AvidXchange met the same fate. AvidXchange Earnings AvidXchange beat analyst expectations for...
by Robert Solomon | Feb 10, 2025 | B2B Software, Payments, SMB Software, Travel, Valuation, Virtual cards
Last week, two major players in B2B payments, Bill.com and WEX, reported earnings. The companies promptly lost 33% and 20% of their market capitalizations, respectively. Both companies lowered their guidance on topline growth and mentioned difficulties monetizing...
by Robert Solomon | May 28, 2024 | B2B Software, Healthcare, order to cash, Payments, Vertical Cloud |
Waystar, a healthcare software and payments company that filed to go public last October, now appears ready to enter the market. Waystar is a competitor to Change Healthcare and may take advantage of that system’s disastrous cyberattack to time its IPO. For most...
by Robert Solomon | Dec 26, 2023 | B2B Software, Payments
It was not hard to identify my top 3 blog posts of 2023 (as measured by viewership), as I did not do much blogging this year. With no IPOs, and lots of client work I could not write about, it was challenging to find a muse. So you can thank me for sparing...
by Peter Lugli | Nov 6, 2023 | B2B Software, Electronic Payments, Payments
(Please enjoy this guest column by my friend and colleague, Peter Lugli. You can subscribe to Peter’s wonderful musings at www.digitalpylon.net) Every once in a while, David Muir at ABC Nightly News soberly tells me about an FDA recall. The broccoli or chicken...
by Robert Solomon | Aug 14, 2023 | AP Automation, B2B Software, order to cash, Payments, Supply Chain Finance
B2B payment terms do not receive the attention they deserve. After all, trade credit is the most important form of short-term credit in the US. Estimates for US corporate receivables range from $3 trillion to $4.5 trillion at any given time. Trade credit, in turn,...
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