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 | Aug 28, 2023 | B2B Software, Marketplaces, Travel |
I love it when businesses, especially two-sided marketplaces, compete simply on the basis of a different business model. I’ve written about several examples: HomeAdvisor versus Angie’s List AirB2nB vs. HomeAway Chep in pallets I have also implemented...
by Robert Solomon | Jun 16, 2016 | B2B Software, Matchmaking, Travel, Vertical Cloud
It’s fun to see two different business models go head to head in the same market. It’s also fun to watch a gigantic marketplace change its business model. Both of these phenomena are happening in the C2C lodging space. Airbnb and HomeAway have different...
by Robert Solomon | Jun 11, 2016 | B2B Software, Travel
Occasionally we all need a break from thinking about enterprise software, right? So I’ve decided to begin a periodic series of (hopefully) amusing posts about my travel experiences. Why business travel? It is something I know well (1.5 million miles on United for...
by Robert Solomon | Nov 6, 2015 | B2B Software, Consolidating Competition, Industry Concentration, Matchmaking, Travel
If you follow software platforms, it was a busy week in the news. Platform Dominance Today’s Wall Street Journal has an article about the dominance of the Microsoft, Apple, Google, AWS, Facebook and Microsoft platforms. The article is a bit of a jumble mixing...
by Robert Solomon | Sep 3, 2015 | Airlines, B2B Software, Travel
The travel industry has spawned more interesting B2B platforms and networks than any other industry. Examples include: The three major Global Distribution Systems (GDSs)–Travelport, Amadeus, Sabre. See here. Online Travel Agencies (OTAs)–Expedia, Orbitz,...
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