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,...
by Robert Solomon | May 8, 2015 | B2B Software, Electronic Payments, Healthcare, Travel
If you read that headline and decided to read further, congratulations, you are officially a B2B payments nerd! Welcome to the club. A few weeks ago, I wrote one of my periodic guests posts on PYMNTS.com, on the increasing use of virtual (a.k.a., “single...
by Robert Solomon | Dec 9, 2014 | B2B Software, Travel, Valuation
In case you did not see it on Saturday, the Wall Street Journal ran an article noting that 30 companies had gone public in 2014 at valuations less than their last private round. The Journal mentioned this fate was likely to befall Hortonworks and New Relic, two more...
by Robert Solomon | Dec 5, 2014 | B2B Software, Travel, Vertical Cloud
In mid-September, I created two stock indices comprising cloud B2B Commerce software companies. (I used a cool company called Motif Investing.) One of the indices tracks 30 stocks that engage in B2B commerce generally (B2B E-Commerce) and the other one comprises 18...
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