by Robert Solomon | Jun 7, 2016 | Automobile, Industry Cloud, Industry Concentration, Supply Chain Automation, Vertical Cloud
Those of you over the age of 40 remember the crazy B2B consortia days of the late 1990s. (For those you under 40, just imagine the sub-prime mortgage lunacy transferred to software!) During that time, the Big Three American auto companies formed two auto consortia:...
by Robert Solomon | Jan 7, 2016 | B2B Software, Enterprise Software, Industry Cloud, Insurance, Veeva, Vertical Cloud
First Came Veeva Veeva (VEEV) is a beautiful Enterprise software company I blogged about over three years ago, just before they went public (see here). Veeva verticalized Salesforce’s CRM using the Salesforce1 Platform (nee Force.com platform). Using the...
by Robert Solomon | Jun 15, 2015 | B2B Software, Consolidating Competition, Industry Cloud, Key Success Factors, Supply Chain Automation, Vertical Cloud
I’ve previously professed my love for DealerTrack (TRAK), a B2B platform that built a dominant position in auto retailing here and here. (Thanks to Peter Goldmacher at Cowen, I learned about the company and owned the stock.) I use DealerTrack as one of my...
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...
by Robert Solomon | Nov 18, 2014 | B2B Software, E-invoicing, Electronic Payments, Logistics, Property Management, Travel, Vertical Cloud
Every once in a while, you come across an infographic or segmentation that helps you make sense of the world. I had this experience, more than 10 years ago, when Vasuki Subbarao (now at Vendavo) showed me a variant of this chart –a segmentation of indirect...
by Robert Solomon | Sep 18, 2014 | B2B Software, Key Success Factors, Travel, Vertical Cloud |
The announcement that Concur (CNQR) will be bought by SAP for $8.3 billion highlights an incredible story. Congratulations to the entire CNQR team on an unbelievable run over the last 15 years. The company’s story comprises many lessons, I will highlight just...
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