As one of the original enterprise software platforms, the Sabre IPO offers a fascinating lesson in how such platforms are built and endure.
Care.com has filed to go public. It fills a niche in the services matchmaking market. But the economics need some proving.
Liquidity services is a public online marketplace for surplus consumer and governmental goods. The market is large, but growth has been hard to sustain.
DealerTrack, Medidata, itradenetwork, and Blackboard have established depth in functionality and industry dominance in their respective verticals.
Some industry cloud providers spread across industries, some choose stay put in one industry and expand services–that’s industry dominance.
The combination of Tungsten and OB10 provides a public company window into the enormous e-invoicing and supply chain finance market.
Some industry cloud platforms expand by applying the business processes they automate across industries. This is what I call Serial Verticalization.
Textura, construction industry software platform was hit with a fraud claim by a short-seller. Is there anything to it?
Platform economists like to talk about “winner-take-all” outcomes. But for many industry cloud platforms, the end-game looks more like “winner-take-some”.