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”.
The combination of elance and odesk provides some much needed consolidation to the services matchmaking marketplace.
Tungsten is taking on the huge e-invoicing and supply chain finance market in a highly public way.
Platform pricing is a critical topic for multi-sided markets. One variable to consider is whether to charge an access fee, usage fee, or both.
Let’s take a look back at the industry cloud stocks I’ve previously blogged about. Investors beware.