by Robert Solomon | Feb 19, 2019 | B2B Software, Farming, Payments, Valuation |
CB Insights Research and the New York Times recently collaborated on a study to identify 50 Future Unicorns. As the study says “To identify companies, we used our Mosaic algorithm, a metric that combines a company’s financial health, the amount of traction it has,...
by Robert Solomon | Dec 17, 2017 | B2B Software, Collaborative Project Management, Construction, Oracle, Valuation
Oracle announced it is buying another construction software company, Aconex, for about $1.2 billion or AUS$1.5 billion. It’s safe to say Oracle loves construction software as it has previously purchased Primavera, Skire, and Textura. A Stock That Followed...
by Robert Solomon | May 13, 2016 | B2B Software, Collaborative Project Management, Construction, Electronic Payments, Industry Cloud
The recent news that Oracle is buying Textura for $663 million, or $26 per share was a surprise, but not a huge one. Several alert readers (and smart investors) had recently prompted me to reexamine Textura when its stock recently hit a low of about $13 per share....
by Robert Solomon | Mar 13, 2014 | B2B Software, Construction, CPG/Retail
This is the eighth in my nearly finished series of posts on the nine value propositions offered by B2B platforms/multi-sided markets. This one will be very brief, as most of these platforms are not true networks and therefore hold less interest for me. Value...
by Robert Solomon | Nov 14, 2013 | B2B Software, Construction, Industry Cloud, Oil and Gas, Oracle |
Major construction projects are a ripe area for Industry Cloud platforms. All of the key elements are there: lots of dollars at stake, many players on any one project (architects, engineers, owners, GCs, subcontractors, materials providers), voluminous documents,...
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