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Cisco Billing Case Study: 2014 Billing Innovators Summit - WEST

Posted by MGI Research
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on Tuesday, 23 September 2014
in Billing Solutions

May Tran, senior business executive from Cisco Systems, Inc. discusses billing case study at the 2014 Billing Innovators Summit WEST on April 23rd 2014 at the Transamerica Pyramid in San Francisco, CA.

Join us on October 23rd 2014 at the New York Academy of Sciences for the 2014 Billing Innovators Summit EAST. See conference details for information and registration.

Related posts:

Agile Billing Scenario from the 2014 Billing Innovators Summit WEST

Panel Discussion from the 2014 Billing Innovators Summit WEST

Billing Solutions Case Study: Pitney-Bowes

Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz


© 2014 MGI Research, LLC
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Panel Discussion from the 2014 Billing Innovators Summit WEST

Posted by MGI Research
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on Monday, 18 August 2014
in Billing Solutions

An excerpt from an executive panel discussion on billing and business applications at the 2014 Billing Innovators Summit WEST held on April 23rd 2014 in San Francisco, CA.

© 2014 MGI Research, LLC
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Cloud Stocks Again Lagged Equity Benchmarks in 1H2014

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Wednesday, 09 July 2014
in MGI Quant

As was the case in 2013, during the 1H2014 equities of cloud companies have lagged broad market benchmarks. In 2013, the 2nd half of the year reversed the trend - cloud equities not only caught up but also outperformed the market finishing the year up over 32.22% vs. S&P 500 up 29.69%.

© 2014 MGI Research, LLC
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Billing Solution Case Study: CFO of Firehost Talks About Subscription Management

Posted by MGI Research
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on Tuesday, 10 June 2014
in Billing Solutions

CFO of secure cloud infrastructure provider Firehost Bruce MacFadyen talks about managing subscription revenue at the 2014 Billing Innovators Summit WEST in San Francisco, CA.

Join us on October 23rd 2014 at the New York Academy of Sciences for the 2014 Billing Innovators Summit EAST. See conference details for information and registration.

Related posts:

Agile Billing Scenario from the 2014 Billing Innovators Summit WEST

Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz


© 2014 MGI Research, LLC
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Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 10 June 2014
in Billing Solutions

MGI Managing Director Andrew M. Dailey presented the Agile Billing Scenario at the 2014 Billing Innovators Summit WEST on April 23 2014 at the Transamerica Pyramid in San Francisco, CA.

Join us on October 23rd 2014 at the New York Academy of Sciences for the 2014 Billing Innovators Summit EAST. See conference details for information and registration.

Related Research:

Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz

NetSuite: SuiteWorld 2013 - Nothing Sexy, Just Steady Momentum

© 2014 MGI Research, LLC
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Amazon’s Huge Cloud Lead – Looking for #2

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
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on Monday, 18 November 2013
in Cloud Computing

Road Notes – Amazon re:Invent Conference in Las Vegas, Nov. 11-14, 2013

The re:Invent conference, Amazon’s annual gathering of its cloud computing customers, prospects, and partners, has become the barometer of industry adoption of cloud computing. It’s become a massive event, hosted in Amazon’s distinct style, and underscores Amazon’s lead in the nascent, but growing market for cloud-based IT services.  Organizations of all sizes are looking at Amazon, and practical hurdles limit the path of adoption.  The success of the event also highlights the lack of a clear #2 player in the market.  This is a real issue for competitors, because there is ample room for Amazon to improve its messaging and sales pitch.

© 2013 MGI Research, LLC
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Replay of Primary Access Oct 10 2013 Conference Call on Cloud ERP is now available

Posted by MGI Research
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on Tuesday, 15 October 2013
in SaaS
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Replay of Primary Access Sep 25 2013 Conference Call with Jaspersoft

Posted by MGI Research
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on Monday, 30 September 2013
in Big Data

The replay of Primary Access September 25 2013 conference call with Karl Van den Bergh of Jaspersoft is now available. If you are a current subscriber, please CLICK HERE to access. If you are not a subscriber, please contact Vince Conrad at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

© 2013 MGI Research, LLC
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Cloud Stocks Pull Higher Away from Market Benchmarks

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Thursday, 19 September 2013
in Cloud Computing

After a long period of under performance in 2013, cloud equities caught up and surpassed major market performance benchmarks. The MGI Cloud 30 Index has been making and breaking new highs and the pull higher has now accelerated vis-a-vis the market overall.

© 2013 MGI Research, LLC
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The Cloud Trend is Intact - MGI Cloud 30 Index Reaches an All Time High

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Monday, 29 July 2013
in MGI Quant

The upward trend in cloud equities is intact. On Friday, July 26 2013, The MGI Cloud30(tm) Index reached an all-time-high of 247.02. But even with the latest surge in performance, the cloud stocks have markedly under performed the broad equity index benchmarks like S&P 500. The gap between MGI Cloud30 and S&P 500 has narrowed considerably from over 17% earlier this year to just over 3.5% as of Friday. While it is difficult to assess how many investors have followed this arbitrage situation, it is clear to us that the interest level is clearly rising.

© 2013 MGI Research, LLC
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State of Mobile Apps 2013 Study Continues - Make Your Input Count

Posted by MGI Research
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on Friday, 26 July 2013
in Mobile Computing


Our 2013 State of Mobile Apps study is on-going.

The study main focus is on mobile strategies. Almost half of the companies we have interviewed this year on mobile, indicate either an average or below average ROI. Many cite lack of a clear and focused strategy as a key contributing factor to these results.

Early data shows very interesting changes in mobile strategies.

© 2013 MGI Research, LLC
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Posted by MGI Research
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on Friday, 12 July 2013
in Cloud Computing

This is the opening keynote delivered by Igor Stenmark, Managing Director of MGI Research at the 2013 MGI Research Cloud Innovators Summit on March 5, 2013 at the Core Club in New York City . Discusses market sizing for IaaS, valuation trends, key drivers for growth, winners and losers.

© 2013 MGI Research, LLC
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Jack Sepple, Global Managing Director of Accenture at MGI Research 2013 Cloud Innovators Summit

Posted by MGI Research
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on Wednesday, 12 June 2013
in Cloud Computing

Presentation by Jack Sepple, Global Managing Director of Cloud Strategy at Accenture at the 2013 Cloud Innovators Summit hosted by MGI Research on March 5th 2013 at the Core Club in NYC.

© 2013 MGI Research, LLC
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Michael Crandell, CEO and Founder of RightScale Speaks at the 2013 MGI Research Cloud Innovators Summit

Posted by MGI Research
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on Wednesday, 12 June 2013
in Cloud Computing

Michael Crandell, CEO and Founder of RightScale Speaks at the 2013 MGI Research Cloud Innovators Summit about cloud management tools market, competitive landscape and positioning of RightScale within that market. Recorded on March 5th 2013 at the Core Club in New York, NY.

© 2013 MGI Research, LLC
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Interxion Holding B.V. added to MGI Cloud 30 Index

Posted by MGI Research
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on Wednesday, 10 April 2013
in Cloud Computing

As of April 9th 2013 MGI Research added Interxion Holding B.V. - a Dutch-based provider of data center and interconnect services to MGI Cloud 30 Index - an index of 30 cloud equities.

Interxion, which trades on the NYSE under the INXN symbol, replaces Saba Software and holds about a 3% target weight in MGICloud30. Other key components of the MGI Cloud30 Index include companies such as Equinix, Dupont Fabros Technology, Digital Realty Trust, Salesforce.com, Rackspace and ServiceNow, among others. For additional information on the index and its components see a recent research note: MGI Cloud 30 Index - Is the Cloud Trend Intact?

 

Relevant Research:

Rackspace Revenue Miss: An 800-to-1 Punishment

© 2013 MGI Research, LLC
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An In-Depth Look at How Mobility Drives Business

Posted by MGI Research
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on Thursday, 04 April 2013
in Mobile Computing

We are launching our 2013 industry study of mobile strategies, tools, best practices and budgets. This is an extension of the highly successful 2012 mobile study that focused on identifying the gaps that separate companies that are best in class vs. those that are average.

If you have a point to of view and more importantly hands-on exposure to mobile at a management, business and/or technical levels, we invite you to participate in the survey. Additional details about the study are available here. All participants will receive a free copy of the Executive Summary and will be entered into a drawing to win an iPad Mini.

Numerous CIOs have shared with us feedback from last year's study, indicating how the results have helped fine tune their strategies and budgets. We look forward to hearing from you.

Past Related Posts:

Mobile Apps Study Aims at Budgets, Practices, Strategies

NPR Marketplace Interview on Mobile Payments

Microsoft Surface - Curiosity is not Enough

Mobile Enterprise Application Platforms (MEAPs) Buyer’s Guide

CIOs talk about not renewing RIM Contracts - Next Six Months Critical

© 2013 MGI Research, LLC
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Rackspace Revenue Miss: An 800-to-1 Punishment

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Thursday, 14 February 2013
in Cloud Computing

A very modest miss of analyst revenue estimates has cost Rackspace (NYSE:RAX) dearly. The company quarterly results fell short of analyst estimates by $2.54 million, or less than 1% of its quarterly revenue target. The punishment that RAX endured as a result of this miss could only be described as brutal. From its pre-announcement level of around $75 per share Rackspace stock fell in two days of trading to just below $60 - a loss of over $2Billion in market value. For every dollar that Rackspace revenue missed the Street estimate, it has so far lost over $800 in market cap - an 800-to-1 punishment. As a reminder, Rackspace typically trades in a multiple range of 7X to 9X revenue. So what is behind the sell-off, is it an over-reaction and when will it stop?

RAX was clearly priced for perfection, - a momentum story and a trend stock that could only stay at its hefty levels if it not only met but consistently exceeded analyst estimates and raised guidance if available. At around $59 the shares are trading at an intermediate support level. If the shares make a break below $59, - more downside is possible. At the same time, we continue to see the momentum in cloud computing as strong and accelerating. The long term trend remains in place and is broadening outside the base of early adopters. Rackspace continues to be cited by IT buyers and competitors as one of the Top 3 suppliers of cloud computing infrastructure services. Its service levels are praised and pricing levels are often subjected to criticism - a sign that the company is able to maintain its margins against a perception (misguided in our view)  that there seems to be an onslaught of near infinite capacity of cheap computing power. One of the consistent inputs we hear from the field is that many customers use Amazon Web Services for development, but for production often chose Rackspace regardless of price.

Where we do see a challenge for Rackspace and other providers of cloud services, components and tools is that the very broadening of the appeal of cloud computing may actually create a temporary slow down in the sales momentum. The focus of the market is shifting away from early adopters to a much more mainstream set of buyers who take longer to buy, run longer trials and negotiate much harder on price and service levels. This transition is a process, not an event and will create a temporary damping effect in the cloud space. So far, during the recent earnings announcement season, we have seen a number of pure play and component suppliers in the cloud space stumble and see their stocks punished severely. VMware, Riverbed and CenturyLink are all examples of recently disappointing results.

In the near to mid-term Rackspace may see a moderation of its multiple. We do not see the company going the way of Blackberry but investor caution will be more pronounced as the company and some of its key competitors, suppliers and partners wade through this near term period of buyer transition.

Note: The preceding is not an offering or a recommendation to buy or sell securities of any kind. Rackspace, VMware, Riverbed and Centurylink are components of the MGI Cloud30 Index.

Recent Research:

2013 Cloud Innovators Summit: Core Club, NYC March 5th

Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz

Secure Cloud Opportunity - 20 Questions with CEO of Firehost - Chris Drake

Video Replay of the "Battle of PaaS Evangelists July 25 2012"

Is Security a Barrier to Cloud Adoption?

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2013 Cloud Innovators Summit: Core Club, NYC March 5th

Posted by MGI Research
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on Thursday, 07 February 2013
in Cloud Computing

On March 5th in New York City we are hosting the 2013 MGI Research Cloud Innovators Summit. This will be a half-day, invitation-only conference focused on business and technology innovation in Cloud Infrastructure and Tools. This is an exclusive opportunity to meet CEOs of up and coming cloud providers, network with cloud industry executives, investors and analysts. MGI will also present our 2013 Cloud Computing Scenario and discuss the MGI Cloud30 Index.

© 2013 MGI Research, LLC
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Microsoft Surface - Curiosity is not Enough

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Tuesday, 08 January 2013
in Mobile Computing

During the holiday season we have been taking a closer look at the Microsoft Surface tablet and assessing interest among consumers, enterprises and app developers.

Our take is that the current version of Surface has some interesting aspects but lacks the critical mass of capabilities and design elements to really "move the needle" for Microsoft in the near future. Our skeptical view is shaped by several factors:

© 2013 MGI Research, LLC
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2012 SaaS Innovators Summit - Nov 13th 2012 in San Francisco, CA

Posted by MGI Research
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on Wednesday, 17 October 2012
in SaaS

On Nov 13th MGI Research is hosting an intensive half-day, invitation-only “21 conference” focused on technology and business innovation in SaaS.

© 2012 MGI Research, LLC
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