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Software Outlook - View from the Street: Terry Tillman of Raymond James Financial

Posted by MGI Research
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MGI Research Analyst Team
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on Friday, 08 April 2016
in SaaS

Wall Street analyst Terry Tillman of Raymond James Financial shares his outlook on the world of enterprise software at the 2015 Billing Innovators Summit EAST at the New York Academy of Sciences in October of 2015. Moderated by MGI Research Managing Director Jim Mendelson.

©(c) 2015 MGI Research, LLC
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Posted by MGI Research
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MGI Research Analyst Team
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on Monday, 14 March 2016
in Monetization

MGI Research Managing Director Andrew Dailey presents the adoption outlook for Agile Monetization Platforms at the Re>Think 2015 Billing Innovators Summit EAST at the New York Academy of Sciences on OCT 22 2015

©(C) 2015 MGI Research, LLC
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Deploying Enterprise Apps to the Cloud - 20 Questions with Coert Baart, the CEO of XebiaLabs

Posted by MGI Research
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MGI Research Analyst Team
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on Wednesday, 14 December 2011
in Cloud Computing
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SAP Concedes - Questions Concerning SAP's bid for SuccessFactors

Posted by MGI Research
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on Friday, 09 December 2011
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While the overall analyst commentary generally has been pretty constructive and supportive of SAP’s $3.4 Billion bid for SuccessFactors, Inc., many questions remain.  Although many analysts believe SAP is overpaying for SuccessFactors (SFSF), in our view, the valuation is not unreasonable and is not the critical factor in assessing this deal.

© 2011 MGI Research, LLC
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IBM Purchase of DemandTec Reconfirms MGI SaaS Valuation Model

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
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on Thursday, 08 December 2011
in SaaS

For a 2nd time in less than a week, a purchase of a SaaS vendor reconfirmed our SaaS valuation model. IBM is paying $440Million in cash to acquire San-Mateo, CA-based DemandTec (DMAN).

© 2011 MGI Research, LLC
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SAP Did not Overpay for SuccessFactors

Posted by MGI Research
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on Tuesday, 06 December 2011
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According to the MGI SaaS valuation model, SAP did not overpay for its acquisition of SuccessFactors.

© 2011 MGI Research, LLC
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The Midmarket Manufacturing Pursuit: Will SaaS Upstarts Unseat The Big Guys?

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
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on Tuesday, 01 November 2011
in SaaS

In a recent “20 Questions with the CEO of Plex Systems” MGI Research’s C-level interview series with leading technology industry innovators, investors and executives – MGI’s Andrew Daily talked with Mark Symonds, CEO of SaaS ERP vendor Plex Systems, Inc. SaaS upstarts are a real threat to the established revenue streams of major enterprise applications vendors.

© 2011 MGI Research, LLC
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