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

Posted by MGI Research
MGI Research
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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Cisco Billing Case Study: 2014 Billing Innovators Summit - WEST

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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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Replay of Primary Access Oct 10 2013 Conference Call on Cloud ERP is now available

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 15 October 2013
in SaaS
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2012 SaaS Innovators Summit - Nov 13th 2012 in San Francisco, CA

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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
Tags: 3 factors shaping cloud, ACI Worldwide, ACIW, Acquia, acquisition for saas product, acquisition multiples, acquisition sap, Actuate, ADBE, Adobe, ADSK, Advent Software, ADVS, Amdocs, amdocs saas, app industry trends, application software industry trends, ARBA, Ariba, aspen technology, aspen technology, Autodesk, average saas revenue, average valuation for saas, AZPN, BBBB, BIRT, Blackbaud, Blackboard, BLKB, BMC, BMC Software, Broadvision, BTIG, business saas software valuations, BVSN, CALD, Callidus Software, Certain, Citrix, CKSW, Clicksoftware, cloud, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, Cloud software valuation, CNQR, CNVO, collabnet, company valuation trends, compare saas multiples to tech software, Concur, Constant Contact, Constellation Software, Convio, Coupa, CRM, CRM valuations, CSG Systems, CSGS, CSOD, CSU, 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2012 SaaS Innovators Summit - Nov 13th 2012 in San Francisco, CA

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
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
Tags: 3 factors shaping cloud, ACI Worldwide, ACIW, Acquia, acquisition for saas product, acquisition multiples, acquisition sap, Actuate, ADBE, Adobe, ADSK, Advent Software, ADVS, Amdocs, amdocs saas, app industry trends, application software industry trends, ARBA, Ariba, aspen technology, aspen technology, Autodesk, average saas revenue, average valuation for saas, AZPN, BBBB, BIRT, Blackbaud, Blackboard, BLKB, BMC, BMC Software, Broadvision, BTIG, business saas software valuations, BVSN, CALD, Callidus Software, Certain, Citrix, CKSW, Clicksoftware, cloud, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, Cloud software valuation, CNQR, CNVO, collabnet, company valuation trends, compare saas multiples to tech software, Concur, Constant Contact, Constellation Software, Convio, Coupa, CRM, CRM valuations, CSG Systems, CSGS, CSOD, CSU, 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Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Friday, 12 October 2012
in SaaS

While much of the focus of SaaS is on services that are driven off a browser, there is nothing inherent in the model that prohibits programmatic access to structured web services with a defined business functions. We are begininng to see an evolution of a market for complex business functions offered on a web as a service. One of such services is Monetization, i.e. ability to perform complex calculations over the web for functions such as billing, sales compensation, benefit/pension calculations, complex revenue splits, etc. etc. Examples in the business world abound and range from stock exchange transactions to cell phone billing to sales commissions for complex products.

In the past such processing was largely handled by programs embedded inside monolithic ERP products or custom coded by enterprises. In both cases, the cost for anything robust was prohibitive for most small and medium sized businesses. Now, with a cloud-based offering, many midsize and some small firms will have access to very flexible calculation capabilities.

One of the companies focused in this space is MetraTech. We recently hosted the CEO of MetraTech Scott Swartz for a 20 Questions session during which we discussed the merits of this emerging opportunity.

© 2012 MGI Research, LLC
Tags: 2011 saas valuation multiples, acquisition for saas product, acquisition multiples, acquisition sap, app industry trends, application software industry trends, aspen technology, average valuation for saas, business saas software valuations, cloud, cloud computing, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, collabnet, company valuation trends, compare saas multiples to tech software, CRM valuations, current trends in cloud computing, current valuations of software companies, deferred revenue analysis, early stage valuation of saas companies, enterprise saas companies, enterprise software pricing 2011, enterprise software public comps, enterprise software valuations, enterprise software valuations versus saas valuations, enterprise software venture valuation, enterprise software vs saas, enterprize software companies, ERP valuations, European software valuations, financial valuations, FinancialForce.com, formula for saas valuation, Forrester analysis of SaaS, future of software, Gartner SaaS analysis, how much is my software business worth, how to price enterprise software, how to price saas for enterprise, how to value a SaaS company, how to value a software company, how to value a software company, HR software valuations, industry analysis, industry research cloud computing, industry revenue multiple for saas, ipo, it industry analysis, it software m&a multiples, key trends in cloud computing, M&A analysis, M&A trends, Metanga, MetraTech, MGI analysis, MGI efficiency, MGI Index, MGI Index, mgi index ranking, MGI rating, mgi report on analytics, MGI Research, MGI scores, MGI scores, Monetization, multiple valuation of saas versus software, multiples software companies, multiples valuation, on-premise software, open source database market share, open source market analysis, premium valuations, price/sales valuation for software companies, pricing enterprise software, pricing multiples for saas companies, pricing salesforce, private SaaS valuations, private software transactions, public saas company performance vs software, public vs private software valuations, recent trends in cloud computing, research on cloud computing, revenue multiple, saas, saas, saas acquisition, SaaS analysis, SaaS business model analysis, saas business model for software enterprise, SaaS buyers guide, saas company valuation, saas company valuation, saas company valuation trends, saas company valuations, saas company valuations, SaaS comparables, saas comps list, SaaS DCF analysis, SaaS experts, SaaS growth rates, SaaS growth trends, saas healthcare software valuation, SaaS IPO, SaaS M&A targets, SaaS market capitalization, SaaS market size, saas mgi, saas multiple valuation, SaaS multiples, SaaS multiples, saas multiples valuation, saas names, SaaS profitability, SaaS rankings, saas revenue multiple, saas revenue multiples, saas revenue multiples 2011, SaaS software, saas valuation, saas valuation, saas valuation metrics, saas valuation model, saas valuation multiple, saas valuation multiples, saas valuation of enterprise software companies valuations, saas valuation precedents, saas valuation trends, saas valuations vs software, saas vs enterprise software, saas vs enterprise software company valuations, SaaS vs on-premise valuations, SAP, SAP acquires SuccessFactors, Scott Swartz, smb issues software as a service, smb tco analysis, software as a service, software as a service industry price analysis, software as a service market analysis, software as a service valuations, software business models, software company ratings, software company valuation, software company valuation multiples, software growth rates, software industry analysis, software industry trends in database applications, software industry valuations, software maintenance renewals and issues with credits, software maintenance valuation, software multiples, software multiples valuations statistics, software rankings, software valuation trends, SuccessFactors acquisitions, Tech Industry Analysis, technology industry analysis, tight it budgets push cloud computing, valuation based on maintenance revenue, valuation calculation of saas companies, valuation comps, valuation drivers, valuation experts, valuation methods, valuation metrics, valuation multiples, valuation of saas companies, valuation of saas companies 2011, valuation of software companies, valuation trends, valuations for software companies, valuations report on virtualization, valuations saas vs conventional software, valuing a saas business, valuing a saas company, valuing saas revenue, VC software valuations, venture capital valuations, what is software maintenance revenue, what's the valuation for saas venture, Workday, Workday
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Monetization as a Service - 20 Questions with MetraTech CEO Scott Swartz

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Friday, 12 October 2012
in SaaS

While much of the focus of SaaS is on services that are driven off a browser, there is nothing inherent in the model that prohibits programmatic access to structured web services with a defined business functions. We are begininng to see an evolution of a market for complex business functions offered on a web as a service. One of such services is Monetization, i.e. ability to perform complex calculations over the web for functions such as billing, sales compensation, benefit/pension calculations, complex revenue splits, etc. etc. Examples in the business world abound and range from stock exchange transactions to cell phone billing to sales commissions for complex products.

In the past such processing was largely handled by programs embedded inside monolithic ERP products or custom coded by enterprises. In both cases, the cost for anything robust was prohibitive for most small and medium sized businesses. Now, with a cloud-based offering, many midsize and some small firms will have access to very flexible calculation capabilities.

One of the companies focused in this space is MetraTech. We recently hosted the CEO of MetraTech Scott Swartz for a 20 Questions session during which we discussed the merits of this emerging opportunity.

© 2012 MGI Research, LLC
Tags: 2011 saas valuation multiples, acquisition for saas product, acquisition multiples, acquisition sap, app industry trends, application software industry trends, aspen technology, average valuation for saas, business saas software valuations, cloud, cloud computing, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, collabnet, company valuation trends, compare saas multiples to tech software, CRM valuations, current trends in cloud computing, current valuations of software companies, deferred revenue analysis, early stage valuation of saas companies, enterprise saas companies, enterprise software pricing 2011, enterprise software public comps, enterprise software valuations, enterprise software valuations versus saas valuations, enterprise software venture valuation, enterprise software vs saas, enterprize software companies, ERP valuations, European software valuations, financial valuations, FinancialForce.com, formula for saas valuation, Forrester analysis of SaaS, future of software, Gartner SaaS analysis, how much is my software business worth, how to price enterprise software, how to price saas for enterprise, how to value a SaaS company, how to value a software company, how to value a software company, HR software valuations, industry analysis, industry research cloud computing, industry revenue multiple for saas, ipo, it industry analysis, it software m&a multiples, key trends in cloud computing, M&A analysis, M&A trends, Metanga, MetraTech, MGI analysis, MGI efficiency, MGI Index, MGI Index, mgi index ranking, MGI rating, mgi report on analytics, MGI Research, MGI scores, MGI scores, Monetization, multiple valuation of saas versus software, multiples software companies, multiples valuation, on-premise software, open source database market share, open source market analysis, premium valuations, price/sales valuation for software companies, pricing enterprise software, pricing multiples for saas companies, pricing salesforce, private SaaS valuations, private software transactions, public saas company performance vs software, public vs private software valuations, recent trends in cloud computing, research on cloud computing, revenue multiple, saas, saas, saas acquisition, SaaS analysis, SaaS business model analysis, saas business model for software enterprise, SaaS buyers guide, saas company valuation, saas company valuation, saas company valuation trends, saas company valuations, saas company valuations, SaaS comparables, saas comps list, SaaS DCF analysis, SaaS experts, SaaS growth rates, SaaS growth trends, saas healthcare software valuation, SaaS IPO, SaaS M&A targets, SaaS market capitalization, SaaS market size, saas mgi, saas multiple valuation, SaaS multiples, SaaS multiples, saas multiples valuation, saas names, SaaS profitability, SaaS rankings, saas revenue multiple, saas revenue multiples, saas revenue multiples 2011, SaaS software, saas valuation, saas valuation, saas valuation metrics, saas valuation model, saas valuation multiple, saas valuation multiples, saas valuation of enterprise software companies valuations, saas valuation precedents, saas valuation trends, saas valuations vs software, saas vs enterprise software, saas vs enterprise software company valuations, SaaS vs on-premise valuations, SAP, SAP acquires SuccessFactors, Scott Swartz, smb issues software as a service, smb tco analysis, software as a service, software as a service industry price analysis, software as a service market analysis, software as a service valuations, software business models, software company ratings, software company valuation, software company valuation multiples, software growth rates, software industry analysis, software industry trends in database applications, software industry valuations, software maintenance renewals and issues with credits, software maintenance valuation, software multiples, software multiples valuations statistics, software rankings, software valuation trends, SuccessFactors acquisitions, Tech Industry Analysis, technology industry analysis, tight it budgets push cloud computing, valuation based on maintenance revenue, valuation calculation of saas companies, valuation comps, valuation drivers, valuation experts, valuation methods, valuation metrics, valuation multiples, valuation of saas companies, valuation of saas companies 2011, valuation of software companies, valuation trends, valuations for software companies, valuations report on virtualization, valuations saas vs conventional software, valuing a saas business, valuing a saas company, valuing saas revenue, VC software valuations, venture capital valuations, what is software maintenance revenue, what's the valuation for saas venture, Workday, Workday
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Secure Cloud Opportunity - 20 Questions with CEO of Firehost - Chris Drake

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Monday, 01 October 2012
in Cloud Computing

Earlier in September we had an in-depth conversation with Chris Drake, CEO of Firehost - an emerging supplier of secure cloud computing infrastructure services. In this 20 Questions session, Chris shared his views and practical experiences with bringing to market a secure cloud offering.

Related Recent Reports and Comments:

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

Is Security a Barrier to Cloud Adoption?

© 2012 MGI Research, LLC
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Video Replay of the "Battle of PaaS Evangelists July 25 2012"

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Wednesday, 01 August 2012
in Cloud Computing

MGI Research - Battle of PaaS Evangelists July 25 2012 from MGI Research on Vimeo.

 

 

Recording of the "Battle of PaaS Evangelists" on July 25 2012 with Andrew Dailey and Igor Stenmark of MGI Research, Sacha Labourey, CEO of CloudBees and Sinclair Schuller, CEO of Apprenda

© (c) 2012 MGI Research, LLC
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Battle of PaaS Evangelists: Webinar - July 25th 2012 1:00PM EST

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 17 July 2012
in Cloud Computing

On July 25th 2012 MGI is hosting a webinar on Platform as a Service (PaaS) trends.

Platform as a Service or PaaS is being touted as the express elevator to faster development, integration and deployment of Cloud applications. In the past, integration middleware was largely the domain of large companies as it required a significant upfront investment. Integration costs often added upwards of 60% of the total cost of a business application. PaaS promises to transform the economics of cloud application integration and delivery. Is PaaS a fundamentally new, must-have technology with a clear ROI or is it just a repackaging of old concepts retro-fitted for the cloud?

© (c) 2012 MGI Research, LLC
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ORACLE: Break-on Through to the Other Side?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 19 June 2012
in Tech Giants

The overall tenor of Oracle management comments post its latest earnings announcement was very upbeat. While multiple headwinds persists, i.e. EU, stronger US dollar, launch of multiple new product initiatives such as Public Cloud, - the stock looks ready to try to attempt a break to the other side of the downward trend line.

 

Oracle: Scaling back the negative trendline

© (c) 2012 MGI Research, LLC
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Did SAP Overpay for Ariba?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Thursday, 24 May 2012
in Cloud Computing

In a research note published last night - SAP Buys Ariba – A Fallen Angel Finds an Exit, we analyze the merits and metrics of this transaction and the impact on SAP customers, investors and competitors.

© (c) 2012 MGI Research, LLC
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Article on Salesforce.com in Seeking Alpha Parallels our Concerns but Falls Short

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Tuesday, 08 May 2012
in SaaS

There is a very decent, albeit not foolproof treatment of Salesforce.com (CRM) on SeekingAlpha.com. The article looks at number of relevant accounting red flags but sometimes fails to interpret those correctly or put them into context. Some of commentary following the article highlight the discrepancies.

© (c) 2012 MGI Research, LLC
Tags: 2011 market update public saas, 2011 saas valuation multiples, 3 factors shaping cloud, ACI Worldwide, ACIW, acquisition for saas product, acquisition multiples, acquisition sap, Actuate, ADBE, Adobe, ADSK, Advent Software, ADVS, Amdocs, amdocs saas, ANSS, Ansys, app industry trends, application software industry trends, ARBA, Ariba, ASIA, AsiaInfo, aspen technology, Athena Health, ATHN, Autodesk, average saas revenue, average valuation for saas, AZPN, BBBB, Benioff, BIRT, Blackbaud, Blackboard, BLKB, BMC, BMC Software, Bottomline Technologies, Broadvision, BSQR, BSquare, business saas software valuations, BVSN, CA, Cadence Design, CALD, Callidus Software, CDNS, CEO, CERN, Cerner, Citrix, CKSW, Clicksoftware, cloud, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, Cloud software valuation, CNQR, CNVO, collabnet, Commvault 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SaaS 2012 Valuation Guide Published

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Monday, 30 April 2012
in SaaS

The 2012 Software-as-a-Service (SaaS) valuation guide is now available to MGI Research subscribers as well as in the MGI Research Store and via Bloomberg, L.P.

© 2012 MGI Research, LLC
Tags: 2011 market update public saas, 2011 saas valuation multiples, 3 factors shaping cloud, ACI Worldwide, ACIW, acquisition for saas product, acquisition sap, Actuate, ADBE, Adobe, ADSK, Advent Software, ADVS, Amdocs, amdocs saas, ANSS, Ansys, app industry trends, application software industry trends, ARBA, Ariba, ASIA, AsiaInfo, aspen technology, Athena Health, ATHN, Autodesk, average saas revenue, average valuation for saas, AZPN, BBBB, BIRT, Blackbaud, Blackboard, BLKB, BMC, BMC Software, Bottomline Technologies, Broadvision, BSQR, BSquare, business saas software valuations, BVSN, CA, Cadence Design, CALD, Callidus Software, CDNS, CERN, Cerner, Citrix, CKSW, Clicksoftware, cloud, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, Cloud software valuation, CNQR, CNVO, collabnet, Commvault Systems, company valuation trends, compare 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Is Security a Barrier to Cloud Adoption?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 28 February 2012
in Cloud Computing

In several research reports over the past year we have focused on the role that security plays in the rate of cloud adoption. On a couple of occasions we pointed out the functional gaps that exist in many typical cloud offerings. It has also been our point of view that any actual or perceived shortcomings in security are not likely to meaningfully hold back the current adoption trajectory for the cloud. The question is can this adoption trajectory change significantly if the actual and perceived level of trust for the cloud is elevated by additional security features and/or new standalone and more secure offerings? In our view any improvement to cloud security capabilities, creation of security standards and improved transparency will catalyze cloud adoption amongst many current skeptics.

© 2012 MGI Research, LLC
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Convio (CNVO) gets acquired by Blackbaud (BLKB) for $16/share

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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on Tuesday, 17 January 2012
in SaaS

The $16 per share deal to acquire Convio (CNVO) by Blackbaud (BLKB) translates into an enterprise value that is slightly below that projected by our March 2011 SaaS valuation model but is still within about 10% of the target. We believe, the price reflects Convio's relatively small revenue of $77 Million and sub-par growth, profitability and efficiency as measured by the MGI Index (CNVO MGI Index is 643). In our view, the valuation offered is also a function of a dearth of potential buyers in this space. BLKB paid a 49% premium vs. the last closing price for CNVO but still seemingly got a good deal.

© 2012 MGI Research, LLC
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New Research: Is SaaS Ready for Manufacturing Solutions?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Tuesday, 10 January 2012
in SaaS

Interview with Rootstock Software CEO Pat Garrehy

Is SaaS ready to support complex manufacturing solution requirements?

Until recently, successful SaaS companies have excluded core manufacturing functionality, and focused on departmental and/or horizontal functionality far from the plant floor.  That’s about to change. 

© 2012 MGI Research, LLC
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SAP Concedes - Questions Concerning SAP's bid for SuccessFactors

Posted by MGI Research
MGI Research
MGI Research Analyst Team
User is currently offline
on Friday, 09 December 2011
in SaaS

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.
User is currently offline
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
MGI Research
MGI Research Analyst Team
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on Tuesday, 06 December 2011
in SaaS

According to the MGI SaaS valuation model, SAP did not overpay for its acquisition of SuccessFactors.

© 2011 MGI Research, LLC
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