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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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MGI Research Analyst Team
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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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MGI Research Analyst Team
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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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NetSuite: SuiteWorld 2013 - Nothing Sexy, Just Steady Momentum

Posted by Andrew Dailey
Andrew Dailey
Andrew Dailey is a Managing Director of MGI Research
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on Monday, 03 June 2013
in SaaS

NetSuite hosted its SuiteWorld user confab in San Jose, CA on May 13-16, 2013.  Well-attended, the event underscored NetSuite’s strong position in its core market. The major news, a product entry into manufacturing, will impact the generic ERP suites, a market ripe for replacement.  Execution now is the major issue facing NetSuite for the next two years.

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

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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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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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Secure Cloud Opportunity - 20 Questions with CEO of Firehost - Chris Drake

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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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Battle of PaaS Evangelists: Webinar - July 25th 2012 1:00PM EST

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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
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, Amazon, Amdocs, amdocs saas, AMZN, Andrew Dailey, app industry trends, application software industry trends, apprenda, ARBA, Ariba, aspen technology, Autodesk, average saas revenue, average valuation for saas, AWS, AZPN, Azure, barriers to cloud, 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, certified trusted cloud, Citrix, CKSW, Clicksoftware, cloud, cloud adoption, cloud barriers, cloud computing, cloud computing industry analysis, cloud computing industry trends, cloud computing security incidents, cloud computing technical analysis, cloud cyber incidents, cloud industry trends, 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ORACLE: Break-on Through to the Other Side?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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
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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
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, Andrew Dailey, 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 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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
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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
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Is Security a Barrier to Cloud Adoption?

Posted by MGI Research
MGI Research
MGI Research Analyst Team
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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
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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
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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.
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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
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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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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