Saas Sprawl
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Platformonomics TGIF #64: September 13, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Friday the 13th edition! News Oracle’s Data Center Difficulties: FY25 Q1 Database vampire and cloud laggard Oracle reported earnings for Q1 this week. Wall Street likes the…
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Platformonomics TGIF #34: January 5, 2024
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. We’re back and Happy New Year! We’ll start the year with some predictions about what will (and will not) happen in 2024 (at least as it will be chronicled here). We Will…
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SaaS Sprawl and the Potential for Market Consolidation
Imagine a world of unprecedented software prosperity. Business applications are booming, as companies exhibit a seemingly bottomless appetite for new software. Application developers are awash in cash flow. Entrepreneurs are founding legions of new startups, eager to follow in their predecessors’ IPO footsteps. The playbook and go-to-market for software companies has become so well refined…