BI
New Year’s means three things in my world: (1) time to thank our customers and team at Host Analytics for another great year, (2) time to finish up all the 2017 planning items and approvals that we need to get done before the sales kickoff (including the one most
Enterprise
The single most misunderstood software-as-a-service (SaaS) metric I’ve encountered is the CAC Payback Period (CPP), a compound metric that is generally defined as the months of contribution margin to pay back the cost of acquiring a customer. Bessemer defines the CPP as: I quibble with some of the Bessemerisms
Bubbles
As the new year approaches, it's time for another set of predictions, but before diving into my list for 2016, let's review and assess the predictions I made for 2015. Kellblog's 2015 Predictions Review 1. The good times will continue to roll in Silicon
Enterprise
The software-as-a-service (SaaS) space is full of seemingly simple metrics that can quickly slip through your fingers when you try to grasp them. For example, see Measuring SaaS Renewals Rates: Way More Than Meets the Eye for a two-thousand-word post examining the many possible answers to the seemingly simple question,
Enterprise
I finally found some time to read over the approximately 175-page registration statement (S-1) that enterprise social networking software provider Jive Software filed on August 24, 2011 in support of a upcoming initial public offering (IPO) of its stock. In this post, and subject to my usual disclaimers, I'
Enterprise
See this story on SeekingAlpha (which might consider renaming itself SeekingShelter), entitled Goldman Slaps Most Software Stocks. Excerpt on aggregate spending: The worst of the IT-spending slowdown likely remains in front of us, as we start the clock on slashed 2009 budgets. We forecast 0 percent revenue growth for our
Enterprise
[Revised 8/2/08; still working on cleaning up this consciousness stream.] Back in the old days, it seemed easy to create a category in software. Look at the database market, for example: * IBM invents the relational DBMS (RDBMS) category * Oracle, Ingres, and Informix enter in a largely undifferentiated way,
