Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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IBM Chief: The Future Is Services 25 minutes ago IBM Chief: The Future Is Services
05/13/09 - 01:53 PM EDT
James Rogers IBM(IBM Quote) is betting big on consulting services to drive its revenue growth over the coming years, according to Sam Palmisano, the company's CEO, who made a rare public appearance at the company's annual investor meeting Wednesday in New York.
More from James Rogers SAP Could Hold Key to App BattleApple Preparing to Deploy iPhone in China?3Com Uses China to Challenge CiscoSun May Help Oracle Grow in New DirectionActivision Breaks Through EstimatesSymantec Scorched by Sales ShortfallAmazon Takes Aim With New E-BookAmazon Agitates for Digital RevolutionSymantec Squeezes Out Higher ProfitAmazon Takes Aim With New E-Book Market Activity International Business Machines Corporation| IBM DOWNSun Microsystems Incorporated| JAVA DOWN"We think that this space will be as large as Enterprise Resource Planning in the next five years," he said, alluding to the phenomenal growth of business management software. "Services has been a terrific story -- we now have the best margins in the service business of anybody."
IBM's overall gross profit margin reached 43.4% in its recent first quarter, up from 41.5% from the prior year, thanks to improving services and software margins.
The company also launched a new consulting wing dedicated to analyzing and improving customers' business functions. This is expected to generate revenue of $2 billion next year, according to Frank Kerns, IBM's senior vice president of global business services.
"Analytics will be pervasive across all of our consulting practices," he added. "Clients are struggling today with massive amounts of data -- exploding amounts of data."
Despite this trend, the tech giant recently reported first-quarter sales below Wall Street's expectations.
IBM nonetheless grew its first-quarter earnings 4%, and recently boosted its dividend by 10%.
Even in a tough economy, Palmisano struck a bullish tone at the investor meeting, explaining that the firm is delivering on its plan to increase profits from software.
"Software profit grew 13% compounded over the last two years and represents 43% of IBM profit," he said. "We would argue that we're pretty much on track."
IBM, which competes with the likes of Hewlett-Packard(HPQ Quote) and Microsoft(MSFT Quote), also ramped up its software strategy Wednesday, unveiling data analysis software which it describes as "stream computing."
"[This is] where you can monitor market trends in real time," said Palmisano, explaining that the software could be used to track trading data in the financial markets. Other potential uses for the software include trawling through patient information in healthcare and even crunching environmental data.
IBM isn't the only firm with its eye on the real-time analysis market, however. It will face stiff competition from Progress Software's(PRGS Quote) Apama product and offerings from Streambase and Coral8.
In addition to software, Palmisano also highlighted regions outside of the U.S as key to IBM's broader strategy.
The company is seeing solid growth in emerging markets, he explained, despite the global economic slowdown. Revenue from Brazil, Russia, India and China grew 15% in 2008, just 3% less than the prior year, he said, adding that IBM is also targeting 16 other emerging countries.
"We will continue to invest there," he said. "These markets are building out large data centers, networks and banking and wireless infrastructure -- these are big, big markets."
As one of the biggest names in the tech sector, IBM is seen as a key indicator for both customer spending and the M&A climate.
Internet Capital hält dort 32%.
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Consolidation Looms For SaaS
Sramana Mitra, 05.15.09, 06:00 AM EDT
Oracle, SAP and others likely will acquire some SaaS players. Is this a desirable outcome?
Sramana Mitra
More By This Author
The global recession, which has forced companies to cut operating costs and streamline information technology operations, has been something of a boon for the software-as-a-service sector, with major companies turning to cloud computing. Thus, I expect to see acquisitions in the SaaS space this year. SaaS companies like NetSuite, SuccessFactors and Citrix, which all recently reported solid quarters, are likely targets. Let's take a closer look.
On May 4, NetSuite, a leading SaaS vendor of business management software with annual revenue of $152.5 million, reported a strong first quarter. First-quarter revenue was up 22% to $41.6 million, and the company's net loss narrowed 16% to $3.7 million, or 6 cents per share. NetSuite's stock is currently trading around $11 with a market cap of about $670 million. It hit a 52-week high of $13.97 on April 29.
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Yahoo! BuzzNetSuite's suitors will include Oracle ( ORCL - news - people ), SAP ( SAP - news - people ) and possibly IBM ( IBM - news - people ) and Hewlett-Packard ( HPQ - news - people ), if they decide to change their current infrastructure software-oriented strategy to include applications, in which case, they'd need to look at SaaS.
On Apr. 30, SuccessFactors, a leader in on-demand performance and talent management solutions with annual revenue of $111.9 million, reported a strong first quarter that beat estimates. Revenue for the quarter grew 50% year-over-year. Net loss was $5.68 million, or 10 cents per share, vs. a loss of $19.29 million, or 37 cents per share in the same period a year ago.
Gross margin was 77%, up from 71% last quarter and 53% when it went public six quarters ago. The company generated $2.7 million of cash from operating activities, a 286% sequential increase. Total cash, cash equivalents and marketable securities at the end of the quarter was $105.5 million.
Real-Time Quotes
05/15/2009 10:23AM ET
ORCL$18.600.76%SAP$39.68-2.15%IBM$102.591.52%HPQ$35.361.23%SLRY$2.190.00%Get Quote
BATS Real-Time Market Data by XigniteOracle is rumored to have tried to acquire SuccessFactors earlier this year. I also feel that SuccessFactors would be an excellent company for one of the Indian outsourcing vendors to acquire and build a comprehensive SaaS-enabled business process outsourcing practice around. On the other hand, SuccessFactors, with its strong leadership, can also roll up other companies such as Salary.com, whose CEO I interviewed last year. My preference is for some of the smaller SaaS companies rolling up, rather than their getting acquired by the giants.
On April 29, Citrix Systems ( CTXS - news - people ), a leader in application delivery infrastructure with annual revenue of $1.58 billion, reported its first-quarter results. Revenue was down 2% to $369 million due to declining product license sales. Net income declined 80% to $7 million, or 4 cents per share, due to restructuring charges. Adjusted earnings per share was 32 cents, beating analyst estimates by a penny.
While product license revenue decreased 24%, revenue from license updates grew 11% and technical services revenue grew 8%. With the company's increased focus on SaaS, online services revenue also grew 16% to $72 million.
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Citrix's stock is currently trading around $27 with a market cap of about $5 billion. Citrix could be an acquisition target for bigger companies such as Oracle, SAP, Microsoft and IBM. IBM, with its anti-Cisco strategy, could be an especially good fit, as would HP.
My concern remains that we may be moving towards yet another "too big to fail" industry structure. If HP, IBM, Cisco, Microsoft and Oracle go around acquiring everybody and their mother, we're in for stagnation in innovation, a precarious concentration of industry power and leverage at the very tip of the pyramid, and an overall undesirable structural evolution.
Dugg on Forbes.com
Robots That Kill For America
Life is Good for These High Paid Head Coaches
How To Get Off The B-School Wait List - Forbes.com
The Business Of Dark Art
Visit The Forbes.com Digg ChannelSaaS is an opportunity for smaller companies to accumulate their own muscle, roll up their own smaller kingdoms and create an alternative power structure. I would much rather see that happen, than an accumulation of everything that matters into one of the five largest players!
Sramana Mitra is a technology entrepreneur and strategy consultant in Silicon Valley. She has founded three companies and writes a business blog, Sramana Mitra on Strategy. She has a master's degree in electrical engineering and computer science from the Massachusetts Institute of Technology. Her first book, Entrepreneur Journeys (Volume One), is available from Amazon.com. Her second book, Bootstrapping, Weapon Of Mass Reconstruction, is
http://www.fool.com/investing/small-cap/2009/05/...0s-10-baggers.aspx
05/15/09 - 12:16 PM EDT
According to Jim Cramer, short-sellers of banks and oils are being destroyed due to the stocks' strong moves to the upside. But financial and petroleum companies aren't the only ones rising. The tech stocks have also done extremely well, also in part because of short squeezes.
Short squeeze occurs when short-sellers quickly buy in shares of the stock in order to cover their bearish positions, driving the price of stocks up sharply. The ratio for measuring short-squeeze opportunities is the short ratio, which is the number of days it would take the short sellers to cover their position based on recent average daily volume.
Posted: May 1, 2009 04:42 AM
Updated: May 7, 2009 04:29 AM
INSIDE 14WFIE.com
WhiteFence: Compare and Shop
14 Headlines more>>
GM cutting 1,100 dealerships
By Beth Sweeney - bio | email | Twitter
Posted by Natalie Yarbor - email
EVANSVILLE, IN (WFIE) - Many consumer groups say most families are overpaying their phone, TV and Internet bills by $500 a year.
One reason for this, according to the Citizens Utility Board, is because providers will not tell you about new discounts or deals unless you ask.
So one Evansville family did, and they saved some major cash.
Like so many families right now, Chris and Alissa Maynard are feeling the economic squeeze.
Chris said, "We don't know what the future holds or which way we're headed with the economy, so we want to have some savings in case something were to happen with my job."
They're building a safety net by cutting corners wherever they can.
Alissa shared some of the family's savings strategies.
"Clipping coupons at the grocery. Prices have gone up," she said. "Not having a home phone. We just use our cell phones. Anything that we can do to cut costs is very important to us being a young family."
Another way they're saving a few bucks is by doing some comparison shopping to lower their cable, Internet and cell phone bills.
Service provider websites or ones like Whitefence.com can help you do just that.
All you have to do is type in your address, hit go, and the best deals they can find will pop up on your screen, and it doesn't cost a cent to do the shopping.
"On cable and Internet, we spend about $76 a month," said Chris. With our cell phone, we spend about $200 a month."
Not anymore, though.
After browsing prices on several cable and Internet company websites, they found a cheaper bundle package than the one they have now, and it includes more TV channels.
They were able to drop their $76 dollar a month bill for both services, to $59.99.
The Maynard's family plan cell phones run them around $195 a month, but Whitefence dot com found the same plan for around $190 a month, putting an extra $5 in their pockets each month.
"Each month, that little bit does add up," Alissa said.
In fact, in a matter of minutes, the couple saved $252 a year on all three utility services combined.
Alissa said that extra money will be put to good use.
"We have a daughter that's 14 months, so diapers, expenses for her, just even putting it in a savings account or college fund for her, or for a vacation. Every little bit helps," Alissa said.
Chris said, "Five minutes to make a phone call to your company or even check online to see if you can do it online. That five minutes is definitely worth $20 a month to me, and I would think to most people right now."
"If you can't find a deal online, consumer experts recommend calling your service provider. They may be willing to negotiate a better deal.
©2009 WFIE. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
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With more than 140 million cash/securities he can buy back more than 80% of the shares.
Sentiment : Strong Buy
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Re: The idiot Buckley should buy back shares 4 second(s) ago If that will happen, the number of shares decreased from 37 million to only 7.5 million shares.
But the value of the ownership of the 8 eight core-companies and the other companies is about 350 millin in the bad times of today and lot a higher in better times.
If you divide 350 million trough 7.5 million shares, the result is $ 45.
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Tech Spending Stirs, at Last
By MARK VEVERKA | MORE ARTICLES BY AUTHOR
Tech spending shows signs of life.
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THERE IS A SHRED OF EVIDENCE THAT THE SLIDE IN CORPORATE-technology spending may finally be coming to an end.
A survey by Goldman Sachs, which has been tracking tech spending since the dot-com boom, indicates spending "remains deep in contraction territory but seems to be searching for the bottom."
The bad news is that the investment firm's "total tech spending survey," which includes salaries, services, depreciation and other expenses, continued to decline since a previous study in February. The latest poll was taken in mid-April. But the good news is that Goldman's "tech capital-spending index," which tracks only spending on new software and hardware, bounced back slightly, although it remains in negative territory. This is the first upward move by either index since June 2008, providing "a glimmer of hope" that the indices are "likely nearing a bottom at very low levels," Goldman says.
Still, information-technology, or IT, managers are hardly ready to get their checkbooks out. Half the executives polled said they expected to spend "the same" during the June quarter as they did in the March quarter. About 33% said they thought their spending would dip from the previous quarter, and 17% said their spending would actually increase. "Given some signs of the stabilization in the economy, it is difficult to imagine how the second quarter of 2009 could be worse than the frigid conditions" of January and February, Goldman says.
The brokerage's pricing gauge also is showing early signs of stabilization. Less-aggressive price discounting should provide some relief to "best-of-breed" technology specialists, which have had difficulty matching slashed prices offered by big vendors such as Hewlett-Packard (ticker: HPQ), IBM (IBM) and Oracle (ORCL). These one-stop vendors that present "fewer throats to choke" have been able to bundle different products together, giving them more pricing flexibility. But now, the survey suggests that smaller competitors might start to see business pick up, albeit slightly.
The product categories that continue to be most susceptible to penny-pinching are personal computers, servers, new software licenses and information-tech services companies, such as Accenture (ACN).
Despite the hint of positive news, spending patterns don't seem to support the overly robust forecast for technology earnings. Tech stocks have experienced a decent rebound, along with the broader market. The Nasdaq Composite index clocked in around 1690 late last week, which is about 33% higher than the tech-heavy indicator's 2009 low of 1268 in March. Considering that spending is only just showing signs of improving, it would seem that tech stocks, which anticipated the turn, might be ahead of it now.
HP'S NEWLY HIRED STORAGE CZAR WAS unable to begin work as planned.
David Donatelli, who resigned from storage giant EMC last month (Plugged In, May 4) to become head of servers and storage at HP, temporarily was banned from starting his new job by a Massachussetts court, which cited a non-compete clause in his EMC contract. EMC had filed suit in Massachusetts, seeking an injunction, while Donatelli filed another lawsuit in California challenging the clause's validity.
The California court was expected to hear Donatelli's case Friday.
Channel Intelligence Extends Congratulations to its Customers Ranking in the 2009 Internet Retailer Top 500
Orlando, Fla. (May 18, 2009) – Channel Intelligence, Inc. (CI), the leader in Internet marketing commerce solutions for manufacturers, retailers and publishers, congratulates its customers appearing in the 2009 Internet Retailer Top 500, the annual guide to America's 500 largest e-retailers. CI customers continue to dominate the top ranking spots as the company works with seven out of the top 10 retailers and over 30 percent of the top 100. In addition, the 83 Web retailers in the IR Top 500 working with CI saw an average revenue gain of approximately $72 million, with four customers experiencing gains of $200 million or more, despite the overall dip in performance of the retail industry.
Every year, Internet Retailer releases its ranking of the Top 500 Retailers operating online based on revenue. This year, 81 of the Top 500 companies are using one or more of CI's marketing technology and performance solutions to improve brand awareness, increase sales and achieve a higher return-on-ad-spend. Several customers enjoyed a boost in their Top 500 rankings or were able to hold onto their 2008 spots. Among the top gains in customer rankings, Bealls moved from No. 458 to 309, New York & Company jumped from No. 303 to 229, Cymax Stores rose from No. 247 to 200, and Golfsmith moved from No. 214 to 172.
Also making significant gains were The Children's Place (No. 181 to 149), Improvement Direct (No. 148 to 127), and Unbeatablesale (No. 355 to 338). Other positive movements in the Top 100 included Sears Roebuck inching up from No. 8 to 7, NewEgg reaching No. 9 from 10, Best Buy moving from No. 12 to 10, Systemax now No. 21 up from 22, Overstock.com from No. 30 to 29, and Neiman Marcus from No. 37 to 35 among others as well as those holding steady in their top spots: Office Max (No. 6), and Buy.com (No. 33). CI would also like to congratulate those customers joining the list for the first time, including Garmin (No. 313) and 3balls.com (No. 378).
"The last year has been tough for the retail industry, so we're especially pleased to see so many of our customers performing well," said Rob Wight, CEO and President of Channel Intelligence. "We are focused on providing innovative services that support online sales growth, so seeing our customers continue to grow even when others are facing declines is very gratifying for us. We look forward to seeing even higher numbers next year."
More than 61 of the 83 customers appearing in the Internet Retailer Top 500 use CI's SellCast® Retailer Solutions. SellCast® Retailer Solutions are based on a proprietary data platform that provides retailers with actionable insight and management capabilities to drive profitable online advertising programs in shopping engines and online marketplaces. The solutions are available in outsourced Managed Services with day-to-day activities managed by Strategic Marketing Consultants, Advisory Services where retailers are provided with industry-leading services and support, and TrueTag™ Services, which provide comprehensive tracking and business analytics to better understand and measure performance across all online marketing programs. In addition, several of the company's SellPath® Manufacturer Solutions and CI Ad Network Solutions customers were named in the Internet Retailer Top 500 Guide.
Internet Capital Group, Inc.(NasdaqGM: ICGE)
Real-Time: 4.97 0.04 (0.80%) 11:48am EThelp
Last Trade: 4.97
Trade Time: 11:48am ET
Change: 0.04 (0.80%)
Prev Close: 5.01
Open: 4.94
Bid: 4.97 x 200
Ask: 4.98 x 200
1y Target Est: 10.00
Day's Range: 4.90 - 4.99
52wk Range: 3.04 - 10.65
Volume: 27,957
Avg Vol (3m): 173,703
Market Cap: 182.27M
P/E (ttm): N/A
EPS (ttm): -0.73
Div & Yield: N/A (N/A)
Somit werden die ca. 140 Millionen anteiligen Umsätze der Beteiligungen gerade einmal mit 42 Millionen bewertet - also mit dem 0,3-fachen. Wenn man bedenkt, dass der letzte Software-Ipo Solarwind mit dem 8,2-fachen seiner Umsatz - also mit einem um den Faktor 27 höheren Wert - kann man das enorme Potenzial von Internet Capital erkennen.
Its revenue probably wouldn't cover the espresso budget at Microsoft . But thanks to its low-cost, Web-based distribution system, it doesn't have to be big to make money.
"This is one of the most profitable software companies we've seen in quite some time," said analyst Paul Bard of Renaissance Capital. "It's a testament to the power of a company that's used the Internet to its benefit."
SolarWinds offers software in a niche called network management. That industry, which Gartner estimates will draw $4.8 billion in worldwide sales this year, handles the ever-more complex systems companies use for internal and external communications and transactions. SolarWinds is the eighth-largest player in this rather fragmented sector with 5% market share.
Still, not everyone's sold on SolarWinds' story. Morningstar analyst Rick Hanna wrote in a note that the firm will face stiffer competition as it grows and may be most interesting to investors as a potential takeover candidate.
THE COMPANY
SolarWinds was founded in 1999. In 2005 it was recapitalized by Bain Capital Ventures and Insight Venture Partners, which led a group that bought two-thirds of the stock. A new management team was installed the next year and went on to substantially enlarge the company through organic growth and several small buyouts acquiring technology and staff.
SolarWinds' main offering is its Orion product line, which, depending on the features and add-ons, costs up to $26,000. That's cheap for a software suite of its type, but SolarWinds still makes money on it because it spends so little on marketing. Rather than getting a sales force to go out and talk to management, the firm lets potential clients find it through Internet searching and word of mouth. Once the customer downloads the software, a company rep calls to ensure that it's properly installed and solves the relevant problem. The company boasts it takes only an hour to go live.
SolarWinds also finds clients through its freely downloadable engineering tools. The company also sells a line of fancier tools, but the freebies aren't simplified versions of paid tools. Rather, they're independent items that build recognition and brand loyalty, the firm says.
Customers also buy a yearlong maintenance contract, which they have the option to renew.
The strategy has brought SolarWinds some 80,000 customers who can join an online community at Thwack.com. This provides SolarWinds with feedback on the products, and also generates ideas for variations and modifications to the software.
Though based in Texas, the firm also has staff in Europe and Asia. About 19% of revenue comes from overseas.
RISKS/CHALLENGES
The decline in IT spending has hit SolarWinds along with the rest of its industry. Revenue grew slower in the first quarter than in the previous few years. Operating income has also been growing slower than revenue, partly because of increased spending on research and marketing.
The firm also warns in its prospectus that quarterly results could be lumpy. This partly stems from the occasional large order by the U.S. government, which provides 13% of revenue.
Some of SolarWinds' competitors are much, much bigger, including IBM , Hewlett-Packard , CA and Cisco Systems . SolarWinds competes mainly on price and ease of use, but is no match when it comes to brand recognition, number of customers and range of product offerings.
SolarWinds expects much of its future growth to come from abroad. This exposes it to the usual risks of foreign markets, such as currency fluctuations, political instability, different tax and regulatory regimes and varying intellectual property protections.
The recapitalization has left the firm with almost $94 million in debt, exceeding its total revenue for last year. Proceeds from the offering will pay off less than half of this.
THE RESULTS
Sales growth ramped sharply after the new management team came on. Between 2006 and '08, revenue more than doubled to $93 million.
In the first quarter of this year, sales grew 18% over the prior year to $24 million. Net income rose 44% to $6 million.
USE OF PROCEEDS
SolarWinds expects to net about $84 million from its offering of 9 million shares.
It will pay around $42 million to its debtors, and use the rest for general corporate purposes.
THE MANAGEMENT
Michael Bennett
Chief Executive, chairman and director
Joined in 2006 after two years heading Permeo Technologies. From 2001 to 2004 he was a partner at Austin Ventures. During the 1990s he headed several other tech firms, including Summagraphics, which was then bought by Lockheed Martin , and Mission Critical Software, which was bought by NetIQ. Before 1996 he worked at Dell Computer .
Kevin Thompson
President, chief financial officer, chief operating officer and director
Joined as CFO in 2006 after a year in the same job at Surgient. Previously he served as CFO of SAS Institute and Red Hat . He also sits on the board of NetSuite (NYSE:N - News). He holds a BBA from the University of Oklahoma.
Douglas Hibberd
Senior vice president, product development
Joined in 2006 after two years as VP of engineering at RealVue Simulation Technologies. He held the same position at ForwardVue Technologies two years before that. He holds a degree in engineering from Sydney Technical College.
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