FAAMG Earnings reports
SeekingAlpha had an interesting analysis on FAAMG stocks - notably on the upside for Microsoft and Amazon with for example AWS passing $10B/quarter - vs Apple with flat revenue since 2018, EPS growth only from share repurchases and iPhone sales declining. In other stocks,Twilio beat revenue/earnings expectations on Healthcare, Education Growth; NVIDIA hits an all-time high, Avaya was mixed as their challenge remains growing collaboration and subscription fast enough to offset other declines.
Bottomline: read >100 other CY Q1 earnings reports in software here.
April acquisition update
NVIDIA completes $7B High Performance networking acquisition, Rapid7 acquires Divvycloud container security and Cornerstone closes $1.3B acquisition of Saba and Netapp acquires Cloudjumper VDI (Virtual Desktop).
Bottomline: Find ~100 April Software acquisitions here.
Other April News:
Cloud use and remote working spikes - will we work more efficiently forever?
Microsoft sees a 775% increase in cloud services consumption, and despite a small hiccup, gets everyone working on their Teams product. Maybe a reward for their commitment to continue paying hourly workers, followed by Facebook, Amazon, Twitter and Google.
Xamin Offers Free Secure Remote Connectivity to start companies securely with remote working. Digital Marketing is spiking. Companies are increasingly focusing on Home deliveries, for example enabled by Bringoz offering Free Access to Delivery Management Software.
Bottomline: The world will become more digital: start thinking now about a post-crisis world.
ISVs: outsource payments but don’t own payment risk
Recently we see an increase in troubled ISVs that own payment risk rather than partner on payments. Read this recent article, or this one from 2019 telling you why you shouldn’t own the risk. Your options are listed here, we suggest picking the partnership option - or contact us for more insights.
Bottomline: ISVs: outsource payments, don’t own payment risk.
Corona accelerates AI healthcare innovation
The healthcare software and AI community has reacted to accelerate the fight as much as possible: RADLogics™ enabled their AI-powered CT image analysis solution to detect COVID-19. DataTrak offers free Clinical research data collaboration software for anyone working on Covid. UpToDate from WoltersKluwer is now free. Dassault donates free simulation software.
Expert System, a global AI company headquartered in Italy, has granted biomedical researchers free access to its AI-based Clinical Research Navigator (CRN) software. And a COVID-19 Healthcare Information Portal is now available from EBSCO’s Stack SaaS products.
Bottomline: check this search for 60 other Health/AI news items related to Corona.
Acquisitions - Infor and Brazil
Infor acquired by Koch qualifies as the deal of the week, representing a trend of large manufacturing investing in software. Linx Retail (Brazil) qualifies as dealmaker of the month, acquiring Neemo delivery software and acquiring Pinpag on the payment side.
Also, noteworthy is HPE investing in it’s cloud infrastructure through Scytale acquisition. In AI, Servicenow acquires Passage, VMWare acquires AI Analytics Vyansa, Moody acquires RDC AI-screening. As always, email us with any thoughts or questions.
ISVs: Distributor Partnerships key to success?
Successful ISVs partner with Distributors: Avepoint lands 200M$ investment after a TechData partnership, BlueSilverShift's success continues after winning Ingram Cloud Partner award, and Ingram's ISV Competition is ongoing. Obviously it helps that Ingram's Cloud is now Azure MSP certified so it better services ISVs. Or, looking at it differently: see the list of partners Cloudflare selected for it's new release ... everyone!.
Bottomline: ISVs, start looking at Ingram, TechData, SoftwareOne and others for distribution and growth. Or let us help you.
Retail Software and Payments .. again ..?
Retail Software continues to feel PaymentTech pressure, so down in Brazil for example, Linx attacks by acquiring PinPag. Bigger Fintech M&A trend in payments show Visa acquiring Plaid Payment Gateway, Aurora investing in Harmony Pay and here in Europe Worldline acquiring Ingenico.
Bottomline: ISVs, there are revenue opportunities here! If you haven't updated your ISVWorld Payment profile to benefit from the payment hype, do so here. Or contact us if you want to learn more.
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