Breaking Analysis with Dave Vellante
Enterprise Software Download in the Summer of COVID
31 Aug 2020
Enterprise software markets are dominated by mega cap companies like SAP, Oracle, Salesforce and Microsoft. SaaS leaders like ServiceNow and Workday have solidified their market positions by, to a great extent, replicating the Salesforce model in their respective domains. There is still room for innovative upstarts that are introducing new cloud native services and value pricing models but the traditional space is maturing with possible disruption coming from cloud developers and ecosystems.
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