Software Futures - Adobe Figma Acquisition
Future Perfect Software: How and Why Adobe’s Acquisition of Figma Changes Everything Forever
Adobe’s acquisition of Figma represents the most expensive SaaS multiple ever paid by a public company at a 50X ARR valuation (compared to Slack’s acquisition by Salesforce at 26X ARR and Github’s acquisition by Microsoft at 23X ARR). The $20 billion price tag is larger than Figma’s total available market opportunity last year. Does this accurately reflect the evolving value of modular, decentralized low-code software tools?
Creating Versus Destroying Value - Universe
Creating Versus Destroying Value: The Core Technologies That Inform Smart Systems
The millions of lines of code communicating on networks are not a physical good like OEMs are familiar with. They’re also not easy to create, price, sell or support. To stay competitive, OEMs and hardware companies will need to sustain momentum in their core business while developing new digital and Smart Systems capabilities and solutions. New Smart Systems innovations are built on combinations of six key core technologies.
Why So Many B2B Data Ecosystems Fail
Why So Many B2B Data Ecosystems Fail
B2B hardware, services and equipment players have been trying to create ecosystems for quite some time, but the track record has been abysmal. It’s logical to assume that B2B companies will eventually learn how to build data-driven ecosystems that generate high-margin recurring-revenue businesses and create distinct competitive advantages, but why do B2B ecosystem development efforts fail? Our consulting work and related analysis point to five basic requirements. Succeeding at one or two of these requirements, but not all five, may get some players to first base, but getting to second, third and home base is where real value is created for customers and a sustaining ecosystem is established.
Growth Strategy in the Age of Smart Systems
The Death of Corporate Development: Growth Strategy in the Age of Smart Systems
Software and digital technologies are displacing physical hardware and replacing labor-intensive services in nearly every market and application imaginable, and it shows no signs of slowing down. The traditional differences between so-called high technology companies and the remaining product and service businesses that utilize the innovations that tech-focused developers provide is fading away. In one form or another, every company is becoming a technology developer which is forcing businesses to re-think how they approach growth.
Smart Systems Redux Remix DJ
Smart Systems Redux
Harbor Research coined the term “Smart Systems” in the early 2000s to describe the emergence of a new generation of complex adaptive systems that are trying to break away from traditional computing and telecom paradigms. As the cyber-physical world continues to dovetail with IoT, machine learning and artificial intelligence, Smart Systems will enable previously unimagined capabilities. The question is whether business leadership really understands the new dynamics driving value and are ready to grasp its potential.
The Shifting Sands of Value Creation
The Shifting Sands of OEM Value Creation
Suddenly, software is as germane to physical manufacturing as a bearing is to a mechanical assembly. Further, the definition of an intelligent machine is a moving target. At the end of the day, any product that can be networked and made more intelligent will be, and as that evolves from simple sensing and monitoring to AI, machine learning, and autonomy, the world of the OEMs will change radically.
1 2 6