Software Is Dead, Long Live Big DataOctober 25, 2012 No Comments
by Nadim Hossain and Dave Feinleib
With several successful IPOs this year, the Software-as-a-Service (SaaS) space is enjoying strong momentum. This renewed attention begs the question — who will be in the next wave of cloud application winners?
In our view, a key characteristic to look for in emerging software companies is whether they have the potential to evolve into broader, “Big Data” information businesses. This is because winning software companies of the future will find ways to unlock value from the mountains of data being generated — whether by humans or machines — thereby creating formidable competitive “moats.”
Below, we examine three categories of software where this trend manifests itself, looking at both mature and emerging companies.DATA and ANALYTICS