Posts tagged: Interwoven

The Elusive Software Pull-Through?

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 Jul 1, 2009

It started when I saw the open-source model gain momentum in the content management space a la Alfresco, Drupal, Joomla, Nuxeo, and several others. The no-license model clearly had potential, especially given the associated services and support revenue streams we were seeing. In fact, my own (commercial) ECM market numbers indicated that license revenues were typically less than 1/3 of large deals anyway. Fast-forward.

Early this month, on an earnings call with HP, our hosts implicated that they’re playing in a “free license” market. Their competition was giving away software, they claimed, to capture coveted services and support revenue streams across a contract. Once again, I was intrigued but not altogether shocked — this was, after all, a buyer’s economy for technology solutions, and shrinking license margins were no surprise. Fast-forward once again.

EMC recently announced that they were giving away developer’s editions of Documentum. Although it will likely improve their overall revenue ‘ecosystem,’ it’s certainly a new move for a platform that otherwise costs developers plenty to work with in the past. Just another drop in the bucket, though.

Enter FatWire and their PR a few week ago– Read more »

Get on the DAM Boat!

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 Jun 3, 2009

Bryan Yeager and I spent Monday of this week at the Henry Stewart DAM Symposium in NYC. For those unfamiliar with the space, digital asset management (DAM) technologies are used to manage multimedia assets such as images, digital photos, audio, video, 3D renderings, and Flash-like animation. We’ll be posting video InfoCasts with vendors from the event this and next week as well as a more detailed analysis for clients.

Why should you care about DAM?

InfoTrends research in 2006 indicated that over 25% of ALL business content is in multimedia form, excluding presentation formats that often embed this media. Read more »

The end of a long week!

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 Jan 23, 2009

I believe a good blog is often focused on a single thought, well-developed and hyperlinked to the point of intrigue. The problem is that this was a busy week for content and document management vendors. Instead of dwelling on a single topic, I’d like to close out the week by providing my 2 cents on a few must-read headlines:

1. Interwoven to be acquired by Autonomy

My $0.02 – most analysts expected this acquisition, but I don’t think Autonomy was on anyone’s short-list — after all, their market capitalization was only 3x that of Interwoven’s. Although initial reports and briefings discussed synergies around Legal services and e-Discovery, the broader importance of pan-enterprise search (Autonomy’s IDOL) and some unique multimedia offerings (Autonomy’s Virage) could also play a role in Interwoven’s ECM portfolio. Competing vendors have already taken note of the opportunity in light of possible turmoil, with Web content management (WCM) vendor FatWire putting out an official response.

PS Earlier in the week, we also found out Autonomy had signed an OEM agreement with Xerox DocuShare to provide its IDOL enterprise search offering…

2. IBM released Q4  and full-year earnings

My $0.02 – IBM beat the street (again) and Wall Street rallied the stock more than 10% the next morning. The official slide deck, available here, is particularly interesting — take note of global revenue growth, especially in BRIC countries, as well as the product segmentation breakdown. Although branded software offerings (e.g. WebSphere, FileNet, et al) performed exceptionally well, things sounded a bit somber when we spoke with these groups over the course of the week — even Big Blue is not immune to market consolidation.

3. InfoTrends launches novel study on Microsoft SharePoint

My $0.02 – This one didn’t make the front page of NYTimes.com (much to my dismay!),  but the troubling economy means that we all need to re-evaluate the effects of SharePoint as a market disruptor, whether it represents a threat or an opportunity to our business. I’ve been fielding calls  for the past several weeks on connectors, strategies, and TCO — including with MarkLogic, who recently announced their SharePoint connector and Word toolkit — and I’m ready to be surprised by structured survey results and future interviews. If you’re thinking about SharePoint, talking about SharePoint, or just confused by SharePoint, drop me a line and let’s discuss!

Some pretty good earnings, eh?

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 Nov 5, 2008

The last of the major ECM vendors to report earnings this quarter has done so… Canadian software developer Open Text beat the street on Monday, reporting 11% YoY growth in revenue and 88% YoY growth in net income. Anecdotally, it’s hard to keep calling these guys “Canadian” when they have offices on almost every continent and annual revenue approaching $1B.

Open Text also announced the close of its Captaris acquisition and roadmap, which has important implications for the covergence of ECM solutions and OEM hardware. (InfoTrends’ report on the acquisition is available to Office group clients as well as through the Pub store here.) Read more »

Interwoven announces record Q3 (and other signs we’re not doomed)

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 Oct 23, 2008

Released about 40 minutes ago, Interwoven’s (IWOV) Q3 results are truly exceptional. Highlights include:

  • “Record top line and bottom line results, and this is our 20th consecutive quarter of year-over-year revenue growth.
  • Total revenues were a record $65.9 million, an increase of 19 percent over the third quarter of 2007.
  • Non-GAAP net income was a record $8.4 million, an increase of 15 percent from non-GAAP net income of $7.3 million in the third quarter of 2007.
  • License revenue growth was 14 percent, a clear sign we continue to take share from the competition.
  • Consulting, training, and software as a service revenues were $13.9 million, an increase of 37% over the third quarter of last year.”

Of course, the full release will require some vetting, and today’s conference call (5pm sharp!) should provide additional insight.

Not surprising to this analyst would be strong license growth around Interwoven’s Segmentation, Targeting, and Optimization Web Content Management (WCM) offerings, which have been [anecdotally] quite powerful and well-received. (For you “print” folks, the integrated offerings are similar to transpromo, custom communications… for the Web channel.) Read more »

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