The supplier network sector focused on P2P enablement, inclusive of e-invoicing connectivity, is currently a tiny market (relatively speaking, but even comparatively compared to broader B2B connectivity and EDI), but one that could grow into a multi-billion dollar domestic market in a number of years. Given the current size of Ariba’s business, despite the fact it represents a majority of basic P2P network-based activity in the US market and that SAP would further drive network volume, Spend Matters believes it is somewhat unlikely (though not entirely impossible) that the deal will be reviewed closely in this area.
Will the Ariba/SAP Deal Close? What Customers, Prospects, Competitors and Investors Should Consider (Part 1) [Plus+]
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