Ariba, Emptoris, i2, IBX, JDA, CG…it’s solution provider bingo time!

Quite a lot going on in the procurement software / solutions market at the moment; here is a brief summary of some recent events.

Key players in the procurement and supply chain software / solutions market are reporting results around now.  Jason featured the Ariba results last week and I’m sure will do more on the key providers, so just briefly a couple of highlights here.

Ariba’s results looked to me sort of OK given economic conditions, but the key thing seemed to be that they exceeded analysts’ expectations, so their shares rose. They earned $2.2 million, or 3 cents per share, in the quarter, compared with $3.4 million, or 4 cents per share, in the same quarter last year.  Ariba's revenue dipped to $85.7 million from $86.1 million in the year-ago quarter, but still beat analyst predictions for $85.1 million.

Ariba also made a big thing of winning business from the ERP giants – Oracle and SAP – although as Jason points out, they can both cite competitive wins over Ariba as well.

Emptoris quarterly results were also out last week and look pretty good to me (note I am not a financial adviser, I’m not offering advice etc etc etc ). Emptoris reported 6% growth in revenues in 2009 and revenue growth in excess of 20% for Q4 2009 as compared to Q4 2008, rates well ahead of the industry average.  The company also reported transactions with more than 140 companies over the course of the year, the vast majority with Global 1000 companies.

Interesting that the UK public sector got a mention in the press release; “The public sector continued to adopt Emptoris technology with notable new customers the Ministry of Justice, one of the British government's largest departments, and the US Postal Service, an independent agency of the U.S. federal government”.

There's also acquisition news, with JDA taking over i2 (and here is Spend Matters' take on that) and Cap Gemini acquiring IBX  (again, Spend Matters is far more informed on this than me).  The latter move is interesting; I've never seen Cap as that serious a player in the procurement outsourcing world which is strange given their size and overall capability (and maybe that is just from my experience) , but maybe this is a significant move in that direction.

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  1. Pete:

    I’m not a financial advisor either but I feel quite optimistic about 2010 based on soem of the financial results that have been reported. One you didn’t mention was Basware, the eInvoicing people.
    There’s a link to their announcement in this article:

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