About this Video

SIIA Quarterly Software Industry Update with Jason Maynard are quarterly live Webcasts hosted and organized by the Software and Information Industry Association. To learn more, or sign up for the next live online event, please visit the SIIA.

The Software and Information Industry Association Quarterly Software Industry Update with Jason Maynard Video Webcast Series kicked off on Friday, August 3. In this live video Webcast, David Thomas of the SIIA sat down with Jason Maynard of Credit Suisse, a leading software analyst, for insights into the latest trends driving the software industry. Each quarter, Jason shares his financial market perspective on the constantly evolving software industry as it moves on-line and on-demand.

Jason and David opened the discussion up to the live online audience and covered the following audience questions:

  • Jason, who do you believe will be the leaders in this space in the next couple of years and why?
  • Does Credit Suisse follow the HCM (Human Capital Mgt.) space, and if yes, what are your high level thoughts on this space?
  • Whats the new role of partners (VARs) in the SaaS ecosystem?
  • Do you believe SaaS creates the opportunity to enable BPO far greater than legacy systems? If so, what examples of BPO enablement have you seen?
  • According to information week, the two largest adoption issues on SaaS is security and integration. How are SaaS companies innovating in these areas?
  • Do you think the large players will be able to get a jump start and be able to succeed in the SaaS model through acquisition or are the cultural differences too great? If not, why?
  • What do you see happening with software in the clean tech /green tech space ? Do you think this is on the roadmap of any of the enterprise software companies?
  • How do you see EMC playing in the software market in the future?
  • Is SaaS value created via the software delivery system or does SaaS require a company to innovate every aspect of the new business model?
  • Jason, so are you seeing a short-term movement back toward traditional software to fit within the “business priorities” and a long term movement to SaaS? What is the performance or use difference that companies see between the two, short-term? And does on-demand lend itself to technological innovation or is it a better business model for businesses?
  • In the On Demand universe what is the typical term, in years, for most of the contracts he is saying (ie, when someone signs up a new on-demand customer, how many years does that customer normally sign up for ??)
  • In the ON-DEMAND universe what financial metrics does Jason see used most often in this space ?? (I’ve seen people talking about “Annualized Recurring Revenue”, “Bookings”, “Backlog”). What metrics does he think are most important ??
  • Legacy software enjoyed selling tons of shelfware; in SaaS shelfware simply does not renew at the end of the initial subscription. What range of subscription renewal rates are you seeing? What renewal rate defines the gold standard in SaaS?
  • Any impact of server virtualization on ISVs?
  • Will server virtualization technologies help reduce delivery costs for SaaS vendors? what about traditional ISVs who do mostly perpetuity business?
  • What is the range and average cost of delivery for SaaS as a % of revenue?
  • From your view, Is Salesforce “software platform for the Internet” over-reach driven by Wall Street? or smart??
  • How will the IT Consultants biz model change which is currently based on utilization rates?