AMR Research's First Thing Monday

Financial Shakeout

Fri, 17 Sep 2008 16:30:00 EST

As Wall Street slowly recovers from this week’s banking crises, Tony and Bruce explore what ramifications it will have on the technology markets and the companies they serve. Included is Bruce’s take on Oracle’s latest earnings report.

Network Process

Fri, 12 Sep 2008 16:30:00 EST

Business processes are heading to the network. This week, Tony and Bruce discuss this development and where things are going in the networked world.

Fall Preview

Fri, 5 Sep 2008 15:30:00 EST

As autumn approaches, Tony and Bruce look at what’s coming our way. Baseball isn’t the only thing heating up, software and services are in for a busy season.

Q&A with Kronos CEO Aron Ain

Fri, 11 July 2008 15:30:00 EST

This week's podcast brings in one of the stars of the software industry. AMR Research Chief Strategy Officer Bruce Richardson talks with Kronos CEO Aron Ain about taking the company private and the state of workforce management.

Always Darkest before the Storm. Finding the Light.

Fri, 27 June 2008 15:30:00 EST

With the market plunging and commodity prices increasing, how will industry be affected? Bruce Richardson and Kevin O’Marah discuss rising inflations and the impact on manufacturing and technology.

Turf Wars: RedPrairie v. SAP

Fri, 20 June 2008 15:30:00 EST

RedPrairie’s latest product offerings put it on a collision course with SAP. Tony and Bruce discuss the implications.

A Suite Deal for Manufacturers

Fri, 13 June 2008 15:00:00 EST

Tony and Bruce discuss NetSuite’s foray into the manufacturing space.

Life on the Go

Fri, 6 June 2008 13:00:00 EST

Rearden Commerce has secured another round of VC funding. Bruce and Chief Strategy Officer Kevin O’Marah discuss what’s up with this intriguing company that aims to arm today’s mobilized workforce and consumer.

Apple Reigns, Dell Returns: The 2008 Supply Chain Top 25

Thu, 29 May 2008 11:00:00 EST

In this podcast, AMR Research CEO Tony Friscia and Chief Strategy Officer Kevin O’Marah discuss the standouts from The AMR Research Supply Chain Top 25 for 2008.

All the Way to the Top (25)

Fri, 23 May 2008 11:00:00 EST

AMR Research's Supply Chain Top 25 is back. Who's on top this year? Tony and Chief Strategy Officer Kevin O'Marah discuss how this year's list was chosen.

EDS Joins the Hurd

Fri, 16 May 2008 11:00:00 EST

Last week, Hewlett-Packard purchased EDS for $13.9B. Tony and Bruce discuss the strategy behind HP’s move into the outsourcing services market.

SAPPHIRE Roundup

Fri, 9 May 2008 15:30:00 EST

SAP AG’s annual conference, SAPPHIRE, yielded few new product announcements. Tony and Bruce consider the company’s product and new business strategy.

SAP Slips?

Fri, 2 May 2008 12:30:00 EST

SAP AG posted a 22% profit drop this week—much lower than analyst predictions. Tony and Bruce discuss the implications for the market.

Salesforce.com + Google: Who needs IT?

Fri, 25 Apr 2008 11:30:00 EST

IT is increasingly getting squeezed out of software decisions. AMR Research’s chief strategy officer, Kevin O’Marah, and research director Rob Bois discuss this trend in the wake of the recent Salesforce.com + Google announcement.

Intelligent Spending

Fri, 18 Apr 2008 14:30:00 EST

Has spending on business intelligence and performance management software been affected by recent market consolidation? Not according to our recent BI/PM spending study. Tony and vice president and research fellow John Hagerty discuss this $51.7B market.

The Cost of Sales

Fri, 11 Apr 2008 16:30:00 EST

Increasingly, winning new business is costing companies too much time and money. Tony and Bruce discuss the implications for the enterprise.

The Apotheker Era to Begin at SAP

Fri, 4 Apr 2008 10:00:00 EST

SAP AG announced management changes this week: Leo Apotheker is slated to take over for Henning Kagermann as CEO of the company in July 2008. Tony and Bruce discuss the industry implications.

Recessionary Service

Fri, 28 Mar 2008 11:00:00 EST

During a recession, the first reaction may be to cut back on initiatives. But when it comes to customer service, you can't pull back. AMR Research CEO Tony Friscia talks this week to Rob Bois, research director of our Customer Management Market Service, about how the customer must remain king in a down turns as in up turns.

Terabytes Too Big to Swallow?

Fri, 21 Mar 2008 11:00:00 EST

ERP production databases are reaching massive proportions. Tony and Bruce discuss the risks facing members of “The Terabyte Club.”

Risking IT All

Fri, 14 Mar 2008 16:00:00 EST

Recent GRC numbers indicate companies are shifting their spending toward mitigating IT risk and away from compliance. Tony and research director Dennis Gaughan discuss what this means for CIOs.

Infor the Long Haul

Fri, 7 Mar 2008 13:00:00 EST

Will Infor be filing an S-1 soon? Tony and Bruce discuss the company’s strengths and the likelihood of it issuing an IPO in the coming year.

SAP: A Microsoft Company?

Fri, 29 Feb 2008 16:00:00 EST

Is a Microsoft-SAP merger a possibility? Are trading exchanges back? AMR Research CEO Tony Friscia and Chief Research Officer Bruce Richardson discuss these issues and more in this week’s podcast.

India 2008

Fri, 22 Feb 2008 15:00:00 EST

AMR Research's Executive Editor Randy Weston talks to Chief Research Officer Bruce Richardson and Research Director Dana Stiffler about their recent trip to NASSCOM and the state of Indian outsourcing.

Beyond IT, Outsourcing Engineering to India

Fri, 15 Feb 2008 15:00:00 EST

Tony and research director Mike Burkett discuss Mike's recent visit to India and the growth in the engineering services industry.

India Calling

Fri, 8 Feb 2008 15:00:00 EST

NASSCOM’s India Leadership Forum will be held February 13-15, 2008. Tony asks Bruce about his expectations for the event.

AMR Research's Supply Chain Top 25 blows away market with 17.89% return

Thu, 7 Feb 2008 19:00:00 EST

On January 10, 2007, Kevin O’Marah discussed record financial returns for AMR Research’s Supply Chain Top 25.

A Yahoo! for Microsoft

Fri, 1 Feb 2008 15:00:00 EST

Microsoft bids $44.6B for Yahoo!, Inc. on Friday. Tony, Bruce, and Jonathan Yarmis discuss the implications for the business community.

Super Software Week

Fri, 25 Jan 2008 13:00:00 EST

In the midst of the Super Bowl frenzy, Tony and Bruce discuss what's going on "behind the scenes" in software.

A Buy Week for Enterprise Software

Fri, 18 Jan 2008 13:00:00 EST

This week, SAP bought Business Objects, Oracle bought BEA, and Sun bought MySQL. Tony and Bruce discuss the implications for the enterprise space.

Endeca’s Intelligent Search

Fri, 11 Jan 2008 14:00:00 EST

Boston-based Endeca is a direct beneficiary of the sustained executive buy-in for business intelligence. Tony and Bruce discuss the company’s strengths.

Trends for 2008: MENA and COCA

Fri, 4 Jan 2008 15:30:00 EST

Tony and Bruce discuss trends for 2008, including the rise of Middle East/North Africa (MENA) as an economic force and what Bruce calls COCA, the cost of customer acquisition.

IT spending up, but for how long?

Fri, 14 Dec 2007 15:00:00 EST

Tony discusses AMR Research's recent IT spending study with Bob Krause.

Africa Rising

Fri, 7 Dec 2007 13:00:00 EST

Tony Friscia and Kevin O’Marah discuss IBM’s recent commitment to investing in Africa, and how AMR Research is furthering these efforts.

Server-less

Fri, 30 Nov 2007 15:00:00 EST

As servers continue to move out of the back office, Tony and Bruce discuss the future of data centers.

Don't Put Off 'til Tomorrow

Fri, 23 Nov 2007 8:00:00 EST

In the wake of the proposed TomorrowNow divestiture, Tony and Bruce discuss SAP's strategy moving forward.

The New IT Story

Fri, 16 Nov 2007 15:00:00 EST

Managing technology is no longer enough. This week, Kevin O’Marah and Lee Geishecker discuss how IT executives can turn their businesses into performance-driven companies.

2000 all over again?

Fri, 9 Nov 2007 15:00:00 EST

Tony and Bruce discuss recent indicators that the tech market is in for a downturn and what that might look like this time around. Hint: Don't sell off your tech portfolio just yet.

Google Gets Social

Fri, 2 Nov 2007 15:00:00 EST

Social networks are gathering around Google's OpenSocial API, Tony Friscia and Bruce Richardson discuss Facebook's likeliness to join the social or succeed on their own.

Old Guard, New Technology

Fri, 26 Oct 2007 14:00:00 EST

Microsoft invests $240M in Facebook while Oracle bids for BEA: Tony Friscia and Bruce Richardson discuss why these old guard companies are investing in new technologies.

Return of the Titans

Fri, 19 Oct 2007 17:00:00 EST

Tony Friscia and Bruce Richardson discuss discuss SAP’s acquisition of Business Objects and Oracle’s recent bid for BEA.

PaaSing Down the Venture Funding

Fri, 12 Oct 2007 10:00:00 EST

Tony Friscia and Bruce Richardson discuss salesforce.com, Bay Partners, and Bessemer Venture Partners' recent venture to fund startup and young companies building platforms-as-a-service.

Is Intuit an Intuitive Fit?

Fri, 5 Oct 2007 17:30:00 EST

Tony Friscia and Bruce Richardson discuss Intuit’s offerings for the SMB market.

Taking (Global) Initiative

Fri, 28 Sep 2007 14:00:00 EST

Bruce Richardson interviews Tony Friscia about his week spent at the Clinton Global Initiative's Annual Meeting. The two discuss AMR Research's involvement with the CGI, the various themes of the conference, and how technology like social networks will help everyone change the world.

Getting to the SaaS Head of the Class

Fri, 21 Sep 2007 17:00:00 EST

SaaS was the topic of the week in enterprise applications. On Wednesday, SAP unveiled its much anticipated product for small and mid-size businesses, Business By Design. Earlier in the week, salesforce.com held its annual user event. What were the major announcements and what does it mean for SMB’s?

Clear the Track: Q3 Update

Fri, 14 Sep 2007 17:00:00 EST

The tech industry continues to make great strides. AMR Research CEO Tony Friscia and Chief Research Officer Bruce Richardson discuss some early third quarter indicators showing tech is on track.

The Software Start-up Opportunity

Fri, 7 Sep 2007 17:00:00 EST

We live in a world where innovation matters, but how does the innovator breakthrough? Specifically, how do small start-up software companies become relevant and succeed? Tune into this week's podcast to find out.

See You in September: Three Events Watch

Fri, 31 Aug 2007 14:00:00 EST

With business back in full swing, AMR Research sees three major events on the horizon for September: SAP's launch of A1S, hearings on the lawsuit between Oracle and SAP, and salesforce.com's user conference. Tune in to find out what our analysts think.

Silicon Valley 2.0

Fri, 24 Aug 2007 9:00:00 EST

Kevin O'Marah pinch hits for Tony Friscia again this week, discussing with Bruce Richardson VMware's IPO, the next wave in the PLM market: managing products in a global network of suppliers, and the Bay Area's Tech Wave 2.0

Update on SAP

Fri, 17 Aug 2007 9:00:00 EST

SAP has seen some top people leave recently, is it a sign of bigger things going on? AMR Research’s Chief Strategy Officer Kevin O’Marah sits in for Tony this week to discuss SAP’s status and the state of the ERP market with Bruce.

NetSuite’s IPO

Fri, 10 Aug 2007 9:00:00 EST

The challenge of bringing a software-as-a-service business public has been brought to the forefront with the NetSuite and SuccessFactors initial public offerings. How do the strategies of these companies compare to other software companies filing papers to go public? Tune in to find out.

Market Round-up

Fri, 3 Aug 2007 11:00:00 EST

In the late 90’s, the supply chain application vendors were the darlings of the enterprise software market. Things have changed. Where is the growth and how has the market been re-balanced? Tony Friscia and Bruce Richardson review some of the major players in the market.

SAP: Clear the Track Tech is Back

Fri, 27 Jul 2007 9:00:00 EST

SAP’s software and services revenue is growing in the double-digits for the 14th consecutive quarter. Is their strategy for recruiting SMB customers working? Is this an indication of tech spending across the board? Tune in to find out.

Oracle Earnings

Fri, 29 Jun 2007 11:00:00 EST

Oracle posted strong fourth quarter and year-end earnings, but had a bit of a slide in the applications area, coming in below expectations. AMR Research’s CEO Tony Friscia and Chief Research Officer Bruce Richardson discuss the results and what it means in the larger context of the enterprise applications market.

Virtual Reality

Fri, 22 Jun 2007 16:40:00 EST

Virtual worlds like Second Life are capturing the imagination of consumers and business, but where is this technology really heading? AMR Research’s CEO Tony Friscia and Chief Research Officer Bruce Richardson discuss the practical applications of this still somewhat mystical technology.

A Quick Discussion of Progress: The Quiet Leader in SOA

Fri, 15 Jun 2007 13:30:00 EST

Progress Software is often overlooked as a leader in SOA, but with 60,000 customers on its OpenEdge platform, including 90% of the Fortune 500, the company will help shape the SOA market. This podcast discusses findings from Progress' recent partner conference.

Colin Powell, Big Sky, and RightNow

Fri, 8 Jun 2007 12:30:00 EST

This week, Bruce Richardson traveled to the new-tech Mecca of Bozeman, Montana to visit RightNow Technologies. The company is one of the first to make the complete transition from on-premise software to a software-as-a-service model. In this podcast, AMR Research discusses if RightNow will challenge salesforce.com, what the company’s strengths are, and its revenue model. The podcast also covers highlights from AMR Research’s Supply Chain Executive Conference, including Colin Powell’s keynote speech.

AMR Research's Supply Chain Top 25

Fri, 1 Jun 2007 8:30:00 EST

For the third year, AMR Research has released its supply chain top 25. Leading the list are Nokia, Apple, and Procter & Gamble.

A Customer’s View on Oracle-Agile

Fri, 25 May 2007 11:30:00 EST

We look at a customer’s view on the Oracle-Agile deal and discuss the upcoming AMR Research Supply Chain Executive Conference.

Inside the Oracle-Agile Deal

Fri, 18 May 2007 10:30:00 EST

Oracle’s at it again. This week the company announced its acquisition of Agile, a leader in the PLM space. Is the $495 million well spent, and will Oracle see a return? We take a look at it this week.

SAP's Acquisition of OutlookSoft & Deltek's IPO

Fri, 11 May 2007 10:30:00 EST

We review two major news announcements this week involving former PeopleSoft executives. The first is SAP's acquisition of OutlookSoft, which makes performance management software aimed at the CFO, and the second is the IPO of Deltek, a project-oriented ERP vendor. Both companies are run by former PeopleSoft CFOs.

IBM Eyes the SMB Prize with SAP

Fri, 4 May 2007 09:00:00 EST

At IBM’s PartnerWorld, the company discussed how it plans to strengthen relationships with enterprise software providers, including SAP and Oracle, to add customers from the SMB market. Other announcements from the event are reviewed

Thoughts on SAP's SAPPHIRE

Fri, 27 Apr 2007 09:00:00 EST

This week, AMR Research covers some of the announcements and trends coming out of SAP's SAPPHIRE. SOA, SAP's Duet partnership with Microsoft, A1S, labor shortages, and other topics are discussed.

SAP's Q1 2007 Earnings

Fri, 20 Apr 2007 09:00:00 EST

Despite several disruptions at the end of last quarter, SAP had a strong growth at 15% constant currency. Bruce Richardson and Tony Friscia break down what the earnings announcement means and tell us what to expect at SAP's Sapphire next week.

Trends in IT Spending

Fri, 13 Apr 2007 09:00:00 EST

Software Appliances

Fri, 6 Apr 2007 09:00:00 EST

Today, Software AG announced the acquisition of WebMethods, now offering the industry a more integrated software appliance. Using this as an introduction, this podcast discusses trends in the appliance market and how new technology will help minimize the complexity of some software systems.

Agassi Leaves SAP

Fri, 30 Mar 2007 09:00:00 EST

Looking to pursue an interest in alternative energy, Shai Agassi announces that he is leaving SAP. Is SAP going back to it roots where applications match to business processes and the company doesn’t just try to keep up with the latest technology coming out of Silicon Valley?

Oracle's Earnings

Fri, 23 Mar 2007 09:00:00 EST

The news this week is all about Oracle. Oracle announced its earnings, which seems to show that the 20+ acquisitions are paying off. Also this week, Oracle filed suit against SAP for allegedly downloading support material from Oracle’s database.

Oracle's Acquisition of Hyperion

Mon, 5 Mar 2007 09:00:00 EST

This week Oracle announced the acquisition of Hyperion, beginning major consolidation of the performance management market. Bruce Richardson and Tony Friscia discuss what this means for customers, as well as the next acquisition targets in this market.

NASSCOM and the State of the Indian Market

Fri, 23 Feb 2007 09:00:00 EST

Bruce Richardson recounts his recent trip to India where he and Dana Stifler met with executives at several of the major Indian service providers.