Byrne Tony Byrne

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Vendor Q1 results: boring is good

10-May-2006

Tags: Enterprise Search, Marketplace at Large, Selecting Technology, , Interwoven TeamSite, Vignette - OpenText

Several major content management vendors recently released their Q1 financials, and the results suggest more of the same: modest revenue growth and slim-to-decent profitability. Interwoven and Vignette grew their revenues a bit and more or less broke even on earnings. Open Text's revenues dipped slightly, but their bottom line improved after beginning to address their wicked acquisition hang-over. Hummingbird increased revenues and earnings after the RedDot acquisition. FileNet's earnings dipped slightly amid some top-line growth. And so on. Analysts like to talk about epic shifts in the marketplace, but the reality is that -- 3 years after Forbes declared a slew of these players "undead" -- all the major vendors continue to chug along, even in the face of potential future encroachment by Oracle and Microsoft. In fact, for you the technology buyer, marketplace stasis is a good thing; it keeps your suppliers solvent and product roadmaps more predictable. Let analysts wax on about future disruptions and mergers -- your CM vendor is probably doing just fine, at least financially...

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