What does the future hold for Jive Software and its customers?

  • 19-May-2015

As our Enterprise Collaboration & Social Software research subscribers know, Jive Software is a major player in the enterprise collaboration software space. During the “Enterprise 2.0” mania of the last decade, Jive was structured and valued as a high-growth play — both before and after its splashy IPO.

However, the company is now experiencing decelerated revenue and customer growth. This along with the continued lack of profits is leading to a significant reduction in its market capitalization.

Jive Market Cap

Figure 1:  From a peak of $1.7 billion in April 2012, Jive's market cap has declined to about $400 million at the beginning of May 2015. Source: YChart

Without concurrent cost reductions, this performance plateau calls into question Jive’s path-to-profitability and therefore its future viability as an independent company.

  • What does this mean for Jive and the enterprise collaboration software market as a whole?
  • What are the implications for current and future customers of Jive (most of whom, btw, seem quite happy with the platform)?

We just released a detailed 12-page paper that analyzes the strategic choices confronting Jive and makes specific recommendations for current and prospective customers.

As a bonus you also get our analysis of the desirability of different suitors for Jive Software in any M&A overtures - but from the perspective of enterprise customers, using our hand-crafted Suitorbility analysis.

Jive Suitorbility

Figure 2:  RSG Analysis of motivation to acquire Jive and impact on customer for different suitors, along with some wild cards. (Click to enlarge.)

This briefing is available to our Enterprise Collaboration and Social Software research subscribers for immediate download. If you are not a subscriber, you can purchase it for $895.

 

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