The most recent release of our Enterprise Collaboration & Social Software Report contains updated evaluations of Jive Software and VMWare Socialcast. You'll have to consult the respective chapters for the detailed evaluations, but here are some general reflections.
No doubt, Jive represents a success story in the enterprise social software space: transitioning from its early days as a forum software vendor to a purveyor today of a rather comprehensive social-collaboration package, and the largest pure-play vendor in this segment.
Impressive this may be, but some dark clouds hover over Jive. The euphoria of a successful IPO is behind it and the company is straining a bit under the weight of accumulated losses. There is insider talk of Jive trying to find a suitor in vain. That's just speculation; as a potential customer, you should be more concerned with Jive's appetite to sustain R&D investments and product updates as Wall Street grows restless with red ink.
To be fair, though, I'll note that product updates have not suffered so far. If anything Jive customers complain about keeping up with the rapid pace of change in the components that make up the platform. In the longer term, Jive's ability to outrun deep-pocketed rivals like IBM, Microsoft, and TIBCO will be severely tested.
For Socialcast the suspicions we aired previously about possible stagnation are now playing out. As watchers of this space recall, about three years ago VMWare acquired Socialcast, one of the pioneers in bringing social networking and activity streams into the enterprise. VMWare too is a pioneer, albeit in IT-infrastructure related virtualization technology. Socialcast is a part of their End User Computing (EUC) business, and the potential synergies were not always very clear. Today, VMWare is focusing EUC primarily on mobile services, as evidenced by its acquisition of Mobile Device Management vendor Airwatch earlier this year.
Expect to see more vendor re-focusing in the enterprise social software segment as the space matures. At RSG, we'll keep an eye on your behalf.