NL #22: state of mobile, SMBs software consumption and hordes of software bots

SaaS Weekly Newsletter - 10 June 2015 edition

Concept of this newsletter: every week I alternate between an industry news focused email and a product focused email. This week: Industry analysis. Past editions are available here.

Industry News

1- Fundings

Sumo Logic, big data, raises $80M, Fullstory, user tracking, raises $9M, LaunchDarkly, software feature testing, raises $2.6M

Slack did not raise any money the past 45 days.

2- Acquisitions

Microsoft acquired 6Wunderkinder (productivity app), Salesforce acquired tempo (smart calendar app).

Data Points

Ericsson state of mobile

In revenue terms, the legacy vendors control an astounding 91% of revenue: $240B compared to $24B.

Businesses with < 20 employees spent $630 on software

Security Software market

On-demand workers

Trends

Software bots

Fascinating read about software bots used by GE to monitor security problems but also to take action automatically:

“When a developer fails to close an access port, leaving the company vulnerable, or includes data in an app that might be protected under regulatory requirements, the Reaper Bot might email the programmer, quarantine the app by setting it aside to be refined, or kill it outright”

It’s probably a software trend that will grow in the future:

  • many startups already use hordes of bots to crawl the web in order to collect data for: lead generation, social media monitoring, security monitoring or for other purposes
  • in many cases these bots are limited to collecting data but we’ll probably see a new class of products which will not only collect data but also act. Ex: find a lead, score it and if the score is high enough send the first “cold email”. The human sales will interact if the lead answers.

Hardware startups: B2B or B2C or both?

  • Google glass: currently dead in B2C, still alive in B2B
  • Drones: growing in B2C and B2B
  • Quantified self devices: growing in B2C, small in B2B
  • 3D printing: struggling in B2C, growing in B2B

Before cheap hardware and fast prototyping, generally, a new tech had to succeed in either B2B or B2C before expanding to the other sector. Now that development cycles and costs have dropped this is not the case anymore and for the same emerging hardware trend, products for both B2B and B2C use cases are created from the start. So as a startup you have to chose wisely where the market has the most potential (ok, you just have to be lucky).

The next interesting bet: virtual reality. More potential in B2C (video games) or in B2B (video conf, remote working….)? Or both?

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