News and Analysis

News and Analysis (15669)

EXACT 3Q EDGES UP

Exact, which markets the Macola, Progression and Synergy lines, saw revenue of almost $78 million, a rise by 2 percent when measured in euros for the third quarter ended September and license revenue started to show growth. The company said the latter was led by the Americas and the Netherlands.

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EPICOR QUARTER BOOMS

George KlausEpicor Software ended its third quarter on September 30 with a 16-percent increase in revenue and the company expecting even better things from the current quarter as Epicor 9 continues to fuel growth. "We believe we have one of the strongest software revenue quarters in history ahead of us," CEO George Klaus said in this week's earnings conference call. That came as Epicor recorded the second largest amount of revenue in a third quarter in its history and reversed the normal drop in software license sales as the company goes from second quarter to the third quarter.

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SMALL VARS GET MICROSOFT LIFELINE

Microsoft has made the most detailed description to date of its new channel program, which is believed to be largely concerned with reducing the number of resellers. Doug Kennedy, VP of Dynamics partners, says that the company is introducing a Lead Referral program that would enable them to be compensated for referrals that lead to Dynamics sales. Central to these is the Incentive program. As discussed by Kennedy, the new structure rewards growth and total revenue. "In many cases partners will have the opportunity to earn more than they do today.

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MICROSOFT STACK VERSUS SAP NON-STACK

Statements from Microsoft and SAP this week outlined two key differences in philosophies with which these vendors approach the technology market. Microsoft's philosophy is implicit in a statement from VP Doug Kennedy that changes to support and services are designed to support the entire Microsoft stack. That information was issued this week as was a very strong plug for openness and choice as SAP discussed its results for the third quarter ended September 30.

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INTACCT CHANNEL INCHES AHEAD

The announcements of Intacct’s addition of VARs haven't as big a splash as I anticipate. The company, which has an alliance with CPA2Biz, has an obvious in with CPA firms and says it has hundreds of those using its Web-based applications, largely to provide outside controllership services. But the addition of VARs has been one at a time, not in a group of high-powered resellers that have signed on. The most recent is a Patterson, N.Y.-based JMT Consulting Group, one of Sage’s top nonprofit resellers.

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MICROSOFT RETHINKS EXEC RELOCATION

Steve ElopCall it the Steve Elop rule after the executive who left Microsoft last month to become CEO of Nokia. Apparently people other than me raised eyebrows and a bunch of other body parts about Microsoft’s having paid former Microsoft Business Division president $6.5 million for his house, a number that includes a $1.4 million tax gross up. Elop, who was with Microsoft for two years, had a deal under which the company agreed to pay the difference between what he paid for the house and the appraised value, which was appraised after property values fell dramatically.

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INFOR GETS NEW CEO

Infor, which has been in the hands of CEO Jim Schaper for at least eight years (company history on the Web is lacking in detail), has turned its operations over to Charles Phillips. With Phillips taking over the CEO's job, Schaper has become chairman and will also serve as a senior operating partner at Golden Gate Capital, Infor's primary shareholder. Phillips was most recently president of Oracle.

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KHAMELEON HOOKS UP WITH F9

Khameleon Software, which markers project accounting and dealer business systems, has agreed to integrate F9 Professional Version 5 with the Khameleon Software Suite. Utilizing enhancements to the Excel 2007 user interface, new Task Panes in Khameleon’s software allows users to interact with F9 directly from the Excel spreadsheet, enabling faster output and reporting results. New reporting controls display in a drop-down format for quick selection of filters, the company says.

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DYNAMICS REVENUE UP 4 PERCENT

Revenue for Microsoft's Dynamics software line rose 4 percent for the first quarter ended June 30. The statistic was the only information that is normally provided in Microsoft’s SEC filings. Otherwise, Dynamics results are buried within the Microsoft Business Division. The largest contributor to the division's results are the Office applications, which increased business revenue by 11 percent and consumer revenue by 26 percent.

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INTUIT ADOPTS QBES COMMISSIONS

Intuit logoIntuit has implemented a commission system for sales of its QuickBooks Enterprise Solutions. While I thought this was part of an effort to stymie the channel conflict that has driven many traditional resellers from selling the mid-market version of QuickBooks, one reseller said it was an effort to curtail cut-throat pricing between the VARs themselves. The new system has Intuit making the sale at the Intuit price and paying its resellers a post-sale commission.

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