Good posts. Microsoft has a number of streaming so
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Posted On: 07/13/2021 3:14:17 PM
Good posts. Microsoft has a number of streaming solutions from Streams to Teams to Yammer. It's been confusing for customers on which product to use, when, what are the limited, etc. They don't have in video interactive capabilities today so Verb should be a value add vs. some of the other add-ons from other companies.
$10M-20M of revenue would be prime time for a company to make an offer but not sure Verb or other companies would bite if revenues are growing at a fast clip. Verb already has that much in revenue today and I believe they will be in that range on SaaS only revenue this year.
Remember Rory sold Telx for $200M. Should he have waited?
When revenues get to $50M-$100M it would likely be too late for a buyout as the multiple should be significant. I've posted a number of other CRM type companies this week and their valuations are getting quite high as an example.
The thing about CRM companies is, there is a LOT of money to be made which is why there are 1000+.
To standout among the crowd these days I believe you have to bring something unique to the game. I believe Verb does that with VerbLive, Attribution, VerbMail and let's not forget the MarketPlace that is coming. When one looks at the full product suite, then one realizes Verb isn't just a CRM company but a Sales Enablement platform with eCommerce. Or you could call MarketPlace alone an ecommerce platform.
Microsoft isn't putting a lot of development dollars into Streams, but a lot into Teams.
Here's the roadmap for Streams which is light:
https://www.microsoft.com/en-us/microsoft-365...t%20Stream
Yammer has twice as many enhancement to Stream, but no where even close to 167 to teams with an additional 76 rolling out
I think Rory had talked about integrating into Dynamics and Teams previously or it was in a filing. I forget which. The question to answer for each product is, what is the value added. I'm sure Microsoft, Oracle, Salesforce, Adobe don't really care adding another CRM solution to their CRM solution, but adding new functionality, that they don't have is a totally different story.
A buyout from Microsoft or another software company isn't out of the question. Nor is a merger with a smaller company. Then there is always a possibility of spinning off a portion.
$10M-20M of revenue would be prime time for a company to make an offer but not sure Verb or other companies would bite if revenues are growing at a fast clip. Verb already has that much in revenue today and I believe they will be in that range on SaaS only revenue this year.
Remember Rory sold Telx for $200M. Should he have waited?
When revenues get to $50M-$100M it would likely be too late for a buyout as the multiple should be significant. I've posted a number of other CRM type companies this week and their valuations are getting quite high as an example.
The thing about CRM companies is, there is a LOT of money to be made which is why there are 1000+.
To standout among the crowd these days I believe you have to bring something unique to the game. I believe Verb does that with VerbLive, Attribution, VerbMail and let's not forget the MarketPlace that is coming. When one looks at the full product suite, then one realizes Verb isn't just a CRM company but a Sales Enablement platform with eCommerce. Or you could call MarketPlace alone an ecommerce platform.
Microsoft isn't putting a lot of development dollars into Streams, but a lot into Teams.
Here's the roadmap for Streams which is light:
https://www.microsoft.com/en-us/microsoft-365...t%20Stream
Yammer has twice as many enhancement to Stream, but no where even close to 167 to teams with an additional 76 rolling out
I think Rory had talked about integrating into Dynamics and Teams previously or it was in a filing. I forget which. The question to answer for each product is, what is the value added. I'm sure Microsoft, Oracle, Salesforce, Adobe don't really care adding another CRM solution to their CRM solution, but adding new functionality, that they don't have is a totally different story.
A buyout from Microsoft or another software company isn't out of the question. Nor is a merger with a smaller company. Then there is always a possibility of spinning off a portion.
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