Since its business is driven by enterprise software, the warning isn't a surprise, says Brent Bracelin, analyst at Pacific Crest Securities, who lowered his estimates two weeks ago.
In addition, across these 14 companies, a few are international and thinly traded, and several others have different business models, with some driven by enterprise subscriptions (Zillow, Shutterstock, Yelp) and others purely by a take-rate (Grubhub, Etsy and eBay).
While the SaaS wave has largely been driven by enterprise software veterans (Marc Benioff, formerly of Oracle, Dave Duffield and Aneel Bhusri from PeopleSoft), this new wave is being pioneered by founders and teams largely outside the traditional stomping grounds.
Most of the demand is being driven by enterprises, many of which sat out Windows Vista because of the financial crisis and, well, it sucked (no, it wasn't the pirates' fault).
A year after the Thailand flooding disaster partially derailed production, the global hard disk drive (HDD) industry has fully recovered, with shipments to the computer market expected to hit a record level this year, driven by the enterprise market as well as the arrival of the Windows 8 operating system.
Vidyo's year-over-year billings grew 68percentt in 2012, driven by strong enterprise sales, but also by rapid growth in a few important verticals.
Adobe reports that this growth was driven by increasing enterprise adoption and the addition of 833,000 new individual and team Creative Cloud subscriptions.
Medicare and Medicaid costs will continue to grow if not controlled, necessarily expanding the demands by government for ever increasing taxes to match ever increasing costs, costs driven by private enterprise itself.
While the original Blackphone was marketed at prosumers, and they remain a secondary target, Agüera said the big growth opportunity for Blackphone's pro-privacy hardware and software is in the enterprise space, driven by the consumerization of enterprise IT and the BYOD (bring your own device) trend.
In this regard, we have enlarged the scope of open innovation to include the whole end-to-end chain of a manufacturing enterprise including marketing, R&D, testing, sourcing manufacturing, after-sales, etc., in which corresponding departments have various innovation requirements driven by the manufacturing enterprise's business strategy.
But Microsoft's substantial growth, driven by its huge enterprise installed base, compatibility with its Office portfolio and enhanced hybrid cloud solutions, means it will remain AWS' closest competitor," Liu said in a statement.
