Also covered is how utilities are using technology.
Today, we’re talking about the next big thing, utilities and consumer data, home equity as the next frontier, and more, including:
- Deep dive on the SAP-Qualtrics deal
- What the heck is smart dust?
- Artificial intelligence in commerce
- Insurance is warming up to blockchain
- Utilities are leveraging consumer data to stay relevant
- Home equity is hot
Analyzing the SAP-Qualtrics deal: competitors, valuation multiples, and more
Yesterday, SAP announced an $8B acquisition of unicorn Qualtrics, which had recently filed its S-1 to go public. The Qualtrics’ S-1 doesn’t really adequately detail the competitive landscape, so we decided to take a look at:
- A more complete competitive landscape and who might be on the M&A radar
- The market size of the customer experience management space
- Valuation multiples in the experience management software space
- SAP’s prior M&A and where Qualtrics stacks up
Competitive landscape and future targets
Per the Qualtrics S-1, competitors include:
While a lot of descriptions of Qualtrics describe it as a survey software company, the company describes itself as being part of the buzzier experience management software space.
What is customer experience management software?
Customer experience management (aka CEM or CXM) aims to technology-enable the processes a company uses to track, oversee, and organize every interaction between a customer and the organization across the customer life cycle.