Blue Hill Research Communications Lifecycle Management Highlights, November 2016

Blue Hill Research Communications Lifecycle Management HighlightsNote: To support questions from enterprise buyers and private investors that are looking at Telecom Expense Management and the greater Communications Lifecycle Management world, Blue Hill is starting a monthly review of the key announcements made in this space for companies in this space including, but not limited to: Anatole, Asentinel, Avotus, Calero, Cass Information Systems (NASDAQ: CASS), Cimpl (formerly Etelesolv), Comview, EZwim, GSGTelco, IBM Global Services (NYSE: IBM), MDSL, mindWireless, MOBI, Mobichord, Mobile Solutions Services, MobilSense, MTS (NASDAQ: MTSL), NetPlus, Network Control, Tangoe (NASDAQ: TNGO), Telesoft, Valicom, VCom, Visage, Vodafone Global Enterprise (NASDAQ: VOD)

Communications Lifecycle Management news items that have gotten Blue Hill’s attention in November 2016 include announcements from Cass Information Systems, MOBI, MobiChord, MTS, and TEMIA.

Cass Information Systems

Cass Information Systems Inc (CASS) Breaks into New 52-Week High on November 21 Session

On November 21, Cass Information Systems announced its stock price reached a new 52-week high, hitting a peak of $72.27 before closing at $72.21 per share. Shares opened at $70.35, increasing 2.64% to a market cap of $807.03 million.

Cass does not publicly disclose revenues for its TEM business, but the company reported a YOY increase of 4.4% in its fiscal Q3 2016 Facility Expense Dollar Volume, which includes its Energy, Waste, and Telecom businesses, compared to the same period in 2015. Blue Hill profiled Cass in our recent Global Telecom Expense Management Vendor Landscape as one of the key vendors equipped to manage TEM on a global scale.

MOBI

MOBI Announces Privacy Shield Certification

On November 11, MOBI announced it was recently awarded EU-U.S. Privacy Shield compliance certification. The Privacy Shield is aimed at facilitating multinational business by addressing EU data protection requirements for transferring personal data from the EU to the U.S. MOBI is now one of 734 U.S. companies to receive this certification.

Blue Hill advises that as U.S.-based TEM providers expand into international locations, vendors must be aware of differing regional data compliance standards. For MOBI, achieving Privacy Shield compliance certification is a competitive advantage for the EU markets, especially as enterprise mobile data becomes increasingly personal and sensitive with the advent of Bring-Your-Own-Device (BYOD) and Corporate-Owned-Personally-Equipped (COPE) policies.

MobiChord

ServiceNow Invests in MobiChord

On November 7, MobiChord announced it has secured seed funding from ServiceNow Ventures. ServiceNow Ventures’ portfolio also includes MuleSoft, an integration platform for SOA, SaaS, and APIs, as well as Nuvolo, a cloud-based enterprise asset management platform.

Blue Hill has previously written extensively about the private equity and M&A activity within the TEM space, and has noted that the TEM industry is ripe for acquisition. MobiChord continues to emphasize its partnership and integration with ServiceNow as a key differentiator for the platform. Blue Hill notes that by investing in MobiChord, ServiceNow is continuing to invest in and define its ecosystem, and is prioritizing MobiChord, alongside integration and management platforms, MuleSoft and Nuvolo, as a strategic partner in that ecosystem to support mobility.

MTS

MTS Announces Third Quarter 2016 Financial Results

On November 14, MTS announced fiscal year 2016 third quarter financial results. The company reported revenues for the quarter of $3.3 million, down from $3.8 million in the third quarter of 2015, and $3.4 million in the second quarter of 2016. On a GAAP basis, the company reported a net loss for the quarter of ($494,000). Of the results, Chief Executive of MTS, Orey Gilliam, commented that the company’s TEM and billing division maintained dependable performance levels and a steady quarterly revenue.

MTS is currently undergoing a strategy of migrating clients to the cloud with multi-year service contracts. Blue Hill notes that while this migration is underway, MTS may see lower quarterly revenues as the company invests more in service relationships and technology solutions. Blue Hill notes that cloud continues to be competitive advantage for TEM providers compared to on-premise solutions, and thus MTS is investing for the long term by migrating clients to the cloud.

TEMIA

TEMIA Celebrates Ten-Year Anniversary

On November 16, TEMIA, the Technology Expense Management Industry Association, celebrated its ten-year anniversary. Originally the Telecom Expense Management Industry Association, TEMIA changed its name to better reflect the changing TEM industry brought on by a focus on Communications Lifecycle Management and enterprise mobility. The association now includes over 40 member companies with a combined spend under management of more than $61 billion per year.

As a member of TEMIA, Blue Hill is excited to see that the association has continued to grow and change for the past ten years as the market has done the same. The continued success of TEMIA speaks to the ongoing prospects within the TEM industry both for individual players and for partnership opportunities.

About Charlotte O'Donnelly

Charlotte O'Donnelly is a Research Analyst at Blue Hill Research supporting written and research topics in mobility, IoT, and technology expense management. She is primarily responsible for surveying the market and reporting on significant trends and developments from market leaders in this space. Charlotte also supports the analysis, writing, and creation of client deliverables, multimedia assets, and internal initiatives. Prior to Blue Hill Research, Charlotte worked in mobile technology and financial services consulting. Charlotte has a background in business, technology, and law, and is passionate about the intersection of these subject areas.
Posted on November 30, 2016 by Charlotte O'Donnelly

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Latest Blog

VMware's Industry Analyst Day Highlights Drive Toward "Consumer Simple, Enterprise Secure" Voice Continues to Dominate: Apple Releases HomePod, Broadens Siri's Reach IBM and Cisco Systems Team Up for Integrated Cybersecurity Solution, Services, and Threat Intelligence

Topics of Interest

Advanced Analytics

AI

Analytics

Anodot

Attunity

authentication

BI

Big Data

Blog

Business Intelligence

Cloud

Cognitive Computing

Corporate Payments

Data Management

Data Preparation

Data Wrangling

DataKitchen

DataOps

DataRobot

design

design thinking

Domo

Emerging Tech

enterprise applications

Enterprise Performance Management

enterprise video

fog computing

General Industry

GoodData

GRC

Hadoop World

Human Resources

IBM

IBM Interconnect

Iguazio

ILTACON

Informatica

Information Builders

innovation

Internet of Things

IoT

knowledge

legacy IT

Legal

Legal Tech

Log Data

Machine Learning

Managed Mobility Services

Microsoft

Mobility

Nexla

Order-to-Cash

passwords

Pentaho

Podcast

Predictive Analytics

Private Equity

Procure-to-Pay

Qubole

Questioning Authority

Recurring Revenue

Risk Management

ROI

Sales Enablement

Salesforce

Security

service desk

Social Media

Strata

Striim

Supply Chain Finance

Switchboard Software

Tableau

Talend

Tangoe

Telecom Expense Management

Time-to-Value

Trifacta

TWIDO

Unified Communications

usability

USER Applications

User Experience

User Interface

video platform

Virtualization

Visualization

Wearable Tech

Yellowfin