Рейтинг The 60 Fastest Growing Software Companies
Информационный портал CIOZone - "зона" для профессионального общения ИТ-директоров (CIO, Chief Information Officer) - опубликовал рейтинг The 60 Fastest Growing Software Companies. Рейтинг состоит из 2-х частей: рейтинг 40 ведущих американских софтверных компаний-вендоров (40 Fastest-Growing Big Software Vendors), оборот которых превосходит 150 млн долларов и которые продемонстрировали в 2007 году наибольшие темпы роста, а также рейтинг 20 компаний (20 Fastest-Growing Small Software Vendors), чьи обороты не превосходят 50 млн долларов.
В рейтинге 40 Fastest-Growing Big Software Vendors лидируют: 1. VMWARE - оборот компании в 2007 году вырос на 88,4%; 2. GOOGLE - 56,4%; ...; 5. ANSYS - 45,8%; ...; 12. RED HAT - 33,6%; ...; 15. MICROSOFT - 25,7%; 16. ORACLE - 24,9%; 17. CITRIX SYSTEMS - 22,8%; 18. ADOBE SYSTEMS - 22,6%; ...; 23. AUTODESK - 17,5%; ... . Из анализа рейтинга следует, что средние темпы роста оборотов в 2007 году для американских софтверных вендоров-лидеров - 27% по сравнению с результатами 2006 года. Необходимо отметить, что в представленный рейтинг из компаний, действующих в рамках PLM-рынка, попали лишь две компании - ANSYS и AUTODESK, которая на днях приобрела MOLDFLOW - лидера сегмента, связанного с компьютерным моделированием процессов литья пластмассовых изделий.
В рейтинге 20 Fastest-Growing Small Software Vendors обращает на себя внимание компания ANSOFT, которая заняла 18-е место, увеличив свой оборот в 2007 году на 15,7%. Напомним, что совсем недавно наш сайт анонсировал покупку корпорацией ANSYS, Inc. одного из лидеров EDA-сегмента - компании ANSOFT, которая специализируется на средствах инженерных расчетов для электронных приборов. Из приведенных результатов следует, что стратегия ANSYS, Inc. направлена на дальнейшее упрочнение позиций в CAE-сегменте PLM-рынка.
ANSYS Ranked 5th on CIOZone List of 40 Fastest-Growing Big Software Companies
SOUTHPOINTE, Pa., April 28 /PRNewswire-FirstCall/ -- ANSYS, Inc. (Nasdaq: ANSS), a global innovator of simulation software and technologies designed to optimize product development processes, today announced that it has been ranked fifth on the CIOZone(TM) list of 40 Fastest-Growing Big Software Vendors. Part of its Surging 60 compilation, the listing provides ready information for chief information officers to use in making IT business decisions. ANSYS was one of only two engineering simulation software companies that made the list of 40 Fastest-Growing Big Software Vendors.
According to the CIOZone analysis, the revenue of public U.S. software companies jumped 24 percent in 2007, compared to 2006, while the ANSYS sales growth in that same period was 45.8 percent and the Company's profit change from 2006 to 2007 was 485.7 percent.
CIOZone compiled its Fastest-Growing Big Software Vendors list based on 2007 revenue and profit of publicly held software companies in the United States. It identified Security Industry Codes relevant to software, eliminated companies that were not purely software-related, and limited the list to companies that started the year with more than $150 million in sales "to make sure the list wasn't skewed toward very small companies that most CIOs would be unlikely to find themselves doing business with," the report said. Finally, the listing compared sales growth, revenue, net profit and profit change in calendar year 2007.
"Being listed on the CIOZone software list is an honor," said Jim Cashman, president and CEO of ANSYS, Inc. "It exemplifies our investment in driving technology to new levels, which is being rewarded by strong customer adoption. Many years ago, we saw simulation as the key to predicting how products in development would behave in a real-world environment. We remain committed to invest in the future of our advanced simulation solutions and to further expand our integrated portfolio, which continues to fuel our growth across various diverse industries and geographies."
The Surging 60 also included a list of the 20 Fastest-Growing Small Software Vendors, which consisted of companies that began the year with between $50 and $150 million in revenue. On March 31, 2008, ANSYS announced the proposed acquisition and signing of a definitive agreement for the purchase of Ansoft Corporation, which was named to CIOZone's small vendors' list.
About CIOZone. CIOZone (http://www.ciozone.com/) is the original ProSocial(TM) Network for IT Leadership. It is an online, interactive meeting place for high-level chief information officers and IT professionals in which open discussions can freely take place and members are encouraged to share experiential learning with their peers. CIOZone melds expert content, industry information, research and analysis together with user-generated content inside a community, brought and held together through the stewardship of trusted content providers. CIOZone is a Professional Social Networks, Inc.(TM) company. (http://www.professionalsocialnetworks.com/).
Professional Social Networks Inc., the Professional Social Networks Inc. logo, CIOZone, the CIOZone logo and ProSocial are registered trademarks of Professional Social Networks, Inc. All other trademarks are the property of their respective owners.
The 60 Fastest Growing Software Companies
Which software companies are growing the fastest? CIOZone ranks the Surging 60 and finds those that offer packages that improve data center efficiency or run as an Internet-delivered service are on a big roll.
Software that increases the efficiency of corporate data centers, or that runs as an Internet-delivered service, is on a roll. Most of the fastest-growing software companies are doing one or the other, according to a CIOZone analysis of U.S. software companies' 2007 results.
All told, the revenue of public U.S. software companies jumped 24% in 2007, to $151.4 billion from $122.3 billion, according to CIOZone's analysis.
While it was a good year for many software vendors, it was particularly good for companies that have discarded the older paradigm of install-and-maintain and are making their products available as online subscriptions.
Revenue at Salesforce.com-the pioneering company that turned customer relationship management into an online service-grew 51% to $749 million.
NetSuite, a Salesforce rival focused on small-and medium-sized businesses, grew 62% to $109 million.
"The per-seat subscription model helps both sides scale," says Sumitro Sarkar, vice president of technology strategy at Thomson Financial, a Salesforce customer. Salesforce has removed a "real-estate" problem for Thomson, Sarkar says, by decreasing the number of servers it must maintain.
VMware, the fastest-growing software company on CIOZone's list, is also addressing the problems of physical space. The Palo Alto, Calif.-based company grew 88% to $1.3 billion as customers bought its virtualization products to help the servers in their data centers handle more computing tasks and run more applications. VMware's 154% net income jump was one of the highest profit increases on our list.
"I think that virtualization is absolutely going to be in everyone's portfolio, and on an increasing basis," says Mark Gathje, vice president of architecture and technology services at VeriSign, a provider of Internet infrastructure. The only question, he adds, is when will virtualization move beyond development environments, where corporate technologists are familiarizing themselves with it, and work its way into computers that deliver services to customers.
"I was at a conference where virtualization was one of the break-out sessions," Gathje recalls. "The moderator asked the question, 'Who's using virtualization?' and all 50 hands went up. When he asked, 'Who's using it extensively in production?' only one hand went up.
"QA [Quality Assurance] and development are a no-harm, no-foul environment," Gathje adds. Making a mistake with virtualization there doesn't carry the same penalty as doing so with a client-facing system.
Gathje is also a customer of BladeLogic, another fast-growing software company with its eye on the challenges of the data center. The Lexington, Mass.-based company sells software that helps data-center experts see at a glance how their servers are configured-information that can help them roll out applications faster and reduce the amount of staff they need to devote to server management.
"Everybody's dealing with the server-sprawl problem," says Vick Viren Vaishnavi, BladeLogic's vice president of worldwide marketing. "We're not talking about 10 or 20 servers-we're talking about thousands and hundreds of thousands of servers globally. As a result of all that, it's increasingly difficult for I.T. organizations to be responsive."
BladeLogic (2007 revenue growth: 86%) also helps companies comply with some of the strictures regarding information rights and control that are in place as a result of Sarbanes-Oxley. For instance, auditors sometimes ask who has initiated a change in an information system. The BladeLogic system provides detailed reporting on that.
"There's a lot more granular accountability than there was in the pre-Sarbanes era," says Gathje, who says VeriSign has about 8,000 BladeLogic licenses deployed. "With a tool like BladeLogic, simply by running reports, you're most of the way there."
VMware and BladeLogic are two of a small group of software companies that managed to go public in 2007. Other software-company IPOs included NetSuite and enterprise applications vendor Deltek.
Of those four, only BladeLogic doesn't appear on our list of fastest-growing software companies. It entered 2007 with $28 million in sales, below the $50 million cutoff we used to make sure the list wasn't skewed toward very small companies that most CIOs would be unlikely to find themselves doing business with.
In studying the results of the fastest-growing U.S. software companies, CIOZone divided them into two groups-those who entered 2007 with at least $150 million in revenue, and those who entered 2007 with between $50 million and $150 million in revenue (see methodology).
The fastest-growing small company was Omniture, of Orem, Utah, with an 80% revenue rise. The company, which offers a suite of Web analytics, has become the de facto service for hundreds of prominent companies looking to verify their Web traffic to advertisers, or use that traffic to get a better understanding of what their customers want.
"Online is starting to inform a lot of the offline," says Gail Ennis, Omniture's senior vice president of marketing. "People are really seeing that Web analytics and online marketing are becoming a foundation for their business."
For instance, Ennis says, the head of corporate marketing at Ford Motor, speaking at a recent Omniture conference, talked about how the buying process now starts with a prospective customer going online to download brochures and information, such as the location of dealerships. "The general best practice has become, let me get my online world together, and use that to attack the offline channels," says Ennis.
Omniture's growth last year was helped by the acquisition of Instadia, a Copenhagen-based Web analytics maker that gave an immediate boost to Omniture's European business. Omniture's growth should benefit this year from its purchase of Visual Sciences, a San Diego-based company that Ennis describes as having been Omniture's main rival.
Because of the size of the companies on our $50 million-to-$150 million list, they tended to grow faster, with median growth of 30%, versus a median of 20% for the larger companies. But just 60% of the smaller companies turned a profit. By contrast, 90% of the larger fast-growing software companies operated in the black.
In some cases, large software companies provide indispensable pieces of infrastructure at big enterprises. They are also benefiting from a trend in which corporate technology managers are trying to reduce the number of suppliers they work with.
Thomson's Sarkar, for instance, says his firm is looking to cut its preferred list of suppliers to about a dozen. It's inevitable, he says, that those suppliers will include Microsoft, whose .NET framework underlies many of Thomson's applications, and Oracle, whose database software is critical to an information services provider like Thomson.
"At the end of the day it's all about data," Sarkar says, speaking of Oracle. "I don't think there's any doubt about how relevant they're going to be."
While Sarkar is concerned about the "monopolistic factor" as more of his software spending ends up in fewer hands, he says corporate technologists have few alternatives to continuing to work with increasingly powerful vendors.
"It's like flood insurance," he says. "Nobody wants a flood."
| Surging 60: 40 Fastest-Growing Software Companies (1-20)* | |||||
| Rank | Company | Sales Growth, 2007 VS. 2006 | Revenue, Most Recent 4 QTRS | Net Profit, Most Recent 4 QTRS | Profit Change in 2007 |
| 1 | VMWARE | 88.4% | $1,325,811,000 | $218,137,000 | 154.0% |
| 2 | 56.4% | $16,593,000,000 | $4,204,000,000 | 36.6% | |
| 3 | SALESFORCE.COM | 50.6% | $748,700,000 | $18,356,000 | 3716.2% |
| 4 | NUANCE COMMUNICATIONS | 48.8% | $664,000,000 | $(28,000,000) | Not applicable |
| 5 | ANSYS | 45.8% | $385,000,000 | $82,000,000 | 485.7% |
| 6 | LAWSON SOFTWARE | 44.6% | $810,068,000 | $7,668,000 | Not applicable |
| 7 | REALNETWORKS | 43.8% | $568,000,000 | $48,000,000 | -66.9% |
| 8 | SAPIENT | 34.7% | $524,411,000 | $4,939,000 | -56.2% |
| 9 | SECURE COMPUTING | 34.6% | $237,905,000 | $(35,056,000) | Not applicable |
| 10 | BLACKBAUD | 34.6% | $257,000,000 | $31,000,000 | 3.3% |
| 11 | JDA SOFTWARE GROUP | 34.5% | $374,000,000 | $27,000,000 | 5953.8% |
| 12 | RED HAT | 33.6% | $492,264,000 | $75,065,000 | 12.5% |
| 13 | BLACKBOARD | 31.1% | $240,000,000 | $13,000,000 | Not applicable |
| 14 | TRIZETTO GROUP | 29.9% | $452,000,000 | $28,000,000 | 86.7% |
| 15 | MICROSOFT | 25.7% | $57,898,000,000 | $16,957,000,000 | 42.4% |
| 16 | ORACLE | 24.9% | $20,084,000,000 | $4,780,000,000 | 29.1% |
| 17 | CITRIX SYSTEMS | 22.8% | $1,392,000,000 | $215,000,000 | 17.5% |
| 18 | ADOBE SYSTEMS | 22.6% | $3,157,881,000 | $723,807,000 | 43.1% |
| 19 | DELTEK | 21.9% | $278,246,000 | $22,519,000 | 47.2% |
| 20 | INFORMATICA | 20.3% | $391,000,000 | $55,000,000 | 52.8% |
| Surging 60: 40 Fastest-Growing Software Companies* | |||||
| Rank | Company | Sales Growth, 2007 VS. 2006 | Revenue, Most Recent 4 QTRS | Net Profit, Most Recent 4 QTRS | Profit Change in 2007 |
| 21 | INTUIT | 20.3% | $2,866,881,000 | $448,014,000 | 22.3% |
| 22 | WEBSENSE | 18.4% | $212,000,000 | $(15,000,000) | Not applicable |
| 23 | AUTODESK | 17.5% | $2,070,300,000 | $356,100,000 | 28.7% |
| 24 | ADVENT SOFTWARE | 17.4% | $216,000,000 | $13,000,000 | -84.3% |
| 25 | SYBASE | 17.1% | $1,026,000,000 | $149,000,000 | 56.8% |
| 26 | WIND RIVER SYSTEMS | 15.2% | $328,631,000 | $(2,358,000) | Not applicable |
| 27 | MCAFEE | 14.2% | $1,308,000,000 | $166,980,000 | 21.5% |
| 28 | INTERWOVEN | 13.0% | $226,000,000 | $24,000,000 | 300.0% |
| 29 | QUEST SOFTWARE | 12.3% | $631,000,000 | $63,000,000 | 6.8% |
| 30 | SYMANTEC | 12.2% | $5,699,120,000 | $349,000,000 | -24.6% |
| 31 | NATIONAL INSTRUMENTS | 12.1% | $740,000,000 | $107,000,000 | 46.6% |
| 32 | MICROSTRATEGY | 11.8% | $351,000,000 | $59,000,000 | -16.9% |
| 33 | EPICOR SOFTWARE | 11.7% | $429,000,000 | $41,000,000 | 70.8% |
| 34 | TIBCO SOFTWARE | 11.6% | $577,386,000 | $51,888,000 | -28.8% |
| 35 | SPSS | 11.5% | $291,000,000 | $34,000,000 | 126.7% |
| 36 | QAD | 10.8% | $253,938,000 | $4,325,000 | -71.5% |
| 37 | PROGRESS SOFTWARE | 10.4% | $493,500,000 | $42,280,000 | 43.8% |
| 38 | TERADATA | 10.0% | $1,702,000,000 | $200,000,000 | 4.2% |
| 39 | BEA SYSTEMS | 10.0% | $1,486,714,000 | $32,730,000 | -75.2% |
| 40 | PARAMETRIC TECHNOLOGY | 9.6% | $961,000,000 | $138,000,000 | 112.3% |
| *Includes companies that had at least $150 million in revenue entering into 2007
Not applicable = company had a net loss in either its most recent four-quarter period or the previous four-quarter period. Note: Numbers in red and in parentheses show net losses Source: Company filings, Yahoo Finance |
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| Surging 60: 20 Fastest-Growing Small Software Companies* | |||||
| Rank | Company | Sales Growth, 2007 VS. 2006 | Revenue, Most Recent 4 QTRS | Net Profit, Most Recent 4 QTRS | Profit Change in 2007 |
| 1 | OMNITURE | 79.5% | $143,127,000 | $(9,429,000) | Not applicable |
| 2 | NETSUITE | 61.5% | $108,500,000 | $(23,900,000) | Not applicable |
| 3 | CONCUR TECHNOLOGIES | 39.3% | $149,000,000 | $11,000,000 | -68.6% |
| 4 | CALLIDUS SOFTWARE | 34.2% | $102,000,000 | $(12,000,000) | Not applicable |
| 5 | CHORDIANT SOFTWARE | 33.3% | $130,608,000 | $16,982,000 | Not applicable |
| 6 | ART TECHNOLOGY GROUP | 33.0% | $137,000,000 | $(4,000,000) | Not applicable |
| 7 | INTERACTIVE INTELLIGENCE | 32.5% | $110,000,000 | $18,000,000 | 80.0% |
| 8 | ULTIMATE SOFTWARE GROUP | 32.2% | $152,000,000 | $33,000,000 | 725.0% |
| 9 | TALEO | 32.0% | $128,000,000 | $4,000,000 | Not applicable |
| 10 | COMMVAULT SYSTEMS | 30.5% | $184,000,000 | $67,000,000 | 272.2% |
| 11 | PEGASYSTEMS | 28.5% | $161,949,000 | $6,595,000 | 258.0% |
| 12 | PHASE FORWARD | 25.2% | $134,000,000 | $29,000,000 | 141.7% |
| 13 | UNICA | 21.0% | $107,445,000 | $226,000 | Not applicable |
| 14 | KEYNOTE SYSTEMS | 20.7% | $70,000,000 | $(6,000,000) | Not applicable |
| 15 | BOTTOMLINE TECHNOLOGIES | 19.8% | $127,000,000 | $(5,000,000) | Not applicable |
| 16 | BSQUARE | 18.0% | $59,000,000 | $3,000,000 | Not applicable |
| 17 | SOFTBRANDS | 16.6% | $90,385,000 | $(3,036,000) | Not applicable |
| 18 | ANSOFT | 15.7% | $97,865,000 | $24,036,000 | 18.6% |
| 19 | SUMTOTAL SYSTEMS | 15.1% | $122,000,000 | $(8,000,000) | Not applicable |
| 20 | AMERICAN SOFTWARE | 13.8% | $91,000,000 | $11,000,000 | 83.3% 2.8% |
| **Includes companies that started 2007 with no less than $50 million in sales and no more than $149.9 million
Not applicable = company had a net loss in either its most recent four-quarter period or the previous four-quarter period. Note: Numbers in red and in parentheses show net losses Source: Company filings, Yahoo Finance |
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The two CIOZone rankings that form the basis of this article are based on the 2007 revenue and profit of publicly held software companies.
To come up with the list, we did a sort on the Security Industry Codes most relevant to software. We eliminated companies that aren't purely in software, even if software represents a big part of their business (like IBM and Sun). For simplicity's sake, we eliminated any company that isn't based in the United States. To make the growth comparisons as fair as possible, we created one ranking for software companies that started 2007 with more than $150 million in revenue and another ranking for companies that started 2007 with between $50 million and $150 million in revenue. The rankings do not include companies that are smaller than that.
Our report uses 2007 calendar-year results, eliminating the apples-to-oranges period comparisons that would otherwise arise because of when many companies' fiscal years end. In the case of companies that don't have quarters ending in December 2007, we used the closest quarter we could find. Thus, in the case of some companies, their 2007 revenue and profit data may actually reflect results for the 12-month period ended on Nov. 30, 2007, or on Jan. 31, 2008.
We used a cut-off of Feb. 20, 2008, for our data-gathering, meaning if a company reported results after that, the results aren't reflected in the lists published here.
Источники: The 60 Fastest-Growing Software Companies, ANSYS Ranked 5th on CIOZone List of 40 Fastest-Growing Big Software Companies