I-Deutsche Bank Imemezela I-SaaSpocalypse Isiphelile
Ngemuva kwesikhathi esiyinselelo, umbono wezinkampani zesoftware-as-a-service (SaaS) uyakhanya ekugcineni. Ngokusho kokuhlaziywa kwakamuva okuvela kuDeutsche Bank, lokho okubizwa nge- "SaaSpocalypse" sekuphelile. Izitoko zesofthiwe manje zihweba ngesaphulelo esikhulu, ziveza ithuba eliyingqayizivele.
Lolu shintsho lulandela ukulungiswa kwemakethe okubalulekile okwenze izilinganiso zehla. Amafemu amaningi e-SaaS abhekane nengcindezi enkulu njengoba okwakulindelwe ukukhula kwakulungiswa kabusha. Nokho, izintengo zamanje zingase zingabonisi amandla angaphansi amamodeli ebhizinisi.
Naphezu kokushintsha okuhle, i-hedge funds kanye nabanye abatshalizimali bezikhungo basebenzisa ngokunenzuzo lokhu kulinganisa okudangele. Izinyathelo zabo zikhombisa ukukholelwa ekuvuseleleni okuqinile komkhakha.
Ukuqonda i-SaaSpocalypse: Kwenzekeni?
Igama elithi "SaaSpocalypse" livele ukuze lichaze ukwehla okukhulu kwezintengo zesitoko se-SaaS. Yayiqhutshwa yinhlanganisela yezici ze-macroeconomic. Izinga lenzalo ephezulu kanye nokwesaba ukuwohloka komnotho kuholele ekutheni abatshalizimali babalekele ukukhula okuphezulu, izimpahla ezinobungozi obukhulu.
Izinkampani zesoftware, ikakhulukazi lezo ezingakayenzi inzuzo, zashayeka kakhulu. Ukulinganisa kwabo, ngokuvamile okusekelwe ekungeneni kwemali okuzayo, kuye kwancipha. Isimo semakethe sishintshe kakhulu sisuka ezindlekweni zonke sagxila enzuzweni nasemalini esimeme.
Lokhu kudale isaphulelo esikhulu kulo mkhakha. Amabhizinisi amaningi e-SaaS asezingeni eliphakeme ahlanganiswe ngokungafanele nababuthaka. Ukudayiswa kwakubanzi futhi kujulile, kodwa izisekelo zamamodeli wemali engenayo ahlala eqinile.
Izinto Ezibalulekile Ezingemuva Kokulungiswa Kwemakethe
Izinto ezimbalwa ezibalulekile zibe nomthelela ekwehleni. Ukuziqonda kuyisihluthulelo sokubona ukuthi kungani i-rebound ibalulekile.
Izilinganiso Zenzuzo Ekhulayo: Izilinganiso eziphakeme zenze izinzuzo zesikhathi esizayo zancipha kakhulu, zaba nomthelela wokukhula kwesitoko ngokungafani. Izingcindezi Zokwehla Nokwehla kwamandla emali: Ukwenyuka kwezindleko kanye nokungaqiniseki kwezomnotho kuphoqe amabhizinisi ukuthi anciphise ukusetshenziswa kwesoftware. Ukulinganisa ngokweqile: Ezinye izinkampani zingene enkathini ngezilinganiso zokulinganisa ebezingasimameki. I-Shift in Sentiment Investor: Ukugxila kusuke ekukhuleni komugqa ophezulu kuya enzuzweni esezingeni eliphansi kanye nokugeleza kwemali.
Kungani i-Deutsche Bank Ibona Ukuphindaphinda
Abahlaziyi beDeutsche Bank bakhomba izinkomba ezimbalwa eziphakamisa ukuthi okubi kuphelile. Bagqamisa ukuthi isidingo esiyisisekelo soguquko lwedijithali sihlala siqinile. Amabhizinisi ayaqhubeka nokuthembela kuzixazululo ze-SaaS zokusebenza kahle nokusungula izinto ezintsha.
Izintengo zamanje zesitoko ezinesaphulelo azibonisi umgudu wokukhula wesikhathi eside. Izinkampani eziningi ze-SaaS ziqhubekile nokubika ukukhula kwemali engenayo okuqinile kanye nokwenza ngcono umnotho wamayunithi. Imakethe isiqala ukubona lokhu kunqanyulwa.
Njengoba umuzwa uthuthuka, kulindeleke ukulinganiswa kabusha kwezitoko zesofthiwe. Lokhu kungaholela ezinzuzweni ezinkulu kubatshalizimali abangena emakethe manje. Ibhange liphakamisa ukuthi ukutshalwa kwezimali okukhethiwe kubadlali abaqinile be-SaaS kuyisu elihlakaniphile.
I-Hedge Funds eyenza imali ngesaphulelo
Ngenkathi abatshalizimali bezitolo bengase baqaphele, ama-hedge funds ahamba ngobudlova. Bakha izikhundla ezinkampanini ezisezingeni eliphezulu ze-SaaS ngamanani entengo. Umsebenzi wabo uvame ukusebenza njengenkomba ehamba phambili yokutholwa kwemakethe.
Lezi zimali zisebenza ngokujulile ukuze zihlonze izinkampani ezinamamodeli amabhizinisi aqinile. Babheka ukugcinwa kwamakhasimende okuqinile, amamajini anempilo, nezindlela ezicacile zenzuzo. Le ndlela yokukhetha inciphisa ubungozi kuyilapho ikhulisa amandla aphezulu.
Ukuzibandakanya kwabo kwengeza imali kanye nokuzethemba emakethe. Kubonisa ukuthi abatshalizimali abasezingeni eliphezulu babona inani elikhulu emazingeni amanje. Lokhu kungaheha imali eyengeziwe emuva emkhakheni we-SaaS.
I-Broader Tech Landscape kanye Nezinsongo Ezihlobene
Impilo yomkhakha wezobuchwepheshe ixhumene. Ngenkathi i-SaaS ilulama, ezinye izindawo zibhekana nezinselelo ezihlukile. Isibonelo, i-cybersecurity ihlala iyinkinga enkulu kuwo wonke amabhizinisi edijithali.
Izehlakalo zakamuva, njengokuhlaselwa kwesikhonzi sezobuchwepheshe bezokwelapha u-Stryker okwenziwa yiqembu lama-hacktivist e-pro-Iran, kugcizelela izinsongo eziqhubekayo. Izinkampani kufanele zitshale imali ezindleleni zokuphepha eziqinile ukuze zivikele ukusebenza kwazo kanye nedatha.
Ngokufanayo, ezinye izimboni zizulazula ngezikhathi zazo ezinesiyaluyalu. Umkhakha wezamandla, isibonelo, ubhekene namanani aguquguqukayo. Ochwepheshe bamandla baxwayisa ngenani likawoyela elibucayi 'imigqa ebomvu', okungenzeka ibe nemithelela esabalele kwezomnotho.
Ukuqamba okusha kuyaqhubeka ngaphandle kokuphazanyiswa kwezinye izizinda zobuchwepheshe. Intuthuko ethokozisayo, njengezimoto ezindizayo ezingase zishaye esibhakabhakeni lokhuehlobo, bonisa ukuthi intuthuko yezobuchwepheshe iqhubekela phambili naphezu kwemijikelezo yemakethe.
Isiphetho: Ukubamba Ithuba le-SaaS
Isimemezelo esivela ku-Deutsche Bank sokuthi i-SaaSpocalypse isiphelile isignali eqinile enhle. Ukuhweba kwamasheya esofthiwe ngesaphulelo esikhulu kumelela indawo ephoqelelayo yokungena kubatshalizimali. Isidingo esiyisisekelo sezixazululo ze-SaaS asinciphi.
Kubalulekile ukwenza ucwaningo olunzulu futhi ugxile ezinkampanini ezinezisekelo eziqinile. Ukusimama kwemakethe kungase kungabi khona ngokushesha, kodwa inkambiso yesikhathi eside ivuna ukuguqulwa kwedijithali.
Kumabhizinisi afuna ukukhulisa lokhu kuphindaphinda, ukusebenzisana nenkundla ethembekile kubalulekile. Hlola ukuthi i-Seemless ingasiza kanjani ibhizinisi lakho ukuthi lenze kahle ukutshalwa kwe-software yalo futhi lizuze emakethe ekhulayo ye-SaaS. Qala uhambo lwakho oluya kuzixazululo zesofthiwe ezihlakaniphile namuhla.
