I-Deutsche Bank ibhengeza i-SaaSpocalypse ngaphezulu
Emva kwexesha elinzima, imbonakalo yeenkampani zesoftware-njengenkonzo (i-SaaS) ekugqibeleni iyaqaqamba. Ngokutsho kohlalutyo lwakutsha nje oluvela kwiDeutsche Bank, into ebizwa ngokuba yi "SaaSpocalypse" iphelile. Izitokhwe zesoftware ngoku zirhweba ngesaphulelo esikhulu, zibonakalisa ithuba elikhethekileyo.
Olu tshintsho lulandela ulungiso olubalulekileyo lwemalike olwenze ukuba ixabiso lehle. Iifemu ezininzi ze-SaaS zajongana noxinzelelo olukhulu njengoko ulindelo lokukhula lwaluhlaziywa. Nangona kunjalo, amaxabiso akhoyo anokungabonakali amandla angaphantsi kweemodeli zoshishino.
Nangona kukho ithuba elincomekayo, i-hedge funds kunye nabanye abatyali-zimali bamaziko bathatha ithuba lolu qingqo-maxabiso oludakumba. Iintshukumo zabo zibonisa ukukholelwa ekuchacheni ngamandla kweli candelo.
Ukuqonda iSaaSpocalypse: Kwenzeke ntoni?
Igama elithi "SaaSpocalypse" lavela ukuchaza ukuhla okukhulu kwamaxabiso e-SaaS stock. Yayiqhutywa yindibaniselwano yeemeko zoqoqosho olukhulu. Inzala ephezulu kunye noloyiko lokudodobala koqoqosho lukhokelele abatyali-mali ukuba basabe ukukhula okuphezulu, ii-asethi ezinomngcipheko omkhulu.
Iinkampani zesoftware, ngakumbi ezo zingekabi nangeniso, zabethwa kakhulu. Uqingqo-maxabiso lwabo, oluhlala lusekwe ekungeneni kwemali kwixa elizayo, luye lwancipha. Uvakalelo lwentengiso lutshintshe kakhulu ukusuka ekukhuleni kuzo zonke iindleko ukuya kugxininiso kwingeniso nakwimida ezinzileyo.
Oku kudale isaphulelo esikhulu kweli candelo. Amashishini amaninzi e-SaaS akumgangatho ophezulu adityaniswa ngokungafanelekanga kunye nababuthathaka. Ukuthengiswa kwakubanzi kwaye kunzulu, kodwa iziseko zeemodeli zengeniso eziphindaphindiweyo zahlala ziqinile.
Imiba ePhambili emva koLungiso lweMarike
Ziliqela izinto ezibalulekileyo ezibe negalelo ekuweni. Ukuziqonda kungundoqo ekuboneni ukuba kutheni i-rebound ibalulekile.
Ukunyuka kwamaxabiso enzala: Imilinganiselo ephezulu yenza imivuzo yexesha elizayo ingabi naxabiso, ibe nefuthe kwizitokhwe zokukhula ngokulinganayo. Uxinzelelo lokunyuka kwamaxabiso: Iindleko ezongeziweyo kunye nokungaqiniseki kwezoqoqosho kunyanzelise amashishini ukuba acuthe inkcitho yesoftware. Uvandlakanyo olungaphezulu: Ezinye iinkampani zingene kwixesha noqingqo-maxabiso ebelungazinzanga. I-Shift kuMvezo woMtyali-mali: Ugqaliselo luye lwasuka kuluhlu oluphezulu lwaya kutsho kwingeniso esezantsi kunye nokuphuma kwemali.
Kutheni iDeutsche Bank ibona iRebound
Abahlalutyi beDeutsche Bank bakhomba izikhombisi ezininzi ezibonisa ukuba okubi kuphelile. Bagxininisa ukuba imfuno esisiseko yenguqu yedijithali ihlala yomelele. Amashishini aqhubeka ethembele kwizisombululo ze-SaaS zokusebenza kakuhle kunye nokutsha.
Amaxabiso athotyiweyo akhoyo ngoku awabonakalisi ukukhula kwexesha elide. Iinkampani ezininzi ze-SaaS ziye zaqhubeka nokunika ingxelo yokukhula okuqinileyo kwengeniso kunye nokuphucula uqoqosho lweeyunithi. Imarike iyaqala ukuqaphela oku kuqhawulwa.
Njengoko imvakalelo iphucuka, ukulinganiswa kwakhona kwezitokhwe zesoftware kulindelwe. Oku kunokukhokelela kwinzuzo ebalulekileyo kubatyali-mali abangena kwimarike ngoku. Ibhanki iphakamisa ukuba utyalo-mali olukhethiweyo kubadlali abanamandla be-SaaS sisicwangciso esilumkileyo.
IiNgxowa-mali zeHedge Ukwenza imali kwisaphulelo
Ngelixa abatyali-mali abathengisayo banokulumka, ii-hedge funds zihamba ngamandla. Bakha izikhundla kwiinkampani eziphezulu ze-SaaS ngamaxabiso e-bargain. Umsebenzi wabo uhlala usebenza njengesalathisi esikhokelayo sokubuyiselwa kwemarike.
Ezi mali ziqhuba inkuthalo enzulu ukuchonga iinkampani ezinemodeli yoshishino eyomelela. Bajonga ugcino lwabathengi olomeleleyo, imida esempilweni, kunye neendlela ezicacileyo zokufumana inzuzo. Le ndlela ekhethiweyo inciphisa umngcipheko ngelixa ikhulisa amandla aphezulu.
Ukubandakanyeka kwabo kongeza uqoqosho kunye nokuzithemba kwimarike. Inika umqondiso wokuba abatyali-zimali abaphucukileyo babona ixabiso elibalulekileyo kumanqanaba angoku. Oku kunokutsala imali eninzi kwakhona kwicandelo le-SaaS.
UBume beTech eBanzi kunye neNzoyikiso eNxulumeneyo
Impilo yecandelo lobuchwephesha inxibelelene. Ngelixa i-SaaS ifumana kwakhona, ezinye iindawo zijongene nemingeni eyahlukileyo. Umzekelo, i-cybersecurity ihlala iyinkxalabo ephambili kuwo onke amashishini edijithali.
Iziganeko zamva nje, ezinje ngohlaselo lwesigebenga setekhnoloji yezonyango uStryker liqela le-pro-Iran hacktivist, zigxininisa izoyikiso eziqhubekayo. Iinkampani kufuneka zityale imali kumanyathelo okhuseleko olomeleleyo ukukhusela imisebenzi kunye nedatha.
Ngokufanayo, amanye amashishini aqhuba ngokwawo amaxesha anzima. Icandelo lezamandla, umzekelo, lijongene namaxabiso aguquguqukayo. Iingcali zamandla zilumkisa ngexabiso elibalulekileyo le-oyile 'yemigca ebomvu', enokuba nefuthe elibanzi kwezoqoqosho.
I-Innovation iyaqhubeka ingathinteli kwezinye iindawo zobuchwepheshe. Uphuhliso oluchulumancisayo, njengeemoto ezibhabhayo zinokubetha esibhakabhakeni okuehlotyeni, bonisa ukuba ukuqhubela phambili kwetekhnoloji kuqhubela phambili ngaphandle kwemijikelo yemarike.
Isiphelo: Ukubamba iThuba le-SaaS
Isibhengezo esivela kwi-Deutsche Bank ukuba i-SaaSpocalypse iphelile ngumqondiso onamandla onamandla. Izabelo zeSoftware zirhweba ngesaphulelo esikhulu zimele indawo enyanzelekileyo yokungena kubatyali-mali. Imfuno esisiseko yezisombululo ze-SaaS ayinciphi.
Kubalulekile ukwenza uphando olucokisekileyo kwaye ugxile kwiinkampani ezineziseko eziqinileyo. Ukuchacha kwemarike kusenokungabi ngoko nangoko, kodwa imeko yexesha elide ithanda inguqu yedijithali.
Kumashishini ajonge ukonyusa le rebound, ukusebenzisana neqonga elithembekileyo ngundoqo. Jonga indlela i-Seemless enokunceda ngayo ishishini lakho ukuba liphucule utyalo-mali lwesoftware kunye nokwenza imali kwimakethi ekhulayo ye-SaaS. Qala uhambo lwakho olusingise kwizisombululo zesoftware ekrelekrele namhlanje.
