Several weeks ago, the stock of Ellie Mae, a SaaS that automates the grueling task of underwriting residential mortgages, got hammered when the company reported revenue weakness on lower than expected industry refinancing volumes and longer than expected ramp times for larger enterprise customers, prompting management to dramatically cut its full year revenue growth guidance […]
Tag Archives: Modularization
Rippling UKG [ADP] ADP
A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)
Folks, a few announcements: First, I’m creating short 5-7 minute AI-generated podcast conversations based on [...]
Continue reading →[ADP] ADP [DAY] Dayforce [PAYC] Paycom [PAYX] Paychex [PCTY] Paylocity [WDAY] Workday
A tour through HR and payroll processing software: part 1 (Paycor, PAYC, PCTY)
(this is part 1 of a 3-part post on HCM and payroll processing software and [...]
Continue reading →[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
Related posts: [CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20) [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
A few announcements: 1) I’ll be in Omaha this year, hanging out on the 2nd [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
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