Oh, I totally agree that the future of Remedy would be secure. However, I would be pessimistic about revenue growth and new customer acquisition because neither of them (Oracle or SAP) have a specialized ITSM sales force. Pricing would go up, sales team quality down, and product roadmap would be cloudy and buried under products with much larger markets. ITSM is only a $1.5 billion dollar market, so R&D dollars would go to the larger markets like CRM ($15 Billion). Also, there would be no hope of Remedy becoming a PaaS as it should. With some architectural changes, Remedy could be the most powerful PaaS on the planet, so I see BMC as the last hope of that happening. Imagine if this community could become part of an AppExchange.
Still - to your point, Remedy will survive. In fact, Remedy will survive no matter what happens, but I just harken back to those days when it was thriving... as a separate BU under Dick Stark at BMC (30+% Revenue Growth at that time)... or when Remedy was its own company. The product is still the best. ServiceNow's biggest win was in hiring all of the ex-Remedy sales people and solution consultants (impact of a specialty sales force). That's how they're winning... not to mention their vastly superior support team. Listen to a support call with a ServiceNow customer vs. BMC Support. I've heard them both multiple times since we have customers on both product lines. BMC = Send me your logs, send me your logs, send me your logs. Vs. SNOW = A 2nd or 3rd tier quality person on the front-line. However, given enough time and money, ServiceNow could make their product better. On the flip side, they're a public company now, so watch how their model changes from what I just described. In fact, customers tell me that they already charge for approvers and end users now... the cycle continues. For our latest product demonstrations, please visit – http://www.youtube.com/user/northcraftanalytics Lee Cullom | Northcraft Analytics IT Metrics Specialist | Business Intelligence for ITSM Direct - 678-438-7244 | lee.cul...@northcraftanalytics.com Main - (678) 664-ITSM http://www.northcraftanalytics.com THE CONTENTS OF THIS EMAIL, INCLUDING THE CONTENTS OF ANY ATTACHMENTS HERETO, CONSTITUTES “CONFIDENTIAL INFORMATION” AND IS SUBJECT TO A CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT BETWEEN THE RECIPIENT AND NORTHCRAFT ANALYTICS LLC. -----Original Message----- From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Pierson, Shawn Sent: Thursday, May 09, 2013 8:42 AM To: arslist@ARSLIST.ORG Subject: Re: huh? financial news for bmc ? I'm curious, why would Remedy being sold to SAP or Oracle be a negative thing in your opinion? I think it's big enough that it wouldn't be swallowed up inside of one of their applications (how long has it taken Oracle to combine the eBusiness Suite with PeopleSoft despite the products directly competing?) I can see if support deteriorates, maintenance goes up, or some other unknown odd factor, but it seems to me like it might be an opportunity for Remedy to be implemented in shops that may not have a good ITSM solution but already have installs of SAP, Oracle, or whoever hypothetically buys Remedy. If that's a pessimistic scenario it doesn't seem too bad to me. Thanks, Shawn Pierson Remedy Developer | Energy Transfer -----Original Message----- From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Lee Cullom Sent: Thursday, May 09, 2013 6:07 AM To: arslist@ARSLIST.ORG Subject: Re: huh? financial news for bmc ? Since it's incredibly fun to speculate on this situation, I'll offer up: - Bain will look at the profitability of the various pieces/business units - Mainframe, Service Management, etc... - They'll tear out the ugly pieces and get them in the hands of someone who can use them (Elliot's involvement indicates that Compuware might be involved) - They'll take the profitable pieces and put probably keep them with the newly private BMC that needs to invest in ESM. So, I'm thinking... Patrol and it's ilk will end up with Compuware since it will give them a larger stack of monitoring tools. Mainframe/Batch Management - IBM? That would make sense. The new Z's are coming... sure would help to pick up some nice new batch management technology to go with that shiny new hardware and make it part of the Tivoli product line. Service Management - BMC grew the business significantly (per the financials yesterday)... and they need to transition to PaaS (for the Enterprise, that's Remedy) to grow dramatically. That will require investment and innovation (this is an optimistic scenario for ARlist)... and an AppExchange like community (this group) to develop new offerings that are needed to compete with ServiceNow (such as HR Call Center, Facilities Management, etc...). This will require some heavy ARsystem work as well (go Doug!) to make it MORE ready for the cloud. Remedyforce is the SaaS offering for small mid-size with the inferior PaaS capabilies of Salesforce.com (proprietary Apex coding) and different price point. The pessimistic scenario is that Remedy gets thrown o SAP or Oracle to become another app that is part of those gianormous suites (like Oracle EBS). However, this much is certain. There are going to be changes at some point with new ownership. Now, please continue the speculation... This is a fun topic! For our latest product demonstrations, please visit – http://www.youtube.com/user/northcraftanalytics Lee Cullom | Northcraft Analytics IT Metrics Specialist | Business Intelligence for ITSM Direct - 678-438-7244 | lee.cul...@northcraftanalytics.com Main - (678) 664-ITSM http://www.northcraftanalytics.com THE CONTENTS OF THIS EMAIL, INCLUDING THE CONTENTS OF ANY ATTACHMENTS HERETO, CONSTITUTES “CONFIDENTIAL INFORMATION” AND IS SUBJECT TO A CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT BETWEEN THE RECIPIENT AND NORTHCRAFT ANALYTICS LLC. -----Original Message----- From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Jesse Sent: Wednesday, May 08, 2013 10:29 AM To: arslist@ARSLIST.ORG Subject: Re: huh? financial news for bmc ? Depends on your definition of "successful" Bain makes money for stock holders ... yes successful company??? well.... _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years" _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years" Private and confidential as detailed here: http://www.energytransfer.com/mail_disclaimer.aspx . If you cannot access the link, please e-mail sender. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years" _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
