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Wall Street Transcript Interview with Alex Zukin, Research Analyst at Stephens Inc.: Enterprises Adopt SaaS in the Periphery While Maintaining Core Systems in Place

67 WALL STREET, New York - June 7, 2013 - The Wall Street Transcript has just published its Business and Application Software Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs and Equity Analysts. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Application Software Consolidation Activity - Cloud Computing and SaaS Trends - Cloud Computing - SaaS and PaaS

Companies include: Salesforce.com (CRM), NetSuite, Inc. (N), Oracle Corp. (ORCL), SAP AG (SAP), General Motors Corporation (GM), The Coca-Cola Company (KO), Toyota Motor Corp. (TM), International Business Machine (IBM), Ultimate Software Group Inc. (ULTI) and many more.

In the following excerpt from the Business and Application Software Report, an expert analyst discusses the outlook for the sector for investors:

TWST: As we look at the space, are there new developments coming along, or is it more filling out what's already in place and making better use of it?

Mr. Zukin: I think actually that the interesting thing about SaaS and cloud is this leveraging, basically the power of the network, the power of - we have data. For instance, Salesforce, they have data about a tremendous amount of customer organizations, and what I actually think is the future of SaaS in the near term is being able to leverage that data, to actually be able to provide intelligence around it and say to the next incremental customer, "you know, an organization like yours has this many sales people in this many territories and this is your benchmark against that."

And I think the ability to offer real business data, because you're able to leverage a large pool of customers, is something that we haven't been able to do traditionally in any meaningful way that could come and really offer new business value that hasn't been there before.

TWST: Is that beginning to show up?

Mr. Zukin: I think it's still early, because people are still not exactly sure how to properly deliver it, but you are starting to see your conversations about that at a lot of the larger players, and I think the rise of this Big Data, which is the ability to essentially analyze tremendous amount of data in a much faster way and present it in a meaningful way, is part of that evolution of that trend.

TWST: And what's the evidence that this is beginning to happen?

Mr. Zukin: I think it's still early, so there's less evidence of it actually happening, but there's evidence anecdotally of everybody is...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.