ARC Advisory Group tracks the enterprise software market on a quarterly basis. We track the revenues of fifteen prominent publicly traded enterprise software companies, translate financial results reported in foreign currencies to US dollars using an average exchange rate for the given reporting period. The suppliers’ reporting period for this analysis is the quarter ended June, 2015 unless stated otherwise.
The suppliers included in this report recorded combined quarterly revenue of $21.1 billion, representing a 4.9 percent year-over-year decline rate. The year-over-year change in supplier revenues ranged from decline of 15 percent to growth of 16 percent. Nine suppliers – Autodesk, EMC, IBM, IFS, Infor, Oracle, PTC, QAD and SAP reported year-over-year decreases in software or product revenues. The decline was mainly due to strengthening US Dollar against other currencies. The euro depreciated 19.4 percent and Krona by 21.6 percent relative to the dollar by from 2Q2014 to 2Q2015.
On July 13, 2015, ClickSoftware announced the completion of its acquisition by Francisco Partners. With the completion of the transaction, ClickSoftware is now a privately held company and will not be covered in the quarterly report hence-forth.
Here is the key chart from the report showing the included suppliers and their growth:
Supplier |
Q2 2014 | Q2 2015 | YoY Growth |
| American Software/Logility (July) | $24.9 | $28.9 | 16.1% |
| Autodesk (July) | $637.1 | $609.5 | -4.3% |
| ClickSoftware (Not applicable) | |||
| Dassault Systèmes | $763.8 | $791.6 | 3.6% |
| Descartes (July) | $42.7 | $45.2 | 5.9% |
| EMC Enterprise Content Division | $158.0 | $155.0 | -1.9% |
| Hexagon Technology Division | $407.3 | $437.0 | 7.3% |
| IBM Software Segment | $6,488.0 | $5,830.0 | -10.1% |
| IFS | $112.7 | $102.7 | -8.9% |
| Infor (July) | $753.2 | $640.3 | -15.0% |
| Manhattan Associates | $122.5 | $139.1 | 13.5% |
| Oracle Software Segment (August) | $6,576.0 | $6,458.0 | -1.8% |
| PTC | $336.6 | $303.1 | -10.0% |
| QAD (July) | $73.1 | $71.3 | -2.4% |
| SAP | $5,693.9 | $5,496.9 | -3.5% |
| Total | $22,189.7 | $21,108.5 | -4.9% |
The enterprise software market growth has grown consistently except for last two quarters.
For a complete copy of this report, please contact Conrad Hanf (chanf@arcweb.com).
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