Blue Yonder Strengths, Domain Expertise, and Key Differentiators
Combining Panasonic’s strength in industrial engineering, IoT and edge technologies with Blue Yonder’s AI/ML-driven supply chain and commerce solutions greatly intensifies the customer value of Blue Yonder’s leading digital fulfillment platform. Together, Panasonic and Blue Yonder will deliver a unique competitive advantage for customers to drive more automation and actionable, real-time business insights that reduce waste and improve operations, while creating a more sustainable world.
Blue Yonder (formerly JDA Software, Inc.) provides seamless, friction-free commerce, empowering every organization and person on the planet to fulfill their potential. Blue Yonder’s machine learning-driven digital fulfillment platform enables clients to deliver to their customers when, how and where they want it. Applying over 35 years of domain expertise, contextual intelligence and data science.
In May 2019, JDA Software expanded its capabilities within its supply chain execution solutions portfolio that continue to deliver on a strategy to seamlessly connect supply chain processes spanning factories, warehouses, and stores to profitably satisfy demand. Strategy advances in the services-based architecture, API-based communication layer and continued integrations with Microsoft Azure and MuleSoft showcase the value of JDA solutions that will quickly return value to customers and partners.
In the same period, JDA Software has introduced machine learning (ML)-driven Luminate Warehouse Tasking, part of the JDA Luminate Logistics family of solutions, which extends and enhances JDA Warehouse Management and other warehouse management systems (WMS). This native SaaS add-on solution built on Microsoft Azure intelligently optimizes tasks in near real-time using powerful ML algorithms to improve efficiency across the warehouse, delivering more value to even the most complex global supply chains. Luminate Warehouse Tasking solves the problem of peaks and valleys in labor utilization that come from traditional wave operations.
JDA’s optimized tasking capabilities use ML algorithms to focus labor on priorities for timely shipments at reduced costs, even with aggressive service levels. Tasks are de-escalated and escalated and prioritized based on the due date, starting with the end date in mind to meet more aggressive service level expectations while reducing costs. Optimized tasking also enables the labor force to be focused on the most important task at any given time helping customers maintain a loyal, skilled labor force in a competitive market.
Blue Yonder Recent Developments
In November 2021, Blue Yonder has launched several microservices under the Luminate Commerce portfolio to help retailers meet the demands of consumers. These individually deployable, augmentative microservices offer a reimagined and personalized consumer experience by allowing retailers to ensure order and fulfillment accuracy.
Complementing the name change is a new Blue Yonder brand identity, reflecting a fresh, modern perspective and infinite possibilities for its customers, partners, associates and investors. Over the next two months, the Company will transition from JDA and roll-out the new Blue Yonder brand identity to its global offices, customers, partners, associates and investors, including a new website at blueyonder.com to be launched in Q1. A brand marketing and advertising campaign will launch the new Blue Yonder brand beginning in Q2 and throughout 2020.
Blue Yonder Mergers and Acquisitions (M&A) Activities
In September 2021, Panasonic Corporation has completed the acquisition of Blue Yonder, the end-to-end, digital fulfillment platform provider. Panasonic has purchased the remaining 80% of shares of Blue Yonder, adding to the 20% which Panasonic acquired in July 2020. The investment values Blue Yonder at USD8.5 billion. Since Panasonic’s announcement to acquire all shares on April 23, 2021, the acquisition has completed antitrust clearance procedures and received approval of regulatory authorities in the U.S. and other countries.
In February 2020, JDA Software renamed to Blue Yonder. The name change is part of a re-branding initiative to better align the Company’s name with its cloud transformation and product roadmap, embracing a future full of endless innovation, continuous improvement and outstanding customer experience. JDA acquired Blue Yonder, a provider of AI and ML supply chain and retail solutions in August 2018. Evolving the JDA brand – and name – to Blue Yonder – further supports the massive impact of artificial intelligence (AI) and machine learning (ML) technologies across the supply chain, logistics and retail markets. Blue Yonder’s leading AI/ML technology powers the Company’s Luminate end-to-end, digital fulfillment platform.
Blue Yonder Customers in ARTW Customer Database
Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Blue Yonder applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Blue Yonder and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Blue Yonder Luminate customers.
Blue Yonder Overview
Ownership: - OTCMKTS: PCRFY
Number of Employees: 5500
Key Verticals: Aerospace and Defense, Automotive, Communication, Construction, Consumer Packaged Goods, Distribution, Healthcare, Leisure and Recreation, Hospitality, Life Sciences, Manufacturing, Oil and Gas, Chemicals, Professional Services, Retail, Transportation, Utilities,
Blue Yonder Key Enterprise and Cloud Applications
Blue Yonder Luminate
Blue Yonder Revenues, $M:
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* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.
Blue Yonder Revenue Breakdown By Type, $M:
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Blue Yonder Enterprise Applications Revenues By Functional Markets, $M:
Blue Yonder Enterprise Applications Revenues By Verticals, $M:
Blue Yonder Revenues By Region, $M
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Blue Yonder Direct vs Indirect sales
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Blue Yonder Customers - Breakdown by Geo, Size, Vertical and Product
No. of Blue Yonder Customers: 4000
No. of Blue Yonder Enterprise Applications Customers: 4000
No. of Blue Yonder Cloud Customers: x
No. of Blue Yonder Cloud Subscribers: x
Blue Yonder added 41 net new customers in Q3 2021 and closed 21 deals over $500,000. Some of the customers who selected or extended their footprint with Blue Yonder during the quarter include: Americas: Anastasia Beverly Hills, Armada, JCPenney, Control de Recursos Zoom APAC: Lotte Global Logistics, Metcash
EMEA: Asda, BEL, Ferrero, GS S.p.A., Sainsbury’s, Telenet Group Holding NV
Blue Yonder added 39 net new customers in Q2 2021 and closed 18 deals over $500,000. Some of the customers who selected or extended their footprint with Blue Yonder during the quarter include: Americas: Baxter International Inc., Brentwood Originals, Duluth Trading Company, Grupo Jumex, Invitae, Mattel Inc., Norgas, REI, SteelSeries, Syncreon, Súper Xtra, TRAXIÓN, U Brands, Walgreens, ZO Skin Health APAC/EMEA: Beijing Baobaoaichi, City Plumbing Supplies Holdings Ltd., Essity, GEFCO, Goldwagen, Krones AG, L’Abbondanza, LG Electronics, Marks & Spencer, Wella
Blue Yonder (ex JDA) is helping more than 3,300 of the world’s leading manufacturing, wholesale distribution, transportation and logistics, retail and services industries customers worldwide.
Blue Yonder added 27 net new customers in Q2 2020, and had 11 deals over $500,000. Some of the customers who selected or extended their footprint with Blue Yonder during the quarter include: Best Western International, Inc., Castellini, C.H. Robinson, CHEP, Echo Global Logistics, Harbor Foods Group, Jumex, Liverpool, Merck Sharp & Dohme Corp., MJ Holding Company, LLC, NFI Industries, Orgill Inc., Retail Business Services, LLC, Reyes Holdings LLC, Schnuck Markets, Inc., Sheetz, Inc., SuperFrio, The Source (Bell) Electronics, Inc., Talbots, Inc., Uber Freight, Uline, Inc., Wakefern Food Corporation, AirAsia Group Berhad, Ambuja Cements Ltd, Domat Slog Polri, Key Foundry Co. Ltd, Mahindra & Mahindra Ltd, Metropac Movers Inc, PT Indocement Tunggal Prakarsa Tbk, AKW GLOBAL Warehousing Ltd, Bon Preu, Clipper Logistics plc, Coop Sverige AB, DHL, Epiroc Drills A, HT Holding, Maxi Di, PSA, Shoprite Checkers (PTY) LTD, Pets at Home Limited, Union Invivo.
Blue Yonder Market Opportunities, M&A and Geo Expansions
Blue Yonder added 39 net new customers in Q2 2021 and 41 net new customers in Q3 2021 and closed 39 deals over $500,000. Some of the customers who selected or extended their footprint with Blue Yonder during the quarters include: Americas: Anastasia Beverly Hills, Armada, JCPenney, Control de Recursos Zoom APAC: Lotte Global Logistics, Metcash EMEA: Asda, BEL, Ferrero, GS S.p.A., Sainsbury’s, Telenet Group Holding NV.
Q2 2020 new product bookings (software and SaaS) were up 9% sequentially compared to Q1 2020, driven by a 23% increase in SaaS bookings compared to Q1 2020. Blue Yonder’s Q2 SaaS mix was 71% of total product bookings. Total recurring revenue (SaaS, support and hosting) of $164 million for Q2 2020 grew 10% compared to Q2 2019, and represented 68% of total revenue, resulting from the company’s transformation to a SaaS/subscription-based business model. Total revenue was $242 million in Q2 2020, down 9% compared to Q2 2019 which included a large perpetual license deal. Blue Yonder’s Q2 SaaS net revenue retention1 rate was over 125% and SaaS revenue backlog was approximately $685 million.
In February 2019, Tata Consultancy Services have partnered with JDA Software, to build next-generation cognitive solutions, and offer consulting and system integration services around digital technologies, to optimize supply chains for customers worldwide. The partnership will leverage the TCS Business 4.0™ thought leadership framework and JDA Luminate solutions portfolio, leveraging Blue Yonder’s leading artificial intelligence (AI) and machine learning (ML) technology to develop joint, interoperable technology solutions for supply chains of the future.
These solutions will use TCS’ Machine-First Delivery Model to accelerate human-machine collaboration to solve complex business problems, faster and better, delivering multi-fold productivity improvements and transforming the customer experience. Through these solutions, enterprises can harness the power of the cloud, AI and ML, allowing them to gain complete supply chain visibility and receive prescriptive recommendations to make accurate profitable business decisions. Businesses will benefit from real-time predictive analytics and cloud-driven business models that help realize outcome-based supply chain transformations.
Blue Yonder Risks and Challenges
Blue Yonder (ex JDA) Cloud push appears to be gaining traction with a recent deal with Google to put JDA applications on Google Cloud Platform. The question is how the vendor tackles a raft of supply chain challenges facing its customers in the post-pandemic era when lean inventory and bloated SKUs have wrecked havoc to their operations. It's fair to say
Blue Yonder Ecosystem, Partners, Resellers and SI
In January 2021, Trax, a global provider of computer vision solutions and analytics for retail, and Blue Yonder, formed a partnership to launch Dynamic Workforce Management to provide retailers and fulfillment centers with real-time demand visibility and a flexible, skilled workforce to solve store issues quickly and at scale.
In March 2019 JDA Software and Panasonic Corporation made an agreement between JDA Japan and Panasonic to establish a joint venture company to further promote sales of the companies’ joint solutions for the manufacturing, logistics, and retail industries in Japan. Planned to start operations in October 2019 subject to governmental approval, the new company will be located in Tokyo and will undertake customer proposals and aggressively promote sales of the companies’ integrated solutions.
By combining JDA’s comprehensive SaaS software portfolio that span end-to-end supply chain management with Panasonic’s world-class sensing technologies and edge devices, the two companies are creating new, cutting-edge solutions for businesses in the manufacturing, logistics and retails fields; and in doing so, are bringing about innovations in its customers’ frontline processes. These solutions include Visual Sort AssistTM and voice-activated retail solutions that incorporate the latest innovations in virtual reality and voice response technology with best-in-class retail solutions. Additionally, warehouse managers can improve efficiency in manual package sorting and get real-time data and insights to make dynamic decisions based on actual throughput and make changes in shipping orders and personnel allocation to achieve dynamic operations.
Together, using the high global standard of JDA’s leading supply chain solutions with Panasonic’s expertise and edge devices, the two companies are bringing comprehensive process innovations to customers that take advantage of digital edge technologies incorporating SaaS, the Internet of Things (IoT), AI, ML, real-time sensing technologies, and advanced analytics. These include out-of-stock detection, facial recognition, and flowline analysis of human behavior, all aimed at maximizing productivity from the retail store front through to the back-end warehouse and factory floor.
Other JDA resellers include ALCIS PRIME, STG Chile, Netlogistik, ESP Holding A.S., eWave Mobile, Naizak, Netlogistik, STG Peru, Hit-Kody Kreskowe, Grupo Alfaland Soluções Integrais de Logística, Euro Bit SA, Avant-Garde Communications, Cycle d.o.o., HCL Singapore Pte Ltd, Alfaland Sistemas Consultoría y Soluciones Logísticas, and LA Software Group. It also partners with Honeywell Scanning&Mobility, Intermec, Psion Teklogix, Dasko Label, Motorola Solutions, Vocollect, Zebra Technologies, Printronix, ALK Technologies, SAP, Microsoft, M2SYS, Oracle, Progress Software Corporation, Logistics Systems International, VMware, Lucas Systems, Voxware, 4SIGHT, Axsium Group, Capgemini.
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Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.
Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).
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