Constellation Software Inc. Recent Developments
Low-cost operating model buttresses its acquisition strategy now zeroing on healthcare vertical.
Constellation Software Inc. Overview
Ownership: Public - CSU : TSE
Employees: 10700
Functional Market: Analytics and BI, Collaboration, Content Management, Customer Relationship Management, eCommerce, ERP Financial Management, ERP Services and Operations Management, Human Capital Management, Product LifeCycle Management and Engineering, Procurement,
Key Verticals: Construction and Real Estate, Consumer Packaged Goods, Distribution, Education, Government, Healthcare, Leisure & Hospitality, Life Sciences, Manufacturing, Non Profit, Oil and Gas, Professional Services, Retail, Transportation, Utility,
Constellation Software Inc. Key Enterprise & Cloud Applications
Friedman ERP for hosting,
SCORES Analysis
Constellation Software Inc. Strengths
The book of the Toronto-based ERP apps vendor Constellation Software Inc.(CSI) tells a simple story – it makes good money as shown in its latest results of 2015 by ending the year with a 72% jump in earnings to $177 million on a 10% rise in total revenues to nearly $2 billion.
CSI used to be a little known on-premise software vendor with a knack of juicing up its returns by acquiring hundreds of small and niche vertical players since 2003, 31 alone in 2015.
The strategy has worked so well that CSI now fetches a market cap of $8 billion.
Even though CSI’s listing on the Toronto Stock Exchange has eased 14% to about C$515 from a high of almost C$600 since July 2015, the annualized return for its shareholders has exceeded 40% after it went public in 2006.
By comparison, the annualized return on Cloud pioneeer Salesforce stock grew less than 26% during the same period.
In 2015, CSI became the largest independent software vendor in Canada, surpassing OpenText, which had held the No.
1 position for years following IBM’s 2008 purchase of the previous country leader Cognos.
Like OpenText, the majority of CSI’s revenues comes from United States and Europe.
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- Key differentiators
- Domain Expertise
- Product portfolio
- Solution scope
Constellation Software Inc. Revenues, $M:
| Type/Year | 2015 | 2016 | YoY Growth, % |
|---|---|---|---|
| Total Revenues, $M | Subscribe | Subscribe | Subscribe |
| Enterprise Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
| Cloud Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
* 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.
Constellation Software Inc. Revenue Breakdown By Type, $M:
| Type | License | Services | Hardware | Support & Maintenance | SaaS |
|---|---|---|---|---|---|
| % of Total Revenues | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe |
| Revenues, $M | Subscribe | Subscribe | Subscribe | Subscribe | Subscribe |
Constellation Software Inc. Enterprise Applications Revenues By Functional Markets, $M:
Constellation Software Inc. Enterprise Applications Revenues By Verticals, $M:
Constellation Software Inc. Revenues By Region, $M
| Region | % of Total Revenues | 2016 Total Revenues, $M | 2016 Enterprise Applications Revenues, $M | 2016 Cloud Applications Revenues, $M |
|---|---|---|---|---|
| Americas | Subscribe | Subscribe | Subscribe | Subscribe |
| EMEA | Subscribe | Subscribe | Subscribe | Subscribe |
| APAC | Subscribe | Subscribe | Subscribe | Subscribe |
| Total | Subscribe | Subscribe | Subscribe | Subscribe |
Constellation Software Inc. Direct vs Indirect sales
| Region | Direct Sales | Indirect Sales | Total |
|---|---|---|---|
| Type % | Subscribe | Subscribe | Subscribe |
| Revenues, $M | Subscribe | Subscribe | Subscribe |
Constellation Software Inc. Customers
No. of Customers: Subscribe
No. of Enterprise Applications Customers: Subscribe
No. of Cloud Customers: Subscribe
No. of Cloud Subscribers: Subscribe
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- Reference wins across regions
- Customer Size segments
- Customer wins momentum
Constellation Software Inc. Opportunities
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- Market Opportunities at the vertical and subvertical levels
- Mergers and Acquisitions (M&A), Funding
- Geo Expansions
Constellation Software Inc. Risks
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- Ability to handle internal and external risk and challenges
Constellation Software Inc. Ecosystem
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- Health of ecosystem
- Network Effects of BPO, ISV, SI
- VAR Partners
- Direct vs Indirect sales
Constellation Software Inc. Cloud Infrastructure Insights
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- Cloud Infrastructure (IaaS)
- Cloud Platform (PaaS)
- Cloud Application delivery (SaaS)
- Data Center (Hosting)
Research Methodology
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).
For additional information on our methodologies, here's the link:
https://www.appsruntheworld.com/https://www.appsruntheworld.com/offerings
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