The enterprise resource planning (ERP) software market has experienced rapid change over the past five years. Maturation at the high-end of the market is driving leading vendors to seek incremental growth in the lesser developed US enterprise mid-market. Many pure-plays have also entered the market with more focused solutions and channel coverage.
As ERP penetration rates settle in the 50-60% range, vendors are shifting their focus to strategies for selling more deeply into the installed base and capturing net-new business around the edges. Core to these efforts are significant investment in creating differentiation in the portfolio with sector-based capabilities and deeper/more robust functionality in under-developed niches.
In this report, we provide perspective on recent performance trends and consolidation in the ERP market and a point-of-view on those segments that could drive the most attractive growth for ERP vendors.
Key points of coverage include:
Revenue concentration and recent performance of top ERP players
Five year consolidation trends (acquisition/deal activity)