Ariba's Competitive Threats Are Intensifying
By Mark Gomes:
With the plethora of companies trading on the stock market, it can be easy to forget that privately-held companies need to be monitored, as well. My company recently did a check into the competitive landscape for Ariba (ARBA). It may come as a surprise that our checks revealed that an up-and-comer named Coupa is nearing the scale required to put a dent in ARBA’s lucrative procure-to-pay business. By our estimates, P2P represents 15-20% of ARBA’s revenue and a greater portion of its profits.
Coupa offers a growing suite of procurement functionality (including contract management, sourcing, network, and services), but procure-to-pay is its specialty. After several years of triple-digit growth, interest from potential customers appears to be reaching critical mass. The company is also attracting high praise with market influencers, creating a virtuous cycle.
In its procure-to-pay niche, Coupa boasts a very high (and increasing) head-to-head win rate versus ARBA. WeComplete Story »