Velocity und Govdelivery weisen wesentliche niedrige Risiken auf als Foliodynamix und vor allem Bolt – schon allein durch das 3-year subscription revenue model bei Govdelivery und das Annual subscription revenue model bei Govdelivery und die Tatsache, dass sie in ihren Bereichen Marktführer sind. Andererseits weisen sie durch die Begrenztheit ihrer Märkte - TAM: $3 billion bei Velocity und TAM: $1 Billion bei Govdelivery - auch weniger Chancen auf, obwohl die Abgrenzung von Märkten keine statische Angelegenheit ist und sowohl Velociy als auch Govdelivery dabei sind, die von ihnen adressierte Märkte hinsichtlich ihrer Grenzen zu erweitern.
The Year 2015 for VelocityEHS
Environmental, Health and Safety compliance platform that enables organizations to meet stringent and costly OSHA requirements
Important Metrics:*
• Revenue Growth: 36% for 2015 compared to 2014
• New Signings: Added 2,200 customers; More than 11,500 companies, representing over half of the Fortune 1000: Protecting more than 8 million employees in U.S. and Canada
• Pipeline: Growth is slightly ahead of revenue growth and is skewed towards large platform customers; seeing significant pipeline momentum across the board, with cross-sell team seeing increased activity
• TAM: $3 billion
• Competitive Moat: Database of more than 9 million material safety data sheets is a comprehensive web-based library that ensures 100% compliance for companies and continues to expand as new customers come onto the platform
• Operating cash flow positive for 2015
• 3-year subscription revenue model
* As of 12/31/15 unless otherwise noted
Note: MSDSonlinerebranded to VelocityEHSin September 2015
The Year 2015 for Govdelivery
Digital communications and marketing platform that enablespublic sectororganizations to effectively reach citizens and drive Action
Important metrics:*
• Revenue Growth: 26% for 2015 compared to 2014
• New Signings: Closed 219 new deals in 2015
• Total Customers: Serving 1,000+ federal, state, local and UK government agencies reaching more than 120 million citizen subscribers
• Pipeline: 50% higher on 12/31/15 compared to 12/31/14
• TAM: $1 Billion
• Competitive Moat: 120+ million citizen subscribers create a network effect, significantly expanding reach and audience for each customer
• Operating cash flow positive for 2015
• Annual subscription revenue model