The market is putting ODIS and VSNT in the same basket That's not accurate! On a market capitalization basis, ODIS and VSNT aren't playing in the same league. Further, if you balance their respective market caps with their annual turnovers you see the market's made a clear distinction between them:
ODIS's market cap = $200M - Price/Sales ratio = 3.84
VSNT's market cap = $43M - Price/Sales ratio = 1.45
(Source: Yahoo Corp. Profiles)
That means the market is ready to pay for ODIS about twice as much as for VSNT.
Good news ahead for ODIS's bottomline: its partners are faring well...
Andromedia Continues to Dominate High-End Website Activity Analysis Market
Industry leader's Q2 bookings grow 130% from previous quarter; Lands major new customers including iVillage, Macromedia, U.S. Postal Service, NewsReal, Audi, and Associated New Media
SAN FRANCISCO - July 13, 1998 - Andromedia, Inc. continues to dominate the high-end website activity analysis market. The company today announced that it posted record second quarter sales with bookings growing 130% from the previous quarter for ARIA, Andromedia's leading intelligent, real-time website activity analysis solution for mission-critical websites.
ARIA is now used to track some of the world's busiest and most complex websites. Major new customers adopting the ARIA solution include iVillage, Macromedia, the U.S. Postal Service, NewsReal, and the first ARIA customers based in Europe -- Germany's Audi and the U.K.'s Associated New Media. Andromedia also received repeat purchases from existing customers including Cyberian Outpost, Sony Corporation, Amgen, EarthLink Network, and Sun Microsystems.
Andromedia's new and repeat customers, coupled with the fact that the company has seen the average sale value for ARIA double in the last quarter, further demonstrates the growing importance of ARIA as an enterprise software solution.
"Demand for ARIA continues to grow as the website becomes increasingly a mission-critical marketing and sales channel," says Kent Godfrey, Andromedia president and CEO. "Web traffic is ever increasing, complexity is mounting, and more and more sites are looking to integrate dynamic content, personalization, and ad serving applications. In the face of such complexity, ARIA is the only analysis solution capable of processing massive amounts of web information in real time, then making it available in real time for marketing professionals to meaningfully determine the return on investment for their online marketing, advertising, and e-commerce initiatives. In addition, the ARIA platform is enjoying growing acceptance as the enabling 'technology of choice' for integration with leading third-party applications to make e-commerce and personalization a reality."
ARIA Essential to Marketers and IT Professionals
Continued strong demand for ARIA is being driven by several factors. Chief among them is the realization that website activity information is of vital strategic importance for corporations to more effectively compete.
Andromedia's ARIA helps marketing and sales professionals to better manage the web business by determining the ROI for marketing campaigns, more effectively interacting with customers and suppliers and, ultimately, increasing revenues by selling more goods and services. ARIA also helps IT departments to manage the website and to determine if it is functioning properly. For example, at the Boston Herald, salespeople use ARIA for tracking clickthroughs on banner advertising to provide justification to advertisers. Meanwhile, at Sun Microsystems, ARIA helps the Catalyst Developer Program maximize online marketing effectiveness by justifying advertising to customers as well as provide better website design and management. And, Honeywell's CAS-SPO Operation (Commercial Aviation Systems - Sensor Products) uses ARIA for analyzing traffic on its operational intranet which helps the company more efficiently share important corporate information.
ARIA's Information Backbone Architecture Powers Personalization and One-to-One Marketing
ARIA is also very attractive to high-end websites because of its underlying "information backboneT" architecture that can be integrated with leading third-party applications to increase customer retention and enhance the web experience through real-time personalization and one-to-one marketing.
Andromedia maintains strategic partnerships with Vignette, Accipiter, and NetGravity, to not only make in-depth analysis of web traffic, but also to enable rich targeting of users based on their online behavior - in the past and in real time.
ARIA Helps New Customers Improve Business Results
ARIA Helps NewsReal Revolutionize Delivery of News and Business Information NewsReal, Inc. is a spin-off of Infoseek Corporation based in Alexandria, Virginia. NewsReal is creating a revolutionary and multi-dimensional "Business Channel for the Web" that fundamentally changes the ways in which every business user accesses news and business information, gains knowledge, makes decisions and takes action.
"ARIA was the only high-end website analysis solution capable of tracking our dynamically-generated news site," said Jace Weiser, Vice President of Technology for NewsReal, Inc. "In addition, as we look for future ways to differentiate our news services, ARIA's unique architecture will play an integral role in powering personalization applications to help us achieve our focus on improving the user experience to bring navigational simplicity, context and order to the 'information chaos' of the Web."
NetObjects Tracks Marketing Program Effectiveness with ARIA
NetObjects, Inc., based in Redwood City, Calif., created the category of "site-oriented" Web site building applications and leads the market with two revolutionary product lines --NetObjects Fusion and NetObjects TeamFusion-- that provide one smart and comprehensive solution to the three tough jobs of designing, building and updating Web sites.
"ARIA has really helped us to capture a critical picture of our Web site activity," says Scott Kahn, NetObjects, Inc.'s Internet Services Manager. "While there are many competent tools on the market for providing Web site statistics, ARIA provides rich, highly-customizable reports through a user interface that is so easy to use, end users are up and running effectively with very little training. Our executives and managers make direct use of ARIA on a weekly basis to study the effectiveness of on-line advertising campaigns, discover other sites linking to www.netobjects.com, study overall use of our Web site (popular sections, trial software downloads), find leads for our sales team, and more. Also, because ARIA works without requiring server log files, its user tracking doesn't impact Web server performance."
About ARIA
ARIA's sophisticated real-time analysis turns raw data about user activity on the website into valuable information for evaluating site objectives. ARIA is essential in helping marketing professionals determine and measure the effectiveness of online marketing promotions and the ultimate success of their website --whether their objectives include measuring the effectiveness of web content, tracking web ad purchases or ad sales, or determining the success of an e-commerce site. ARIA provides the most scalable and flexible solution, and saves corporate IT groups hundreds of thousands of dollars annually in the Web activity analysis process. In addition, ARIA's real-time "information backboneT" technology integrates with leading ad server and content management applications to enable dynamic delivery of personalized web recommendations.
About Andromedia
San Francisco-based Andromedia provides innovative technologies for ensuring web success. Major customers include Sun Microsystems, Sybase, 3Com, Colgate-Palmolive, The Boston Herald, Whirlpool, Macromedia, iVillage, First Chicago NBD, Sony Corporation, Honeywell, Sandia National Laboratory, Computer Associates, Audi, and the U.S. Postal Service, among others. The total outside investment in Andromedia is $15.7 million since the company's founding in late 1995. Andromedia's financial backers include Travelers Insurance, UBS Capital, JK&B Capital (whose limited partners include funds advised by Soros Fund Management LLC), Westbury Capital Partners, Sippl Macdonald Ventures, SOFTBANK Holdings, Draper International, and Platinum Ventures. Strategic partners include Sun Microsystems, Hewlett-Packard, Computer Associates, EarthLink Network, Vignette, Accipiter, and NetGravity.
andromedia.com
For a detailed analysis of the bundling of ObjectStore with ARIA, see the following white paper list:
odi.com |
