Though more is to be done, we are now seeing a maturation of enterprise software in the cloud - the last leg, and most complex, will be movement of ERP into a cloud environment. As we see this trend continue, we will begin to see increased automation and functionality with end users rather than IT users.
- Current revenue growth rate is less than the average of the last 3 years, indicating that the market may be flattening or declining
- Current gross profit margin is less than the average of the last 3 years gross profit margins, indicating customer pricing power
- Current EBITDA margin is less than the average of the last 3 years EBITDA margins, which may signal further consolidation