Supply Chain Tech & Software

March 2018

Sectorwatch

AI, IOT connected devices, and even blockchain technology, are driving the market for supply chain management software towards a more seamless approach to supply chain management. It is important that supply chain management software vendors become this driver of change, or, they risk conceding market share to ERP systems who are expanding their scope through IOT and AI technologies to automate such tasks.

 

Industry Trends:

  • 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