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The ANNUITAS Perspective on the Adobe Acquisition of Marketo

ANNUITAS

A Memo from CEO Adam Needles to ANNUITAS clients on the Adobe Acquisition of Marketo. – A short second … this is a welcome acquisition. That’s important because too often this type of acquisition results in mass talent exodus. Good morning. You probably saw that late yesterday Adobe bought Marketo.

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Yesterday's News: Marketo Plans IPO, Eloqua Eyes B2C

Customer Experience Matrix

There were two bits of news from Marketing Automation Land yesterday: Marketo announced it has filed a draft registration statement for an initial public offering, and Eloqua CEO Joe Payne was quoted as saying his company plans to expand into business-to-consumer marketing. The Marketo news is long-expected. I wholly agree with the theory.

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ExactTarget and Eloqua Stake Their Claim To Centralized Customer Management

Customer Experience Matrix

You probably saw ExactTarget ’s June 13 announcement of its strategic partnership with Marketo and Eloqua ’s June 21 announcement of its new AppCloud marketplace for connectors with other systems. These will be joined over time by apps that add functionality within Eloqua itself.

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7 Reasons Why Oracle's Market2Lead Acquisition Makes a Lot of Sense

LeadSloth

People asked my opinion on this acquisition. A Marketing Automation system either needs to have great connection to the CRM system, or it should all be integrated. Even industry leaders like Eloqua and Unica are relatively small compared with vendors in more established software categories. Market2Lead Probably Got A Good Deal.

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Adobe Buys B2C Marketing Automation Leader Neolane: One Gap Filled, But Where's CRM?

Customer Experience Matrix

Price was $600 million, which is roughly in line with the 8x revenue paid for ExactTarget and Eloqua recently. Adobe was on everyone’s list of potential buyers, and Neolane was ripe for acquisition or an initial public offering. The deal is not particularly surprising.

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Acquisitions Reshape the Marketing Automation Industry: Growth at the Bottom, Room in the Middle, Fog at the Top

Customer Experience Matrix

Sadly, the wave of acquisitions that swept the industry in the past year has made this harder: many major vendors are now part of a public company, which severely restricts the information they can share. We can no longer see the growth rates for mid-market heavy weights Pardot and Eloqua , but I’d be surprised if they beat Marketo.

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HubSpot Files for IPO: Solid Financials for a Young Company

Customer Experience Matrix

A comparison with the S-1 figures of Eloqua and Marketo, plus Marketo’s most recent six months, shows: - loss equal to 35% of revenue, compared with 11% for Eloqua (which was run very conservatively) and 55% for Marketo (which was highly aggressive). Marketo has made great strides in bringing it down since their S-1.