On Friday at the Day of Accounting '1 C ', as usual, also told reporters on the outcome of their work. As always, the mass of information which is not very easy osmyslist.
Yesterday was trying to summarize the main thing in book form, but somehow it is not very successful, somewhat confused by the ' testimony podsledstvennogogo '.
But there was one thought. Here's what: '1 C ' is largely exhausted its resource of rapid growth as a provider of. Distribution of software ( namely, that 1C began his business in the early 1990s), it seems (according to my rough calculations ), even in 2011 not reached the level of 2007. Dynamics of '1 C: Enterprise ' remains decent, but there is a feeling that starts out of steam....
But to go beyond the '1 C: Enterprise ... However, as to go beyond the CIS market. Given that the Russian market of software development is evolving faster pace in the export direction.
I recently learned with sincere surprise recently that ' Kaspersky Lab ' at Eton in 2009 and 2010 showed sales growth of 40% (I think 38 and 48) each year - in the midst of crisis! . USD. While remaining 100% of the company razrabotcheskoy. It turns out that the overall dynamics of '1 C ' clearly falls short of ' best examples '.
At the same time with '1 ' share of their own ' development ' is now only about 50 %. T. e. the company quickly moves away from vendorskoy business model Microsoft ( software sales ) and no longer goes to the service model of Oracle and more....
The growth of ' group 1C ' is largely due to nerazrabotcheskih directions (including promotional services), and this means that the firm is increasingly beyond the ' partnership ' field.
In this situation becomes clearer (though it was clear in the past ), why '1 C ' so quickly took this year for the cloud model, which implies in particular the transition to the direct delivery of software customers in addition to the channel partner....
These are preliminary thoughts out loud....
We must still finish the ' official ' story -report....
