Industry analysts are saying Infor's agreement to acquire GT Nexus "will open up new opportunities to customers" and "give Infor a leg up against other ERPs." Infor announced its intention Aug 11 to buy the world's largest cloud-based global commerce platform.
Here's a sampling of analysts' reactions:
Constellation Research: Infor Moves Towards a Cloud Network Economy with Acquisition of GT Nexus
Analysts: Ray Wang & Guy Courtin
"This platform development will open up new opportunities for Infor customers. Especially when it comes to verticals such as retail where Infor has been working hard to reworking in some cases developing an entire new suite of offerings. The knowledge and experience that GT Nexus brings to the equation will accelerate these efforts. Which could mean that Infor will be able to integrate this cloud based platform into their current offerings. The networks that Infor will add, such as the one exemplified by Caterpillar, will bring a tremendous asset to a company that is looking to become "the world's first industry cloud company."
TEC: Infor Snatches GT Nexus to Deliver Global Commerce Cloud Platform
Analyst: PJ Jakovljevic
"Infor is taking an aggressive path to the global commerce cloud, and this move should turn a lot of customers into Infor customers. … The combination of Infor CloudSuite applications and GT Nexus could be the future of multi-party manufacturing and commerce-trading partners able to collaborate in Infor's global commerce cloud to design, plan, build, ship, and deliver products faster and more accurately matched to actual demand. Potential benefits could include reduced inventories in the supply chain, faster delivery times, optimized transit costs, and the ability to handle frequent order changes based on market conditions."
Mint Jutras: Post Modern ERP Meets #Commercecloud: Infor to Acquire GT Nexus
Analyst: Cindy Jutras
"All told this appears to be a win-win-win for Infor, GT Nexus and its customers. If not a match made in heaven, at least it is in the cloud."
ChainLink Research: Infor Purchases GT Nexus
Analyst: Ann Grackin
"Networks are a hot topic these days. This acquisition-a working transportation and direct procurement platform-gives Infor a leg up against other ERPs who have business units with networks (SAP), while also putting them into competition within the Supply Chain Network sector."
Deal Architect: The supply chain software enigma
Analyst: Vinnie Mirchandani
"Kudos to Infor. Keep redefining the SCM space."
Supply Chain Insights: Infor's Acquistion of GT Nexus: If I Had a Magic Wand
Analyst: Lora Cecere
"In the industry, the GT Nexus product is the platform of choice for ocean visibility. With the larger ocean carriers and port congestion, GT Nexus becomes more and more important to retail and manufacturing companies. It is clear. GT Nexus is one of the strongest providers of transportation visibility for the global ecosystem. There is little functionality overlap between GT Nexus and the other B2B network providers like E2open, Elemica, GHX, NeoGrid and SupplyOn. This is good news for you and defines the greater opportunity. Based on the research that we have done at Supply Chain Insights, I feel the greater opportunity is three-fold."
IDC: Infor to Acquire GT Nexus, Leading Provider of Global Cloud Commerce Solutions, for $675 Million
Analysts: Christine Dover & Alexandros Stratis
"GT Nexus was reportedly looking for a new home, and IDC agrees that it found a good one at Infor. Both companies have operations in lower Manhattan's Silicon Alley enabling collaboration between engineering teams and Infor's vaunted Hook & Loop design organization. Infor intends to operate GT Nexus as a dedicated business unit, retaining its well-established brand name and management team, enabling Infor to build around the GT Nexus solutions without disrupting the existing business."
IDC Link, "Infor to Acquire GT Nexus, leading provider of global cloud commerce solutions, for $675 Million," Christine Dover & Alexandros Stratis, August 12, 2015
"While this vision is nothing new, putting the vision into practice has been a struggle for many firms for a very long time. Perhaps the blending of Infor and GT Nexus will help the supply chain community to realize this vision."
IDC Manufacturing Insights, "Perspective: Why the Infor Acquisition of GT Nexus Makes Sense," DOC #MI258517. August 21, 2015; John Santagate, Research Manager