Comments on: Girding the Grid: How EnerNOC Sold Utilities and Big Electricity Users on Demand Reduction http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/ Business + Technology in the Exponential Economy Sat, 21 Nov 2009 22:30:41 -0600 http://wordpress.org/?v=2.8.6 hourly 1 By: EnerNOC Signs Up General Mills for Electricity Demand-Response Network http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/comment-page-1/#comment-41873 EnerNOC Signs Up General Mills for Electricity Demand-Response Network Thu, 04 Dec 2008 10:00:10 +0000 http://www.xconomy.com/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/#comment-41873 [...] payments,” regardless of how much (or how little) their electricity gets dialed back, plus a “curtailment payment” when EnerNOC switches them into conservation mode. By reducing consumption during high-use [...] [...] payments,” regardless of how much (or how little) their electricity gets dialed back, plus a “curtailment payment” when EnerNOC switches them into conservation mode. By reducing consumption during high-use [...]

]]> By: EnerNOC Signs Up General Mills for Electricity Demand-Response Network | Eco Friendly Mag http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/comment-page-1/#comment-41869 EnerNOC Signs Up General Mills for Electricity Demand-Response Network | Eco Friendly Mag Thu, 04 Dec 2008 09:19:21 +0000 http://www.xconomy.com/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/#comment-41869 [...] payments,” regardless of how much (or how little) their electricity gets dialed back, plus a “curtailment payment” when EnerNOC switches them into conservation mode. By reducing consumption during high-use [...] [...] payments,” regardless of how much (or how little) their electricity gets dialed back, plus a “curtailment payment” when EnerNOC switches them into conservation mode. By reducing consumption during high-use [...]

]]> By: EnerNOC Signs Up General Mills for Electricity Demand-Response Network « Earth2Tech http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/comment-page-1/#comment-41819 EnerNOC Signs Up General Mills for Electricity Demand-Response Network « Earth2Tech Thu, 04 Dec 2008 00:57:28 +0000 http://www.xconomy.com/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/#comment-41819 [...] regardless of how much (or how little) their electricity gets dialed back, plus a “curtailment payment” when EnerNOC switches them into conservation mode. By reducing consumption during high-use [...] [...] regardless of how much (or how little) their electricity gets dialed back, plus a “curtailment payment” when EnerNOC switches them into conservation mode. By reducing consumption during high-use [...]

]]> By: USMG http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/comment-page-1/#comment-24578 USMG Mon, 28 Jul 2008 11:45:46 +0000 http://www.xconomy.com/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/#comment-24578 The business model makes sense. They provide a service that is significantly less expensive than the alternative (building even more peak capacity). They take advantage of technology. And... their revenue model is almost all annuity based. They may continue to attract distractors (good for people who want to slowly accumulate) until they turn cash positive or get profitable because people don't fully appreciate that they have to spend today on sales and orgaizational growth for contracts which generate revenue over time. Salesforce.com (CRM) suffered many of the same negative comments at the exact point in their public life. Long term keys will be: Renewal rates and gross margins. The business model makes sense. They provide a service that is significantly less expensive than the alternative (building even more peak capacity). They take advantage of technology. And… their revenue model is almost all annuity based.

They may continue to attract distractors (good for people who want to slowly accumulate) until they turn cash positive or get profitable because people don’t fully appreciate that they have to spend today on sales and orgaizational growth for contracts which generate revenue over time.

Salesforce.com (CRM) suffered many of the same negative comments at the exact point in their public life.

Long term keys will be: Renewal rates and gross margins.

]]> By: Jim C http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/comment-page-1/#comment-7795 Jim C Tue, 12 Feb 2008 19:24:32 +0000 http://www.xconomy.com/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/#comment-7795 Jim Cramer recommended ENOC last week. CAVEAT EMPTOR :) Jim Cramer recommended ENOC last week.

CAVEAT EMPTOR :)

]]> By: Ned Tyler http://www.xconomy.com/boston/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/comment-page-1/#comment-7493 Ned Tyler Fri, 08 Feb 2008 17:13:02 +0000 http://www.xconomy.com/2008/02/06/girding-the-grid-how-enernoc-sold-utilities-and-big-electricity-users-on-demand-reduction/#comment-7493 The closing statement sums-up the long term concern with the viability of EnerNOC — “while still somehow managing to keep the lights on” The central story includes an appropriate description of your visit to EnerNOC, wondering how many times the employees (negative connotation) have to endure demonstrations for visitors. I don’t believe that curtailment solutions that pay for discomfort are sustainable. The peak demand problem on the grid is triggered by multiple day heat wave events (3 or more days). The central risk to the business will be proven over time--How many of these events per year will business endure? Also, I think you should dig deeper I believe there are a significant number of “Steves” in EnerNOC’s customer base. The closing statement sums-up the long term concern with the viability of EnerNOC — “while still somehow managing to keep the lights on” The central story includes an appropriate description of your visit to EnerNOC, wondering how many times the employees (negative connotation) have to endure demonstrations for visitors. I don’t believe that curtailment solutions that pay for discomfort are sustainable. The peak demand problem on the grid is triggered by multiple day heat wave events (3 or more days). The central risk to the business will be proven over time–How many of these events per year will business endure? Also, I think you should dig deeper I believe there are a significant number of “Steves” in EnerNOC’s customer base.

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