Why is Dropbox valued so high given that Google Drive is such a strong competitor? Who uses Dropbox anyway? Does Dropbox have any USP that makes them so valuable?
Because it is at a $1,500,000,000 revenue run-rate, growing quickly, and generating significant free cash flow. It is a very, very, very good business. Irrespective of who and what the competition is and does. View original question on quora
How will Spotify’s direct IPO listing disrupt the business model of Wall Street, given that investment bankers have been bypassed and will not be able to earn any fees if future listings follow Spotify?
Not yet. Spotify’s direct listing took advantage of 3 factors: They did not need or want the money an IPO brings in. An IPO brings in money, often hundreds of millions or even more to invest. Most companies want the capital, at least as a cushion. The large brand...
Why is Dropbox eight to 10 times more valuable than Box?
Box is an amazing company. It is at $600m-ish ARR and $800m annualized bookings, and cash-flow positive. Amazing. Truly. https://www.boxinvestorrelations… But Dropbox is >2x larger by revenue, at ~$1.3b in ARR vs. $500m for Box. Both are huge success stories....
What are the SaaS IPO prospects for 2018?
About the strongest in the history of Forever. Between Dropbox’s huge debut, Mulesoft’s $6b+ acquisition right after its IPO, Okta’s impressive IPO, and the recent filings for Zuora, Docusign, Pluralsight, Smartsheet, etc. … times could hardly be much better, even...
Did Elizabeth Holmes manage to cash out from Theranos?
I think this is a super-interesting question. Because it helps show you how she was thinking about the company. It appears she did not cash out any shares (or take a dividend) from Theranos. If she had, I can only assume the SEC would have forced her to pay more than...
Was Microsoft’s acquisition of LinkedIn a success?
It’s too early to know. If the goal was to buy “the Facebook of Business”, I’d argue probably yes. LinkedIn’s feed and engagement continue to grow and it does seem to have become a daily destination, not just an intermittent one for hiring and research. If the goal...
How did the venture capitalists that invested in Theranos fall for Elizabeth Holmes’ scam?
I’m not sure very many VCs fell for anything. Many investors — yes. But not that many VCs. DFJ led a $500k seed investment. A $500k seed round for a medium-sized fund is just a small bet on a founder. No other traditional VCs invested in the rounds, other than...
What impact will Dropbox’s down-round IPO have on employees?
Probably none or close to none. First, I highly doubt Dropbox will end up trading at < $10b so it won’t be a “down-round”. IPOs are priced conservatively. If we’re at $8b pricing at the IPO, I would be shocked if Dropbox trades below $10b its first week. It’s...
Tomasz Tunguz (Partner, Redpoint Ventures) + Ludo Ulrich (Head of Startup Relations, Salesforce for Startups) – AI: The New Platform for SaaS (Video + Transcript)
In a world where self-driving cars can move across Europe by themselves and claims staff are being laid off at an insurance company because of an effective algorithm, how can SaaS companies adapt to this new reality? In this talk, Ludo Ulrich, Head of Startup...
How does DocuSign compare with Adobe Sign?
I think at this point in time, the products are far more similar than different. Convergent evolution across 1000s of customers large, medium and small over more than a decade. The current paradigm is also very mature at this point. Innovation is mostly at the edges —...
Why did the former CEO of HP pursue such a shoddy deal for Autonomy?
I wasn’t on the inside — but I’m not sure that was the case. HP hired a software CEO (Leo Apotheker) from SAP (a huge software company) to turn HP into a newer-age huge software company. How do you do that — quickly? You go buy something. It’s the only way. And it has...
SaaStr on TechCrunch: “Box Will Hit $1 Billion In Revenues Before You Know It”
TechCrunch yesterday published a short post we did explaining why now, Box will clearly get to $1,000,000,000 in ARR, once it IPOs. There’s so much controversy around the space, and Box. But for us SaaStrs, it’s just an example of how recurring revenue...
What Really Happened at Apple Around the Maps Scandal
One of our readers sent us secretly recorded snippets of the full inside story of the Maps scandal at Apple. While we cannot disclose the identity of this tipster, we can confirm the story is 100% true and validated, at least in spirit and existential direction:...
We’re Still Waiting for a Cloud That Just Works
Did you happen to notice that an AWS outage took down Pinterest, Airbnb, Foursquare and a ton of other web leaders the other day? The root cause analysis: a memory leak. = Cascading failures. = Doesn’t matter how load balanced you are, it’s all going...
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