By Paul Greenberg on November 19, 2013
Twitter’s well-planned and highly successful IPO puts them in a great position. But there is a glaring lack that can ultimately jeopardize that position if they don’t fix it. That would be…read on.
By Dave Kellogg on September 27, 2013
Silicon Valley is a place built by nerds, arguably for nerds, but once big money gets involved there is always tension between the business people and the technical people about control. Think, for example, of the famous Jobs/Sculley falling-out back in 1985 where the business guy beat the technical guy. However, in part because of events […]
By Jason M. Lemkin on June 7, 2013
I recently had coffee with a very successful VC and we chatted about our views of what’s happening in SaaS. The things we are both interested in are very similar, our thoughts on risks and markets were well aligned. At the end, he noted how the key final thing he looks for in SaaS start-ups […]
By Jason M. Lemkin on May 22, 2013
I have a strong, semi-proven thesis that in SaaS, market size doesn’t matter that much … at least in the traditional tops-down sense. If you can get to $2m in ARR in 2 years, you can get to $4m the next. From there, it’s on to $10m in ARR. And if you can get to […]
By Dennis Moore on January 4, 2013
Highlights from the world of Enterprise Software and Solutions over the past two months (or so): Salesforce.com had a strong Q3. NetSuite had a strong Q3. HP did not. Workday had its IPO. It’s doing well, with a market cap just over $8.5 billion and a constrant stream of innovation. Lots of IT failures recently, […]
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By Bob Warfield on October 25, 2012
B2C Internet plays are all about fashion trends and I’m not an arbiter of fashion. I can’t tell you whether this is the right time to make millions using sock puppets to sell pet food. I can tell you how to solve a hard problem that has valuable ROI in the Enterprise. I prefer the latter as a way to maximize the value of my career investment portfolio.
By Bob Warfield on October 23, 2012
How do you position and maneuver your VC-funded startup for acquisition? The short answer is, “You can’t.” The VC’s didn’t sign up for an acquisition. They are seeking a billion dollar revenue opportunity because that’s what it takes to move the needle on their portfolio. If they are willing to talk about an acquisition at all, […]
By Brian Sommer on September 4, 2012
The most interesting parts of the Workday S-1 may be the lengths they’ve gone to to thwart a hostile takeover. Here’s a quick summary of those items.
By Vinnie Mirchandani on September 4, 2012
Workday has filed its S-1 with the SEC as part of its IPO process. For the 37 months ending January 31, 2012, total revenues were $ 227 million, accelerating year on year, so let’s round off to lifetime revenues of $ 350 million. The whole document makes interesting reading especially if you are a lawyer […]