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Aaron Levie of Box:  “If We Just Sold to Silos-in-the-Enterprise, We’d Only Be a $25,000,000 Business”

Aaron Levie of Box: “If We Just Sold to Silos-in-the-Enterprise, We’d Only Be a $25,000,000 Business”

By Jason M. Lemkin on April 27, 2015

Missed the 2015 SaaStr Annual?  We’ve got your back.  We’ll do a series where we publish both the videos and full transcripts of all the sessions.  First up is Aaron Levie of Box, where we had a wide-ranging, 45 minute deep dive on how Box scaled from $0 to $250m in ARR. As you’re reading […]

Posted in Business, Featured Posts | Tagged @levie, aaron levie, Box, BoxHQ, case studies, Drew Houston, dropbox, Entrepreneurship, Josh James, Larry Ellison, linkedin, salesforce.com, startups, TechCrunch, Video

Building the Cult of You

Building the Cult of You

By Jason M. Lemkin on April 14, 2015

You may have noticed LinkedIn recently made its largest acquisition so far, of Lynda.com for $1.5 billion.  If you haven’t heard of Lynda.com, it’s a SaaS / subscription service for training and e-learning.  One thing to note is who its co-founder is:  Lynda Weinman.  The Wall Street Journal called her “the mother of the Internet.” […]

Posted in Business, Featured Posts | Tagged aaron levie, Anee Bhusri, Box, Cult of You, Larry Ellison, Marc Benioff, Mark Hurd, Marketing & Partnerships, oracle, Oracle Corporation, salesforce, salesforce.com, workday

All These Enterprise IPOs:  Why It’s Just Getting Good.  Why These are The Best of Times for SaaS.

All These Enterprise IPOs: Why It’s Just Getting Good. Why These are The Best of Times for SaaS.

By Jason M. Lemkin on January 16, 2015

Reading the tech press you might get the sense that The Enterprise is something they are sort of forced to write about because it’s having a good run.  We had a great Consumer run, a nice set of Multi-Billion Dollar deals around Social Networking, a WhatsApp/Snapchat fad around mobile messaging, an Alibaba, Instacart, Fab-ulous e-commerce […]

Posted in Business, Featured Posts | Tagged Box, Eloqua, Entrepreneurship, HubSpot, Influitive, IPO, SaaS, SaaStr, software as a service, startups

Box Will Hit $1 Billion In Revenues Before You Know It

Box Will Hit $1 Billion In Revenues Before You Know It

By Jason M. Lemkin on December 22, 2014

TechCrunch recently 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 SaaStr’s, its just an example of how recurring revenue models work at scale.  No matter what the product does, really. The […]

Posted in Business, Featured Posts | Tagged Box, BoxHQ, case studies, Complex sales, Entrepreneurship, In the News, SaaS, SaaStr, salesforce.com, SEC filing, software as a service, startups, The Journey

The Box S-1, Delayed IPO, and the Genius of Tien Tzuo

The Box S-1, Delayed IPO, and the Genius of Tien Tzuo

By Dave Kellogg on May 15, 2014

While I did my own post on the Box S-1, I also noticed that fellow CEO blogger, Tien Tzuo of Zuora, had done a post of his own with the catchy title These Numbers Show That Box CEO Aaron Levie is a Genius.  I saw the post, clipped it to Evernote, and I decided to read […]

Posted in Business, Featured Posts | Tagged aaron levie, Box, BoxHQ, IPO, SaaS, salesforce.com, workday, Zuora

SaaStr on NBC’s Press:Here on Box, DropBox, WhatsApp — And the Lack of Fear

SaaStr on NBC’s Press:Here on Box, DropBox, WhatsApp — And the Lack of Fear

By Jason M. Lemkin on April 14, 2014

NBC was kind enough to have us back on Press:Here (right after Meet-the-Press) to discuss DropBox’s almost-$1-billion in debt and equity raised this year, Box’s IPO, and beyond that, just what’s Going On in the Enterprise these days. My overall answer:  there’s current a Lack of Fear, notwithstanding the (relatively modest) market correction in ’14. […]

Posted in Business, Featured Posts | Tagged Box, BoxHQ, dropbox, Entrepreneurship, IPO, Meet the Press, NBC, SaaS, SaaStr, startups

Burn Baby Burn:  A Look at the Box S-1

Burn Baby Burn: A Look at the Box S-1

By Dave Kellogg on March 27, 2014

I’m pretty busy this week so I was hoping not to dive into the Box S-1, but David Cummings’ excellent summary served only to whet, as opposed to satiate, my appetite. Perhaps it was the $168M FY14 operating loss.  Maybe it was the $380M in financing raised during the last three years.  Or the average quarterly burn rate […]

Posted in Business, Featured Posts | Tagged Box, BoxHQ, Cashflow, Cloud, content, Deferred income, IPO, Metrics, Revenue, startups, Venture Capital | 1 Response

News Analysis: Salesforce 1 Signals Support For Digital Business at #DF13

News Analysis: Salesforce 1 Signals Support For Digital Business at #DF13

By R "Ray" Wang on November 18, 2013

Salesforce Seeks To Tackle Digital Business At Dreamforce Over 125,000 virtual and physical registrants descend on San Francisco the week of November 17th for Dreamforce 13, a future of technology meets SXSW event.  One day in advance of the largest enterprise software event of its kind, Salesforce.com announces Salesforce 1 (see Figure 1).  The Salesforce […]

Posted in Featured Posts, Technology / Software | Tagged Apps Strategy, Big Data, BigData, Box, Business Analytics, business disruption, business impact, Business Outcomes, Business Transformation, CDO, CEO, Chief Customer Officer, Chief Digital Officer, Chief information officer, Chief Marketing Officer, Chief Sales Officer, CIO, Cloud, CMO, CoIT, Concur, Constellation Research, CRM, CustExp, customer engagement, Customer Experience, customer experience management, customer relationship management, CXP, Data to Decisions, data visualization, Data2Decisions, df12, df13, Digital Business, Digital Strategy, disruptive, disruptive technologies, Disruptive technology, DocuSign, Dreamforce, dropbox, enterprise applications, enterprise apps, Enterprise apps strategy, enterprise software, eVariant, Evernote, Exact Target, FileBoard, Financialforce, force.com, Force.com platform, heroku, hp, innovation, kenandy, linkedin, Marc Benioff, mobile, mobile enterprise, News Analysis, Next generation apps, R "Ray" Wang;, rwang0, salesforce.com, ScanBizCards, servicemax, socbiz, social business, Social Media, Software Insider, SoftwareInsider, TAS group, user conference, vendor events, vendor strategy, workday, Xactly | 1 Response

Event Report: Day 1 At Oracle Open World 2013: The Quest For Innovation #oow13

Event Report: Day 1 At Oracle Open World 2013: The Quest For Innovation #oow13

By R "Ray" Wang on September 23, 2013

Past Oracle Open Worlds Have Disappointed Customers and Partners Let’s be frank.  The past five years at Oracle Open World have disappointed even the faithful.   The over emphasis on hardware marketing and revisionist history on cloud adoption bored audiences.  The $1M paid advertorial keynotes had people walking out on the presenters 15 minutes into the […]

Posted in Business, Featured Posts, Technology / Software | Tagged #oow13, acquisition, Apps Strategy, Big Data, BigData, Box, Business Analytics, business intelligence, CEO, CFO, Chief Customer Officer, Chief Digital Officer, Chief Financial Officer, Chief HR Officer, Chief information officer, Chief Marketing Officer, Chief People Officer, CIO, Cloud, Cloud Computing, Cloud Wars, CMO, collaboration, Constellation Research, Constellation SuperNova Awards, Consumer Tech, Consumerization of IT, Corporate Strategy, Corporate Vision, Corporate Vision And Strategy, CRM, CustExp, Customer Experience, customer experience management, CXP, Data to Decisions, Digital Business, digital marketing, Digital Marketing Transformation, disruptive, disruptive business models, disruptive technologies, Disruptive technology, enterprise applications, enterprise apps, Enterprise apps strategy, enterprise software, enterprise strategy, event report, Exact Target, innovation, Internet of Things, IoT, Larry Ellison, mergers, Mergers And Acquisitions, oracle, Oracle 12C, Oracle E-Business Suite, Oracle Fusion Apps, Oracle Open World, R "Ray" Wang;, rwang0, social business, Software Insider, SoftwareInsider, user conference, User Experience, ux, vendor strategy

NSA PRISM Scandal Is Hurting US Cloud Companies And Hastens The Return Of On-Premises Software

NSA PRISM Scandal Is Hurting US Cloud Companies And Hastens The Return Of On-Premises Software

By R "Ray" Wang on August 12, 2013

Non-US Based Organizations And Even Some US Organizations Will Not Tolerate Snooping In A Post PRISM World Since the Edward Snowden PRISM revelations, Constellation has received a steady stream of inquiries on cloud strategy.   In fact, nervousness runs high among many non-US based companies using services from US based cloud companies across the cloud stack.  […]

Posted in Business | Tagged Amazon, Amazon EC2, Amazon Web Services, Amazon.com, Apps Strategy, best practices, Box, Box.net, Chief Customer Officer, Chief Digital Officer, Chief Financial Officer, Chief HR Officer, Chief information officer, Chief Information Security Officer, Chief Marketing Officer, Chief People Officer, Chief procurement officer, Chief Revenue Officer, Chief Sales Officer, Chief Security Officer, Chief Service Officer, CHRO, CIO, Cloud, Cloud Computing, cloud integration, cloud security, Cloud Wars, CMO, CoIT, Constellation Research, COO, Corporate Strategy, CTO, data privacy, Edward Snowden, EMC, enterprise, enterprise applications, enterprise apps, Enterprise apps strategy, Enterprise Business Apps, enterprise class, enterprise software, Enterprise Software Licensee Bill of Rights, enterprise strategy, hp, HP Enterprise Services, microsoft, Microsoft Azure, Microsoft Azure Services Platform, Monday's Musings, nsa, oracle, PRISM, R "Ray" Wang;, Rackspace, rwang0, SaaS, SaaS strategies, Software Insider, software trends, Software Vendors, SoftwareInsider, user strategy, vendor strategy, VMware | 1 Response

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