How Digital Collaboration is Fragmenting, and Why It’s a Major Opportunity
A significant issue has been developing in digital collaboration for the last several years, and it’s now starting to become somewhat acute. I’m referring here to the pronounced trend towards app, environment, and channel fragmentation. Over the last few of years, I have been speaking with beleaguered IT managers who are struggling to cope with […]
Aaron Levie of Box: “If We Just Sold to Silos-in-the-Enterprise, We’d Only Be a $25,000,000 Business”
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 […]
Building the Cult of You
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.” […]
All These Enterprise IPOs: Why It’s Just Getting Good. Why These are The Best of Times for SaaS.
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 […]
Box Will Hit $1 Billion In Revenues Before You Know It
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 […]
The Box S-1, Delayed IPO, and the Genius of Tien Tzuo
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 […]
SaaStr on NBC’s Press:Here on Box, DropBox, WhatsApp — And the Lack of Fear
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. […]
Burn Baby Burn: A Look at the Box S-1
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 […]
News Analysis: Salesforce 1 Signals Support For Digital Business at #DF13
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 […]
Event Report: Day 1 At Oracle Open World 2013: The Quest For Innovation #oow13
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 […]
