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 […]
Becoming the verb for enterprise collaboration
“Box is becoming a verb in Schneider,” said Hervé Coureil, chief information officer at Schneider Electric, speaking in London today about the company’s pilot implementation of the Box collaboration platform. People have started saying, “Oh I’ll Box it for you” when they plan to share a file with colleague. The 140,000-employee energy management company is […]
All together now: cloud collaboration, social and docs
In the emerging enterprise application landscape, collaboration is the business activity most transformed by cloud. The revolution in outcomes is far greater than those wrought by earlier technology-driven advances in global teamwork, such as the telephone, air travel and satellite communications. The Web is the first medium that provides a unified platform for every form […]
