Editorial
Being Public Is Hard
Editor’s Morning Note: We spend too much time together complaining that unicorns and other startups are shiftless ninnies when it comes to real financial maturity and going public. Here’s a… Read Full Article
Editorial
The Recent Uber Revenue/Profit Debate, Explained
Editor’s Morning Note: Uber’s growth, revenue, and losses are back in the news. Here’s what you need to know. Some analogy about winter, hoarding, fire, burn, and heat here. Uber will… Read Full Article
Editorial
2017 Unicorn IPO Wish List
Editor’s Note: No more unicorn liquidity in 2016? There’s always next year. It’s the first day of December, the last month of 2016, and just weeks until we can close the… Read Full Article
Editorial
The Changing Value Of ARR V
tl;dr: Our favorite SaaS bellwether released earnings today. Let’s find out what that means for your startup. “What’s to-day?” cried Scrooge, calling downward to a boy in Sunday clothes, who… Read Full Article
Editorial
GoPro’s (Lost) Media Dreams
Editor’s Morning Note: GoPro is cutting staff and ending its media attempts. What can history teach us? GoPro, a camera company that is publicly traded, has seen its share price… Read Full Article
Editorial
Inside Theranos’s Dramatic Fall
Editor’s Morning Note: Today in “Charts That Aren’t Good.” I once drank martinis in London with one of these people. The other is a former billionaire. Theranos is under fresh… Read Full Article
Editorial
A Brief Glance At Ridesharing Revenue Multiples
tl;dr: What’s Uber really worth? [Insert fancy joke involving Lyft and Ola.] Ola, a popular Indian ridesharing platform, will take a lower valuation in its proximate funding round, according to… Read Full Article
Editorial
Squaring Stripe’s Valuation
Editor’s Morning Note: This morning, we are taking a quick look at a pair of public-private analogs to help us understand the current state of unicorn liquidity. Stripe, a payment… Read Full Article
Editorial
Odds, Endings, And Various Turkeys
Editor’s Morning Note: In mere hours, you will be off. A prelude. Little known fact: A group of two (2) or more turkeys is called a “delicious.” Happy Nearly Off… Read Full Article
Editorial
Falling Cloud Prices Could Provide Welcome Boon To Cash-Strapped Startups
Editor’s Morning Note: A quick note on a trend that is tough on giants but great for startups. Dropbox’s ‘Artisanal, IRL by-hand Storage,’ or AIRLbhS, was not a hit. The cloud… Read Full Article
Editorial
The Changing Value Of ARR IV.75
tl;dr: Here’s what Salesforce’s earnings tell us about the state of SaaS. Area Nerd Makes Dramatic Gesture. Heading into Box earnings in just over a week, it is the perfect time… Read Full Article
Editorial
Better Know An IPO: Optiv
Editor’s Morning Note: It’s Monday. Let’s tease apart Optiv’s public offering. After Mattermark all but closed the books on IPOs this year, Optiv filed, making for a more interesting closing quarter.… Read Full Article
Editorial
Airbnb’s IPO Prep Could Make 2017 What 2016 Should Have Been
Editor’s Morning Note: Forget Snap. Airbnb could be 2017’s real unicorn IPO. 2011 was a simpler time. On the heels of rampant speculation regarding Snap (Snapchat’s parent company) filing discreetly for… Read Full Article
Editorial
What’s A Social Media Company Worth?
Editor’s Morning Note: What is a historically normal revenue multiple for a social media company? Social media is hard. Also, what the hell is going on in this picture? In… Read Full Article
Editorial
Here’s What The Market Thinks About Snapchat’s IPO
Editor’s Morning Note: Take my hand, we have some hot takes to handle. Takes so hot they can melt steel beams? Snap’s upcoming IPO, barring something drastic, will be the… Read Full Article
Editorial
Things To Keep In Mind Regarding Snapchat’s Upcoming IPO
tl;dr: Snap has reportedly filed confidentially for an IPO. Here’s what we need to keep in mind as the private social firm looks to test the public markets. Snap, parent company… Read Full Article
Editorial
Tech IPOs Slow To A Crawl As 2016 Heads To A Close
Editor’s Morning Note: Forget the IPO week of yore. Tech offerings appear set to snooze as the year closes out. Tech IPOs appear on-path for a slow conclusion to 2016, a year that may… Read Full Article
Editorial
We’re Back!
Editor’s Morning Note: After a week in which nothing happened whatsoever, your loyal dork parade is back at work. Hello friends. Back on the fourth, I told you that I was… Read Full Article
Editorial
We’re Off Next Week
Editor’s Morning Note: Editorial is off next week! Squad goals. I’m on vacation next week, so our regular editorial work is on break. Sadly, we’ll miss the end of earnings… Read Full Article
Editorial
Why Fitbit And GoPro Are Wallowing In Disappointment Together
Editor’s Morning Note: Hardware startups, your public market analogs got whacked this week. Here’s what you need to know. GoPro CEO Nick Woodman, left, human that I adore, right. Continuing… Read Full Article
Editorial
46% Of 2015 Tech IPOs Are Underwater, 62% Under Their First Day Closes
Editor’s Morning Note: Earnings seasons is waning. Here are part of the results. The 2016 US tech IPO market is pretty tame so far, with limited offerings resulting in limited liquidity… Read Full Article
Editorial
Slack, Microsoft, And The Other Unicorn Hedge
Editor’s Morning Note: Remember the unicorn hedge? Here’s the other version. It’s a hedge. You come up with a better image this early in the morning. This morning Microsoft announced… Read Full Article
Editorial
The Cloud Race Powering Your Favorite Unicorn
Editor’s Morning Note: We’re back on the private company beat tomorrow with a new Jason Rowley piece, but today, we’re looking at the tools that many startups depend on to… Read Full Article
Editorial
2016 Tech IPOs Fall Back To Their First Day Closes
Editor’s Morning Note: With two new IPOs under our belt, it’s a great time to remind ourselves where we stand. Party until you realize that we may not see another 2016… Read Full Article