Editor’s Morning Note: Nutanix is now a public company. So far, its first day isn’t a disaster! It is not easy to find interesting images of containers. This morning, shares… Read Full Article
Editor’s Morning Note: Quick thoughts on the upcoming Nutanix IPO, and Twitter’s recent share-price rally. Nutanix is expected to go public tomorrow, an IPO that has been delayed since last… Read Full Article
Editor’s Morning Note: The end is nigh. Nigh as in March or April. The broken windshield is an analogy. Recently on Investors.com, an article detailed the views of analyst Trip Chowdhry… Read Full Article
Editor’s Morning Note: Microsoft announced that there are 400 million ‘active’ Windows 10 machines. Is that a lot? Is it not a lot? Is it very a lot or not… Read Full Article
Editor’s Morning Note: We’re almost out of the IPO woods. That’s terrifying. If last week was IPO week, today kicks off its echo. Ahead on the public markets: Nutanix will… Read Full Article
Editor’s Morning Note: Another big IPO pop makes tech two for two this week. What market uncertainty? So much for “shifting market conditions,” or “the public markets don’t understand our… Read Full Article
Editor’s Morning Note: Venture investment into American startups during the third quarter looks very light. The third quarter isn’t over yet, and there is quite a lot of data yet… Read Full Article
Editor’s Morning Note: The American tech IPO window is wide open to healthy companies. Maybe that’s why there are so few offerings. After raising its IPO range from $14 to… Read Full Article
Editor’s Morning Note: Nutanix’s IPO pricing gives us a great window into what things are worth. Especially unicorns. Nuntanix priced its IPO this week, setting a $13 per-share upper end… Read Full Article
Editor’s Morning Note: It’s IPO week. Here’s what you need to know about tech’s next two flotations. The stuff investors’ dreams are made of. While the pace of US-based technology IPOs… Read Full Article
Editor’s Morning Note: What correction? Evidence that it won’t happen today. Things are good right now. Very good. And, it appears that things aren’t set to get much worse for… Read Full Article
Editor’s Morning Note: Spotify crosses a paying user threshold, again. Again? Again. This morning, Spotify co-founder Daniel Ek alluded on Twitter that his company crossed the 40 million paying user… Read Full Article
Editor’s Morning Note: Mattermark Editorial is at Disrupt this morning, so we’re keeping this short. The story you had hoped would come out about Rothenberg Ventures is out. Backchannel recently published… Read Full Article
tl;dr: Blendle wants to change how journalism is financed. Are you up for paying? Journalism isn’t in great shape. After years of steep print revenue declines, media companies often struggle to… Read Full Article
Editor’s Morning Note: After publishing our post looking ahead to a quickening tech IPO cadence, Coupa filed. Let’s investigate. There are now enough US-based tech IPOs that it’s easy to forget… Read Full Article
Editor’s Morning Note: Here’s what $625 million buys you today. Google announced that it will buy Apigee yesterday for around $625 million. That makes this a fine moment to dive… Read Full Article
Editor’s Morning Note: There is hope that the tech IPO market is poised for recovery. A tech IPO just priced, so it’s the perfect moment to understand why. After all our… Read Full Article
Editor’s Morning Note: It’s Apple day, so let’s write about the iPhone 7! Kidding. Here are a bunch of numbers to keep us both happy. Could the Big Five tech… Read Full Article
Editor’s Morning Note: Margins matter, even if your company is a baby. Following the publication of The Changing Value of ARR IV, Dan Adler wrote an interesting response that is worth… Read Full Article
Editor’s Morning Note: Freemium is great. And expensive. Remember freemium? Give away the product, and then charge for upgrades or full plans? It was the rage in the early days… Read Full Article
TL;DR: ARR is all that and a kettle of fish. Just not a 9x kettle of fish. The second quarter earnings season is effectively over now that both Salesforce and… Read Full Article
Editor’s Morning Note: Daily fantasy sports isn’t dead, and one of its unicorns just picked up a new round of capital at a down valuation. DraftKings has raised a new… Read Full Article
Editor’s Morning Note: It’s the most wonderful time of the year! Box earnings day! Box reports its fiscal second quarter results after the bell today. Analysts expect that Box will… Read Full Article
Editor’s Morning Note: If you peel back the clouds surrounding Spin Mountain, there is much in tech left to be undesired. Stock image of Spin Mountain, taken in 1843 on a… Read Full Article