Editorial
Tech Set To Miss IPO Rebound
Editor’s Morning Note: The Wall Street Journal says that the “Anemic IPO Market Is Poised for a Rebound.” But what about tech? If you have kept hope for a dramatic rebound in… Read Full Article
Editorial
Here’s What $4.3 Billion Gets You In Today’s Market
Editor’s Morning Note: Your slow revenue growth is whacking the value of your future profits. That’s rough. It was announced this morning that Apollo Group will buy Rackspace for $32 per share… Read Full Article
Editorial
Uber’s Done Didi Deal Makes More Sense In Light Of Resurgent North American Losses
Editor’s Morning Note: Uber loses more money than we thought. Tragically, Uber’s UberLEGO push failed to final market traction. Earlier this year, reports surfaced that Uber, the popular on-demand car… Read Full Article
Editorial
Going Back In VC Time
Editor’s Morning Note: Give me your hand, we’re charting VC back to before Metallica was born. Later today, Mattermark will publish a look at historical venture capital patterns in the United… Read Full Article
Editorial
Better Know An IPO: The Trade Desk ($TTD)
Editor’s Morning Note: It’s IPO time once again, this time with ad-tech shop The Trade Desk. The 2016 US tech IPO group will likely welcome a new member to its… Read Full Article
Editorial
Area VC Decries Bubble Talk By Decrying Another Bubble With Talk
Editor’s Morning Note: 500 Startups’ Dave McClure’s thoughts on Unicorns vs. The World are worth a moment of our time. Happy Monday. I trust that you survived the weekend in… Read Full Article
Editorial
Up From Splat, 2015 IPO Edition
Editor’s Morning Note: Notably, last year’s IPOs are still down a material chunk from their 52 week highs. Markets aren’t. What’s going on? Earlier this week, Mattermark published a dive… Read Full Article
Editorial
The Changing Value Of ARR III.5
tl;dr: By one metric, public investors are raising the value of recurring revenue. That means your startup is likely now worth more than it was. There There Be ARR. Box won’t… Read Full Article
Editorial
Unicorn Exits, Redux
Editor’s Morning Note: Life is a highway. Unicorns are a highway without exits? A unicorn in alpha, not an alpha unicorn. Yesterday, Mattermark dug up the percentage of private investment into… Read Full Article
Editorial
A New IPO, Protectionism For The Capital Class, And Oh Dear God Why
Editor’s Morning Note: It’s the middle of the week, so strap on your snark pants. Today, we are taking three quick looks at topics pertinent to our continuing quest to… Read Full Article
Editorial
What’s Behind Slowing SaaS Startup Creation?
Editor’s Morning Note: SaaS startup formation is down as costs rise and the easy stuff has already been done well. A few months back, Redpoint’s Tomasz Tunguz wrote a short piece… Read Full Article
Editorial
As 2016’s Tech IPOs Notch Higher Gains, Are Market Conditions Finally Right?
Editor’s Morning Note: Market conditions are supposedly slowing the IPO market. That sounds like bullshit. The 2016 tech IPO crop is in the midst of an impressive debut. In fact, Mattermark… Read Full Article
Editorial
A Quick Peek At Q3 VC
Editor’s Morning Note: Early third quarter venture capital activity looks light. Perhaps they are all on vacation. Live shot of a popular venture capital mid-summer coworking space. Nearly halfway through the third… Read Full Article
Editorial
2016 Tech IPOs Up 89% From Offer Price, 33% From First Day Close
Editor’s Morning Note: US 2016 tech IPOs are up an average of 89 percent from their IPO price, and 33 percent from their first-day close. Now that Talend has had… Read Full Article
Editorial
London Calling
tl;dr: There is more to tech stocks than the Nasdaq. London wants a piece. Mattermark recently caught up with James Clark of the London Stock Exchange after his article “Mythbusting the IPO… Read Full Article
Editorial
Founders: Here’s What To Expect From Your Next Round Of Capital
Editor’s Morning Note: It’s still a damn fine time to raise money. From a long bull market to a period of temporary fear earlier this year, it’s been fun to… Read Full Article
Editorial
Understanding The Scale Of Walmart’s Jet.com Purchase
Editor’s Morning Note: Things outside of tech are pretty big too. The Jet.com purchase is now official, with Walmart announcing a grip of details concerning the transaction, including its final… Read Full Article
Editorial
A Look Back In Returns
Editor’s Morning Note: Fire up your Tardis, we’re going to 2009. Before you depart into this lovely August weekend, you and I have work to do. Today, we’re looking at a… Read Full Article
Editorial
On The Record With Menlo Ventures’ Matt Murphy
tl;dr: We go in-depth with Area Venture Capitalist to understand the investors’ perspective on the current state of startups. I recently caught up with Menlo Ventures’ Matt Murphy—at a traditionally overpriced… Read Full Article
Editorial
Understanding Square’s Rally
Editor’s Morning Note: Welcome to the tail-end of earnings season. Shares in Square are up more than 12 percent today, following a strong earnings report that sent the value of… Read Full Article
Editorial
Can I Jet My Bitcoin To Wal-Mart In An Uber?
Editor’s Morning Note: It’s the middle of the week and tech is being silly again. Here’s what you need to know. Where to begin. Some notes from the last day: Bitcoin… Read Full Article
Editorial
Tech M&A Fires Up
Edtior’s Mid-Morning Note: Holy Magikarp, Batman! Following a busy few weeks of fresh corporate combinations, you and I are going to rewind through the most recent and most important deals. After… Read Full Article
Editorial
Following The Didi Deal, Is Uber Ready To Try The Public Markets?
Editor’s Morning Early Afternoon Note: Here’s the general case for an Uber IPO after it offloads its Chinese losses for equity and a cash infusion. It’s Monday, and the take machine has worked overtime since… Read Full Article
Mattermark Daily
Mattermark Daily – Monday, August 1st, 2016
What Does The Didi Deal Mean For Uber’s (eventual, but coming) IPO? Didi’s move to acquire Uber’s Chinese operations and invest $1 billion in the latter company shook the tech… Read Full Article