Editor’s Morning Note: Tech’s Big 5 had big second quarters. Yuge quarters, even. After technology investment slowed in the second quarter, moderate amounts of pessimism felt warranted. After all, weren’t we… Read Full Article
A $9.3B Boon For SaaS Startups (read now) Oracle’s $9.3 billion deal to buy NetSuite sent shares in Box soaring 7 percent today. Why? Last quarter, NetSuite’s revenue was nearly 80… Read Full Article
From the Investors Robert Siegel of XSeed Capital delves into what is next for British startups in “Brexit: The Dilemma Facing UK Tech Startups.” Mattermark previously explored the topic, with Storm Ventures’ Anshu… Read Full Article
Editor’s Morning Note: Shares in Box are up today. Is that good news for cloud companies, SaaS startups, or just Box? The author is the person pictured above who eats… Read Full Article
Editor’s Morning Note: Twitter’s Q2 user growth exceeded investor expectations. Its financial performance did not. Twitter shares are off more than 13 percent this morning following its second quarter earnings report.… Read Full Article
From the Investors Fred Wilson of Union Square Ventures has notes on the Hailo-MyTaxi combination, which he says will “operate at a scale that puts it in the big leagues… Read Full Article
From the Investors Elad Gil argues that from now through 2017, tech will see increased M&A activity. 2018 and beyond? Say hello to the IPO. Brad Feld of Foundry Group writes about… Read Full Article
Editor’s Morning Note: The Pokemon bump, visualized. The author thinks that this might be a Pokemon. Pokemon Go, the global gaming phenomenon helped create my new favorite chart. Following the massive… Read Full Article
Editor’s Morning Note: The markets are down, earnings season is in high gear and, yes, the Yahoo deal is official. As expected, Verizon and Yahoo announced a $4.8 billion deal… Read Full Article
Editor’s Morning Note: Yahoo may have found a new $5 billion home. Verizon is likely to purchase “Yahoo’s core business” for around $5 billion according to Recode’s Kara Swisher. Following Verizon’s successful… Read Full Article
Well, it’s not called Bluepoint Ventures. From the Investors Tomasz Tunguz of Redpoint Ventures examines the slowing pace of new SaaS startup creation in “The Decline Of New SaaS Company Formation.”… Read Full Article
Editor’s Morning Note: You can 9x your valuation in just a few years! Science can confirm that unicorns sans their bodies bear striking resemblance to Nessie. Sprinklr, a company that… Read Full Article
tl;dr: Averaged historical data for US VC shows declining venture deal volume, and rebounding investment. Collating and tallying venture capital performance is a fun game, as varying sources have their own… Read Full Article
Editor’s Morning Note: Microsoft will likely keep its promise to grow “commercial cloud” revenue to a $20 billion run rate by the middle of 2018. Shares of Microsoft are up… Read Full Article
tl;dr: If you have to write down nearly all the cost of a three-comma acquisition, was it just a very expensive acquihire? Shares of Yahoo are trading higher today, following… Read Full Article
tl;dr: It turns out that the massive repricing of recurring revenue got us all the way back to normal. Wee! The new ride at LP Fun Park was not a… Read Full Article
Editor’s Morning Note: Happy Monday and welcome back to the work week. This morning marks the kickoff of earnings season in tech, so strap in. Our main focus today is… Read Full Article
Editor’s Morning Note: Let’s end the week with a chart that points down. Bitcoin Mining In Action. Via NSA Archives. Happy Friday, friends, and welcome to our final entry together… Read Full Article
Editor’s Morning Note: Line’s strong debut this morning puts the fourth straight US-market IPO success on the board. How the author imagines the world looks through the lens of HFT.… Read Full Article
Editor’s Morning Note: Line hopes to make a splash with its IPO tomorrow. Early indicators show strong demand for the equity as markets set new highs. It’s nearly time for… Read Full Article
tl;dr: VC investment into US companies slowed in Q2, but the first half of the year posted some positive indicators. Instead of burying you under a pile of numbers this quarter,… Read Full Article
Editor’s Morning Note: Let’s chat about Dropbox’s recent business milestone. Dropbox, a popular storage and collaboration tool, announced yesterday that it has “almost 200,000 Dropbox Business customers.” The news comes… Read Full Article
Good Monday, comrades, and welcome back. With an IPO on deck it should be an interesting week. Today we’re taking stock of Line’s final IPO figures to help understand private… Read Full Article
I presume that you were up late last night taking in the news, so we’ll be brief this morning. It doesn’t seem like the most perfect time to crack lengthy accounting… Read Full Article