SaaS
It Sounds Crazy, But Workday Is Cheap
The stock looks expensive using traditional valuation metrics, but it may be a bargain if the company can capitalize on the opportunity in front of …
StocksSalesforce, Hubspot and Other ‘Verbs’ That Are Cloud Winners, Per SunTrust
<b>Terry Tillman</b> with <b>SunTrust Robinson</b><b>Humphrey</b> today initiated coverage on 13 different cloud software companies, assigning ten of them a Buy rating, …
SoftwareDecoding the Maze of Metrics in the App Economy
DAU, MAU, downloads, usage, open rate, retention -- these terms can sound like a foreign language to those new to the app space.<p>Mobile apps are at the center of digital transformation and increasingly contribute to the success of businesses across nearly every industry. On average, Americans spend …
AppsThe Difference Between a Bond's Distribution Yield and its SEC Yield
Investors contemplating the purchase of a bond mutual fund or bond exchange-traded fund (ETF) want to know what the yield may be on their purchase. …
InvestingNetflix: Marginal Content Spend Vs. Marginal Revenue
I look at the generic bull-bear thesis in Netflix.<p>Content cost amortization - Yes, it is important. I try to explain why.<p>Is Netflix fairly valued in …
BusinessINDUSTRY INSIGHT: Weekly Grosses Analysis - 6/26
Welcome to this week's edition of BroadwayWorld's exclusive WEEKLY GROSSES ANALYSIS - read on for all the weekly grosses statistics for the movers …
SoftwareMitigating government’s risks in a cloud-based world
While the adoption of cloud technologies does not remove IT responsibility for data protection, the shift may obscure areas of risk.
Government TechnologyWhere Should Facebook Go From Here?
Facebook’s positive financial numbers allow us to stress test FB’s valuations as if FB is at the different stage of a stock’s life cycle.<p>The eyeball …
StocksAre You Chasing a Fad or a Trend?
Knowing the difference between the two is key to building a successful business.<p>As I drive through my neighborhood I'm struck by the number and variety of frozen yogurt retail establishments. There are local establishments, chain stores, stores that offer a wide variety of flavors or mix-ins and …
TrendsLarry Ellison: Oracle's PaaS And IaaS Will Be Bigger Than SaaS
, Oracle<p>While software as a service was the driving force behind Oracle’s Q4 revenue and earnings growth, Oracle Executive Chairman and Chief Technology Officer Larry Ellison said during an earnings call with analysts that he expects Oracle’s two other cloud pillars—platform as a service and …
As A ServiceValuing Starbucks With Economic Profit Models
If you only looked at the P/E ratio, Starbucks (NASDAQ:SBUX) looks expensive with a current P/E of 29. I want to look at it a different way. I want …
StocksHow Blue Apron compares to other subscription services, in one graph
<i>Nikhil Basu Trivedi is a principal at Shasta Ventures. He has no financial stake in Blue Apron, but invests in other consumer businesses as disclosed in this article. His post originally appeared on Medium and is republished here with permission.</i><p>When Blue Apron’s S-1 dropped at the beginning of the …
Venture Capital4 Ways to Measure Churn & Retention – Part 2
Without measurements, customer success leaders would be at a loss for how to determine the health of a business. But it’s also possible to be …
SoftwareSaaS Marketing Tips to Convert Free Trial Signups to Paid Customers
SaaS companies focus a lot of their marketing on promoting free trial sign-ups—a relatively easy conversion to achieve. But getting consumers to …
SoftwareHow Do Your Startup Churn Rates Measure Up to the Industry Standard?
Data insecurity can be a real problem in the startup world. If you’re a new entrepreneur, nothing is very clear. Is your growth rate good or bad? How …
SoftwareBlackBerry To Acquire Something - Anything - And Other Musings
BlackBerry's earnings report again reaffirmed the bearish thesis.<p>The bearish thesis is that BlackBerry is a collection of small, stagnated and …
SoftwareOracle's Quarter: Taken At The Flood
Oracle reported the results of its fiscal Q4 and 2017 fiscal year the other evening.<p>The quarter showed significant beats in terms of revenues. …
Stocks5 SaaS Apps Any Small Business Should Have | Times Square Chronicles
5 SaaS Apps Any Small Business Should Have<p>Small businesses and companies are increasingly using Software as a Service (SaaS) applications to optimize …
Small BusinessEverything I Wish I’d Known Before I Started Demoing SaaS
<i>But you guys aren’t funded.</i><p><i>Contrary to popular opinion, the primary goal of a demo is not to demo your product! Let me say that again: the goal of</i> …
SoftwareWhat Oracle's Latest Amazing Quarter Reveals
ORCL beat earnings estimates as I predicted in my previous article.<p>The beat came on the back of impressive Cloud revenue growth as well as a slowing …
SoftwareWhy Enterprise Ecommerce is Moving to SaaS: 16 Examples from Toyota to Camelbak
Enterprise brands earning more than $50 million in annual revenue are no longer strapped to expensive site launches to support businesses …
eCommerceYour Ticketing Guide To The FIFA U-17 World Cup To Be Held In India
The ticket pricing for the upcoming FIFA Under-17 World Cup has been set a lower limit of Rs 40 during the first phase of ticket sales. The first …
FIFAHow to Bootstrap Your SaaS Company to $1M ARR Before Raising Venture Capital
<i>By</i> <i>Parul Singh</i><i>, Principal</i><p>Klaviyo is a marketing automation platform that lets ecommerce companies use their own data to power more personalized …
StartupsNavigating the long, slow SaaS ramp of death
<i>Founder's Journey is a weekly podcast where we take each article we write and record an audio version with commentary. A rating on iTunes goes a long</i> …
SoftwareCisco’s Growth Rate: Does It Matter?
As I wrote earlier, analysts have today been assessing <b>Cisco Systems</b>’s (CSCO) announcements yesterday of new networking equipment and software …
Cisco SystemsBlue Apron Share Price Estimates And Financials
U.S. retail grocery market large ($782B) and poised for online business model disruption (only 1.2% of U.S. market today).<p>APRN the #1 player in meal …
StocksDrive vs Degree: Finding My Pathway To Success
, Grads of Life<p>Chicago is pretty tough when you don’t have a strong network of folks to support you. I have grown to learn that it is truly “not what you know, but who you know.” After graduating high school over seven years ago, I had no clue as to what direction my life would go. College was …
JP Morgan ChaseOracle SaaS Q4 sales up 75%, expects FY18 ARR rev over $2B; up 7.9%
Oracle (NYSE:ORCL) reports Q4 results and beats on EPS and revenue estimates.<p>SaaS cloud sales were up 75% on the year to $1B. Cloud PaaS and IaaS …
SoftwareShopify Capital: Returns Of 20% To 25%
Shopify Capital can provide 20%-25% annual return.<p>While we would prefer Shopify spend its cash on innovative services and M&A, Shopify Capital can …
Return on InvestmentEnphase Energy Inc.: Analyst Day Was A Nothing Burger
Enphase held an analyst day June 19th but failed to address its fraught financial condition.<p>Enphase next generation inverter technology road map …
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