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Archivos Mensuales: febrero 2018

The mystery of the public marketplace

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 The two most highly valued private tech companies (outside of China) are Uber and Airbnb. Both also happen to be marketplace businesses, and their success has helped encourage a rush of VC investment in similar business models over the past several years. But despite all this investment, public comps for …

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Box’s FQ4 Earnings And New SaaS Revenue Multiple Benchmarks

Today after the bell Box, an enterprise file sharing and productivity company, reported its fiscal 2018 fourth-quarter earnings, including revenue of $136.7 million and adjusted earnings per share of -$0.06. Analyst consensus expected Box to report an adjusted $0.08 per-share loss off revenue of $136.71 million. Following the mixed-beat, shares in …

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See you tonight in New York

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 A reminder that I’m going to have Paul Vigna and Michael Casey, authors of The Truth Machine, onstage with me tonight at Knotel, a co-working and event space in Manhattan. I’ll see you there tonight. RSVPs are closed. It starts at 7pm and will feature a 35-minute talk with two of …

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There’s always a bigger fish

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 Hall One at Mobile World Congress — a single space more massive than most conference centers in major cities — contained only a few displays. Although a quarter of the room housed small phone and mobile manufacturers, Huawei controlled the rest, creating a walled-off compound patrolled by women in folk …

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