Category Archives: market-analysis

Even as cloud infrastructure growth slows, revenue rises over $30B for quarter

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The cloud market is coming into its own during the pandemic as the novel coronavirus forced many companies to accelerate plans to move to the cloud, even while the market was beginning to mature on its own. This week, the big three cloud infrastructure vendors — Amazon, Microsoft and Google — all reported their earnings, […] Continue reading Even as cloud infrastructure growth slows, revenue rises over $30B for quarter→

What do investors bidding up tech shares know that the rest of us don’t?

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The biggest story to come out of the post-March stock market boom has been explosive growth in the value of technology shares. Software companies in particular have seen their fortunes recover; since March lows, public software companies’ valuations have more than doubled, according to one basket of SaaS and cloud stocks compiled by a Silicon […] Continue reading What do investors bidding up tech shares know that the rest of us don’t?→

Minneapolis-based VC shop Bread & Butter focuses on its own backyard

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While many investors say sheltering in place has broadened their appetite for funding companies located outside major hubs, one firm is doubling down on backing startups in America’s heartland. Launched in 2016 by Brett Bohl, The Syndicate Fund rebranded to Bread & Butter Ventures earlier this month (a reference to one of Minnesota’s many nicknames). […] Continue reading Minneapolis-based VC shop Bread & Butter focuses on its own backyard→

Gauging growth in the most challenging environment in decades

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Before COVID-19 hit, we were already looking at our operations creatively and seeking to become more efficient, so we’re going to come out of a two-year stretch as an even more efficient company. Continue reading Gauging growth in the most challenging environment in decades→

Pitch deck teardown: The making of Atlassian’s 2015 roadshow presentation

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In 2015, Atlassian was preparing to go public, but it was not your typical company in so many ways. For starters, it was founded in Australia, it had two co-founder co-CEOs, and it offered collaboration tools centered on software development. That meant that the company leaders really needed to work hard to help investors understand […] Continue reading Pitch deck teardown: The making of Atlassian’s 2015 roadshow presentation→

Is Zoom the next Android, or the next BlackBerry?

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As someone who was at both BlackBerry and Android during their heydays, my biggest learning takeaway is that product experience trumps everything else. Continue reading Is Zoom the next Android, or the next BlackBerry?→

India’s richest man built a telecom operator everyone wants a piece of

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As investors’ appetites sour in the midst of a pandemic, a three-and-a-half-year-old Indian firm has secured $10.3 billion in a month from Facebook and four U.S.-headquartered private equity firms. The major deals for Reliance Jo Platforms have sparked a sudden interest among analysts, executives and readers at a time when many are skeptical of similar […] Continue reading India’s richest man built a telecom operator everyone wants a piece of→

Verizon CEO Hans Vestberg shares his COVID-19 strategy and tactics

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This week, Verizon Communications CEO Hans Vestberg joined us for an episode of Extra Crunch Live. Vestberg is leading the company through the midst of one its biggest rollouts to date with the push into 5G connectivity. In our discussion, he spoke about how he’s managing the organization during this global crisis, his thoughts on […] Continue reading Verizon CEO Hans Vestberg shares his COVID-19 strategy and tactics→

Extra Crunch Live: Join Box CEO Aaron Levie May 28th at noon PT/3 pm ET/7 pm GMT

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We’ve been on a roll with our Extra Crunch Live Series for Extra Crunch members, where we’re talking to some of the biggest names in Silicon Valley about business, investment and the startup community. Recent interviews include Kirsten Green from Forerunner Ventures, Charles Hudson from Precursor Ventures and investor Mark Cuban. Next week, we’re pleased […] Continue reading Extra Crunch Live: Join Box CEO Aaron Levie May 28th at noon PT/3 pm ET/7 pm GMT→

6 CISOs share their game plans for a post-pandemic world

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CISOs have shifted their roles quickly and dramatically during the COVID-19 pandemic, but many have had to fight fires they never expected. Continue reading 6 CISOs share their game plans for a post-pandemic world→