EC Enterprise Applications
It appears emerging price points for AI-powered software products will boost the total addressable market for technology products and help reaccelerate growth at tech companies big and small.
Medium news, startups: If you start generating cash, you can sell for 4x ARR
Everbridge’s deal shows that startups shouldn’t expect their valuations to be salvaged that much by cash generation if their growth is all but zero.
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Why there’s no clear winning pricing strategy in B2B SaaS
New data from Maxio indicates that both consumption and subscription pricing have their advantages when it comes to growth, but not at the same time.
Which startups are drawing the most praise from venture folks? A new list compiled by GGV US provides some hints.
AI startups’ margin profile could ding their long-term worth
Despite all the enthusiasm, there’s a niggling detail that deserves our attention: AI startups often have worse economics than most software startups.
Jeff Lawson’s legacy at Twilio is about more than a few rough quarters
When we consider Lawson’s tenure, the bulk of the company’s life so far is far more telling of the real story than the past few quarters.
VCs are optimistic that AI investing will move beyond the hype in 2024
Investors are hoping for more enterprise adoption and vertical AI solutions this year as the AI startup market starts to grow up.
There was a lot to talk about this year, and investors and founders sure did share their thoughts freely with us in our surveys.
From graphic design to visual workflows, Canva’s new AI core is changing its business
With Canva, generative AI hits different. In fact, it’s hard to imagine a better technology to boost Canva’s user growth and revenue generation.
The software market isn’t exactly suffering, so why are some enterprise software vendors trading so cheaply? The answer is more obvious than you’d think.
Good news, startups: Q3 software results are changing the tech narrative
New data from Salesforce, Zuora, Okta, Nutanix and Snowflake makes it plain that several tech sectors are doing better than a lot of people expected.
What to look out for in this week’s deluge of SaaS earnings reports
Here’s a rundown of the key names reporting third-quarter results this week and what we might learn from them.
More than a year later, the $20B Adobe-Figma deal is still stuck in regulatory limbo
More than a year after Adobe announced it was acquiring Figma for $20 billion, the deal remains stuck in regulatory limbo.
Big Tech’s massive ad businesses are getting a boost from AI
As the American economy posts impressive growth, we take a look at how much money Big Tech companies raked in from advertising in Q3.
Capturing spread is a powerful but less understood business model available for some startups
The product needs to be great, but without sales, the business doesn’t generate those nosebleed valuations.
SaaS follow-on rounds see a slowdown, but it won’t last forever
The exit market for SaaS dried up in the second half of 2022, which saw the lowest exit activity since 2016.
Insurtech has had a rocky few years. Several startups in the space raised a lot of money and tried their luck on the public markets, but found that investors were…
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AI is finally resulting in real growth for Big Tech
Generative AI technologies are being suffused into a host of applications, and the financial results of all that investment are starting to show up.
Why Monday.com decided to build its new database instead of buying one
When Monday.com faced the classic build vs. buy dilemma for a new database, it decided to build one, but with a decided twist.
A warning to software founders developing apps with lean teams and open source code
As users of open source, we have a responsibility to ensure it is properly vetted, managed, and maintained within the software it composes.
Canopy Servicing’s $15.2M Series A1 shows fintech startups that raised in 2021 can still get money
We were curious how Canopy was able to raise another tranche of capital in this climate, so we caught up with the company’s CEO, Matt Bivons to find out how…
New AI tech could upend the status quo, and I think that Microsoft adding AI at the OS level could be a big step in that direction.
Several factors converged to help Instacart, Arm and Klaviyo to go public, but those trends have largely reversed — we may not see more IPOs for some time.
The recent tech IPOs are flirting with negative territory
Klaviyo’s and Instacart’s shares went on to trade above their initial IPO pricing after Arm’s own listing. However, the momentum hasn’t lasted long.
How CFOs can reduce SaaS spend by 30% in these tough times
Software spending is now the third-biggest expense for organizations, right after employee and office costs.
Klaviyo’s strong IPO pricing should give unicorns an idea of what they are worth
Defending — or nearly defending — a 2021-era valuation in a 2023 IPO is impressive, given how much the value of tech companies has changed in the past year and…
If investor sentiment does turn out to be that good, these IPOs could prove a boon for late-stage startups everywhere.
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As Databricks stacks more capital, a competitive AI market heats up
Databricks announced a $500 million funding round this morning, signaling it was putting more cash to work in the growing AI market.
Blockchain tech needs a ‘ChatGPT moment’ to scale enterprise adoption
Big names like Starbucks and Nike were quick to adopt blockchain tech, but it will still be a while until we see the enterprise space embrace the tech.
Tech companies are getting the hang of making money, or at least they’re losing far less than they used to when money was cheap and “growth” was sexy.