Salesforce’s purchase of Slack is a great outcome for the latter, and has huge upside for the former. There is, though, commensurate risk.
Cloudera and Pivotal, Box and Zuora
Four companies that are getting hammered in the stock market after releasing growth projections that missed expectations; it’s not clear that all of them will come back.
Box Earnings, Box’s Microsoft Problem, Dropbox Earnings
Box’s earnings are being framed in the context of Dropbox, but the real competitor is Microsoft. Dropbox, meanwhile, is charting a different path.
The Dropbox Comp
Dropbox has filed its S-1, but comparisons with Box, Atlassian, and Slack demonstrate how difficult it is to tell just how good its business is.
Box and Google Cloud Vision, An Interview with Box CEO Aaron Levie
Box has made a deal to offer Google’s Vision AI services to its customers; is there space to be the intermediary between technology providers and end users? Box CEO Aaron Levie answers those questions and more.
Google Next, Box Earnings
The Google Next keynote was lacking in vision, but Google still has a big opportunity. Then, Box seems to have turned the corner, validating their approach. Will more modern sales approaches work as well?
Nest and Podcasting Follow-up, Box Earnings, Microsoft’s Cloud Challenge
Follow-up on Nest and Podcasting, then why Box’s numbers are a bit more worrisome than the company is letting on. Plus, a must-read article on Microsoft.
Microsoft SQL Server to Run on Linux, Box’s Great Quarter
Windows is truly dead at Microsoft, as SQL Server will soon run on Linux. Meanwhile, Box had a great quarter, underlying the fact that SaaS economics work — and what happened to Windows Server helps explain why.
Battle of the Box, Updated; Apple Enables Ad-Blockers
A year ago I compared and contrasted Box and Dropbox; both have taken very different paths over the last year, and in light of Box’s earnings and recent Dropbox news I check back in on their progress. Also, Apple and ad-blockers.
Daily Update: Google to Become MVNO?, Samsung vs Qualcomm, Box Prices IPO
Good morning, I just posted a new episode of Exponent that follows up on last week’s copyright discussion, discusses The End of Trickle-Down Technology, and reviews Microsoft’s event. Do note that we recorded before I wrote yesterday’s update, so my thoughts weren’t as fully formed. On to the update: Google to Become MVNO? Amir EfratiSubscribe […]