Slack’s Earnings, Slack’s Sales Cycle, The FTC Fines YouTube

Slack’s earnings were fine, but lacked the explosive growth their valuation needed. Understanding Slack’s past and future product-market fit explains why. Then, the real problem with the FTC’s fine of YouTube is a lack of transparency.

Microsoft’s Earnings, Teams Passes Slack, The Partner Advantage

Microsoft continues to crush earnings with its integrated approach. Then, Teams passed Slack, and its lead will likely widen, because it is a sustaining technology, not a disruptive one. Plus, the importance of Microsoft partners.

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.

Google Next, Box’s 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?