SendGrid’s IPO exemplifies a company that works: a SaaS offering that enables, and grows alongside, its customer. Then, the differing results for Super Mario Run and Super Mario Galaxy show the value in maximizing revenue amongst core customers.
Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.
Netflix cancels its non-evergreen content, and isn’t really relevant to Nielsen. Then, a Sonos and Alexa partnership makes sense for both sides, and MongoDB has a thoroughly modern IPO.
Roku’s origin story explain Netflix’s strategic acumen — which, by extension, explains why Roku is a risky bet. Then, Roku explains “weak” aggregators, that aren’t really aggregators at all.
Leaving aside whether or not the European Commission decision is justifiable, it has been made, and Google has a big problem on its hands. Then, five stories in brief on Amazon, Ransomware, Blue Apron, Nintendo, and car rental companies.
Blue Apron’s S-1 raises some red flags about unit economics and lifetime value; Uber, meanwhile, lost its CFO, who suggested the company is missing some key financial controls
Mulesoft and Okta are two examples of companies that are not just software-as-a-service companies themselves, but enablers of more. That should make traditional vendors nervous.
From a business perspective, Snapchat isn’t like Apple at all. Then, Facebook further unveils its video strategy, and continues to invest in what may be the future of advertising.
Snap plans to win on innovation; we’ve known for 30 years, though, that that is not always enough.
A follow-up to Fake News, and why Twitter’s bans are different. Then, the better approach to Facebook’s power is more transparency. Plus, Snap is both IPOing and showing why they are following in Facebook’s footsteps.