Steve Blank

MAY 28, 2009

For example, complex new semiconductor architectures, (i.e. a new type of graphics architecture, or a new communications chip architecture) mean you may not know if the chip performs as well as you thought until you get first silicon. These two numbers have direct impact on revenue and financial health.

Vertical 144

Vertical Silicon Valley Marketing Customer 144

This is going to be BIG.

DECEMBER 19, 2013

Maybe I just don''t have enough imagination or lack of the requisite architecture degree. It''s a nice bump for my seed portfolio (I invested about a year ago) and a big win for the company, which is already on a serious revenue ramp. Venture Capital & Technology' The owner sent me this. Congrats Team Floored!

Venture Capital 100

Venture Capital Architecture Portfolio Revenue 100

BeyondVC

JANUARY 3, 2019

Still in second inning for enterprise move to cloud : Regardless of what economic cycle we endure, the Fortune 500 march to a cloud-native architecture will continue. The 10 year bull market where every company’s revenue chart is up and to the right is over.

Stealth 79

Stealth Advisory Board Cloud Virginia 79

This is going to be BIG.

JUNE 19, 2012

I don’t know exactly when the agency to product transfer happened at Buddy, or at what point you can start calling yourself a software company (when service revenues dip below subscription/license revs?), They try to move more of their revenues to be recurring streams than to be hourly charges to a client.

Software 105

Software Media Social Media Advertising 105

thebarefootvc

DECEMBER 16, 2011

Apple became the most valuable company in the world (measured by market capitalization) in August by offering simple, attractive design that made technology invisible to the user. Universities are also creating more interdisciplinary programs in order to encourage this collaboration.

Technical Review 110

Technical Review India Mobile Hockey Stick 110

Cracking the Code

DECEMBER 16, 2006

however, public SaaS companies like Concur, Saba, Taleo, LivePerson and Ultimate are growing 50-100% per year and trading at an average 5x trailing revenue multiples (I excluded salesforce leading the pack with 9x!) whereas traditional software companies of this size have a growth rate of less than 10% and revenue multiples of 2-2.5x.

Software Review 48

Software Review Silicon Valley Technical Review Software 48

Ben's Blog

MARCH 24, 2011

Let’s look at public market comparables and venture capital flows to see if we can find a match. Venture capital flows. A basic driver for a private technology market bubble is the over-supply of venture capital into the sector. If too much venture capital hits the streets, valuations will bubble up.

Technical Review 78

Technical Review Venture Capital Valuation Database 78

K9 Ventures

APRIL 20, 2019

I’ve written before about Revenue Development ). The architecture and technology will have to evolve over time. Figuring out who you’re going to sell your product to, and building the distribution for it also takes time. Every startup I have ever seen always has to experiment and try stuff.

Technical Review 117

Technical Review San Francisco Startup Architecture 117

Both Sides of the Table

MARCH 3, 2013

Clayton spoke about how in early phases Proprietary architecture often wins. Venture Capital. He talked about a unique model where you don’t have to become liquid in venture capital and can target singles & doubles. New company in Boston with a model called “royalty capital.”

Bankruptcy 403

Bankruptcy Offshore Liquidation Preference Balance Sheet 403

BeyondVC

OCTOBER 28, 2005

That being said, there are new technologies and new ways of doing business which SAP must keep close tabs on as it maintains its dominance – think service oriented architectures, SaaS, and new markets to enter and conquer.

Early Stage 60

Early Stage Architecture California Web 60

Cracking the Code

MARCH 28, 2022

While the average forward revenue multiple has declined slightly since its February 2020 peak (19x), it’s still higher today than last year at 17x vs 15.8x The Index added another $0.9T in value in the past year and the pace of growth is accelerating. The average growth rate of the companies increased from 18% last year to 26% this year.

Global 62

Global Europe Software Review 62

Cracking the Code

OCTOBER 10, 2008

Be prepared to cross the desert - SaaS requires R&D and sales expense up front for a multi-year stream of revenue, so it demands enough investment capital to fund 4+ years of runway. Farming is also often overlooked, but can help grow customer accounts and revenues from 30% upwards (if successful). Great list!

Software Review 48

Software Review North America Europe Metrics 48

This is going to be BIG.

MARCH 17, 2010

The architecture easily allows you to drop in a blog on any page or have multiple ones across the same site. A marketplace of apps could be a major revenue driver for the company—it is for the hosting companies who have site creation tools that they sell a la carte. It’s the easiest, slickest site creation tool I’ve seen.

API 94

API Cloud Venture Capital Widget 94

VC Cafe

OCTOBER 20, 2010

The platform is based on Oversi’s unique out-of-band architecture allowing hierarchical deployment for the highest OTT cache performance, offering maximum flexibility and scalability. About Carmel Ventures. Oversi systems are deployed in service provider sites around the world. For more information visit [link].

Caching 79

Caching Venture Capital Private Equity 79

techcrunch.com

OCTOBER 23, 2010

The timing is perfect, there is more than a little overlap with Vivek Wadhwa’s guest post on venture capital earlier today. Take the top 10 largest tech innovators (take your pick of largest by revenue or largest by idea) of the last 20 years in Silicon Valley. I think I just really feared working for the Man.

Technical Review 84

Technical Review Cofounder Technical Cofounder Software Review 84

Steve Blank

APRIL 16, 2009

The plug-in co-processor architecture was too complex and couldn’t be made to work reliably. And in this very unique case, we figured out how to maximize revenue and profit by branding and product line extensions. Marketings job is to take engineering products and use them to maximize revenue and profit. What did I learn so far?

Silicon Valley 134

Silicon Valley Product RSS Engineer 134

VC Cafe

FEBRUARY 1, 2011

Israel’s Koor Industries, an investment company with holdings in Israeli telecom, defense electronics, agro-chemicals and venture capital markets, will retain 40% of the maker of fungicides, pesticides and herbicides. The new architecture will be installed in all standard computer products lines (i.e. in Haifa in 1974.

Architecture 92

Architecture Dividend Minneapolis 92

Cracking the Code

OCTOBER 13, 2020

The average revenue multiple is now 17x+, close to 10 times higher than during the 2008 crisis! It seems unstoppable with around $1 trillion of value created in the past 12 months and the Cloud Index massively outperforming the Nasdaq. Is the sky the limit for Cloud public stocks?

Europe 71

Europe Cloud Silicon Valley 71

Steve Blank

MAY 17, 2022

These programs run on the same type of classic computer architectures they were programmed in. The CPUs (Central Processing Units) that write and run these Classic Computer applications all have the same basic design (architecture). Other AI Hardware Architectures. The sum of these feels like buzzword bingo.

Artificial Inteligence 417

Artificial Inteligence Software Review Algorithm Technical Review 417

Haystack

JANUARY 13, 2020

Could Stripe grow that big with its architecture? I saw a tweet lamenting the acquisition price of Plaid as “crazy” because it was 35x revenue. The startup was also relatively capital efficient, raising less than 10% in venture capital of the final exit value it received from Visa.

Acquisition 74

Acquisition Cap Table API Venture Capital 74