BeyondVC

APRIL 4, 2018

Couple that with Mulesoft being bought for 21x TTM revenue ( see Tomasz Tunguz analysis ) at $6.5 The irony is that the company that led the “no software” movement is the one that bought Mulesoft, a company where 1/2 of its revenue is from software installed on-premise. PCF is sold on a subscription basis.

Cloud 60

Cloud Agile Architecture Azure 60

Steve Blank

MARCH 17, 2020

And how much are variable expenses (salaries, consultants, commission, travel, AWS/Azure charges, supplies, etc.?). Next, take a look at your actual revenue each month – not forecast, but real revenue coming in each month. Subtract your monthly gross burn rate from your monthly revenue to get your net burn rate.

Burn Rate 436

Burn Rate Startup Valuation Sales Cycle 436

Reid Hoffman

SEPTEMBER 8, 2020

Microsoft went from MS-DOS to Windows to Office to many new reinventions, including Azure. It might cater to new customers, it might solve a different need, or it might involve a different revenue model. Our bounty system became a key part of their revenue model. Apple went from Apple II to the Macintosh to iOS.

Startup 36

Startup Silicon Valley Business Model Mobile 36

Cracking the Code

MARCH 28, 2022

The development of Azure and the shift to the cloud has propelled the company to new heights. 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 Sept 2020.

Global 62

Global Europe Software Review 62

VC Cafe

JANUARY 10, 2011

Zend has shown significant traction, having reached record revenue growth in 2010, while servicing large enterprise clients such as NYSE Euronext, GE and Cisco. Zend was started in 1999 and is currently headquartered in Cupertino, CA with an R&D office in Israel. According to Linkedin , Zend has a headcount of 130.

Private Equity 87

Private Equity Equity PHP 87

Steve Blank

MAY 17, 2022

Amazon AWS, Microsoft Azure) for both training machine learning models and deploying inferences. The opportunity is so large that there are hundreds of AI accelerator startups designing their own chips, funded by 10’s of billions of venture capital and private equity. We’re Just Getting Started.

Artificial Inteligence 417

Artificial Inteligence Software Review Algorithm Technical Review 417