Remove 1998 Remove Finance Remove IPO Remove Viral
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It’s Morning in Venture Capital

Both Sides of the Table

Yes, it’s true that FOMO (fear of missing out) is driving some irrational behavior and valuations amongst uber competitive deals and well-financed VCs. In 1998 there were around 850 VC funds and by 2000 there were 2,300. IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot.

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Netflix vs. Blockbuster and bad profits (reflections from my Bazaarvoice days)

Austin Startup

In honor of Netflix’s big beat today in the very unfortunate age of COVID-19, I decided to revisit my four-part Bazaarblog series while I was CEO of Bazaarvoice (from our inception in 2005 to our IPO in 2012). Then in 1998 along came a tiny company in Los Gatos, California named Netflix. Finance tells a dramatic story since then.

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Cracking The Code: Death Sentence for SaaS.or for Lawson?

Cracking the Code

The Deutsche Bank report has a very interesting chart on the topic presenting the Free Cash Flow margins vs. the revenue growth four years post IPO for select software leaders: As you can see, with 20% Free Cash Flow margin and a 50% growth rate, Salesforce is well positioned in the pack! Popular Media: the key to viral marketing.