Growthink Blog

JUNE 19, 2010

What is the future of Pay-Per-View/Video-on-Demand (PPV and VOD)? Video-on-demand alone is estimated to grow from a $1.1 revenues from internet video services spanning user-generated content to television shows and movies will exceed $7 billion this year. What is the future for good-old fashioned DVD rentals and sales?

Los Angeles 76

Los Angeles Silicon Valley Technical Review IP 76

Both Sides of the Table

JUNE 25, 2015

I take my hat off to people like Adam Miller , the CEO of LA-based Cornerstone on Demand, who started at the exact same time as I did (November 1999) and is still the CEO but now of a public company valued at around $2 billion. We grew 100% in SaaS revenue year-over-year and 650% over the past three years.

Silicon Valley 150

Silicon Valley IPO Demand Revenue 150

Both Sides of the Table

NOVEMBER 4, 2010

This is important because the customers they serve (the red line) demand a product that meets their complex requirements. In 1999-2000 they weren’t doing enterprise-wide installations at Merrill Lynch, Dell and Cisco. The incumbents have expensive product features to maintain and often expensive sales channels.

Vesting 376

Vesting Framework Revenue Technology 376

thebarefootvc

DECEMBER 16, 2011

In places where international diplomacy had failed, citizens around the world found their individual and collective voices to topple dictatorships and demand better lives for themselves and future generations. What comes next remains to be seen but these revolutions even empowered individuals not touched directly by the uprisings.

Technical Review 110

Technical Review India Mobile Hockey Stick 110

Both Sides of the Table

SEPTEMBER 16, 2009

On some level we felt we did because being a SaaS company in 1999 was trailblazing. The needs are too different as are the sales channels and marketing messages. Or they have products that cost $40 / month but that require a direct sales person to close them. We started out with such big dreams about changing the world.

Startup 389

Startup Early Stage Demand Channel 389

Steve Blank

SEPTEMBER 10, 2009

With that implicit assumption, startups hire a VP of Sales with a great rolodex and call on established mainstream companies while marketing creates a brand and buzz to create demand and drive it into the sales channel (web, direct salesforce, etc.) After twelve months Handspring’s revenue was $170 million. End result?

Customer Development 203

Customer Development Developer Customer Silicon Valley 203

YoungUpstarts

MAY 21, 2012

All businesses begin with a specific idea in mind, and although some stick to exactly what they started with, it’s much more common to find that a business has grown and evolved over time to keep up with changes in supply, demand, and even resource availability. In 1999, Goodrich became the No. Delta Airlines.

Mississippi 209

Mississippi San Francisco Minnesota Bankruptcy 209

BeyondVC

JUNE 8, 2004

I have always been a big believer of the hosted software or ASP (application service provider) model since we made our first investment in LivePerson in January 1999. One of our main competitors of that era was Kana, which at that time, did way better than LivePerson in terms of customers, revenue, and market capitalization.

Demand 60

Demand Bandwidth Hosting IPO 60

Seeing Both Sides

AUGUST 3, 2012

With over $1 billion in revenue, 2000 employees and a market capitalization of over $6 billion, Akamai has become a role model for scalable start-ups. billion in revenue, over $1 billion in gross profit and $500 million in EBITDA. The first year of revenue (1999) was $4 million – a remarkable achievement. Gross Profit. $(60).

Distribution 49

Distribution Lean Massachusetts Cofounder 49

Hearpreneur

OCTOBER 30, 2015

In January of 1999, I co-founded a marketing agency with a former boss. I saw the struggles of my father as a mover, and started QuikForce, an online, on-demand professional moving platform targeted at helping movers, like my father, better schedule, manage and plan their moves. Thanks to Mike Samson, crowdSPRING. #3 software.

Entrepreneur 48

Entrepreneur Australia Software Review LLC 48

abovethecrowd.com

FEBRUARY 27, 2019

In 1999, Jack Ma created Alibaba , a Chinese-based B2B marketplace for connecting small and medium enterprise with potential export opportunities. In its most recent quarter, the company processed the exchange of $923 million of sales, which equates to a $3.6B In 2017, the company reported sales of over $500 million. annual GMV.

Internet 88

Internet Matching Vertical Hosting 88

Scalable Startup

MAY 16, 2015

is mostly sanguine, claiming that the market’s standards for viability have increased since the 2000 bust and citing Twitter (revenue but no profit) as the model for the new public tech company. But its stock is trading at twenty-odd times the company’s annual sales.” First Street and Market Street by Leo vanMunching. And the losers?

San Francisco 20

San Francisco Silicon Valley California Oakland 20

abovethecrowd.com

APRIL 20, 2016

A high performing, high-growth SAAS company that may have been worth 10 or more times revenue was suddenly worth 4-7 times revenue. In 1999, record valuations coexisted with record IPOs and shareholder liquidity. If 1999 was a wet (read liquid) bubble, 2015 was a particularly dry one. 2015 was the exact opposite.

IPO 40

IPO Term Sheet Silicon Valley Valuation 40

Both Sides of the Table

DECEMBER 9, 2010

When I started my first company in 1999 we spent more than $2 million on technology infrastructure including Sun servers & Solaris operating system, Oracle databases, EMC storage, load balancers, app servers, back-up devices, disk mirrors and on and on. .&# An early star in this category has been RightScale.

Cloud 343

Cloud Technical Review Database Semantic 343

abovethecrowd.com

JUNE 2, 2021

On the demand side, the IPO process is limited to a handful of institutional investors and also ignores the vast majority of retail investors. Investment banks simply do not match supply and demand. When I share this, reporters often ask me, “why is management so gullible to sit there and listen to a demand imbalance goal of 30x-50x?”.

IPO 82

IPO Customer Matching Silicon Valley 82