Remove Application Development Remove IPO Remove Metrics Remove Software
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The Enterprise Strikes Back

BeyondVC

Look at the Dropbox IPO which priced above its initial value and came out white hot at the end of one of the worst weeks in stock market performance. My view is that we will see many more of these application layer companies go public in the next couple of years and that will be awesome for sure. Rise of multi-cloud.

Cloud 60
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It’s Morning in Venture Capital

Both Sides of the Table

If you want to understand the details of why this is, I covered it in detail in this post, Understanding Changes in the Software Industry. IPO markets had burned an entire cycle of retail stock investors and many institutional investors to boot. This has led to the creation of incubators, accelerators and seed funds. The Exit Problem.

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Bubble Trouble? I Don’t Think So

Ben's Blog

To find out whether or not today’s public technology companies have hit bubble valuations, let’s compare some companies that survived the great bubble with their bubble era valuations: The Enterprise Value-to-Revenue multiple (EV/Rev) and Price-to-Earnings multiple (PE) are commonly used metrics to tell the valuation:value story.