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Prikvačeni tweet
Thrilled to partner w/
@anchore --@SaidZiouani is a special founder, known for creating@ansible. While thousands have already adopted the platform (inc F1000s like@Cisco@GoldmanSachs@eBay@RedHat@Atlassian), it was clear this is just the beginning. https://www.prnewswire.com/news-releases/anchore-raises-20m-series-a-to-advance-devsecops-workflows-analysis-and-security-300991032.html …https://twitter.com/anchore/status/1219973491165990913 …
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Google announced YouTube’s revenue for the first time — did $15B in ad revenue in 2019, approximately the same scale as Netflix with presumably better margins!https://www.google.com/amp/s/www.cnet.com/google-amp/news/alphabet-beats-earnings-says-youtube-ad-revenue-was-15b-in-2019/ …
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@chetanp talks a lot about how SaaS cos should think about services engagements with customers as key to establishing trust early and then productizing. So true, met so many founders that started as an IT dev shop and turned services —> SaaS —@ns8inc@matillion, many morehttps://twitter.com/patrick_oshag/status/1222144109437124608 …
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Some other stats: - Office365 growing 30% - Dynamics365 growing 45% - Commercial Windows products growing 27% - 40% growth in earnings per share Amazing to see this kind of growth at a $1.3T company -- even in product categories many may view as stale https://www.bamsec.com/filing/119312520018383?cik=789019 …
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@chetanp talks a lot about how cloud platforms (AWS, Azure, GCP) have been/are growing at astounding rates on huge$s. MSFT posted another quarter where Azure accelerated to 64% YoY growth.https://twitter.com/patrick_oshag/status/1222144109437124608 …
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Atlassian’s operating leverage in S&M is truly insane. Flat as a pancake and still able to grow 35-40% YoY, consistently for almost 2 decades.pic.twitter.com/XhpbItLdgb
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Atlassian still crushing it: - $1.7B ARR (+37% YoY) - $1B in lifetime Atlassian Marketplace sales - $872M operating cash flow run-rate (+66% YoY) - 50%+ growth in subscription revenue - 98%+ renewal rates Truly a compounding, execution machine https://www.bamsec.com/filing/165037220000003?cik=1650372 …
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It shocks me sometimes how few VCs have 3 basic qualities — 1) kind; 2) optimistic; 3) humble / listener-first
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congrats
@pravse on the acquisition by Google -- clearly they saw the potential of the no-code and internal tooling you built out for your thousands of customers!https://twitter.com/appsheet/status/1217152517131448320 …
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Visa could start a lethal fintech VC arm with Plaid data... not that they don’t already have an abundance of spend data. But wow, direct transaction and usage data on 80% of largest US fintech apps.https://twitter.com/mengxilu/status/1216842210471223296 …
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Incredible way to debut a fund! Though
@ravi_vis has almost 2 decades of massive exits — and I’m sure many more to come...https://twitter.com/chetanp/status/1216859442026668032 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Great nuanced take on the state of growth marketshttps://twitter.com/anuhariharan/status/1216612608184176642 …
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“Between January and November of last year, the number of auto burglaries in Palo Alto increased to 68% compared to 2018” http://local.nixle.com/alert/7682457/ If VC doesn’t work out for me, I’m going to acquire and operate all the auto repair shops in the Bay Area for window repairs
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"...in 2019 they added 250,000+ new accounts, grew revenue 600%.... OneSignal enters 2020 delivering 2 trillion messages per year and reaching delivery rates of 1.75 million messages per second." Excited for 2020 and beyond with
@onesignal@gdeglin
https://www.prnewswire.com/news-releases/onesignal-announces-record-breaking-momentum-and-exceptional-growth-in-2019-300982193.html …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
"AirPods make as much revenue as Spotify, Twitter, Snap, and Shopify *combined*." https://www.kevinrooke.com/post/apple-airpods-iphone-accessory-or-the-next-big-thing … https://twitter.com/chriszeoli/status/1194684210038001664 …pic.twitter.com/CUIIEEC1EA
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Wild that Apple
$AAPL, the biggest company in the S&P500 at $1.3T, is up 86% vs the S&P500 at 27% Crazy you can make outsized returns
in even the biggest of the big companies today — all 5 of the biggest $500B+ tech companies growing EPS >15%+ YoY (AAPL, AMZN, MSFT, GOOG, FB) https://twitter.com/chetanp/status/1212131346752999424 …pic.twitter.com/hAfwgBtDsr
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Great thread on SaaS pricing h/t
@dburbenhttps://twitter.com/awwstn/status/1213220653727305728 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Chris Zeoli proslijedio/la je Tweet
As we start 2020, I'm reminded of what Matt Cohler has often said: Our job as investors is to see the present very clearly, not to predict the future. Happy New Year!
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Great point highlighting 7 out 9 biggest fintech exits are b2b / enterprise softwarehttps://twitter.com/mengxilu/status/1211740833843535872 …
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