Eric has a B.A. in Economics from Columbia University. He can be reached at email@example.com.
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Recent Articles By The Author
Thanks to strong secular growth trends and perhaps also share gains against major rivals, Adobe and Salesforce are both reporting very strong growth for their marketing software segments.
Facebook put a lot of work into laying the foundations for its Libra cryptocurrency project. However, its strategy for monetizing Libra is a very long-term one.
Should a T-Mobile/Sprint deal be cleared in return for asset sales, there could be major long-term implications for both wireless and home broadband competition.
Mark Zuckerberg's firm has reportedly won the backing of several major e-commerce and payments players for its planned digital coin. That, in turn, could help the coin avoid seeing a chicken-and-egg dilemma.
The retail giant once hoped Jet.com would help it win over many of the millennials who are hooked on Amazon Prime. But its ambitions for the business are now more limited.
The collaboration software upstart could easily see a $20 billion-plus market cap on its first day of trading. Given its current financials and intensifying competition from Microsoft, that's a rich valuation.
Following a strong earnings report, PagerDuty CEO Jenn Tejada says demand for her firm's on-call management software is growing particularly strongly among large enterprises.
Between the Tableau deal and last year's purchase of MuleSoft, Salesforce is betting big on the long-term opportunity presented by data integration and analytics.
Markets are still willing to pay top dollar for high-growth software names that meet or beat their high expectations. But they're proving remorseless to the growing list of firms to fall short.
During an interview, Anaplan CEO Frank Calderoni argued his firm's software has a lot of room to displace the use of spreadsheets for business planning work, and is better-suited for the needs of large enterprises than "point solutions."