Eric has a B.A. in Economics from Columbia University. He can be reached at firstname.lastname@example.org.
Follow Eric on Twitter: @EricJhonsa
Recent Articles By The Author
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."
While Salesforce's valuation spells a limited margin of error, the company's execution still looks rock-solid and enterprise software spending trends remain healthy.
The selling pressure that Google has experienced on reports of a planned antitrust probe feels excessive. However, there is likely to be some fallout.
If it's willing to make the large investments needed, Jeff Bezos' firm could use a wireless network to not only strengthen Prime, but also its ad business and AWS.
A recent smartphone survey provides fresh evidence of lengthening upgrade cycles. On the other hand, all signs suggest Apple Watch and AirPods demand remains strong.
The security tech giant's billings shortfall had more to do with changes in its sales mix and deal lengths than weak near-term demand for its products. Meanwhile, a pair of new acquisitions strengthen its cloud software push.