asterisk2a + saas + cloudstorage   4

Box’s updated S-1 contains onerous hidden penalties if the company is late to IPO | PandoDaily
As I’ve written time and again, Box’s destiny is hardly certain at this stage and drawing such rigid lines in the sand could easily come back to burn the company. Levie, it seems, had no other choice than to accept these onerous terms. It’s not altogether uncommon for late stage investors to request downside protection when a company’s performance is in question. Early stage investors do the same by way of liquidation preference and discounted, capped notes. But the very extent of TPG and Coatue’s protections suggest that Box was in a particularly bad negotiating position. With just eight months of runway left when filing its S-1 in March, this is indeed the case. [...] +++ insert price war from Google and Amazon. Rackspace not able to compete with companies that can feed Zero Margin Offerings through cashcows (AdSense) - http://youtu.be/8uMEjg9vVQA / Or the other way around; VC firms buying into an IPO for 2-3x return and the name of the company on its homepage http://bit.ly/1jpyZTm
Box.com  Box  IPO  S-1  Venture  Capital  hunt  for  yield  late-stage  funding  growth  round  Why  Software  Is  Eating  the  World  Software  Is  Eating  World  SAAS  Cloudstorage  cloudcomputing  Amazon  Google  Rackspace  multi-product  company 
july 2014 by asterisk2a
Aaron Levie of Box - TWiST #224 - YouTube
min 35:40 - Freemium in the business space is even cooler than in the consumer space. min 39 - Marc Andreessen "how much do you need to win in this space? how fast do you need to grow, to win." [cost of customer acquisition (freemium, and or Bounty Model from Paypal) and retention]. and define what is winning, what scenario? what measure? ... key accounts long-term commitment? ad spend from key accounts? customer happiness - retention? resellers, dominating sales channels to a vertical of business type and SME/SMB's? min 53 - new playbook is now Get Big, then turn on revenue. disrupt the ecosystem/existing business model, winner takes all. min 54 - how you go from a small shop with profit to raising $+100m round telling than that they get multiples back in their investment, that comes when you live a time here in Palo Alto/Silicon Valley. (crunchbase.com/organization/box) + follow-up "having a playbook." + war for talent: 1 disenfranchised 2 ppl wnt 2 create value, 3 business model
freemium  business  model  Box.net  Dropbox  Google  Docs  Google  Drive  Microsoft  Enterprise  Consumer  friction  frictionless  Evernote  Slack  Gmail  Marc  Andreessen  Venture  Capital  Flickr  Yammer  enterprise2.0  Enterprise  2.0  Bounty  Paypal  SAAS  Why  Software  Is  Eating  the  World  Software  Is  Eating  World  Silicon  Valley  Salesforce  value  creation  added  value  war  for  talent  Top  war-for-talent  Cloudstorage  paradgimshift  paradgim  paradigm  shift  Google  Jive  Software  Jive  Netflix  cloudcomputing  Zappos 
may 2014 by asterisk2a
Lenovo to buy IBM's low-end server unit for $2.3 billion | Reuters
It would not be easy for Lenovo turn around the server unit, however. IBM's low-margin server business has posted seven quarters of losses as clients move to the cloud. "To generate costs synergy, Lenovo will need to move most of the manufacturing from IBM's existing facility in Virginia to Asia while keeping some R&D in the U.S.," Lau said. The server business being sold by IBM, which produced low-cost x86 servers, competes with Hewlett-Packard Co and Dell but lags both in market share. + http://www.bloomberg.com/news/2014-01-23/lenovo-to-buy-ibm-server-unit-for-2-3-billion-amid-pc-slump.html "[S]egment’s gross margin -- the percentage of sales remaining after taking out production costs -- also is getting squeezed. It fell 3.5 percentage points to 36 percent last year. That compares with an 89 percent margin for its software business."
IBM  Lenovo  Cloudstorage  cloudcomputing  margin  commoditization  commodity  business  SaaS  Service  Industry  Enterprise  Services  IT  Industry 
february 2014 by asterisk2a

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