Recent Newsletters


June 26, 2017

Second Helpings: Amazon Rumored to Explore Slack M&A

Welcome to the last week in June - hard to believe the longest day of the year is already behind us. This week, Red Hat and Oracle revealed strong cloud revenue numbers for 2017 - indicating mass migration to the cloud is far from over. As always, a week wouldn't be complete without another Amazon story. Supposedly the IaaS, ecommerce site and natural foods store is considering a bid for Slack. We'll see what happens. Nonetheless, have a great week and holiday weekend and don't forget to pick up your July 4th BBQ supplies from your local Amazon!

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June 19, 2017

Servers to Shelves: Amazon Takes a $13 Billion Bite of Whole Foods

Hope everyone had a great weekend and Father's Day! By now, Amazon's acquisition of Whole Foods is old news. Still, given the scale and ingenuity of Amazon, we're all going to be unpacking this one for quite some time. It's going to be fascinating to see how this plays out.

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June 12, 2017

Okta Reveals Finances For the First Time since IPO: It's a Mixed Bag

Good morning! It's been a good week. Apple had its keynote, Okta revealed numbers since IPOing and, with a Cavaliers victory, the Oracle Arena acquires another NBA finals game. Reminder: Father's Day is next week.

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June 5, 2017

Exploring Tintri's Future as a Public Company and the Prospect of Peak SaaS

Hope everyone's June is off to a great start. This week's tech news can be summarized in one word: Public. From OneLogin's data to Tintri's future shares, everything seemed to go public this week. Vista Equity Partners broke the rule, however, and acquired publicly traded Xactly (mentioned in our 4/17 newsletter) to make it private again. Now, onto SaaS blogs and some more industry news.

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May 29, 2017

Meta SaaS Raises $1.5 Million to Organize SaaS for the Enterprise

Hope everyone had a relaxing long weekend and Memorial Day. Turns out the long weekend that we associate with Memorial Day is actually a relatively recent change. For nearly 100 years, Memorial Day always took place on May 30th and, it wasn't until 1968, that its date was floated to be the last Monday in May.

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