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Recent Newsletters

March 19, 2018

Adobe Cloud Continues to Surge: Now Valued at $100 Billion

Hello everyone! Hope you all had a great weekend and week. Today, kick things off with Adobe's massive growth and - after that - dive into a few more articles about Dropbox and Spotify. With both companies' trading days on the horizon (this week and first week of April), we're starting to learn more about the state of each business - and prominent people are sharing their take. This week, we'll take a look at Ben Thompson (Stratechery) and Aaron Levie's thoughts on both Spotify and Dropbox - ranging from business model to probably hurdles. We'll also look at the future of IT could talent, best practices for evaluating SaaS and much more.

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March 12, 2018

Dropbox Announces Big Partnership and Integration with Salesforce

Morning everyone! Hope the past week and weekend were great. Here in Austin South by Southwest is in full swing. If you or any of your colleagues are attending the show, please stop by our booth #327 in the main expo hall and say hello. DropBox stayed in the spotlight this week by announcing another big partnership - this time with Salesforce. The new integration will allow customers to embed DropBox folders right into Salesforce's commerce and marketing cloud. Outside of DropBox's business, we'll also dive into the New York Times article about Drew Houston, DropBox Founder/CEO, which examines where he places within Silicon Valley's rarified "ideation-to-IPO" group of founders. After DropBox, we'll cover topics ranging from Okta's strong performance as a public company, to strategies for mitigating SaaS sprawl. Enjoy!

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March 5, 2018

Dropbox's S1

  Goodmorning! Hope everyone had a great weekend. This week, we'll dive into GitHub's epic DDOS attack, the downstream ramifications of Spotify's move to GCP and a few items about DropBox as it becomes a public company. The most interesting piece about DropBox comes from Tom Tunguz, who parses the storage company's S1. He gleans a bunch of insights and compares DropBox's numbers to Box's but, his most interesting conclusion revolves around DropBox's successful freemium model, which it largely pioneered. We've included a number of articles about the benefits of freemium models - from marketing to product enhancements. It's fascinating to see the numbers come true in one of the largest SaaS IPOs in years.

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February 26, 2018

Smooth Sailing for Sailpoint: Sees 53% YoY Growth

Hello everyone! Hope you've all had a great weekend and enjoyed the last stretch of the Winter Olympics. This past week was a fairly active one in SaaS. Dropbox, which announced its intention to go public a few months ago, recently finalized its IPO plans. With over one billion dollars in annual revenue, the cloud storage company will raise another $500 million by entering the public market. And I'm sure they'd be excited if they perform as well as Sailpoint did - who just released their first numbers as a public company. Last quarter, the identity software company based out of Austin, saw over 50% YoY growth - easily surpassing analyst forecasts. In addition to Dropbox and Sailpoint coverage, this week's newsletter will dive into HubSpot's move to GCP, commoditization in SaaS and the evolving role of IT operations.

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February 19, 2018

Bynder Grows Its American Footprint with $49 Million Acquisition

Hope you all had a great weekend and, for our readers who celebrate the Chinese New Year, happy new year! This week we'll dive into Bynder's acquisition of fellow Digital Asset Management tool, Webdam. We'll also cover SaaS giants - Adobe and Salesforce - and see how they've sustained their cloud subscription revenue. Lastly, and a tech newsletter wouldn't be complete without it, we'll look at the potential role blockchain could play in enterprise SaaS tools of the future - with SaaS vet, Tom Tunguz.

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