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Box's AI Gamble Shows Early Promise, But Revenue Growth Still a Question Mark

Cloud content management company Box Inc. saw its stock surge in after-hours trading on August 27th, following a strong second-quarter performance that exceeded Wall Street's expectations. The company reported earnings before certain costs of 44 cents per share on revenue of $270 million, prompting an increase in its

Snowflake Stock Stumbles Despite Earnings Beat as AI Concerns Persist

Snowflake Inc. (SNOW) shares took a tumble on Wednesday, plunging 14.7% despite reporting second-quarter earnings that beat analyst expectations. The stock's decline stemmed from a combination of a modest earnings beat and a guidance update that failed to quell investor worries about the company's AI

Squarespace Buyout Battle, SoftBank's AI Chip Hunt, and FTC's Google Scrutiny

Cloud & Infra | AI | Consumer | Venture WEDNESDAY, AUGUST 14, 2024 Cloud & Infra Squarespace Investor Opposes $6.9 Billion Buyout Deal Glazer Capital, a shareholder in Squarespace Inc., has publicly opposed the website builder's proposed $6.9 billion acquisition by Permira. Glazer, which claims to control 5.4%

OpenAI on a Buying Spree, CrowdStrike Soaring High, and Election Boosts Meta

OpenAI Acquires Multi, Eyes Remote Collaboration Market: OpenAI has been on a rapid acquisition spree, recently purchasing two companies in a matter of days, as reported by TechCrunch. Following the acquisition of database technology firm Rockset, OpenAI has acquired Multi, a startup that developed a video-first collaboration platform designed for

Docusign Buyout Heats Up, Adobe Abandons Web-Design Product, and Tech Stocks Recover

Good morning. Below is a weekly dose of what happened in the tech space last week:  DocuSign's $13B Buyout: DocuSign's stock has surged by as much as 65% since November, driven by M&A speculations and interest from private equity buyers. According to an industry
Docusign Buyout Heats Up, Adobe Abandons Web-Design Product, and Tech Stocks Recover

Uber's Drizly Decision, Canva's Share Sale, and the AI Race Heats Up

Good morning, here’s your weekly dose of what happened in the software and e-commerce space last week:  Uber axes Drizly: The alcohol delivery service that fueled countless home happy hours during the pandemic, is calling it quits. Uber, which acquired Drizly in 2021 for $1.1 billion, decided that
Uber's Drizly Decision, Canva's Share Sale, and the AI Race Heats Up

Coursera: Deep Dive Interview with Former Executive

Below is an edited transcript for an interview with a former executive at Coursera. Key issues discussed in this interview include: Why the reach of Coursera matters * How Coursera acquires content and audience * The differing motivations of university partners and industry partners * How Coursera faces multiple competitors on multiple fronts
Coursera: Deep Dive Interview with Former Executive

Dropbox and Box: A Tale of Two Boxes

The business models of Dropbox and Box, their challenges facing Microsoft, product evolution and more.
Dropbox and Box: A Tale of Two Boxes

Wix: Deep Dive Interview with Former Executive

Below is an edited transcript for an interview with a former executive at Wix. The interview touches upon Wix's valuation proposition, customer segmentation, risks & challenges, and more. ARPU: How would you describe the company's products? Former Executive: Yeah, so, I would split it into two.
Wix: Deep Dive Interview with Former Executive

Gitlab: Deep Dive Interview with Former Executive

Key issues discussed in this interview: (1) The product-market-fit of Gitlab (2) Gitlab’s sweet spot and sales motion (3) Competition against Atlassian and Microsoft (4) Industry headwinds and tailwinds
Gitlab: Deep Dive Interview with Former Executive