The Day in SaaS 07.12.21: Salesforce Bigger Than Microsoft? SoftBank is Back. PE Loves Stamps.
Ransomware: Five questions you need to ask about your defences, before you get attacked | ZDNet. Most companies just don’t have a strategy here. Do you?
Will Salesforce Be Worth More Than Microsoft by 2030? When Satya Nadella became Microsoft's third CEO seven years ago, the tech giant was worth $300 billion. Today, it's worth over $2 trillion. Similarly, today Salesforce is worth $230 billion …
Microsoft Is Said to Be Buying Cybersecurity Company RiskIQ. Amazing at a $500m acquisition seems like a small outcome these days.
SoftBank’s second Vision Fund speeds up pace of investment. Remember when it seemed like SoftBank was washed up? Not anymore.
SoftBank to open Israel VC office led by former Mossad head Yossi Cohen. Ditto again on Softbank. Israel is on fire for Cloud and SaaS, with Monday.com and Walkme IPOs just two recent examples.
Dear SaaStr: At What Stage Should the Founders Stop Being Individual Contributors? A simple two-part test on when it’s time to stop doing it yourself.
Business trips are coming back faster than expected in the US. Corporate travel is way up, and faster than expected. But it’s not 100% back yet. It’s running at 30% to 35% of pre-pandemic levels, according to JPMorgan Chase & Co.
Beware of the Confidence of High Win Rates | SaaStr. If you are winning every deal vs the competition … that means you aren’t in enough deals.
This is how activist fund Elliott Management could push Dropbox to boost its profitability. Elliot Management came after Box first. Now it’s targeted huge, but slow-growing, Dropbox.
Why Stamps.com Stock Skyrocketed Today. Private Equity is buying everything with recurring revenue. That includes Stamps.com, founded way back in 1996! For $6.6 billion.
