LTV: Another Metric in SaaS?
I recently had an interesting conversation with a very smart hedge fund buddy of mine. We were of course talking about investment ideas, given many of us were holding either cash or gold, and I threw out Salesforce.com. It is generating 15-20% free cash flow margins, growing revenues at 30%+, with a solid recurring base. [...]
Read Full Post | Make a Comment ( 5 so far )GaaS – The Rising World of Games as a Service
In the enterprise world, since the advent of Salesforce.com in the late 90s, we have heard about this notion of software delivered from the cloud and offered as a shared, multi-tenant service to customers, with the web browser acting as the universal interface to access the application. Over the past decade, SaaS based applications have [...]
Read Full Post | Make a Comment ( 4 so far )Is Cloud Computing Stupid?
This was the supposition of Richard Stallman, founder of the Free Software Foundation. As a venture investor hoping to invest in businesses that are ultimately profitable, with strong customer stickiness, and sustainable defensibility, you might be shocked to hear that I find some of Stallman’s assertions to be quite reasonable. The cloud does have the [...]
Read Full Post | Make a Comment ( 4 so far )What is Cloud Computing?
Given Larry Ellison’s recent objections to the term “cloud computing”, and that I will likely write about the space often, I thought I would take a shot at defining things that get lumped into the term.
I tend to agree that “cloud computing” is an abused term, but I believe if you parse the various [...]
