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Why Uber’s Business Model May Not Be Viable
The sharing economy, fueled by the internet’s capacity to match small buyers and sellers, looks like a revolutionary business model. But for this model to be sustained, there must be a reliable source of long-term profits. Ride-hailing is perhaps the application of the sharing economy that is currently most developed, so its success or failure will teach us a great deal about the model’s viability in the global business landscape.
Uber  lyft  financials  transportation  ipos  links  via:Workflow 
12 weeks ago by cote
For important disclosures and certifications,
Yet, through its many ups and downs, the relationship has proved resilient. Trade flows between the eu and the United States remain the world’s biggest, worth more than $3bn a day. Shared democratic values, though wobbly in places, are a force for freedom. And, underpinning everything, the alliance provides stability in the face of a variety of threats, from terrorism to an aggressive Russia, that have given the alliance a new salience.

At the heart of this security partnership is nato. By reaching its 70th birthday the alliance stands out as a survivor—in the past five centuries the average lifespan for collective-defence alliances is just 15 years. Even as European leaders wonder how long they can rely on America, the relationship on the ground is thriving. As our special report this week explains, this is thanks to nato’s ability to change. No one imagined that the alliance’s Article 5 mutual-defence pledge would be invoked for the first, and so far only, time in response to a terrorist attack on America, in September 2001, or that Estonians, Latvians and Poles would be among nato members to suffer casualties in Afghanistan. Since 2014 the allies have responded vigorously to Russia’s annexation of Ukraine. They have increased defence spending, moved multinational battlegroups into the Baltic states and Poland, set ambitious targets for military readiness and conducted their biggest exercises since the cold war.
Keybanc  qtr_calls  financials  numbers  enterpriseIT  spending  charts  links  via:Workflow 
march 2019 by cote
Hadoop Needs To Be A Business, Not Just A Platform
Financial goop on Cloudera and HortonWorks merging:

> The deal for the merger of the two companies is surprisingly simple. Shareholders in Hortonworks will get 1.305 shares in Cloudera and Cloudera will be the remaining company in fact, if not necessarily in name. This means that Cloudera shareholders will own 60 percent of the combined company and Hortonworks shareholders will own the remaining 40 percent. The combined companies had a fully diluted equity value of $5.2 billion before the merger was announced. At the time the deal was announced, the combined firms had more than $500 million in cash, no debt, and 2,500 customers who largely do not overlap. There are more than 120 customers who spend $1 million a year and another 800 customers who spend more than $100,000 a year for subscriptions and such.
m&a  hortonworks  bigdata  financials  cloudera  hadoop 
october 2018 by cote
Uber Spent $10.7 Billion in Nine Years. Does It Have Enough to Show for It?
“Amazon.com Inc. is famous for its losses over the years. But even in the heyday of the dot-com bubble, the e-commerce giant never came close. Amazon’s biggest loss was in 2000—a $1.4 billion embarrassment, or about $2 billion adjusted for inflation. Most years, Amazon turns a profit, albeit a small one. What Uber backers can point to, though, is a nearly unmatched pace of sales growth. Even as Uber’s revenue reached $2.3 billion in the fourth quarter of 2017, its annual growth rate remained strong, at about 90 percent compared with 2016. That’s faster than most tech companies with a similar valuation. Only one U.S. tech company of Uber’s size, Micron, grew at anything close to that last year.”
financials  numbers  uber  hp  ridesharing  amazon 
march 2018 by cote
Dropbox S-1 Analysis - The King of Freemium
“Founded in 2007, Dropbox epitomizes the freemium go-to-market. Dropbox has grown from 0 to 500 million users over that time period. 2% of those users convert to paid and pay an average of $9.33 per month. 90% of revenue originates through self serve channels - an astounding figure for company that generated more than $1B in revenue last year.”
dropbox  storage  financials  charts  ipos  qtr_calls 
february 2018 by cote
Strong financial results from Microsoft as it aims for breadth of services
“strong results such as these show how the company can succeed by continuing to migrate its business users to cloud services. It remains deeply embedded in business computing”
numbers  qtr_calls  financials  microsoft  azurestack 
february 2018 by cote
WSO2: Our 2017 Results and 2018 Plan
2% profit margin is much better than no- or negative-percent.

"In 2017, we will exit our Annualized Recurring Revenue (ARR) between $24.5 — $25.5M, a growth of 52%, up from 46% growth the previous year. Our gross margin for the recurring business is 88%, and will increase in coming years. In 2017, we will turn our first profit with $603K EBITDA and generate $2.7M cash from operations."
revenue  financials  opensource  middleware  ws02  paas 
january 2018 by cote
Black & Blue: IBM hires Bain to cut costs, up productivity
“It is now 22 straight quarters since IBM last reported global top line growth and its bottom line has shrunk during that period. IBM generated $92bn in cash in those lean years from 2012 to 2017, but chose to return 80 per cent of it to shareholders instead of using it in other ways.”
financials  consultants  bain  IBM  layoffs  charts 
january 2018 by cote
Apple, Microsoft and Google hold 23% of all U.S. corporate cash, as tech sector accumulates wealth - GeekWire
"A large portion of tech company cash is held overseas, highlighting ongoing roadblocks corporate tax reform that would help companies repatriate those funds. Moody’s estimates that Apple, Microsoft, Cisco, Google and Oracle have $441 billion overseas, representing 87 percent of their cash."
numbers  Microsoft  financials  Apple  offshore  Google 
may 2016 by cote
Google Losing $8B to $9B on Side Projects, Estimates Morgan Stanley
Trying to figure out the various lines of business I. Google.
Google  financials 
august 2015 by cote
Why Amazon Has No Profits (And Why It Works) — Benedict Evans
When you buy Amazon stock (the main currency with which Amazon employees are paid, incidentally), you are buying a bet that he can convert a huge portion of all commerce to flow through the Amazon machine. I have admit, I didn’t really read that closely, but there you go.
via:ifttt  from:tumblr  amazon  investing  financials  link  tumblr:link 
september 2014 by cote
The XBRL mandate is here: Is IT ready?
Another regulation for IT folks to worry about. This one doesn't look so bad, but vendors have a chance to up the price.
qtr_calls  XBRL  standards  enterprisesoftware  financials  grc  compliance 
december 2008 by cote
BMC Software: Financial Reported Revenue by Business Segment Product Line
Q3 FY04 to Q2 FY06, broken down by product line, license, maintenance, and total revenue per qtr.
qtr_calls  financials  bmc  sysmgmt  numbers  via:bwhichard 
august 2006 by cote

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