NL #24: Zenefits follows Uber's path, Bessemer 2015 state of the Cloud 2015 and Docker ecosystem
SaaS Weekly Newsletter - 24 June 2015 edition
Concept of this newsletter: every week I alternate between an industry news focused email and a product focused email. This week: Industry analysis. Past editions are available here.Tweet
1- Public SaaS
Box earnings for FQ1: revenue of $65M (+44.8% YoY), operating loss of $32M, total of 47k customers
Namely, payroll software, raises $45M, LeadPages, landing pages, raises $27M, Tamr, data integration, raises $25M, Walkme, product onboarding as a service, raises $25M, Talkdesk, call center software raises $15M, Envoy, office management sftw, raises $15M, eFounders, SaaS startup studio, raises $6M, Ambassador, referral as a service, raises $2.3M.
Microsoft acquires Blue Stripe, application management service.
4- Very interesting how Zenefits is facing the same obstacles as Uber on its way to disrupting an industry => attacks from traditional players (ADP sued Zenefits) and earlier this year a ban from Utah State. I won't be surprised to hear the buzzword "Zenefitation of the enterprise" soon.
5- This week Docker held its yearly conference. One of the several signs that the ecosystem is maturing is that : Weave, container networking, raised $5M, Pachyderm, containerized data analytics, raised $2M, Portworks, data storage for containers, raised $8M, Twistlock, container security, raised 2M, Stack engine, container monitoring, raised $1M, ClusterHQ, database for containers, raised $12M.
6- According to TheInformation Microsoft buying Sunrise was more a defensive move to block Dropbox than an offensive one. That said when you see that they also bought a mobile email app (Acompli) and a mobile to-do list app (Wunderlist) it seems that there are more behind that just a “defensive” move.
Interesting graph comparing 'ARR multiples' valuation for private and public cloud companies.
Unsurprisingly the SaaS industry is growing:
For those interested in the 'container technology' trend, ClusterHQ shared a benchmark on the subject: The current state of container usage.
According to Forrester API management will grow in the years to come:
A new S1 analysis from Tomasz Tunguz (Service Now)
Interesting data points on the future of “employment” (and the on demand economy). This trend will definitely shape the software of tomorrow.
Great post by Joseph Floyd mapping the mobile enterprise applications ecosystem
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