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Why Enterprise Software IPOs Are Outperforming Other Tech IPOs

By Aidan Ryan · Jan 10, 2022 11:56am PST · 1 comment
Enterprise software stocks, once Wall Street darlings, have fallen sharply in the past six months. But newly public enterprise software companies have been able to buck the worst of the sell-off as investors bet on rising new stars such as Confluent and Monday.com. Shares of 11 enterprise software stocks that went public via a traditional... Enterprise software stocks, once Wall Street darlings, have fallen sharply in the past six...
Chart by Mike Sullivan
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Media Valuations Sink, Unless Subscriptions Are in Play

By Sahil Patel · Jan 7, 2022 6:00am PST · 1 comment
The Athletic is selling to The New York Times for a little more than its last post-money valuation after a funding round in 2020. But valuations have held up better for subscription-focused businesses like the sports news site than for the broader digital media sector. Even with advertising sales on the rise and digital media firms seeking other... The Athletic is selling to The New York Times for a little more than its last post-money...
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China’s Venture Investors See 65% Drop in Fundraising

By Shai Oster and Juro Osawa · Dec 20, 2021 6:00am PST · 5 comments
There will be a lot less money sloshing around China’s tech startups next year—at just the time when they’re going to need it most. VC firms that invest U.S. dollars in Chinese tech startups have raised far less money this year than in the past. Such firms have raised $4.2 billion this year so far, down 65% from all of last... There will be a lot less money sloshing around China’s tech startups next year—at...
Signage for Bumble on the day the company went public on the Nasdaq earlier this year. Photo by Bloomberg.
Just How Much Did 2021’s Tech IPOs Underperform Last Year’s? A Lot
By Aidan Ryan · Dec 7, 2021 11:30am PST
Signage for Bumble on the day the company went public on the Nasdaq earlier this year. Photo by Bloomberg.
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Just How Much Did 2021’s Tech IPOs Underperform Last Year’s? A Lot

By Aidan Ryan · Dec 7, 2021 11:30am PST
If you have the impression that a lot of this year’s tech initial public offerings haven’t done well, you’re not wrong. Nearly two-thirds of tech companies that went public via IPO this year are trading below their IPO price, according to data provided by Dealogic. The weak performance is a reflection of both the market, which... If you have the impression that a lot of this year’s tech initial public offerings...
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VC Investments in Consumer Crypto Startups Soar 26-Fold

By Berber Jin · Dec 2, 2021 1:59pm PST · 1 comment
Venture capitalists investing in consumer startups are writing more checks for crypto companies than ever before. The deals underscore how blockchain technology is reshaping industries like gaming and e-commerce, pushing long-standing consumer investors to remake themselves as crypto backers. Investors have poured $3.7 billion into... Venture capitalists investing in consumer startups are writing more checks for crypto companies...
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Andreessen Horowitz Investment Staff Grew 170% in Four Years

By Mahira Dayal and Amir Efrati · Oct 20, 2021 6:00am PDT · 1 comment
One of the running jokes among Silicon Valley venture capitalists is that, eventually, all of them will become partners at VC firm Andreessen Horowitz. That hyperbole underscores how, amid a singular boom in private tech investment, Andreessen Horowitz has left its nearest VC rivals in the dust—at least when it comes to head count. As of... One of the running jokes among Silicon Valley venture capitalists is that, eventually, all of...
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What Crackdown? VCs Keep Betting on China Even as Public Stocks Sink

By Juro Osawa and Shai Oster · Oct 5, 2021 11:52am PDT
It seems as if investors see two different versions of China. While publicly traded Chinese stocks flounder, venture capitalists keep pouring more money into Chinese startups. Even after the Chinese government’s regulatory crackdown wiped $1 trillion off the value of Chinese stocks this summer, there has been no sign of a slowdown for... It seems as if investors see two different versions of China. While publicly traded Chinese...
HR and Bill-Paying Startups Lead Software Growth Curve
By Kevin McLaughlin and Mahira Dayal · Oct 1, 2021 9:00am PDT
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HR and Bill-Paying Startups Lead Software Growth Curve

By Kevin McLaughlin and Mahira Dayal · Oct 1, 2021 9:00am PDT
The pandemic triggered a boom in software firms selling tools to other businesses, most obviously videoconferencing and employee collaboration. But while that burst of new business is petering out for some companies now that people are starting to return to the office, most enterprise software firms are still seeing accelerating growth. An... The pandemic triggered a boom in software firms selling tools to other businesses, most obviously...
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Facebook Stock Now Trades at Biggest Ever Discount to Alphabet

By Aidan Ryan and Sylvia Varnham O'Regan · Sep 28, 2021 12:58pm PDT · 1 comment
Investors appear to be losing confidence in Facebook. The social media stock is currently trading at a lower valuation—measured by its total value to its projected earnings—than any of the other major consumer tech companies. Most significantly, Facebook is now trading at its biggest-ever discount to Alphabet’s valuation, ... Investors appear to be losing confidence in Facebook. The social media stock is currently trading...
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What’s Hot and Cold in the SPAC Market

By Aidan Ryan · Sep 20, 2021 9:01am PDT
After a frenetic beginning to 2021, the special purpose acquisition company market has cooled off in recent months, with fewer SPACs filing to go public and many pre-deal shares trading below their $10 issue price. And we’re now seeing the aftereffects of the SPAC meltdown: in particular, an evaporation of SPACs looking to combine with... After a frenetic beginning to 2021, the special purpose acquisition company market has cooled off...
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Robinhood and Coinbase Top List of Tech’s Fastest-Growing Employers

By Nick Wingfield · Sep 14, 2021 9:00am PDT · 3 comments
Two fintech powerhouses that went public this year, Robinhood Markets and Coinbase Global, both hired new employees at among the fastest clips in the tech industry in their most recent quarters, according to an analysis by The Information of publicly traded tech companies. Each of the two companies saw their headcounts jump at triple-digit rates... Two fintech powerhouses that went public this year, Robinhood Markets and Coinbase Global, both...
Tech IPO Scorecard: Why Monday.com Soared and Sprinklr Flopped
By Kevin McLaughlin · Sep 7, 2021 6:00am PDT · 6 comments
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Tech IPO Scorecard: Why Monday.com Soared and Sprinklr Flopped

By Kevin McLaughlin · Sep 7, 2021 6:00am PDT · 6 comments
Forget all the talk about high-profile consumer initial public offerings like Robinhood. Most of the best-performing tech IPOs of this year are enterprise software firms, such as Monday.com, a project management software firm that has soared 160% since its June IPO, and Couchbase, a database provider whose stock has doubled since its July... Forget all the talk about high-profile consumer initial public offerings like Robinhood. Most of...
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Payments Startups Edge Out Shopify Rivals in VC Sweepstakes

By Malique Morris · Sep 3, 2021 9:37am PDT · 2 comments
Spurred by record levels of online shopping, investors have rushed to back e-commerce software companies this year. As they did so, they shifted their bets to startups that process digital payments and power online checkout, such as Klarna and Rapyd. Investment in e-commerce software companies—a group that includes firms working behind the... Spurred by record levels of online shopping, investors have rushed to back e-commerce software...
Chart by Joanna Lin Su.
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Quantum Computing Startups Draw Record Investment

By Sarah Krouse · Aug 19, 2021 6:00am PDT · 1 comment
Deal making among quantum computing companies is at an all-time high as startups race to develop hardware and software that can more quickly crunch data and solve problems that are orders of magnitude more complex than what today’s supercomputers can handle. Capital invested in global companies focused on quantum computing and... Deal making among quantum computing companies is at an all-time high as startups race to develop...
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Amazon’s Space Race: Delivery Hubs Near Cities, Airports Propel Warehouse Growth

By Paris Martineau · Aug 18, 2021 6:00am PDT
Back in mid-2019, before the pandemic turned the world on its head, Amazon’s U.S. distribution network took up about the same amount of space as seven Disneylands, including hotels, the Downtown Disney District and the California Adventure Park. In just two years since then, Amazon has added another six Disneylands’ worth of real... Back in mid-2019, before the pandemic turned the world on its head, Amazon’s U.S....
Chart by Joanna Lin Su
Instacart Forecast to Lose Market Share to DoorDash, Uber
By Sylvia Varnham O'Regan · Aug 16, 2021 9:02am PDT · 3 comments
Chart by Joanna Lin Su
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Instacart Forecast to Lose Market Share to DoorDash, Uber

By Sylvia Varnham O'Regan · Aug 16, 2021 9:02am PDT · 3 comments
Last year, it seemed like Instacart was the only game in town when it came to online grocery services that deliver carrots, crackers and soda on behalf of established bricks-and-mortar stores. But that is set to change, according to projections by eMarketer, which forecasts that Instacart’s dominance will wither over the next few years as... Last year, it seemed like Instacart was the only game in town when it came to online grocery...
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Amazon Ad Prices Surge, As Demand From Sellers Intensifies

By Mark Di Stefano · Aug 10, 2021 6:01am PDT · 3 comments
The cost to place key ads on Amazon’s main marketplace has surged more than a third since the start of the pandemic, a sign of the intense demand among merchants to promote their wares on the platform. But the rapid rise in ad prices also raises the possibility that Amazon may be pricing itself out of the picture for many sellers. Consumer... The cost to place key ads on Amazon’s main marketplace has surged more than a third since...
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SoftBank, Insight Top List of 10 Fastest-Growing Tech Investors

By Kate Clark · Aug 4, 2021 10:01am PDT
Startup valuations aren’t the only thing going through the roof. Tech investors’ already supersized venture funds have recently gotten a lot, lot bigger. U.S. VC firms have raised $74 billion so far this year, nearly topping last year’s record of $81 billion. At the current pace, the total raised will clear $100 billion for the... Startup valuations aren’t the only thing going through the roof. Tech investors’...
Chart: Mike Sullivan
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BlackRock, Fidelity, Vanguard Among Most Exposed to China Tech-Stock Volatility

By Juro Osawa, Shai Oster and Aidan Ryan · Jul 29, 2021 1:10pm PDT · 1 comment
Money manager BlackRock and mutual fund managers the Vanguard Group and Fidelity are among six Western institutional investors who—if their holdings have remained the same since the first quarter—will have lost some $15 billion collectively in some of the biggest U.S.-listed China tech stocks that have tumbled in the wake of... Money manager BlackRock and mutual fund managers the Vanguard Group and Fidelity are among six...
Monday.com, ThredUp Among Year’s Best-Performing Tech IPOs
By Berber Jin and Malique Morris · Jul 12, 2021 1:39pm PDT
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Monday.com, ThredUp Among Year’s Best-Performing Tech IPOs

By Berber Jin and Malique Morris · Jul 12, 2021 1:39pm PDT
Tech IPOs slightly outpaced the broader stock market this year, propelled by strong showings from enterprise software companies including Monday.com and SentinelOne. Among the worst performers for new public listings were Coinbase and a handful of Chinese stocks. The share price of companies that went public via an initial public offering... Tech IPOs slightly outpaced the broader stock market this year, propelled by strong showings from...