Category: Market Analysis
Decrypted: No warrants for web data, UK grid cyberattack, CyberArk buys Idaptive
One vote. That’s all it needed for a bipartisan Senate amendment to pass that would have stopped federal authorities from further accessing millions of Americans’ browsing records. But it didn’t. One Republican was in quarantine, another was AWOL. Two Democratic senators — including former presidential hopeful Bernie Sanders — were…
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Popping the hood on Vroom’s IPO filing
Hello and welcome back to our regular morning look at private companies, public markets and the gray space in between. Yesterday afternoon, Vroom, an online car buying service, filed to go public. Based on its SEC filing, Vroom is a highly-successful private company in fundraising terms that has attracted over…
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With stadiums closed, TV networks turn to live esports broadcasts
The COVID-19 pandemic has wiped out the spring seasons for professional sports and associated revenue for TV networks, but esports is filling part of that void. Gaming companies behind titles licensed by each major league are the winners in this unexpected shift; Electronic Arts (EA) is first among them with…
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SoftBank’s Q1 2020 earnings presentation mixes comedy and drama
Hello and welcome back to our regular morning look at private companies, public markets and the gray space in between. Today we’re digging into SoftBank’s latest earnings slides. Not only do they contain a wealth of updates and other useful information, but some of them are gosh-darn-freaking hilarious. We all…
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Is the e-commerce shift going to last?
Ashwin Ramasamy Contributor Ashwin Ramasamy is the co-founder of PipeCandy, an online merchant graph company that discovers and analyzes business and consumer perception metrics about D2C brands and e-commerce companies. More posts by this contributor Will ‘New Retail’ help D2C brands succeed offline? D2C companies deliver customer delight and simplicity…
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The Great Reset
Ann Miura-Ko Contributor Ann Miura-Ko is a co-founding partner at Floodgate, a seed-stage VC firm. A repeat member of the Forbes Midas List and the New York Times Top 20 Venture Capitalists Worldwide, she earned a PhD in math modeling of cybersecurity at Stanford University. More posts by this contributor…
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