“Most of the M&A activity has gone to filling gaps in these offerings — which is very different from pursuing M&A as the platform for an entire line of business,” Burgess said. “Amazon is unlikely to overpay for a high-flying, fully baked platform as the basis for the next dreamy business. They are more likely to fill gaps through smaller deals, which makes M&A less central to their strategy than it is to a company that expands to entirely new markets through acquisitions.”
“The confluence of cloud, mobile and social technology is transforming how every enterprise and individual manages information today,” said Levie in a statement. “This new funding allows us to invest aggressively in the talent, technology and global expansion efforts required for Box to sit at the center of this shift and define the next generation of enterprise software.” The company did not disclose its growth plans for the coming year.
“Our past outlook on the right business model relied on a crucial norm in the OSS (open-source software) world: that companies could build a business around a strong open source core product without a much larger technology platform company coming along and offering the same product as a service. That norm no longer holds,” wrote CockroachDB founders Peter Mattis, Ben Darnell, and Spencer Kimball in a blog post Tuesday morning announcing the change.
“The conclusion is that Amazon, despite its size and continued strong growth, is arguably still in the early innings of its share gain potential, even in the company’s most penetrated market,” Olson and Kemp wrote.
“No one’s spending less,” Quinn said. “One year after I do an engagement, I don’t have any customers that are spending less than they were when I started. The difference is now they understand it better and are able to predict it.”
“The idea that a solitary ‘consultant’ could possibly advise on such a vast and diverse group of humanity only reinforces the racialized pigeon-holing at the heart of the show’s concept,” the letter said.
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“It’s been fun for us to talk to the Amazon guys,” Leiweke said. “They are just amazing at what they do and how they do it, and you talk about breaking trail and changing the world and really thinking about the world in such abstract and different ways, but they are focused as we think we are on the end user.”
“Over the last few years we’ve seen a decreasing demand for Blu-ray and DVD rental as customers increasingly move to streaming,” Amazon said in an announcement of the Lovefilm closure.
“Our objective is not to compete,” he said. “We’re interested in bringing real-time talk and call analytics to those platforms as well. We want to make our seamless experience a ubiquitous part of the local search scene.”
“It was an excellent visit both for her to understand the business opportunities, but also we move now into the ‘golden era’ 2.0.”