Pleasanton, California-based Veeva (NYSE: VEEV) recently reported its first quarter results that surpassed all market expectations and sent the stock soaring 15% to a record high. The market is also pleased with the company’s product upgrades and the stock is expected to continue growing in the coming quarters.
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Daniel Ibri was recorded in April 2019. Daniel Ibri, Co-Founder and Managing Partner at Mindset Ventures, talks about his firm’s investment thesis in enabling US and Israeli companies to enter Brazil. Sramana
Virtualization giant VMWare (NYSE: VMW) recently announced a stellar first quarter that beat estimates. VMWare dominates the virtualization infrastructure market with a 91% share and now it is looking to bolster its containers and security capabilities.
Sramana Mitra: What kind of numbers did you do in 2016, 2017, and 2018? What was the ramp in terms of free users and paying users? What was happening? Ryan Chan: We’ve been growing very fast. We’ve hit a true nerve in this market and the completely underserved industry. Over 2,500 paying companies use UpKeep.
Sramana Mitra: How does this trend of people working from home all the time these days and this whole gig economy thing play into all the scenarios that you’re describing? Danny Kibel: Yes, that’s key. In the old trusted world, people were either VPN-ing into their office. In that case, they become part of this
This feature from The Verge covers at the highlights of the biggest video game event E3 held in Los Angeles last week. For this week’s posts, click on the paragraph links.
Sramana Mitra: Who are the key players in this space? Danny Kibel: You see companies like Okta that started from single sign-on and are now pushing into the MFA space as well. They’re also promoting the Zero Trust concept. We’re also seeing companies like Microsoft and Ping Identity. There are a few players in this
Francis Simisim is Partner at Original Pitch Venture Capital based in the Philippines. We had a very good discussion on how that ecosystem is developing.