There is often a mistaken impression that covering the enterprise is kind of dull when compared to the consumer side of the house, but having followed the space for a couple of decades now, I can tell you that nothing could be further from the truth. For one thing, there’s big money in the enterprise, […]
Working to understand Rent the Runway’s IPO valuation
If we make critical remarks about Rent the Runway’s business, we’re not mocking the market demand it is working to meet. We’re noting that it is perhaps undercharging, which makes some numbers wonky.
After a proxy fight victory, it’s time for Box to make some bold moves
Throughout its history as a public company, Box has had a bumpy ride. The company was founded back in 2005 as a consumer file sharing service, but shifted a few years later to focus on enterprise.
Box wins proxy board battle with activist investor Starboard Value
A battle between Box and its majority shareholder Starboard Value over control of the board ended today when the company’s slate of directors easily defeated Starboard’s. It culminated months of maneuvering on both sides as they battled for control of the company. Box, in a somewhat generic statement, expressed gratitude for the results: Box appreciates […]
Box reports earnings early to give shareholders time to review financials ahead of board vote
Box has been in an ongoing dispute with activist investors Starboard Value over control of the board, an argument that is expected to come to a head on September 9th at the annual shareholder meeting. In an effort to show shareholders that the numbers are continuing to improve under the current leadership, Box took the […]
Box unwraps its answer to the $3.8B e-signature market: Box Sign
Box’s new native e-signature product provides e-signature capability and unlimited signatures as part of Box’s business and enterprise plans at no additional cost.