Pando

Kevin Kelleher

  1. A bunch of cloud companies you've never heard of are reviving the tech IPO market

    You may or may not have heard of Zuora, but it's emerging as the poster child for the 2018 tech IPO market.

    By Kevin Kelleher , written on

    From the IPOs desk

  2. Tesla shareholders are waging a culture war of their own

    If the stock market has a correlate of the culture wars that have divided political discourse into two irreconcilable camps, it's Tesla.

    By Kevin Kelleher , written on

    From the Earnings desk

  3. By Kevin Kelleher , written on

    From the Disruption desk

  4. Facebook is now two companies. One is having a good week

    Any large company is going to be seen as sometimes good, sometimes bad, but rarely has that tension played out so dramatically – and so weirdly – as it is right now with Facebook.

    By Kevin Kelleher , written on

    From the Disruption desk

  5. Netflix, born an underdog, now eats underdogs

    There remains, as ever, many reasons to doubt Netflix. There is now, more than ever, ample evidence of why it doesn't pay to doubt Netflix.

    By Kevin Kelleher , written on

    From the Disruption desk

  6. Zuckerberg unbound

    If poets are the unacknowledged legislators of the world, then the Congressional hearing is unacknowledged theater.

    By Kevin Kelleher , written on

    From the Legal Affairs desk

  7. Momentum is shifting from ad revenue to subscription revenue, and that's not good for Facebook

    If there is one beneficiary emerging from the crisis of conscience engulfing Facebook right now, it's the subscription-based business model.

    By Kevin Kelleher , written on

    From the Money desk

  8. Softbank's Vision Fund: A 300-year vision with a case of myopia

    Softbank's legacy may not be so much in 300-year returns, but in the short-term turbulence it's inflicting on Silicon Valley finance.

    By Kevin Kelleher , written on

    From the Money desk

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