Pando

Kevin Kelleher

  1. Is Alibaba investing its way into a muddle?

    What exactly is Alibaba becoming? The company's unique business model, meteoric rise and dominance of China's e-commerce (not to mention its opaque structure) have always belied easy analogies like β€œthe Amazon of China.” Amazon disrupted a traditional commercial infrastructure with its site. Alibaba built a commercial infrastructure where one had never really existed.

    By Kevin Kelleher , written on

    From the News desk

  2. Facebook solves problems, in its bloodless way, as no one else has

    Do you hate Facebook? Do you love Facebook? Is it both from day to day, moment to moment? Or do you merely put up with Facebook?

    By Kevin Kelleher , written on

    From the News desk

  3. Help wanted: Twitter CEO. Requirements: Denial, fatalism.

    Marlon Brando once complained that working on the set of a troubled film was like trying to do a crossword puzzle while falling down an elevator shaft. That description came to mind today because it fits perfectly a job in Silicon Valley that recently opened up: CEO of Twitter.

    By Kevin Kelleher , written on

    From the News desk

  4. Maybe Box's business model isn't so crazy after all

    For Box, the enterprise-storage company that went public in January, the second time may prove to be the charm. After its first earnings report saw the stock tumble 13 percent three months ago, the company's earnings unveiled Wednesday afternoon prompted a 10-percent rally in the stock in after-hours trading. And that's on top of a 5-percent gain Wednesday before the earnings.

    By Kevin Kelleher , written on

    From the News desk

  5. Wellness startup Mindbody isn't the cure for this ailing IPO market

    It's the outcome that anyone who hosts a party dreads: Despite inviting all the cool kids, none of them show up. It turns out a better party is being thrown somewhere else. A few guests trickle in, but most of them turn out to be the ones you kind of hoped wouldn't show up, not the ones that can take the party to the next level.

    By Kevin Kelleher , written on

    From the News desk

  6. The curse of the first-day pop, and why Shopify deserves better

    Another week, another money-losing tech IPO has an eye-popping rally on its first day of trading.

    By Kevin Kelleher , written on

    From the News desk

  7. Forget the Verizon-AOL deal. The big wave in tech M&A is just getting started.

    It's been a while since such an insignificant M&A transaction has generated as much fuss as we're seeing for Verizon's $4.4 billion acquisition of AOL. Within the broader tech M&A market – in which buyers spent $439 billion last year – this just isn't that big of a deal. In fact, the most notable thing about it is the buzz it's generating inside the tech industry. Or rather, what that can mean for a coming wave of M&A activity.

    By Kevin Kelleher , written on

    From the News desk

  8. A tech earnings season to forget. But also worth thinking about

    As earnings seasons go, the parade of financial reports these past few weeks is one that many tech companies will be happy to forget. But it's also the kind of disappointing season some may be seeing more in the future.

    By Kevin Kelleher , written on

    From the News desk

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