Pando

Kevin Kelleher

  1. Who had Twitter as the safe haven of choice during a tech selloff?

    Lost in the Twitter stock rally is that the company's core market is weak to deteriorating.

    By Kevin Kelleher , written on

    From the Earnings desk

  2. Turns out no dancing hot dogs were necessary. All that Snap needed was to act like a grown-up

    The narrative on the company has gone from discouragingly dark to blindingly bright in the space of less than a day.

    By Kevin Kelleher , written on

    From the Earnings desk

  3. Facebook, having reached a crossroad, is determined to travel down both paths

    2018 may be the year when we find out what kind of company Facebook, at its very heart, truly is.

    By Kevin Kelleher , written on

    From the Disruption desk

  4. Netflix grows faster, spends more: A case study of tech optimism and unease

    From a financial perspective, the prospects for big tech look as bright as ever. And yet, there is this nagging undercurrent that something, sometime has got to give.

    By Kevin Kelleher , written on

    From the Earnings desk

  5. Will Dropbox reset investor demand for tech IPOs?

    Dropbox and its reception into the public market will have a huge influence on other private tech companies mulling an IPO.

    By Kevin Kelleher , written on

    From the IPOs desk

  6. It's time to replace the unicorn as a symbol of billion dollar startups. I have a suggestion...

    Spotify is the king of an industry that's growing, but still starving.

    By Kevin Kelleher , written on

    From the IPOs desk

  7. How Stitch Fix built an IPO-worthy ecommerce company in an Amazon world

    After several seasons of drought, the IPO market for consumer tech may be finally seeing signs of life.

    By Kevin Kelleher , written on

    From the Lessons from the Trenches desk

  8. There's so much that can go wrong for Snap before everything it's planning goes right.

    Snap earnings: A service outage, followed by a financial outage.

    By Kevin Kelleher , written on

    From the Disruption desk

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