socalTECH
MARCH 12, 2013
The company--which is in the business of operating a content delivery network (CDN) to accelerate the delivery of web graphics, multimedia, applications, and more to end users-- recently disclosed it more than doubled its revenues in 2012, and has grown to over 230 employees--all due to a huge amount of demand for CDN services by its customers.
Both Sides of the Table
MARCH 25, 2016
It says that selling an airplane ticket for $500 and getting paid a $5 fees by the airlines (1% gross margin) is not the same thing as selling $500 of software that you built (>90% gross margin). Sam did all this analysis before even deciding to build V1 of his software and before we put serious money behind him launching.
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SoCal Delicious
OCTOBER 8, 2012
CODE=DJII-DJN SYMBOL=FB CODE=DJII-DJN SYMBOL=GOOG CODE=DJII-DJN SYMBOL=I/DRG CODE=DJII-DJN SYMBOL=I/HOM CODE=DJII-DJN SYMBOL=I/ISV CODE=DJII-DJN SYMBOL=I/MED CODE=DJII-DJN SYMBOL=M/TEC CODE=DJII-DJN SYMBOL=MDA.T October 5, 2012.
Both Sides of the Table
MAY 1, 2014
It’s Amazon, Virgin America, Netflix, Tesla, DropBox, iPhone, Uber, Lyft or any one of the other great brands that exist because they do things significantly better than what came before. He spent a few months building out the software because just taking stuff from people isn’t that difficult. 10x the experience.
Berkonomics
NOVEMBER 27, 2019
Call it the Netflix effect. In examining mature software companies, one of my first questions is to ask for the percentage of total revenues coming from recurring sources – annual renewals, leased software, maintenance agreements, content fees, or monthly retainers. The massive shift in revenue models in recent years.
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