The Exchange

The Peloton effect

During the most recent quarter, only a few earnings reports stood out from the rest. Zoom’s set of results were one of them, with the video-communications company showing enormous acceleration a

3 VCs discuss the state of SaaS investing in 2020

Yesterday during Disrupt 2020 I sat down with three investors who know the SaaS startup market very well, hoping to get my head around how hot things are today. Coming on the heels of the epic Snowfla

Which 5 cloud startup categories are the hottest?

Hello from the midst of Disrupt 2020: after this short piece for you I am wrapping my prep for a panel with investors from Bessemer, a16z and Canaan about the future of SaaS. Luckily, The Exchange thi

JFrog and Snowflake’s aggressive IPO pricing point to strong demand for cloud shares

After raising their IPO price ranges, both JFrog and Snowflake priced above their refreshed intervals last night. At their final IPO prices, the two debuts are aggressively valued, showing continued o

What’s ahead in IPO land for JFrog, Snowflake, Sumo Logic and Unity

Welcome to Tuesday of TechCrunch Disrupt week. In a few hours, I’m hosting a panel about how startups can reach $100 million in annual recurring revenue (ARR) with the CEOs of Egnyte, GitLab and

As low-code startups continue to attract VC interest, what’s driving customer demand?

Investor interest in no-code, low-code apps and services advanced another step this morning with Airtable raising an outsized round. The $185 million investment into the popular database-and-spreadshe

Is the vaunted cloud acceleration falling flat?

Welcome back to The TechCrunch Exchange, a weekly startups-and-markets newsletter. This week we’re taking a look at the bad side of the cloud software market. Tech and software stocks are struggling

VCs pour funding into edtech startups as COVID-19 shakes up the market

A few weeks back, The Exchange looked into the pace of edtech exits, noting that over time, the sector has delivered rising exit volume. All startup verticals want to demonstrate a history of liquidit

What’s driving API-powered startups forward in 2020?

Startups that deliver products via an API are seeing momentum in 2020, as their method of serving customers becomes increasingly mainstream. And investors are taking note. It’s not hard to find a st

Slack’s earnings detail how COVID-19 is both a help and a hindrance to cloud growth

Slack’s shares are set to fall sharply this morning, down around 16% in pre-market trading. As the company beat analyst expectations last quarter and guided within range, the selloff might feel

JFrog’s IPO strong initial price range values it ahead of the larger Sumo Logic

Despite the public markets posting a few days of losses, the IPO wave continues to crest as a number of well-known technology companies line up to float their equity on American exchanges. Most recent

How one VC firm wound up with no-code startups as part of its investing thesis

Welcome back to The TechCrunch Exchange, a weekly startups-and-markets newsletter. It’s broadly based on the daily column that appears on Extra Crunch, but free, and made for your weekend reading. 

Palantir’s concentrated governance is great for execs, but what about shareholders?

A few days ago I wrote down a few notes making a bullish case for Palantir, searching to find good news amidst the company’s huge historical deficits. Heading into the next phase of Palantir&#82

What happens when public SaaS companies don’t meet heightened investor expectations?

Late last week we discussed how, this deep into the earnings cycle, it appeared that public SaaS and cloud companies had largely made it through the Q2 gauntlet unscathed. Sure, through last week ther

The IPO parade continues as Wish files, Bumble targets an eventual debut

Last Monday will go down in the books as a historic day for unicorn liquidity, as company after company dropped their IPO filings onto the internet for the world to read. It was great. But this week i

Frugal startups should pay attention to how JFrog’s IPO prices

In last week’s IPO wave, one company fell a bit by the wayside amongst filings from better-known companies like Asana and Palantir. JFrog, a company that TechCrunch reported helps allows develop

SaaS stocks survive earnings, keeping the market warm for software startups, exits

We’re on the other end of nearly every single SaaS earnings report that you can name, with the exception of Slack, and shares of software companies are holding onto their year’s gains. Whi

COVID-19 is driving demand for low-code apps

Now that the great Y Combinator rush is behind us, we’re returning to a topic many of you really seem to care about: no-code and low-code apps and their development. We’ve explored the the

Funding for mental health-focused startups rises in 2020

Turning away from the public markets, IPOs, SPACs and Palantir for a moment, would you like to talk about startups again? I would. This morning, I pored over venture capital funding patterns for welln

Unity, JFrog, Asana, Snowflake and Sumo Logic file for IPOs in rapid-fire fashion

After far too few startups appeared ready to take advantage of warm public market conditions and ecstatic IPO receptions, a deluge of private companies filed to go public yesterday. There was Sumo Log
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