Posts Tagged ‘Big Data’

Weaponized Analytics?

This week the deal we are digging into is Anaplan (NYSE: $PLAN) which priced last night at $17, well above the proposed range of $13-15. It’s a good old-fashioned enterprise SaaS company at the highest end of the “enterprise performance management” segment. Earlier this year we saw Adaptive Insights ($ADIN) get snatched from the IPO…

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MongoDB for Simple and Flexible Enterprise Data Management

[We published this as a subscriber-online note in mid-October.] Most business applications run on relational databases (RDB) from companies like Oracle. There’s a view that RDB is an “old” technology which is true – it came about in 1970 so it’s not new. However, there have been decades of investment in RDB as a platform…

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Veronis VRNS Aims at the User Data Problem

Whirly lollipop on orange background.

Veronis (VRNS) just priced their IPO above the range at $22/share for a market cap of $535M or about 5x estimated 2014 sales. We’ve included a few highlights and a valuation section at the end. Best guess is a post-IPO market price of $40/share. In addition to the transcript below we have archived the VRNS…

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