51–60 of 108 posts
think it is a bad fit and a bad time for an IPO, their market just isnt big enough and their losing a lot of steam as of late. most importantly in terms of numbers, there is nothing going for them. they arent exactly redhat level in terms of support, nor rackspace level for subscriptions, and nor snapchat level in terms of market reach. this looks like some last effort cash out sort of deal to me. weird to say that i…
It looks like the NoSQL movement was just a fad and plenty of startups got burned by it and some still stuck with this tech , writing inefficient workarounds for something that comes OTB with the regular SQL databases.
That said I found nosql databases extremely helpful for storing and querying large unstructured data. Mostly because it was really hard to build relations and to store this data in tables. Think Wikipedia for instance. Since then my way of choosing databases is to try and model data into a relational db as much as possible and if that doesn't work out choose a nosql equivalent.
They've made their share of mistakes, but they've stuck it out and have definitely improved their product over the years. I wish them all the best for their IPO. What would be really good to see As a measure of their business health is an indication of how their cloud business is doing with respect to their enterprise sales business. A healthy cloud business would signal less volatility in the face of high revenue ga…
Earlier quoted context omitted.
Why is it in their interest to leak the announcement? Wouldn't that discourage other companies from filing through them in the future?
You may be assuming that every employee of a company cares about the company's best interests. I find it unlikely that a janitor, intern, disgruntled employee, etc. would be unwilling to spill juicy details for a small fee or feeling of importance.
If you send a press release, everyone thinks you're lying and boring.
If it's "leaked" it's sexy and ends up on TechCrunch as a "Report: Anonymous Source shows interesting financials"
It looks like the NoSQL movement was just a fad and plenty of startups got burned by it and some still stuck with this tech , writing inefficient workarounds for something that comes OTB with the regular SQL databases.
We can thank it a rough Mozilla devs that long moved one, that WebSQL got stopped and is support in Webkit and Blink (100% mobile devices, 80% notebook), but not on Firefox. Instead this NoSQL IndexedDB was introduced. Let's get over NoSQL fad, and support SQL in web browser!
It looks like the NoSQL movement was just a fad and plenty of startups got burned by it and some still stuck with this tech , writing inefficient workarounds for something that comes OTB with the regular SQL databases.
think it is a bad fit and a bad time for an IPO, their market just isnt big enough and their losing a lot of steam as of late. most importantly in terms of numbers, there is nothing going for them. they arent exactly redhat level in terms of support, nor rackspace level for subscriptions, and nor snapchat level in terms of market reach. this looks like some last effort cash out sort of deal to me. weird to say that i…
Earlier quoted context omitted.
Do you have any info that companies that don't have great numbers tend to file S-1's confidentially compared to companies with great numbers? In my experience, companies that can file confidentially will, regardless of their numbers (and I think all companies now have the option to do so).
Nutanix, Twilio are two recent ones (IPO'd in 2016). They both were great performers last year. I don't have the time to dig up all the data and do a comparison of the correlation between returns on companies that used the confidentiality exception vs. companies that didn't, but it would certainly be an interesting analysis.
think it is a bad fit and a bad time for an IPO, their market just isnt big enough and their losing a lot of steam as of late. most importantly in terms of numbers, there is nothing going for them. they arent exactly redhat level in terms of support, nor rackspace level for subscriptions, and nor snapchat level in terms of market reach. this looks like some last effort cash out sort of deal to me. weird to say that i…
the database market is one of the biggest software markets out there, if not the biggest.
>their losing a lot of steam as of late
at least according ot google trends, mongodb is more popular than ever.
>last effort cash out sort of deal to me
they're hiring like crazy and looking to grow a ton in the next year, so I don't think that's the case.