Does this bode well or badly for Snap and Spotify's IPOs?
[deleted]
Cisco Announces Intent to Acquire AppDynamics
21–30 of 65 posts
Re: Cisco Announces Intent to Acquire AppDynamics
#22Does this bode well or badly for Snap and Spotify's IPOs?
Doubt it matters since they are different segments. Snapchat and Spotify are consumer technologies where as App Dynamics is a software and services company.
Re: Cisco Announces Intent to Acquire AppDynamics
#23here's how the private investors did (roughly double returns to see at Cisco valuation):
https://equityzen.com/path-to-ipo/appdynamics/
(disclaimer: i'm affiliated)
good news for late stage companies, now that public-only investors know they have some competition.
Re: Cisco Announces Intent to Acquire AppDynamics
#24That's very interesting since they were IPOing. The price reported at 3.7B is not much higher than what was expected from their IPO. 2017, in my opinion, is going to be a very interesting year in tech.
It's over 100% more than the 1.7 billion they were estimated to IPO at. That's a huge premium. And I might look at going long NEWR as their financials and prospects look the same and they're trading at 1.7b today.
Heard a rumor that there was a bidding war with Microsoft and IBM in the hunt so somehow 16x revenue makes sense.
Re: Cisco Announces Intent to Acquire AppDynamics
#25Earlier quoted context omitted.
It's over 100% more than the 1.7 billion they were estimated to IPO at. That's a huge premium. And I might look at going long NEWR as their financials and prospects look the same and they're trading at 1.7b today.
Heard a rumor that there was a bidding war with Microsoft and IBM in the hunt so somehow 16x revenue makes sense.
Very interesting. Happy for them and if that rumor is true I'd expect New Relic to pop on that. Especially as their growth is as good, burn is less and have been well managed too.
Re: Cisco Announces Intent to Acquire AppDynamics
#26here's how the private investors did (roughly double returns to see at Cisco valuation): https://equityzen.com/path-to-ipo/appdynamics/ (disclaimer: i'm affiliated) good news for late stage companies, now that public-only investors know they have some competition.
Does the chart take liquidity preference into account?
Re: Cisco Announces Intent to Acquire AppDynamics
#27here's how the private investors did (roughly double returns to see at Cisco valuation): https://equityzen.com/path-to-ipo/appdynamics/ (disclaimer: i'm affiliated) good news for late stage companies, now that public-only investors know they have some competition.
Does the chart take liquidity preference into account?
Price clears liq pref, so yup - update tomorrow with new pricing
Re: Cisco Announces Intent to Acquire AppDynamics
#28It would be nice to know how good this liquidity deal is for early/late employees, after taking into account all dilutions, liquidation preferences and "misc royalties" of preferred shares holders.
Could bring some hope (or one more slap in the face) for us easily screwable early startup employees.
Re: Cisco Announces Intent to Acquire AppDynamics
#29here's how the private investors did (roughly double returns to see at Cisco valuation): https://equityzen.com/path-to-ipo/appdynamics/ (disclaimer: i'm affiliated) good news for late stage companies, now that public-only investors know they have some competition.
Is there a way to figure out how well employees did in this deal ?
Re: Cisco Announces Intent to Acquire AppDynamics
#30Earlier quoted context omitted.
How is AppDynamics compared to the other tools in your experience?
I've been using AppD for 2+ years, and it is better than nothing. I have many complaints: Flash UI, data is rolled up almost immediately, use of averages, lots of capability is provided by ancient and unmaintained third party plugins. They have weird notions of compatibility (agent has to be same major version as controller) which leads to heartache when they don't migrate your SaaS controller when they said they wou…
Wouldn't it be nice to have the same level of visibility as AppDynamics without worrying about agent compatibility?
Disclaimer: I work at a startup that is in the same space as AppDynamics