Cloudflare 遞出 S-1

Cloudflare 遞出 Form S-1:「S-1」。TechCrunch 有些整理:「Cloudflare files for initial public offering」。

一樣是燒錢狀態上市,不過相較於其他家燒的速度算是慢的,但成長速度很驚人:

As far as money goes, Cloudflare is — like other early-stage technology companies — losing money. But it’s not losing that much money, and its growth is impressive.

預定在 NYSE 上使用代碼「NET」:

The company will trade on the New York Stock Exchange under the ticker symbol “NET.”

不知道為什麼有種泡沫感...

Slack 丟出 S-1 要 IPO...

最近一波 IPO 潮,現在輪到了 Slack

Form S-! 的資料可以在「slacks-1.htm」這邊抓到,裡面有些數字可以看看,懶的看的話可以看 TechCrunch 的整理:「Slack files to go public, reports $138.9M in losses on revenue of $400.6M」。

算是相當快的,2013 年八月到現在還不到六年...

Zoom 也要 IPO 了...

最近的資訊網路圈子 IPO 案子好多,其中一個比較值得注意的是 Zoom:「Zoom, a profitable unicorn, files to go public」。

這家公司不像 PagerDutyPinterest,這兩家是沒賺過錢就丟單子出來了,而 Zoom 是有賺錢還打算出來 IPO:

Zoom, which raised a total of $145 million to date, posted $330 million in revenue in the year ending January 31, 2019, a remarkable 2x increase year-over-year, with a gross profit of $269.5 million. The company similarly more than doubled revenues from 2017 to 2018, wrapping fiscal year 2017 with $60.8 million in revenue and 2018 with $151.5 million.

啊不過 Zoom 真的蠻好用的,一群人在不同地方要討論事情時,用電子白板或是分享畫面都還不錯... 這幾天跟不是資訊圈子的人在用也都有很正面的 feedback。

PagerDuty 向 SEC 遞出 S-1 了 (IPO)

在「pagerdutys-1.htm」這邊可以看到 PagerDuty 遞出 Form S-1 了,翻了一下 TechCrunch 也有報導:「PagerDuty just filed its S-1」。

PagerDuty 主要的服務是監控服務回報狀況後的後續流程,在組織大一點的公司會拿來用,不過不怎麼便宜... 印象中服務品質沒有拉開差距,而同質性的服務低他不少價錢。

有幾個數字可以看,先是估值:

PagerDuty was valued at $1.3 billion last fall when it closed on $90 million in Series D funding led by T. Rowe Price Associates and Wellington Management. Earlier backers Accel, Andreessen Horowitz and Bessemer Venture Partners also joined the round, which brought the company’s total funding to $173 million.

然後 VC 持股 55%:

According to the S-1, venture investors currently own about 55 percent of the company. Andreessen Horowitz owns the biggest stake, with 18.4 percent of its shares sailing into the IPO. Accel meanwhile owns 12.3 recent, Bessemer owns 12.2 percent, Baseline Ventures owns 6.7 percent, and Harrison Metal owns 5.3 percent.

以及獲利問題:

PagerDuty, which employed 500 employees as of last fall, has never been profitable according to its filing, which says it generated a net loss of $38.1 million for the fiscal year ended January 31, 2018. (It saw revenue of $79.6 million during the same period.)

S-1 文件裡有張圖裡也有相關的營運數字: