The Box advantage: Growth, predictability and competitiveness

(c)iStock.com/ngkaki

Although Box’s stock value has had its ups and downs since its IPO in January, going public sent an important signal to investors. Aaron Levie has demonstrated that a subscription-based service is now the only viable business model in the technology industry today.

When Salesforce debuted in 2004, there was very little market awareness of recurring revenue-based business models. They were mostly associated with print media and telecoms. Eight years later, Workday’s successful...

By Tien Tzuo, 31 March 2015, 0 comments. Categories: Economy, SaaS , Software, Storage.

Box raises $175m with IPO, but what is next?

Tomorrow's Schedule: 7 AM: Wake up, drink lots of coffee 8 AM: Do this and that 10 AM: Work

— Aaron Levie (@levie) January 23, 2015

Box enjoyed a very successful IPO last month, raising around $175 million despite a lot of ridiculous nay-saying about its growth strategy. I have defended its business model extensively in the past, so it was great to see a company that was once foolishly dismissed as “the Groupon of SaaS” enjoys such an...

By Tien Tzuo, 03 March 2015, 1 comment. Categories: Mobility, Software, Storage, Vendors.

These numbers show that Box CEO Aaron Levie is a genius

When Box filed its long-awaited paperwork to become a public company, it set off discussions about the financial health of the company, and the long-term viability of its business model.

At issue was how much money Box spends- particularly on sales and marketing - compared to its revenue. People began to wonder whether the founder and CEO, Aaron Levie, was a quack or a modern-day genius.

Let me be clear: he’s a genius, and he’s not the only...

By Tien Tzuo, 08 May 2014, 0 comments. Categories: Industry, Storage.