We recently spoke with Janelle Teng of Bessemer Venture Partners for a discussion on software and cloud computing. Christopher Gannatti summarizes a few key takeaways.
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Bessemer Venture Partners (BVP) is WisdomTree’s expert partner behind the BVP Nasdaq Emerging Cloud Index. Each year, BVP publishes their State of the Cloud report. Christopher Gannatti highlights two areas from the report that caught our attention.
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The world’s digital transformation is a marathon—not a sprint. Chris Gannatti looks at how technology continues to make its place in the global economy.
Software-as-a-Service (SaaS) companies significantly evolved in the past few years. Despite this, the demand for software consumption is completely removed from the sector’s performance. Against this backdrop, Christopher Gannatti seeks to answer the question: Is the market giving investors a “do-over?”
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Currently, investors globally remain focused on inflation, the policy path of the Fed and the earnings reports of individual companies highlighting their results for the quarterly period. Christopher Gannatti examines the reports of two cloud companies, Twilio and Toast.
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After the most recent Fed rate hike of 75 basis points, several public cloud stocks slid to new 52-week lows. How is this software-as-a-service (SaaS) stock slash different from what the markets experienced in Q1? In this guest blog post, Janelle Teng of Bessemer Venture Partners explains the ensuing chaos and outlines what might lie ahead.
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