Box
4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2024 by Aaron Levie · said 14 times in 1 episodes since 2024 · across every show →
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brought up most by Brad Gerstner (10), Aaron Levie (4)
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Everything said about Box, oldest first
Feb 8, 2024 positive
Levie: Growth-at-all-costs was economically rational for 2010s enterprise SaaS
“I think that was the exactly right economic decision at the time. There was sort of a market share war. You were acquiring customers that maybe had a sort of a five or 10 year You know, kind of lifetime value curve associated with them, maybe even more. And so…”
Feb 8, 2024 positive
Feb 8, 2024 bullish
Levie: Zero enterprise CIOs are even 90% migrated to the cloud
“I, you know, get the fortune of talking to, I don't know, you know, dozens of CIOs a month. And there's nobody that is sort of like done with their cloud journey. There's nobody even at 90%. And this is across every, every sector of the economy. So we're still…”