The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Hyrkin: Issuu had deep acquisition discussions with Canva and Adobe
“We were, we had really deep conversations with Canva and Adobe.”
Soni: Multi-day virtual events rarely work; stick to 2-5 hours
“Seldom is a big two day, three day event with, you know, such a complex agenda in digital mode is the right thing to do. Unless you are, you know, something like an LG or Adobe, right, where you have such a wide audience across time zones that it means somethi…”
Brodeur: Frame.io generated $30M-$40M in revenue at acquisition
“I think it was around, I think it was around. 40. 3040.”
Ujjainwalla: A major tech giant will acquire Marketo
“I do think one of the giants will acquire a marketo at some point. I'm not sure if it'll be Adobe, but I think we will see some kind of consolidation happen.”
Bonde: Social marketing tech will see another frothy M&A cycle
“I also am a big believer in cycles in business, so I'm hoping that there's another cycle when social marketing gets frothy again, and you're right, the companies you mentioned, most of them had exits, you know, people like Adobe and Microsoft and others, and I…”
De Datta estimates Adobe holds $1.2B in Bloomreach's $8B addressable market.
“What's interesting in our space is I think we are very much a challenger in an eight billion dollar market that is dominated by people like Adobe that have a 1.2 billion dollar software revenue stream in our market.”
Mehta: Gainsight serves about 700 customers, including Okta and Workday
“We have about 700 customers now, and it's kind of a who's who in technology, so publicly traded SaaS companies like an Okta or Workday or Twilio or DocuSign, big companies that have gone to the cloud like an IBM or an Adobe or a Cisco, as well as companies in …”
Wayin Secured a Strategic Partnership With Adobe for Data Integration
“So we've come out with a strategic relationship with Adobe which was put in place a couple of weeks ago.”
Salesforce and Adobe are both strategic investors in Demandbase
“Yeah, Adobe participated in this round and both Salesforce and Adobe are Our investors in the company.”