SaaS Rick Watson SaaS Rick Watson

Shopify Q4 2024 Earnings: The Age of Efficiency Comes to Shopify

Shopify’s Q4 2024 earnings reveal strong growth driven by efficiency. With revenue up 26% year-over-year and free cash flow surging 78%, the company is optimizing expenses while maintaining its market dominance. But how sustainable is this strategy, and what does it mean for Shopify’s future in Enterprise and beyond?

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SaaS Rick Watson SaaS Rick Watson

Travis Hess @ BigC Getting the Band Back Together: More To Be Done

This article explores BigCommerce's leadership evolution under CEO Travis Hess, focusing on the strategic appointments of trusted executives and the critical roles still open. It delves into BigCommerce’s competitive positioning, particularly against Shopify, and its potential "Blue Ocean" opportunities in the eCommerce market. Expect insights on how BigCommerce plans to innovate, make big bets, and secure its place in the future of digital commerce.

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SaaS Rick Watson SaaS Rick Watson

Bolt CEO Moves from Founder Mode to Grift Mode

This article examines the troubling financial maneuvers of Bolt's CEO, highlighting ethical concerns surrounding new investments and the company's shift from a checkout network to a super app. Readers will explore the implications of raising $250 million in "marketing credits," question the credibility of Bolt's revenue claims, and analyze the CEO's outrageous compensation demands. It offers a critical look at the potential fallout from these controversial decisions and what they mean for existing investors.

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SaaS Rick Watson SaaS Rick Watson

Shopify Hired a New CTO - Platform Ambitions Ahead?

Discover how Shopify’s recent hire of Mikhail Paraikh, a seasoned expert in advertising and machine learning, signals a pivotal shift for the platform. Explore Shopify's strategic ambitions in enhancing the Shop App, advancing advertising solutions, and leveraging AI for content creation. Learn how this new leadership could transform Shopify’s approach to scaling and innovation in the eCommerce space.

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