When a significant rumor emerged last weekend that Salesforce was interested in buying Informatica, a legacy data management company that predates the cloud, it didn’t take long for […]
With Twilio under activist pressure, Segment could be put up for sale
Twilio’s foray into the customer data (CDP) business could be heading for an early conclusion. The former startup offers communications software services via APIs, and in recent years […]
Activist investors are coming for Etsy
Activist investors are coming for Etsy. Elliott Management, the investment management firm known for its aggressive governance tactics, has built a roughly 13% position in Etsy’s stock, CNBC […]
Exxon throws a fit over shareholders exercising their rights
It’s a dirty little secret in business that everybody has a boss, even the bosses. Top executives report to the CEO, the CEO answers to the board, and […]
Jeff Lawson’s legacy at Twilio is about more than a few rough quarters
Twilio’s CEO and co-founder, Jeff Lawson, is stepping down from his role and his seat on the company’s board, following months of pressure from activist investors and several […]
Twilio might actually deserve activist investor attention
Twilio by most accounts would be considered a startup success story. But after peaking at $400 a share in September 2021, when everyone was riding fantasy valuations, the […]