From a review of SEC filings, below are the Gold-Standard US GAAP Operating Income (Loss) From Continuing Operations for these 37 San Francisco, California Bay Area Technology Companies in each of the four quarters of both 2019 and 2018.
| ` | US | US | US | US | US | US | US | US | |||||||
| GAAP | GAAP | GAAP | GAAP | GAAP | GAAP | GAAP | GAAP | ||||||||
| Operating | Operating | Operating | Operating | Operating | Operating | Operating | Operating | ||||||||
| Income | Income | Income | Income | Income | Income | Income | Income | ||||||||
| (Loss) | (Loss) | (Loss) | (Loss) | (Loss) | (Loss) | (Loss) | (Loss) | ||||||||
| San Francisco Bay Area | Dec | Dec | Sept | Sept | June | June | March | March | |||||||
| Smaller Technology Companies | California | Quarter | Quarter | Quarter | Quarter | Quarter | Quarter | Quarter | Quarter | ||||||
| Market Caps $2 Bil to $10 Bil | City HQs | 2019 | 2018 | 2019 | 2018 | 2019 | 2018 | 2019 | 2018 | ||||||
| mils $ | mils $ | mils $ | mils $ | mils $ | mils $ | mils $ | mils $ | ||||||||
| Software and Services Cos | |||||||||||||||
| Guideware Software | San Mateo | (25) | 2 | 21 | 48 | (16) | (29) | (6) | (1) | ||||||
| Zendesk | San Francisco | (32) | (37) | (35) | (34) | (51) | (34) | (44) | (34) | ||||||
| Dropbox | San Francisco | (7) | (12) | (19) | (9) | (34) | (7) | (21) | (466) | ||||||
| Cloudflare | San Francisco | (30) | (17) | (41) | (36) | (20) | (20) | (17) | (11) | ||||||
| Zscaler | San Jose | (18) | (9) | (8) | (8) | (14) | (9) | (5) | (6) | ||||||
| Zynga | San Francisco | 4 | 1 | (74) | 5 | (61) | (3) | (142) | 4 | ||||||
| Proofpoint | Sunnyvale | (23) | (21) | (24) | (27) | (29) | (30) | (28) | (24) | ||||||
| Anaplan | San Francisco | (33) | (50) | (41) | (20) | (37) | (25) | (33) | (20) | ||||||
| Elastic NV | Mountain View | (52) | (27) | (42) | (18) | (32) | (19) | (24) | (12) | ||||||
| Chegg | Santa Clara | 17 | 8 | (5) | (10) | 7 | (1) | (1) | (3) | ||||||
| Nutanix | San Jose | (220) | (95) | (183) | (79) | (204) | (82) | (116) | (60) | ||||||
| Five9 | San Ramon | 3 | 6 | 0 | 1 | 0 | 0 | (0) | (0) | ||||||
| New Relic | San Francisco | (24) | (9) | (17) | (6) | (17) | (4) | (15) | (8) | ||||||
| Qualys | Foster City | 20 | 13 | 23 | 18 | 16 | 11 | 14 | 8 | ||||||
| Pivotal Software | San Francisco | (35) | (36) | (31) | (35) | (35) | (34) | (42) | (45) | ||||||
| Cloudera | Palo Alto | (82) | (26) | (89) | (29) | (104) | (52) | (87) | (38) | ||||||
| SVMK (Survey Monkey) | San Mateo | (20) | (19) | (15) | (94) | (16) | (5) | (16) | (8) | ||||||
| Box Inc | Redwood City | (39) | (39) | (36) | (37) | (35) | (36) | (22) | (32) | ||||||
| Stitch Fix | San Francisco | 0 | 11 | 2 | 8 | (5) | 10 | 15 | 16 | ||||||
| LiveRamp Holdings | San Francisco | (41) | (48) | (50) | (38) | (48) | (30) | (82) | (28) | ||||||
| Yelp Inc | San Francisco | 18 | 13 | 10 | 10 | 12 | 8 | (4) | (5) | ||||||
| 8X8 Inc | Campbell | (43) | (24) | (38) | (22) | (33) | (16) | (29) | (14) | ||||||
| Fastly | San Francisco | (14) | (7) | (13) | (8) | (12) | (5) | (8) | (9) | ||||||
| Semiconductor Cos | |||||||||||||||
| Cypress Semiconductor | San Jose | 33 | 3 | 45 | 75 | 13 | 51 | 32 | 36 | ||||||
| Mellanox Technologies Ltd | Sunnyvale | 72 | 44 | 49 | 40 | 42 | 17 | 45 | 12 | ||||||
| Inphi Corp | Sunnyvale | (9) | (8) | (11) | (16) | (14) | (22) | (15) | (28) | ||||||
| Viavi Solutions | San Jose | 45 | 33 | 21 | (1) | 28 | (12) | 8 | 0 | ||||||
| Power Integrations | San Jose | 184 | 8 | 17 | 18 | 10 | 16 | 6 | 14 | ||||||
| Synaptics | San Jose | 35 | 25 | 3 | 6 | (33) | (9) | (4) | (12) | ||||||
| Ambarella | Santa Clara | (7) | (9) | (10) | (7) | (18) | (10) | (14) | 1 | ||||||
| FormFactor | Livermore | 24 | 12 | 9 | 9 | 9 | 11 | 8 | 4 | ||||||
| Other Tech Manufacturing Cos | |||||||||||||||
| Juniper Networks | Sunnyvale | 179 | 197 | 139 | 160 | 82 | 160 | 43 | 56 | ||||||
| Logitech Intl | Newark | 129 | 123 | 68 | 65 | 47 | 32 | 42 | 39 | ||||||
| Pure Storage | Mountain View | (28) | (27) | (65) | (55) | (97) | (62) | (25) | (19) | ||||||
| Omnicell | Mountain View | 22 | 19 | 25 | 17 | 19 | 7 | 13 | 1 | ||||||
| Coherent | Santa Clara | 11 | 53 | 9 | 83 | (7) | 101 | 29 | 101 | ||||||
| FireEye | Milpitas | (35) | (37) | (55) | (36) | (57) | (49) | (63) | (61) | ||||||
| Total all 37 Smaller San Fran Tech Cos | (21) | 14 | (461) | (62) | (744) | (181) | (608) | (652) | |||||||
| ….. % Change From Prior Year Quarter | -249% | -643% | -311% | 7% | |||||||||||
| Total Annual Operating Losses | |||||||||||||||
| ….. 2019 | (1,834) | ||||||||||||||
| ….. 2018 | (881) | ||||||||||||||
| ………. % Decline | -108% | ||||||||||||||
