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Cloud Stocks: The PaaS Landscape

Posted on Monday, Aug 10th 2020

At the end of 2019, I had published Cloud Stocks: Top 20 for 2020 with a summary of which SaaS companies are succeeding on the basis of a strong PaaS strategy, AI, and robust developer ecosystems. I now want to focus on how the PaaS landscape is evolving: who are the established giants, the top mature players, the promising players, and the potentials.

Cloud Stocks are doing exceptionally well through the pandemic. If you’re wondering which ones are likely to go further, please pay attention to their PaaS strategies. PaaS creates exit barriers, deep moats, excellent pipelines for new products, acquisition prospects, and overall multipliers that strong SaaS companies should all consider. Over time, I expect hundreds of PaaS eco-systems to develop, each spawning a thousand smaller companies.

Established PaaS Giants

This list includes cloud companies with a thriving PaaS ecosystem that has spawned several businesses.

1. Salesforce (NYSE: CRM)

Salesforce leads the PaaS pack. Its AppExchange Marketplace has empowered smaller companies like Vlocity to build industry-specific solutions and build sustainable businesses that translate to billion-dollar valuations and exits. Vlocity was recently acquired by Salesforce for $1.33 billion. Veeva is another great example that leveraged Salesforce’s platform to build a $30+ billion-dollar company in a very capital efficient way. Salesforce’s stock is currently trading at $201 with a market cap of $181 billion.

2. Amazon (NASDAQ: AMZN)

AWS is known primarily for IaaS, but it has a mix of both IaaS and PaaS offerings. Its PaaS offerings support AI and machine learning, IoT, storage, migration services, security and governance, content delivery, database and analytics. Popular Paas offerings include Elastic Beanstalk, Fargate, and Lambada. Lambda powers Atlassian’s Forge, a new app development platform. Amazon’s stock is currently trading at $3,167 with a market cap of $1.59 trillion.

3. Microsoft (NASDAQ: MSFT)

The Azure PaaS allows developers to build and deploy apps through software development kits that are available for several languages and server-side technologies including .NET, Node.js, PHP, Python, Java, GO, and Ruby. Its apps cover an entire range of services such as analytics, AI, collaboration, sales and marketing and many more. The use cases of these apps scale across industries such as agriculture, education, health and retail to name a few. However, like Amazon, Microsoft is not a pure play PaaS vendor and with its PaaS statistics not distinct, it’s difficult to gauge the impact of PaaS on its business and stock. Its stock is currently trading at $212.5 with a market cap of $1.61 trillion.

Top Mature PaaS Players

Here, we will focus on cloud companies that have a mature PaaS strategy with thriving app marketplaces and developer ecosystems. Note that the focus is on platforms that support thousands of app entrepreneurs through their PaaS marketplaces.

1. Atlassian (NASDAQ: TEAM)

Atlassian’s Marketplace has reached massive scale, recently surpassing $1 billion in lifetime sales. There are currently over 4,000 apps available on the Marketplace and developers have built 28,000 apps for their in-house teams. Across Jira Software and Confluence, over 60% of customer instances use at least one Marketplace app. Atlassian seems to be inspired by the Salesforce playbook on several levels – it has recently acquired numerous companies from its PaaS ecosystem. Its stock is currently trading at $171 with a market cap of $41.95 billion.

2. Shopify (NYSE: SHOP)

Shopify has a thriving developer community and app marketplace. It offers more than 2,500 apps, most of which cannot be bought anywhere else. About 87% of its merchants rely on apps created by this community for their e-commerce transactions. For the period 2014-2018, Shopify has helped these developers earn $280 million in revenues. Nearly 25% of its developers have an annual income of over $272,000 through its platform. Its stock is currently trading at $1,053 with a market cap of $126.5 billion.

3. Twilio (NYSE: TWLO)

Back in 2014 when I interviewed CEO Jeff Lawson, Twilio’s PaaS ecosystem included over 400,000 developers ranging from Fortune 500 companies like Home Depot and Walmart to startups. Twilio now has 179,000 clients and over 5 million developers building apps on its platforms.

In my recent PaaS post, I refer to Twilio as a case study to avoid lumpy revenues. In 2017, Uber, which accounted for 12% of Twilio’s revenue, suddenly decided to stop using Twilio and move its cloud communications development in-house. Obviously, there’s a lesson to learn from Twilio’s Uber fiasco: it’s better to have 100 clients, each producing a solid chunk of revenue, than one client producing 12%. Since then, Twilio has recovered from the fiasco and its stock is currently trading at $249 with a market cap of $35.6 billion.

4. Splunk (NASDAQ: SPLK)

Splunk runs a focused developer program that allows third party developers to build apps for its platform. It currently offers over 2000 apps on its marketplace called Splunkbase. Developers can build apps and integrations that offer data-based insights. Developers can leverage the Splunk Enterprise customer base that has over 15,000 customers. They can also access Splunk Cloud Services via REST APIs and SDKs from their custom-built cloud-native app. Its stock is currently trading at $200.4 with a market cap of $31.8 billion.

Promising Players: Cloud Companies likely to Build PaaS Ecosystems

Let’s now look at promising PaaS players that are likely to build PaaS ecosystems.

1. Intuit (NASDAQ: INTU)

Intuit’s Quickbooks Online platform allows developers to build apps that could work with basic Intuit products. Its Apps store has hundreds of apps specific to the tax and accounting industry.

Its stock is trading at $302.91 with a market cap of $79 billion. With millions of customers, it should be able to amplify its $79 billion market cap greatly by emphasizing a PaaS strategy.

2. Hubspot (NYSE: HUBS)

HubSpot’s platform allows developers to build apps and sell them through its App Marketplace. It has delivered about a million app installs. Over 90% of its paying subscribers use apps to grow their business and each of these users installs an average of five apps from its platform. Its stock is currently trading at $258.46 with a market cap of $11.3 billion.

3. MongoDB (NASDAQ: MDB)

MongoDB also has a thriving developer ecosystem. Over the past few years, MongoDB has grown rapidly by allowing developers to download the open source version of the database and recorded over 40 million downloads. MongoDB also supports the startup environment by operating a MongoDB for Startups program that has registered over 700 startups. Finally, the integration of its $39 million acquisition of Realm with its serverless platform Stitch has fuelled its PaaS strategy. There are more than 100,000 active developers using Realm. Read more about MongoDB’s journey in my Interview with its former CEO Max Schireson.  Its stock is currently trading at $199.6 with a market cap of $11.6 billion.

4. ServiceNow (NYSE: NOW)

ServiceNow is trying to follow a comprehensive PaaS strategy. It allows developers to build apps on the Now platform that can also be accessed by other organizations through their app store. ServiceNow does not divulge detailed statistics and usage metrics about these apps, but it focuses on large system integrators, not smaller startups. I would have liked to see them provide similar commitment to the startup ecosystem. For this reason, it is not in the mature players list. Its stock is currently trading at $431.2 with a market cap of $82.7 billion.

5. Workday (NASDAQ: WDAY)

Workday has recently launched its PaaS strategy. Its Extend platform allows customers and partners to build and customize to build applications and extensions on top of the delivered capabilities in Workday to meet their unique business needs. Workday Extend is focused on extensibility for its customers and not on opening up an ISV community to build commercial applications. Over 50 customers had built over 90 different solutions on the Extend platform in the last quarter. Its stock is trading at $183.43 with a market capitalization of $43 billion.

The Potentials: Cloud Companies with Integrations/APIs

This list features cloud companies that are showing the beginnings of a PaaS strategy. With time, I expect them to have a more active PaaS strategy rather than relying on integrations.

1. Alteryx (NYSE: AYX)

Alteryx allows third party developers to build apps, workflows, and macros in the Alteryx Public Gallery that are built using Alteryx Designer. Alteryx Designer is a platform that offers an intuitive workflow for data blending and advanced analytics. Alteryx recently unveiled its enhanced analytic process automation (APA) platform, which unifies analytics, data science and business process automation in one, end-to-end platform. Its stock is currently trading at $121.38 with a market cap of $8 billion.

2. Zendesk (NYSE: ZEN)

Zendesk has recently launched its app marketplace called Marketplace for Sell. It will enable customers to build private apps with a new application development framework. They would have the ability to connect their apps to an internal system or build functionality customized to their needs. Zendesk’s platform has been open to ISVs for development of custom apps on the customer support side, but the new marketplace will now allow ISVs to build these apps on the Sell platform as well. Zendesk will also allow industry partners to add connections to their software so that users can access their other applications while remaining on Sell. It provides offerings from companies like HubSpot, MailChimp, and QuickBooks.

Zendesk’s stock is currently trading at $86.33 with a market capitalization of $9.96 billion. 

3. Veeva (NYSE: VEEV)

Veeva has built a very successful platform on top of Salesforce’s PaaS capabilities. Now, Veeva has built its own proprietary platform called Vault, which is built on AWS and powers 20 Veeva applications.

Veeva has a broad range of IT partners that support product development. Partners can use its REST-based API to create custom applications that are powered by Vault Platform and offer integrations and other tools such as data loaders of schema visualization. Veeva does not have an App Marketplace as such, but it showcases the integrations built by these partners.

It is a very unique example of how a company that is built on another company’s PaaS is trying to put together its own PaaS strategy and App Marketplace. Read my interview with its co-founder Peter Gassner for the beginnings of its journey. Its stock is currently trading at $201 with a market cap of $181 billion. Its stock is currently trading at $261.2 with a market cap of $39.2 billion.

4. SurveyMonkey (NASDAQ: SVMK)

SurveyMonkey’s PaaS strategy currently involves an API integration model. Its mobile SDK allows app developers to integrate SurveyMonkey surveys and responses into their iOS or Android apps. It has built several integrations with other platforms to provide pre-built apps that empower them to quickly integrate with other popular tools. It has more than a hundred apps and plug-ins with these partners. Its stock is currently trading at $22.97 with a market cap of $3.7 billion.

5. Five9 (NASDAQ: FIVN)

Five9 has been focusing on improving its platform capabilities. It launched an App Marketplace late last year where it showcases its partner integrations. It has strengthened its CRM and partner integrations and made the platform increasingly open through enhanced APIs and SDKs. Its stock is currently trading at $123.3 with a market cap of $8 billion.

Related readings:

PaaS: How PaaS Impacts the Stock Prices of SaaS Companies

PaaS: Why I Am So Excited

Cloud Stocks: SaaS Companies NEED PaaS Strategy

SaaS Companies: You Have An Unprecedented Opportunity

Cloud Stocks: Why Salesforce Buying Vlocity Proves the Growing Importance of PaaS

The Buy Side of Bootstrapping to Exit

Bootstrapping to Exit Case Studies

Billion Dollar Unicorns: Qualys Acquires 1Mby1M Company Adya

This segment is a part in the series : Cloud Stocks

. Smartsheet Acquiring Bootstrapped Startups to Drive Growth
. Bootstrapped Unicorn Atlassian is Acquiring Capital Efficient Startups
. Netflix Price Hike Ruffles Competition
. How Will Carbon Black Differentiate?
. ServiceNow Grows Through Addition of Capital-Efficient Startups
. Zendesk and Freshworks Follow Different Acquisition Strategies
. Tableau Grows Through Small Acquisitions
. Open Platform Strategy Stands Intuit in Good Stead
. Will GoDaddy Follow the PaaS Route?
. Adobe Delivers Via PaaS
. A Look at Oracle’s 2018 M&A Activity
. What Apps Will Drive More Traction for Cloudera?
. Slack's App Focus Will Be Key to Post-IPO Success
. IBM Counts on its Cloud and Platform for the Turnaround
. Atlassian Acquires From its PaaS Marketplace
. What Should SAP Acquire to Triple its Value by 2023?
. Expect ServiceNow to Acquire From App Marketplace
. Should Follow a PaaS Strategy?
. How Upwork Can Leverage the Virtual Company Trend
. Qualys Scouting For Acquisitions
. Should SAP Acquire Zendesk or Freshworks?
. HubSpot Counts on its API Strategy
. SurveyMonkey Eyes Acquisitions for Growth
. Workday Wants to Disrupt Cloud Computing Using Machine Learning
. Einstein and Open-Source Platform Lead the Charge for Salesforce
. DocuSign Prepares to Beat Rival Adobe
. Veeva Soars, But Dassault Acquires Medidata for $5.8 Billion
. Tableau Acquisition Signals Massive Analytics Push for Salesforce
. Oracle Joins Hands with Microsoft to Take on Amazon
. GoDaddy is Making Strategic Acquisitions for the Next Level of Growth
. Alteryx Sees Strong Momentum
. Adobe Leveraging Magento and Marketo to Deliver Blockbuster Performance
. Is Slack Overvalued?
. How Will Cloudera Address the Competition?
. Zoom is Not Bothered by Cisco or Microsoft
. Domo Counts on Enterprise Revenue for Growth
. Netflix Plays with Pricing and Games to Attract Subscribers
. CrowdStrike Has a Successful IPO
. Atlassian Crosses the Billion Dollar Revenue Milestone
. ServiceNow Believes Strength Lies in Tie-ups
. Partnerships are the Mantra for BlackLine
. SurveyMonkey Counts on Enterprise Segment for Growth
. HubSpot Soars to a New High
. Intuit Pushes AI to Simplify Tax Filing
. Splunk Sees Strong Cloud Momentum
. Forescout Partners with Big Names
. Smartsheet Tapping into the Government Sector
. Salesforce Continues its Shopping Spree
. Palo Alto Networks Targets the IoT Security Market
. DocuSign Focuses on the Mortgage Sector
. Oracle Brags About Autonomous Database
. Blackbaud Acquires YourCause to Grow Addressable Market
. The Market Expects a Lot More from Adobe
. Anaplan Makes its First Acquisition Post IPO
. Activist Investor Drives Market Interest in Box
. MongoDB's Formula for Success
. Coupa Aims for $1B Revenue
. Dropbox on a Rocky Road
. Medallia Banks on Acquisitions
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. Time For Skepticism with Netflix
. SAP Riding High on the Cloud
. Amazon's Faster Shipping Hurting its Earnings
. ServiceNow CEO Change Signals Focus on Acquisitions
. Will Google Acquire Fitbit?
. HubSpot Focuses on Its Platform
. BlackLine Partners with Google Cloud
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. Splunk Bets Big on Data Streaming
. Intuit's QBO Scores Big
. VMware Builds Up With Acquisitions
. Palo Alto Targets $5B Revenue by 2022
. Workday Targeting Procure-to-Pay Cycle
. Will Salesforce Acquire DocuSign?
. Okta Targets Enterprise Customers
. MongoDB Eyeing China With Alibaba Partnership
. Twilio Counts on API Upgrades for Growth
. Adobe Revs up its Experience Platform
. Top 20 for 2020
. Anaplan Sees Expanding Use Cases
. Dropbox Gears Up to Regain Lost Valuation
. Forescout Fails to Deliver
. Enterprise Bet Pays Off for SurveyMonkey
. SAP Bets Big on Experience Management
. Twilio Steps up Investment in 2020 to Preserve Growth Momentum
. Zendesk, Freshworks Focus on Marketplaces and Integrations
. Proofpoint Targets Insider Threats Through Acquisition
. RingCentral's Powerful Partner Strategy Would Augment with PaaS
. Qualys Counts on Google and Microsoft for Growth
. Shopify Soars on Improved Merchant Offerings
. HubSpot Believes in the Importance of PaaS
. BlackLine Remains Focused on SAP Integration
. Recently Public Cloudflare has New Edge
. GoDaddy is on a Shopping Spree
. Intuit Targets Online User Base Through Acquisition
. Should Palo Alto Networks Acquire ZScaler?
. Why Salesforce Buying Vlocity Proves the Growing Importance of PaaS
. Datadog Performing Well Post Recent IPO
. Workday Should Open Up About its PaaS Success
. Anaplan Focuses on API Connectors for its Platform
. Veeva
. Five9 Strengthens its PaaS Focus
. RealPage Brings AI and SaaS to Real Estate
. Splunk Should Open up About its PaaS Metrics
. Okta Benefiting from App Diversity
. Oracle Sees Growth Momentum
. Xero Focuses on a PaaS Strategy
. DocuSign Resilient to COVID-19
. Smartsheet Looking up to Enterprise Customers for Growth
. Paylocity Delivers Solid Results
. Q2 Holdings Expands TAM with Acquisitions
. New Relic Focuses on PaaS
. AppFolio Leverages AI for Product Enhancement
. Will Adobe Open Up About its PaaS Statistics?
. Change Healthcare Pushes APIs
. Dropbox Needs to Share API Metrics
. Upwork Improves Monetization
. MongoDB has Miles to go
. Nutanix Needs to Define a PaaS Strategy
. Cloudera Focuses on Hybrid Cloud
. Atlassian Gears Up for Growth, Unfazed by Covid-19
. Shopify Helps Merchants Pivot to Online Stores
. ServiceNow Steady in Turbulent Seas
. RingCentral Sees Strong Traction
. Twilio Hits 52-Week High Amidst COVID Crisis
. HubSpot Lowers Outlook Amidst Virus Concerns
. Proofpoint Acquiring Even Amidst Crisis
. BlackLine Looks Solid In The Face of Covid-19
. GoDaddy Continues to Acquire
. Qualys Expands Cloud Offerings to Soar to New Highs
. Zendesk Struggling Amidst the Downturn
. Alteryx Bounces Back Despite Low Outlook
. Palo Alto Networks Continues to Acquire
. Workday Extends its PaaS Strategy
. Splunk Rides High on Cloud Initiatives
. Salesforce Partners with Workday to Address the New Normal
. Veeva Scales New Highs
. Is Smartsheet’s Pullback a Buying Opportunity?
. MongoDB Soars Even in the Crisis
. Okta Reiterates Outlook
. Is Anaplan a Prospect for Oracle, SAP?
. Oracle Relies on Autonomous Offerings
. Adobe Shifts its Focus
. Paycom Confident Under Current Conditions
. DocuSign Soars to Record Highs
. Paylocity Acquires Amid Crisis
. Datadog's Integrations and Upgrades Help it Soar
. AppFolio Improves Offerings for Current Conditions
. SurveyMonkey Should Get Into PaaS
. Model N Soars to a Record High
. Appian Focuses on RPA for Growth
. Slack Beefs up its Portfolio
. Coupa Expands into Treasury Services
. CrowdStrike Soars to Record Highs
. Guidewire Expands Cloud Offerings
. Dropbox Should Focus on PaaS
. Talend Expands Data Offering Through Partners
. IBM Expands Cloud Partners
. One Medical Supports COVID-19 Care Digitally
. Microsoft Rides High on Teams and Gaming
. Investors Say Yes to nCino’s IPO
. Nutanix Focuses on Government and Media Verticals
. SAP Rethinks Qualtrics Acquisition
. Tenable Expands Into Industrial Cyber-Security
. ServiceNow Expands Ties with Zoom
. Cloudera Powers its Data Platform with Partnerships
. Atlassian Continues to Acquire from PaaS Ecosystem
. Shopify Soars to an All-Time High
. The PaaS Landscape
. HubSpot Focuses on the Enterprise Segment
. GoDaddy Restructures During COVID
. Akamai's Security Solutions Thriving
. BlackLine Needs a PaaS Strategy
. Twilio - A Successful PaaS Story
. Zendesk Invests in the Future
. Qualys Continues to Acquire Indian Startups
. ZoomInfo Lists Despite COVID-19
. Analysis of Alteryx PaaS Strategy
. Fastly Needs to Diversify from TikTok
. Way to Go, Salesforce
. Intuit Continues to Acquire
. VMware Continues Buying Spree
. Analysis of Five9's PaaS Strategy
. Okta Expands Alliances to Attract Enterprises
. Palo Alto Continues to Acquire
. Analysis of Splunk's PaaS Strategy
. BigCommerce Goes Big with IPO
. Analysis of Workday's PaaS Strategy
. Analysis of Anaplan's PaaS Strategy
. Sees Strong Demand
. Analysis of MongoDB's PaaS Strategy
. Analysis of Wix's Platform Strategy
. New Relic Product Upgrades Deliver Growth
. What Should Proofpoint Acquire?
. Smartsheet Should Follow Atlassian’s Example
. Adobe's Relentless Growth Continues
. SurveyMonkey's PaaS Prospects
. DocuSign Acquires Amid COVID
. Paylocity Counts on Video
. The Unstoppable Veeva
. Magic Software Acquires to Expand in Europe
. What Can Cloud Startups Do To Raise Seed Capital in 2021?
. Guardant Seeks to Disrupt Oncology Testing
. Dropbox Adds Security Capabilities
. Domo Growing Steadily
. Nutanix Focuses on the Hybrid Cloud
. IBM Fails to Impress
. Microsoft’s Partnership with Tom Siebel’s C3 AI is Intriguing
. ServiceNow Well-Positioned for Digital Transformation
. Analysis of Shopify’s Long Term Strategy
. HubSpot Rethinks Pricing Model to Support Businesses
. Akamai Investing in 5G Security Solutions
. Twilio Should Provide Developer Marketplace Revenue Metrics
. How can Alteryx Improve its PaaS Strategy?
. Partnerships Ringing in Growth for RingCentral
. Five9 Focuses on AI-based Contact Centers
. Nutanix Builds a Kubernetes PaaS
. Workday and Anaplan Executing Well Amid Pandemic
. BlackLine Expands in Order-to-Cash Market
. Zoom Investing in Security
. Splunk is on a Shopping Spree
. Veeva Sees Customer Momentum
. Palo Alto Networks Has Missed the Window to Buy Zscaler
. Can Okta Keep the Momentum Going?
. Adobe Acquires to Address Growing Market Opportunity
. nCino's AI Products Help it Soar
. Analysis of Pure Storage’s Portworx Acquisition
. Analysis of Coupa's LLamasoft Acquisition
. Analysis of ZoomInfo’s Everstring Acquisition
. Q2 Holdings at a New High
. Data Breach Drives Cloud Security Stocks to Record Highs
. Should Zoom Acquire Smartsheet?
. New Relic Needs to Accelerate PaaS Strategy
. Proofpoint in the Cyber Attack Aftermath
. Talend Focuses on Data Reliability
. Medallia Continues to Acquire
. Lemonade and Root Disrupting the Insurance Industry
. The Key to PagerDuty's API Strategy
. CrowdStrike Gears up to Tackle Security Breach Concerns
. Everbridge Widens Products and Partnerships
. Cornerstone OnDemand Expands Product Line-up
. Expands Products to Address Competition
. Sumo Logic's IPO Going Strong
. Cloudera Grows Through Acquisition
. IBM Trying and Failing to Reignite Growth
. Box Knows it's All About PaaS
. Focuses on Mobile and AI
. DocuSign Leverages AI in Product Innovation
. Atlassian Makes over $100M in PaaS in 2020
. PaaS Strategy Makes Unity IPO Soar
. ON24 Goes Public with $42B TAM as Covid Puts Webinars and Virtual Events Front and Center
. Amazon After Jeff Bezos
. ServiceNow Firing on All Cylinders But One
. Snowflake Focuses on Developer Community for Growth
. Is SAP Acquiring Alteryx?
. Qualys Focuses on SaaS App Security
. SurveyMonkey Remains Focused on APIs, ISV PaaS Still Missing
. Domo Needs to Open up About PaaS Metrics
. Like Wix, GoDaddy Needs to Focus on PaaS
. Datadog on an Acquisition Spree
. Twilio Soars, Focuses on Social Initiatives
. HubSpot Expands Content Offering Through Acquisition
. Zendesk Adds Products, While Freshdesk Keeps Acquiring
. Shopify and BigCommerce Building API-based Ecosystems
. RingCentral Acquires and Adds Partners, But PaaS is Still Missing
. Acquisitions and Product Upgrades are the Mantra for Palo Alto Networks
. Salesforce can Transform Slack PaaS, But Acquisition Still Pending
. After Acquisitions, Five9 Focuses on Channel and Network Partnerships
. Workday Drives Enterprise Use Cases Through PaaS, as Anaplan Taps Into Consultants
. Should Do ISV Focused PaaS
. Splunk on the Right Track with Cloud and PaaS
. Veeva Sets an Example, Transitions to a Public Benefit Corporation
. BlackLine is Targeting A/R Automation Market
. Okta Targets $25B Customer Identity Market with Acquisition
. Teradata Trying to Reinvent Itself on the Cloud
. Dropbox Acquires, But Competition Remains Stiff
. Smartsheet Focuses on Partners, and not on ISVs
. MongoDB has Huge Room to Grow in $97B Market
. Cloud and Platform Expansion Continues at Nutanix
. Rapid7 Targets $1B ARR by 2025
. DocuSign Exploring Unprecedented Digital Signature Offerings
. Tenable Continues its Acquisition Spree
. SolarWinds Attack Driving Zscaler's Stellar Performance
. Zoom Should Report Developer Ecosystem Metrics
. Dynatrace Competing with Rivals by Simplifying DevOps
. Talend Becomes a Private Firm, Once Again
. Everbridge Focuses on the Government Sector
. Analysis of Fastly’s Signal Sciences Acquisition
. Cloudera Focuses on Machine Learning for Verticals
. Medallia Acquires to Expand Digital Experience Analytics
. PagerDuty Sees Market Expand Beyond ITOps
. Expanding Payment Offerings for Small Businesses
.'s Product and Partner Portfolio Helps Address Competition
. Sumo Logic Counts on Acquisition and Product Upgrades
. Analysis of Crowdstrike’s Humio Acquisition
. IBM's Transition to a Hybrid Cloud and AI Company
. Analysis of Box's Acquisition of SignRequest
. ON24 Should Look at Consolidating MarTech SaaS
. Snowflake Exploring AI for Data Warehousing Capabilities
. Unity Software Focuses on Digital Marketing with RestAR Acquisition
. Tuya Counts on PaaS for Growth Within IoT
. ServiceNow Continues to Acquire, Partner, and Integrate
. Atlassian Expands Beyond IT Teams to Enterprise-Wide Offerings
. Google's Growth Continues Despite Regulatory Concerns
. Analysis of Microsoft's Acquisition of Nuance
. Amazon's Ad Revenue on the Rise
. Alteryx Focuses on the User and Partner Community
. Qualys Expands Endpoint Security Offerings
. SurveyMonkey Investing in AI and ML Tools
. GoDaddy Expands Registry Catalog
. Wix Goes on an Acquisition Spree
. Analysis of Twilio's Zipwhip Acquisition
. HubSpot's PaaS Ecosystem Revenues Expected to Grow Rapidly
. Zendesk's Products Help Increase Average Deal Size
. Shopify Focuses on Social Commerce
. Pure Storage Expansion into Hybrid Cloud Fueled by Portworx Acquisition
. Salesforce Leverages Mulesoft and Tableau Acquisitions Successfully
. Workday Gearing up for Post Pandemic IT Spend Increase
. Veeva Pushing Forth to $3 Billion by 2025
. Anaplan Expands Vertical Offerings
. Analysis of Palo Alto's Bridgeview Acquisition
. Nutanix Expands Government Vertical Offerings
. Okta Expanding Government Sector Capabilities
. Analysis of Splunk's TruStar Acquisition
. Smartsheet Remains Focused on Integrations
. Five9's Partnerships Translating to Product Innovations
. DocuSign Sees Digital Signature Trends Here to Stay
. Market Leader Tenable Leverages Acquisitions for Growth
. Analysis of Zscaler's Recent Two Acquisitions
. Analysis of Rapid7's Velocidex Acquisition
. Dropbox Expands in International eSignature Market
. MongoDB Rides High on Five Years of Atlas
. RingCentral Leverages Partnerships for Growth
. BlackLine Remains Focused on SAP
. ON24 Expands Marketing Offerings
. Analysis of Magnite's Spot X Acquisition
. PagerDuty Focuses on Integrations
. Analysis of's Divvy Acquisition
. Doubles Down on Partnerships
. Analysis of Coupa's Pana Acquisition
. BigCommerce Eyes a Bigger Marketshare Through Walmart Tie-up
. Analysis of Everbridge's xMatters Acquisition
. Adobe's Digital Solutions Drive Stellar Growth
. CrowdStrike Leads in Endpoint Security Through Tie-ups
. Snowflake Focuses on Expanded Partner Program to Drive Growth
. Analysis of Sumo Logic's Sensu Acquisition
. Dynatrace Counts on AI to Continue its Market Leadership
. Analysis of IBM's Waeg Acquisition
. Tuya Focuses on Smart Product Distribution
. Appian Strengthens AI Offerings
. Analysis of Zoom's Five9 Acquisition
. Google's Offerings Help Drive Partner Revenue Growth
. ServiceNow's Entire Portfolio is Booming
. How can Atlassian Amplify its Robust Growth?
. Analysis of Microsoft's Three More Acquisitions After Nuance
. Twilio Focuses on Customer Engagement
. Analysis of Amazon's MGM Acquisition
. Guidewire Focuses on Building its Partner Network
. Momentive, Formerly SurveyMonkey, Adds Analytics to Offerings
. Zendesk Should Look at Acquisitions
. HubSpot Continues to Grow its App Marketplace
. Is Alteryx Being Acquired?
. Shopify Continues to Woo Developers
. DigitalOcean Expands Partnership with MongoDB
. Analysis of Qualys' TotalCloud Acquisition
. Pure Storage Experimenting with Pricing Models
. Palo Alto Networks Expands Security Capabilities
. RingCentral Cashing in on the Hybrid Work Environment
. Splunk Tackles Decelerating Growth with Product Upgrades
. MongoDB's Atlas Capabilities Expand to the Government Sector
. Analysis of's Invoice2Go Acquisition
. DocuSign Banks on Agreement Cloud
. Smartsheet's Expanding Use Cases
. Analysis of Salesforce's Servicetrace Acquisition
. Zscaler Focuses on Federal Agencies
. Coupa Launches PaaS Strategy
. Analysis of BlackLine’s Kyriba Partnership
. PagerDuty's Expanding Integration Portfolio
. Analysis of Tenable's Accurics Acquisition
. Upstart’s Improving AI Algorithm in FinTech Consumer Lending
. Analysis of's Growing Partnerships
. Analysis of Veeva's Learnaboutgmp Acquisition
. Analysis of Adobe's Acquisition
. Snowflake Focuses on the Financial Services Sector
. CrowdStrike Expands Government Offerings
. Zoom Focuses on Expanding Reseller Offerings
. Dropbox Focuses on Content Creators with New Product
. Analysis of Okta's atSpoke Acquisition
. Sumo Logic Leverages Red Hat Marketplace
. Analysis of Dynatrace's SpectX Acquisition
. Tuya Prepares to Address the Chip Shortage
. Analysis of Appian's Lana Labs Acquisition
. Analysis of Qualtrics's $1.125B Clarabridge Acquisition
. Fastly Addresses Latency Issues for Developers
. Leverages AI for Growth
. Analysis of IBM's Rego Acquisition
. Analysis of Unity's Parsec Acquisition
. UiPath Envisions Advanced ML Capabilities
. Microsoft Teams Lags Far Behind Zoom
. Analysis of ServiceNow's Gekkobrain Acquisition
. Google Attempts to Gain Ground in Cloud and AI
. Atlassian Expands Beyond IT Offerings
. Amazon Addresses Margin Pressures Through Product Upgrades
. Twilio Leverages Segment Platform for Product Expansion
. Shopify Expands PaaS Integrations
. Analysis of Zendesk's $4.1B Momentive Acquisition
. HubSpot Becomes a Stickier Platform
. Analysis of Alteryx's Acquisitions
. Wix Focuses on Fitness Services Providers
. Pure Storage Partners with Microsoft Azure to Address Chip Shortage Concerns
. Analysis of Salesforce's LevelJump Acquisition
. Qualys Expands Solutions to Address Ransomware
. Veeva Eyes Data Cloud
. Splunk Expands Partner Capabilities
. Coupa Continues to Build on its PaaS
. MongoDB Focuses on Winning Government Contracts
. DocuSign Targets $50B Market Opportunity in Agreement Cloud
. Smartsheet Focuses on PaaS Growth
. Expands Enterprise and Public Sector Presence
. 25 Cloud Stocks to BUY in 2022
. IBM Realigns its Portfolio to Focus on AI and Hybrid Cloud
. Analysis of ServiceNow's DotWalk Acquisition
. Analysis of Atlassian's Percept.AI Acquisition
. Should Microsoft Break Itself Up?
. Google Focuses on AI Enhancements
. Amazon to Test Prime Customer Stickiness
. Continues Focus on Services for the SMB Segment
. Analysis of GoDaddy's Pagely Acquisition
. HubSpot's PaaS Keeps Growing
. Freshworks Targets IT Operations Management Market
. Zendesk Rejects Private Equity Buyout Offer
. Shopify Emerges as a Covid Beneficiary with Stellar Results
. Wix Simplifies App Creation
. Anaplan Expands AWS Relationship
. ON24 Builds a Partner Network
. RingCentral Maintains Market Share Leadership in UCaaS Through Partnerships
. BigCommerce Rides on TikTok's Growth
. Analysis of Veeva's Veracity Acquisition
. Salesforce Slows Down M&A to Focus on Integration
. Okta's Widening Losses Worry Investors, But Growth Metrics Remain Strong
. Nutanix Plans to Take on VMWare
. Newly Public HashiCorp Focuses on a $73B Infrastructure-as-a-Code Market
. Coupa Focuses on Key Products to Restart Decelerating Performance
. Smartsheet's Product Line-up Fails to Accelerate Growth
. DocuSign Targets a $50 Billion Market Opportunity
. Pure Storage Takes on Dell in Top Tier Storage Market
. Analysis of PagerDuty's Catalytic Acquisition
. Splunk Impresses with Enterprise Customer Growth
. Analysis of Qualtrics's Acquisition of SurveyVitals
. Analysis of DigitalOcean's Nimbella Acquisition
. Squarespace Eyes Video Offerings for SMBs
. MongoDB is Leveraging Alliance with Amazon for Growth
. Rapid7's Cross-Sell Capabilities Deliver Results
. CrowdStrike Expands Partnerships to Address Cyber Attack Fears
. Upstart Focuses on the Automobile Market for Growth
. Zoom Adds Contact Center Capabilities to Enhance its UCaaS Stack
. Tuya Struggles Amid Macro Economic Conditions
. Analysis of Fastly's Fanout Acquisition
. Analysis of BlackLine's FourQ Systems Acquisition
. Analysis of IBM's Neudesic Acquisition
. Analysis of Snowflake's Streamlit Acquisition
. Google's Acquisition of Mandiant Fuels its Cloud Strategy
. Microsoft Expands its Healthcare Cloud Offerings
. Amazon Battles Margin Pressures
. Atlassian Faces Stiff Competition
. GoDaddy Targets a $126B TAM Opportunity
. Builds Value Added Services to Expand Wallet Share
. Analysis of ON24's VIBBIO Acquisition
. Twilio's Growth is Driven by Segment
. Freshworks' Bots Make Customer Interactions Easier
. Who Will Buy Zendesk?
. Analysis of Shopify's Deliverr Acquisition
. Wix Focuses on Profitability Amid Mounting Losses
. Dynatrace Targets $50B Addressable Market
. Analysis of Salesforce's Troop.Ai Acquisition
. Analysis of Workday's VNDLY Acquisition
. Nutanix Stumbles on Supply Chain Issues
. Veeva Targets $13 Billion TAM
. RingCentral Maintains UCaaS Leadership Through Partnerships and Innovation
. Okta Bounces Back Stronger Despite Security Event
. Adobe Strengthens its Creative Cloud Portfolio and Gets Ready for the Metaverse
. Analysis of Zoom's Acquisition of Solvvy

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