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Cloud Stocks: 25 Cloud Stocks to BUY in 2022

Posted on Friday, Jan 7th 2022

I have been analyzing SaaS companies for over a decade and PaaS companies for nearly 3 years since I wrote SaaS Companies NEED PaaS Strategy. Based on this body of work, I have shortlisted 25 cloud stocks that I think would be worth buying.

The top of the list has PaaS stocks with a robust ecosystem and marketplace.


Salesforce is a stellar example of a well-implemented PaaS strategy. Its App Exchange has amassed a wide array of companies and over a thousand consultants building apps on its platform. The AppExchange has helped companies like Vlocity, Veeva build industry-specific solutions and build sustainable businesses. Not only do these companies see billion-dollar valuations , but the ecosystem has also helped Salesforce expand its presence into niche verticals. 

It has made some key acquisitions Mulesfoft for $6.5 billion in 2018, Tableau for $15.7 billion in 2019, Slack for $27.7 billion in 2020, and Robotic Process Automation (RPA) player Servicetrace for an undisclosed sum in 2021. Salesforce is leveraging these acquisitions successfully and expects to end 2021 with revenues of $26.39-$26.4 billion and to end 2022 with revenues of $31.7-$31.8 billion.

Salesforce’s stock has dipped to $229.19 and could be a good buying opportunity. Its 52-week high was $311.75 in November and 52-week low of $202.51 was in March. Its market cap is $224 billion.

2. Atlassian

Atlassian is one of the very few companies to have a fully fleshed out PaaS strategy and there is a lot that other SaaS companies can emulate to win in PaaS. It made over $100M from PaaS in 2020. We have seen it grow from a bootstrapped startup focused on its fundamentals to a company with over $2B in revenue.

Its stock is trading at $313.75 with a market cap of $79.3 billion. It hit a 52-week high of $483.13 in November and a 52-week low of $198.8 in March.

3. Twilio

I believe Communications PaaS leader Twilio is one player who has nailed the PaaS strategy. In 2014, when I had spoken with its CEO Jeff Lawson, the company had over 400,000 developers. Today, Twilio boasts of a platform that has over 10 million developers globally that help support over 800 billion interactions across its platform. Its recent acquisitions of and ZipWhip give it a new impetus in the customer engagement space. Its FY21 revenue grew 55% to $1.76 billion and FY22 revenue is expected to grow 32% to $3.65 billion.

Its stock is currently trading at $238.75 with a market cap of $42.6 billion. It hit a 52-week high of $457.30 in February 2021. It hit a 52-week low of $231.1 this week. It is a great buying opportunity for long-term investors.

4. Smartsheet

Smartsheet has built a successful platform for enterprise collaboration. It has a rich feature set that allows developers to build apps, integrators, and connectors that power collaboration capabilities by automatically synchronizing data from critical business platforms. It expects to end the year with revenues of $544-$545 million.

Smartsheet has been focused on developing its PaaS capabilities through WorkApps. Released last year, WorkApps is Smarsheet’s no-code platform that empowers users to build intuitive web and mobile applications to streamline business and simplify collaboration. More than 50,000 WorkApps have been created to date that are helping create composite solutions across an organizations’ Smartsheet deployment and get the maximize yield from their existing cloud investments such as Microsoft 365 and Google Workspace.

Its stock is trading at $68.3, with a market capitalization of $8.6 billion. It hit a 52-week low of $51.11 in May last year. It had touched a 52-week high of $85.7 in February last year.

5. Freshworks

I have followed Freshworks (Nasdaq: FRSH) from the days when its founder, Girish Mathrubootham, met me in 2011 at a TiE Chennai event. I have always seen potential in its offerings. Freshworks, nee Freshdesk, has come a long way since then. What began as a CX offering, has expanded to employee and IT support, to messaging and cloud telephony, and to a unified customer vision that leverages platforms, AI and ML capabilities.

Freshworks has been promoting its PaaS capabilities as well. Recently, it hosted a Refresh App Challenge that offers developers the opportunity to invent new ideas to make work easier for customer support service agents, and IT service managers. The event was helpful in building stronger awareness about Freshworks’ Neo Platform. Neo already has an active marketplace that provides more than 30,000 of Freshworks’ customers with access to more than 1200 apps by these developers.

Freshworks went public in September 2021 at a list price of $36 and a valuation of $10.1 billion. It hit a high of $53.36 and a low of $23.10. Its stock is currently trading at $22.11 at a market cap of $5.8 billion. Another great opportunity to buy into the success of an Indian decacorn.

6. Zendesk

Cloud Customer Service software company Zendesk recently acquired Momentive, formerly SurveyMonkey, for $4.1 billion. The acquisition will help it create a customer intelligence company and accelerate Zendesk’s revenue plan to $3.5 billion in 2024, instead of the earlier target of 2025.

It is currently trading at $98.36 with a market capitalization of $11.9 billion. It touched a 52-week high of $166.60 in February and a 52-week low of $92.00 in November.

7. Hubspot

I like inbound marketing specialist Hubspot for its excellent management and a sticky platform. It has been an avid follower of a PaaS strategy. It has a dedicated app partner program geared toward developers and companies that want to grow their business by building apps on HubSpot’s open platform. This helps companies grow their business by distributing their apps to HubSpot’s growing customer base. Developers can create apps and then list them on its App Marketplace to access HubSpot’s customer base. 94% of HubSpot’s more than 100,000 customers use the apps on its marketplace to grow business. HubSpot’s reports reveal that each customer averages over seven third party app installs.

According to a recent white paper published by IDC, the global HubSpot partner ecosystem revenue, classified as revenue generated by the several app and solutions partners that provide the products and services for HubSpot’s CRM platform software, is projected to grow from $4.8 billion in 2020 to $12.5 billion in 2024. HubSpot has built its platform with extensibility in mind, enabling customers to easily integrate their HubSpot instance with other services and solutions that are tailored to their specific needs. As its ecosystem grows, the options available to customers to help them derive higher value from its platform will grow as well.

HubSpot expects to end the year with revenues of $1.287-$1.289 billion.

Its stock is trading at $525.41 with a market capitalization of $24.8 billion. It touched a 52-week high of $866.00 in November and a 52-week low of $347.78 a year ago.

8. Coupa

Coupa is an interesting company because of its recent foray into PaaS. It recently launched its new Coupa App Marketplace, providing customers with an easier and smarter way to extend the power of the Business Spend Management (BSM) platform. The Coupa App Marketplace is among the first marketplaces in the comprehensive BSM space to help extend a customer’s existing tech stack and deepen their BSM capabilities so they can share information, automate workflows, and conduct key tasks. It connects businesses with certified, pre-built solutions and helps create a seamless way to tap into a global community of BSM partners. Businesses will have the ability to develop genuine partnerships that enable them to thrive in their environment.

Coupa expects to end the year with revenues of $717-$718 million. Its stock is trading at $141.97 with a market capitalization of $10.6 billion. The stock hit a 52-week high of $377.04 in February last year and a 52-week low of $146.43 in December.

9. Wix

Wix has been focused on a PaaS strategy that allows developers to develop Web Apps that can be accessed by more than 190 million users worldwide. It allows developers to use its various REST APIs to access Wix user’s site data. Its app marketplace known as WixAppMarket has several apps that meet use cases ranging from marketing services, online sales, media and content improvement, design services to service and event management. 

In 2021, it has acquired an AI re-engagement solution to extend its e-commerce platform and restaurant ordering and payment solution SpeedETab to extend its full-service restaurant platform. Recently, Wix is focusing on the fitness industry with its Wix Fit platform.

Its stock is trading at $145.63 with a market capitalization of $8.3 billion. It hit a 52-week high of $362.07 in February 2021 and a 52-week low of $133 in December.

Large TAM Stocks

Let us now look at stocks that operate in markets with a large TAM.

10. Microsoft

Microsoft tops this list of Large TAM cloud stocks. After the $19.7 billion acquisition of Nuance’s conversational AI capabilities, Microsoft has followed it up with three much smaller acquisitions in the security space: $500 million acquisition of RiskIQ, a leader in global threat intelligence and attack surface management; IoT security startup ReFirm Labs; and Cloud Infrastructure Entitlement Management (CIEM) provider CloudKnox Security.

Microsoft has a history of building growth engines from its acquisitions like LinkedIn and GitHub. It would be interesting to see how it leverages its recent acquisitions.

Its stock is trading at $313.88 with a market capitalization of $2.36 trillion. It hit a 52-week high of $349.67 in December and a 52-week low of $211.94 a year ago.

11. Docusign

In the mission critical document signature space, we like DocuSign for its focus on the entire document management life cycle. It is the leader in the e-signature market with more than 70% of the global digital signature and document services market. The continued pandemic and lockdown conditions have helped it remain in the lead. 

DocuSign estimates the agreement cloud opportunity to be a $50 billion market with digital transformation remaining a high priority for organizations worldwide. It has over 350 ISV integrations on its platform, including the recently announced integrations with Slack and with Workplace from Facebook. 

DocuSign expects to end the year with revenues of $2.083-$2.089 billion. Its stock is trading at $143.1 with a market capitalization of $28.2 billion. It had fallen to a 52-week low of $131.51 in November and hit a 52-week high of $314.76 in August. Another great buying opportunity!

12. RingCentral

Cloud-based communication services provider RingCentral is cashing in on the hybrid work environment. For the full year, it expects revenues of $1.539-$1.545 billion, representing an annual growth of 30% to 31%.

Its stock is currently trading at $173.09 with a market capitalization of $16 billion. It touched a 52-week high of $449.00 in February 2021 and a 52-week low of $168.40 this week.

13. Pure Storage

We like Pure Storage because of its recent acquisition of Portworx, a Kubernetes Data Services Platform. Pure Storage is a strong player in the global NAND Flash Memory market, which is expected to grow from $18.5 billion in 2020 at 22% CAGR to $74.3 billion by the end of 2027

It expects revenues of $2.1 billion for fiscal year 2021. Its stock is trading at $30.66 with a market capitalization of $9.1 billion. It hit a 52-week high of $35.09 in December and a 52-week low of $16.79 in July.

14. Veeva

Veeva is a mid-sized player that has built a strong vertical cloud in pharma and is now eyeing the data cloud. We love its CEO Peter Gassner. Read my interview with him. Veeva expects to end the current year with revenues of $1.815-$1.825 billion and is on track to meet its 2025 revenue target of $3 billion with growth coming from core CRM and Veeva OpenData.

Veeva’s stock is currently trading at $251.41 with a market capitalization of $38.6 billion. It had peaked to a high of $343.96 in August. It hit a 52-week low of $235.74 in May.

15. ServiceNow

ServiceNow is witnessing robust growth across the entire gamut of its offerings including IT Service Management (ITSM), IT Operations Management (ITOM), Customer Workflow, and Creator Workflow segments. Nothing appears to be standing in the way of this giant. It expects revenues of $5.565-$5.57 billion for the current year.

Its stock is currently trading at $574.04 with a market capitalization of $114.2 billion. It hit a 52-week high of $707.6 in November and a 52-week low of $448.27 in May. An unmissable buying opportunity!

Cyber Security Stocks

Let’s now look at what would be the top cyber security stocks to buy.

16. Palo Alto Networks

Palo Alto Networks has been growing steadily with the help of acquisitions. Its revenue grew 25% to $4.3 million and its expects to end FY22 with revenue of $6.6-$6.65 billion.

Its stock is trading at $532.91 with a market capitalization of $52.6 billion. It was trading at a 52-week high of $572.67 in December and a 52-week low of $311.56 in March 2021.

17. Zscaler

Zscaler is the leader in the Secure Web Gateways market. Its performance last year has been driven by the Solar Winds attack and its focus on federal agencies. It has also been making some strategic acquisitions.

Its revenue grew 56% to $637 million and its expects to end the current year with revenue of $940-$950 million.

Zscaler’s stock is currently trading at $260.21 with a market capitalization of $36.4 billion. It hit a 52-week low of $157.03 in May last year and a 52-week high of $376.11 in November.

18. Qualys

We like Qualys for its focus on monetization and strategy of acquiring smaller, relevant players. It expects to end the year with revenues of $409.5-$410.1 million.

Qualys’s stock is currently trading at $127.41 with a market capitalization of $4.9 billion. It touched a 52-week high of $148.84 in January 2021 and a 52-week low of $90.26 in March 2021.

19. Okta

We like IAM leader Okta for its PaaS strategy and the way it has built a robust developer community around its platform. The Okta Integration Network (OIN) has a library of over 7,065 pre-integrated apps that include use cases ranging from security analytics to enforcement. With its $6.5B acquisition of Auth0, it now targets the $25B customer identity market.

Okta expects to end fiscal 2022 with revenues of $1.243-$1.250 billion.

Okta’s stock is currently trading at $202.22 with a market cap of $31.5 billion. It touched a 52-week high of $294.00 in February 2021. It hit a 52-week low of $192.75 this week.


Some other stocks that we like across categories:

20. Anaplan

We have been following Anaplan much before it became a unicorn and went public, and we like what we see. We covered it as a case study on scaling an enterprise software company. It has a strong focus on fundamentals and has an active PaaS strategy.

It expects FY 22 revenue between $583.5 and $584.5 million. Its stock is trading around $44.77 with a market capitalization of $6.6 billion. It touched a 52-week high of $86.17 in February 2021. The stock had fallen to a 52-week low of $39.9 in November last year.

21. Nutanix

We like Nutanix for its Kubernetes PaaS strategy. Its revenue grew 7% to $1.39 billion in 2021.

Its stock is currently trading at $31.14 with a market capitalization of $6.75 billion. It was trading at a 52-week high of $44.5 in August last year. It fell to a 52-week low of $25.15 in March last year.

22. PagerDuty

We have been covering  SaaS-based digital operations management platform PagerDuty since it went public in 2019, and we like the way its been building out its API strategy. For FY 22, it expects revenue to grow 30%-31% to $278.5 million – $279.5 million.

Its stock is currently trading at $31.64 with a market capitalization of $2.7 billion. It touched a 52-week high of $58.36 in February 2021 and a 52-week low of $29.15 in December.

23. ON24

We have had a long association with digital experience platform ON24, going as far back as 2007 when I interviewed Sharat Saran. It is on the list because it is likely to benefit from the ongoing Covid-related disruption in in-person events. It ended the fiscal year 2020 with revenues growing 76% to $156.9 million. For the current fiscal year 2021, ON24 expects revenues of $207.5-$210.5 million.

Its stock is trading at $16.75 with a market capitalization of $796.8 million. ON24 had gone public in February 2021 when it raised $428 million at a list price of $50. It hit a 52-week high of $81.98 soon after listing and a 52-week low of $15.07 in December. 

24. Alteryx

We like Alteryx for the strong momentum it is showing for its subscription-based end-to-end analytics platform and it is likely to get acquired by either SAP or a private equity firm like Vista or Thoma Bravo. It was bootstrapped initially before it raised $163 million.

For the full year 2021, it expects revenue of $525-$530 million. Its stock is trading around $57.89 with a market cap of $3.9 billion. It hit a 52-week high of $140.36 in February 2021 and a 52-week low of $55.52 this week.


Last, but not the least is, a leading cloud-based financial software provider for back-office financial processes at SMBs. We have had its CEO and founder René Lacerte as a guest on our 1Mby1M entrepreneurship roundtable, and it is a great pleasure to see how the company has scaled quietly.

Since its super IPO in early 2020, its revenue has been growing steadily at 45% to $157.6 million in 2020 and at 51% to $238.3 million in 2021. For the Fiscal year 2022, it expects revenues of $476-$480 million. had listed on the NYSE in December 2019 when it raised $216 million at an IPO price of $22 apiece and a valuation of $1.6 billion. Its stock is currently trading at $202.9 with a market capitalization of $20.8 billion. It had fallen to a 52-week low of $109.64 in January last year. It hit a 52-week high of $348.50 in November.

There are other stocks like Shopify that should have been in this list, but we went ahead with some lesser known gems like The dip in the market is the perfect time to buy into such stocks.

Disclosure: All investors should make their own assessments based on their own research, informed interpretations, and risk appetite. This article expresses my own opinions based on my own research of product-market fit, channel execution, and other factors. My primary interest is in product strategy. While this may have bearing on stock movements, my writings tend to focus on long-term implications. The information presented is illustrative and educational, but should not be regarded as a complete analysis nor recommendation to buy or sell the securities mentioned herein. I am not a registered investment adviser and I am not receiving compensation for this article. I am an investor in most of these companies.

Photo Credit: Sharon Ang from Pixabay

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
. IBM Banks on AI
. 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
. Rapid7’s Focus on Cloud SIEM Pays Off
. 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
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. Acquisitions and Product Upgrades are the Mantra for Palo Alto Networks
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. Analysis of Microsoft's Acquisition of Nuance
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. Analysis of Coupa's Pana Acquisition
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. Analysis of Everbridge's xMatters Acquisition
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. Pure Storage Experimenting with Pricing Models
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. Analysis of's Invoice2Go Acquisition
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. Analysis of's Growing Partnerships
. Analysis of Veeva's Learnaboutgmp Acquisition
. Analysis of Adobe's Acquisition
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. Analysis of Okta's atSpoke Acquisition
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. Analysis of Dynatrace's SpectX Acquisition
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. Analysis of Qualtrics's $1.125B Clarabridge Acquisition
. Fastly Addresses Latency Issues for Developers
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. Analysis of IBM's Rego Acquisition
. Analysis of Unity's Parsec Acquisition
. UiPath Envisions Advanced ML Capabilities
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. 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
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. Analysis of Zendesk's $4.1B Momentive Acquisition
. HubSpot Becomes a Stickier Platform
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. Analysis of Salesforce's LevelJump Acquisition
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. Veeva Eyes Data Cloud
. Splunk Expands Partner Capabilities
. Coupa Continues to Build on its PaaS
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. DocuSign Targets $50B Market Opportunity in Agreement Cloud
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. 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
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. 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
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. Coupa Focuses on Key Products to Restart Decelerating Performance
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. Analysis of PagerDuty's Catalytic Acquisition
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. 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
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. Amazon Battles Margin Pressures
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. GoDaddy Targets a $126B TAM Opportunity
. Builds Value Added Services to Expand Wallet Share
. Analysis of ON24's VIBBIO Acquisition
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. Analysis of Shopify's Deliverr Acquisition
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. Analysis of Workday's VNDLY Acquisition
. Nutanix Stumbles on Supply Chain Issues
. Veeva Targets $13 Billion TAM
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. Analysis of Zoom's Acquisition of Solvvy

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