Cloud Stocks: SurveyMonkey Remains Focused on APIs, ISV PaaS Still Missing

According to a recent report by Technavio, the global online survey software market is expected to grow at 9% CAGR through 2024.  SurveyMonkey (Nasdaq: SVMK) recently reported its third quarter results that surpassed all market expectations, but its outlook was disappointing.

Cloud Stocks: Qualys Focuses on SaaS App Security

According to a recent Markets and Markets report, the global security and vulnerability management market is expected to grow 5% annually to $15.5 billion by 2025 from an estimated $12.5 billion in 2020. Cloud services security provider Qualys (Nasdaq: QLYS) recently announced its fourth quarter results that outpaced market expectations. Qualys is building on its

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Cloud Stocks: Is SAP Acquiring Alteryx?

According to a recent Market Research Future report, the Global Data Analytics Market is estimated to grow at 29% CAGR to reach $132.9 billion by the year 2026 from $23 billion in 2019. Data science and analytics platform provider Alteryx’s (NYSE: AYX) recently announced its fourth quarter results that surpassed market expectations. There is a lot

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Cloud Stocks: Snowflake Focuses on Developer Community for Growth

According to a recent report, the global data warehouse as a service market is predicted to grow from $1.4 billion in 2019 to $23.8 billion by 2030 ata CAGR of 29% driven by increased digitization that is resulting in the creation of structured, semi-structured, and unstructured data in huge amounts. Businesses realize the importance of

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Cloud Stocks: ServiceNow Firing on All Cylinders But One: Startup ISVs

Despite the COVID-19 crisis, ServiceNow (NYSE:NOW) continues to outpace all market expectations. It is doubling down on tying up with other technology partners to provide solutions needed to accelerate digital transformation of organizations.

Cloud Stocks: Amazon After Jeff Bezos

According to a recent report from eMarketer, despite a challenging year for retail in 2020, worldwide retail e-commerce sales grew 28% with sales exceeding $4 trillion. Total worldwide retail sales declined by 3% during the year and economies worldwide are facing recessionary conditions. But the pandemic and lockdown conditions have accelerated the spread of e-commerce.

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Ad Rebound Pushes Google to Record Levels

Earlier this week, Google (Nasdaq: GOOG) reported its fourth-quarter results that continued to surpass market expectations. Q4 for Google was all about ad revenues with significant growth across its properties. The stock surged 6% in the after-hours trading session in reaction to its performance.

Cloud Stocks: ON24 Goes Public with $42B TAM as Covid Puts Webinars and Virtual Events Front and Center

According to a recent report, The Global Digital Experience Platform (DXP) market is expected to grow at 11% CAGR to $15.7 billion by 2025. San Francisco-based ON24 is a leading player within the space that recently went public.