Guidewire Counts on Platform Partners for Growth

According to a research report published earlier this year, the global SaaS market is estimated to grow 21% annually over the period 2018 through 2023. The growth in the market is expected to be driven by banking, financial services, and the insurance sectors. Insurance services provider Guidewire Software (NYSE: GWRE) is benefiting from this high

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Cloud Stocks: Zoom is Not Bothered by Cisco or Microsoft

According to a Grand View Market Research report, the global video conferencing market is estimated to grow 9% annually through to 2025 from $3.4 billion in 2017. Zoom Video Communications (Nasdaq: ZM) is a strong performer in the industry as was evident from their recent quarterly results.

Cloud Stocks: How Will Cloudera Address the Competition?

Hadoop services provider Cloudera (NYSE: CLDR) has been trying different strategies to continue to stay relevant. As part of this effort, it completed the $5.2 billion merger with Hortonworks earlier this year. The stock has fallen by 65% since the start of the year, and there doesn’t appear to be any respite in sight. The

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Cloud Stocks: Adobe Leveraging Magento and Marketo to Deliver Blockbuster Performance

Adobe (Nasdaq: ADBE) is one company that has truly pivoted itself to adapt to the modern subscription economy. The transition has benefited the company significantly. Since 2015, it has reported more than 20% year-on-year revenue growth for each quarter. It is also the eighth consecutive quarter that the stock has delivered double digit growth. And

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The Trade Desk Counts on International Markets

According to an eMarketer report, the global digital advertising market is estimated to grow 18% to $333.25 billion in 2019 and reach $517.5 billion by 2023. Digital advertising is expected to account for over 60% of the global advertising market by 2023. Online advertising marketplace The Trade Desk (Nasdaq: TTD) recently announced its first quarter

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Shopify Goes on the Defensive with Amazon

Ontario-based Shopify (NYSE:SHOP) continues to expand its B2C offerings and is now getting ready to take on Amazon. To drive revenue growth, Shopify is looking to invest heavily in the US fulfillment business – a market currently dominated by Amazon. But that is a highly capital intensive strategy to compete with a giant like Amazon.

Microsoft Became a Trillion Dollar Company Thanks to Azure

Last week, Microsoft (Nasdaq: MSFT) announced its quarterly results that surpassed market expectations and sent the stock soaring. Not only did its stock scale record high levels, but its value also sent Microsoft into the trillion-dollar valuation territory. It became the third public company to cross that threshold after Apple and Amazon did that last

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Facebook Should Put More Emphasis on Workplace

Facebook (Nasdaq: FB) continues to have a tough year with users, media and regulatory authorities continuing to question the company’s privacy policies. Earlier this month, Facebook admitted that it had mishandled millions of users’ passwords for Instagram. Another article revealed how it inadvertently harvested email contacts from 1.5 million new users since May 2016. Facebook’s

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