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Technology Stocks

Cloud Stocks and PaaS: Which SaaS Players Will Win in PaaS

Posted on Monday, Jan 11th 2021

At the end of 2020, I wrote Big Idea 2021: SaaS Companies Will Create 10 Million Jobs with the central thesis that SaaS players would evolve into PaaS to create deeper moats around their core market positions and gain access to the related force multiplier.

To recap on the assumptions:

  • IF 1000 SaaS companies open up their platforms as a service, PaaS, as Salesforce.com does, by 2025
  • IF each platform lets startups sell through its marketplace, as Salesforce.com does, by 2025
  • IF each platform empowers 1000 startups to build on its stack by 2025
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Qualys Fails to Impress While Cyber Security Players Consolidate

Posted on Friday, May 20th 2022
Qualys

According to a recent report, the cloud security market is estimated to grow at 18% CAGR to reach $106.02 billion in 2029 from $33.13 billion in 2022. Cloud services security provider Qualys (Nasdaq: QLYS) announced its first quarter results recently. The company continues to deliver new products, but the market is not too pleased with its overall performance.

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Cloud Stocks: Who Will Buy Zendesk?

Posted on Thursday, May 19th 2022
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According to a recent report, the global complaint management software market is projected to grow 6% to reach $2.85 billion by 2028, from $1.8 billion in 2021. Zendesk (NYSE: ZEN) continues to deliver strong growth but is also looking at possible exit options.

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Cloud Stocks: Freshworks’ Bots Make Customer Interactions Easier

Posted on Wednesday, May 18th 2022

Chennai, India and San Mateo-based Freshworks (Nasdaq: FRSH) continues to grow rapidly as it expands its CRM offerings. The company is focusing on product innovation and recently added several new bot capabilities to drive growth.

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HubSpot Continues to Eat Into its Competition

Posted on Tuesday, May 17th 2022
hubspot

Inbound marketing specialist HubSpot (NYSE:HUBS) recently reported its first-quarter results that continued to surpass market expectations. HubSpot has been gaining its market share by expanding its product offerings.

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Cloud Stocks: Twilio’s Growth is Driven by Segment

Posted on Monday, May 16th 2022
twilio customer data platform segment

According to a recent year, the global unified communication as a service (UCaaS) market is expected to grow 13% annually from $28.96 billion in 2021 to $69.93 billion in 2028. The growth in the industry is driven by the continuing adoption of remote working conditions globally and improved API-driven capabilities. Communications PaaS player Twilio (NYSE: TWLO) recently reported its first break-even quarter.

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Cloud Stocks: Analysis of ON24’s VIBBIO Acquisition

Posted on Friday, May 13th 2022
on24

According to a recent report, the global digital experience platform market, valued at $11.7 billion in 2022, is expected to grow at 13% CAGR through 2030. San Francisco-based ON24 (NYSE: ONTF) continues to expand its presence in the market through acquisitions and product expansion.

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Cloud Stocks: Bill.com Builds Value Added Services to Expand Wallet Share

Posted on Thursday, May 12th 2022

Earlier this month, Bill.com (NYSE:BILL) reported its third-quarter results that outpaced the market’s expectations driven by the addition of a record number of net new customers. The company is expanding its product portfolio to provide more services to its existing customer base.

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Cloud Stocks: GoDaddy Targets a $126B TAM Opportunity

Posted on Wednesday, May 11th 2022

According to a recent report, GoDaddy (NYSE: GDDY) remains an undefeated leader in the web-hosting business by managing more than 44.18 million websites globally. Cloudflare comes a distant second with 12.32 million websites. GoDaddy recently announced its near-term financial plans and listed the areas of focus that will help it attain its goals.

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Cloud Stocks: Atlassian Faces Stiff Competition

Posted on Tuesday, May 10th 2022

According to a recent report, the global enterprise collaboration market is expected to grow from $47.2 billion in 2021 to $85.8 billion by 2026 at a CAGR of over 12%. Atlassian (Nasdaq: TEAM) continues to expand its product offerings to take a bigger share in the market in the face of stiff competition.

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Cloud Stocks: Amazon Battles Margin Pressures

Posted on Monday, May 9th 2022

Tech giant Amazon (NASDAQ: AMZN) recently reported its quarterly results that failed to impress the market. Like other tech giants, the company is facing strong inflationary pressures coupled with a disturbing global political and economic climate.

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