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

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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Cloud Stocks: Analysis of Salesforce’s LevelJump Acquisition

Salesforce (NYSE: CRM) recently announced its third-quarter results that continued to surpass market expectations. The company is banking on acquisitions and partnerships to continue to drive its stellar growth.

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IPOs 2021: Couchbase Goes Public in Crowded Database Market

The global NoSQL market size is projected to grow at 28% CAGR to reach $13.6 billion by 2027 from $2.3 billion in 2020. Couchbase (Nasdaq: BASE), a leading vendor in the market, went public earlier this year.

IPOs 2021: monday.com’s Workflow Platform Targets $87.6 Market Opportunity

According to IDC, 65% of global GDP is expected to be digitized by 2022, driving over $6.8 trillion in global spending on digital transformation from 2020 to 2023. As organizations digitize their workstreams, activities that were earlier performed in physical environments, and those that were already digital, need to be continuously re-engineered to drive faster speed and higher efficiency. Israel-based monday.com (Nasdaq: MNDY), which recently went public, provides cloud-based solutions to drive this digitization.

Cloud Stocks: Pure Storage Partners with Microsoft Azure to Address Chip Shortage Concerns

The global NAND Flash Memory market is expected to grow from $18.5 billion in 2020 at 22% CAGR to $74.3 billion market by the end of 2027. Mountain View-based Pure Storage (NYSE: PSTG) recently reported its quarterly results that continued to outpace market expectations.

Cloud Stocks: Wix Focuses on Fitness Services Providers

The global market for Website Builders is projected to grow 8% annually to $2.62 billion by 2027. Israel-based Wix.com (Nasdaq:WIX), a leading player in the market, is helping deliver vertical-focused offerings to several businesses.

Cloud Stocks: Analysis of Alteryx’s Acquisitions

The Global Data Science Platform Market is estimated to grow at 11% CAGR from $43.3 billion in 2021 to reach $81.43 billion by 2027. Data science and analytics platform provider Alteryx’s (NYSE: AYX) is expanding its presence in the market through acquisitions.

IPOs 2021: CLEAR Looks Beyond the Aviation Sector

The global Biometrics-as-a-Service (BaaS) market is expected to grow at 20% CAGR from $1.5 billion in 2020 to $3.7 billion by 2025, driven by increasing use cases for data-security initiatives by governments and rising demand for robust fraud detection and prevention systems. CLEAR (NYSE: YOU), a provider of biometrics screening for security services, recently went public.

IPOs 2021: Marqeta Needs to Diversify its Customer Base

The total addressable global market for card payments is $45 trillion and is expected to grow to $80 trillion by 2030 driven by emerging online FinTech players, including digital banks and other online and mobile services. Recently listed Marqeta (Nasdaq: MQ) is a leading card-issuing platform to these customers.

Cloud Stocks: HubSpot Becomes a Stickier Platform

Inbound marketing specialist HubSpot (NYSE:HUBS) recently reported its third quarter results that continued to surpass market expectations. HubSpot remains focused on its product strategy to ensure that it expands its reach in both small and large businesses.

IPOs 2021: Expensify’s Interesting Journey to an IPO

Earlier this month, expense management services provider Expensify (Nasdaq: EXFY) went public. I have had several interesting interactions with Expensify’s founder David Barrett, explaining his journey to setting up this multi-billion-dollar unicorn.