categories

HOT TOPICS

NEWSLETTER

If you are considering becoming a 1M/1M premium member and would like to join our mailing list to receive ongoing information, please sign up here.

Subscribe to our Feed

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
  • >>>

Hacker News
() Comments

Cloud Stocks: Analysis of DigitalOcean’s Acquisitions

Posted on Friday, Sep 30th 2022

According to a recent report, the global serverless architecture market is projected to grow at 23% CAGR to reach $21.1 billion 2025. Digital Ocean (NYSE: DOCN) has been expanding its presence in the market by acquiring smaller players in the market.

>>>
Hacker News
() Comments

Featured Videos

Cloud Stocks: Backblaze Builds out a Partner Program

Posted on Thursday, Sep 29th 2022
backblaze

According to a recent market report, the global Cloud Storage Market is expected to grow at 18% CAGR from $77.5 billion in 2021 to $208.1 billion by 2028. San Mateo-based Backblaze (Nasdaq: BLZE) is a rapidly growing player in the market.

>>>
Hacker News
() Comments

Cloud Stocks: Analysis of Adobe’s $20B Figma Acquisition

Posted on Wednesday, Sep 28th 2022

Adobe (NASDAQ: ADBE) recently reported its quarterly results that continued to outpace market expectations. But the biggest news for the company was its $20 billion acquisition of Figma, a small design startup.

>>>
Hacker News
() Comments

Cloud Stocks: Pure Storage Focuses on Flexible Customer Offerings

Posted on Tuesday, Sep 27th 2022

According to a recent report, the global NAND flash memory market is expected to grow at 5% CAGR from $66.52 billion in 2021 to reach $94.24 billion by 2027. The current macro trends of AI and machine learning, mobility, and connectivity are helping drive the growth in this market. Pure Storage (NYSE: PSTG) recently reported its second-quarter results that surpassed market expectations.

>>>
Hacker News
() Comments

Cloud Stocks: PagerDuty Focuses on Reducing Manual Intervention within DevOps

Posted on Monday, Sep 26th 2022

According to a recent report, the Global DevOps Market is estimated to grow at 20% CAGR from $7.4 billion in 2021 to reach $37.2 billion by 2030. San Francisco-based PagerDuty (NYSE: PD) recently announced its quarterly results that continued to outpace market expectations.

>>>
Hacker News
() Comments

Cloud Stocks: DocuSign Focuses on Integrations

Posted on Friday, Sep 23rd 2022
Docusign

According to a recent report, the global digital signature market size was estimated to grow at 28% CAGR from $4.4 billion in 2021 to $42 billion by 2030. DocuSign (Nasdaq: DOCU) recently announced its second quarter results that surpassed market expectations, but the company’s outlook was not too impressive.

>>>
Hacker News
() Comments

Darktrace Builds on its Cybersprint Acquisition

Posted on Thursday, Sep 22nd 2022

According to a recent report, the global cyber security market size is expected to grow 9% annually from $173.5 billion in 2022 to $266.2 billion by 2027 fueled by the increasing adoption of digital transformation tools to streamline operations, increase mobility, and migrate away from on-premise technologies. UK-based Darktrace is a leading AI-based cyber security provider that continues to improve its product offerings to drive market expansion.

>>>
Hacker News
() Comments

Cloud Stocks: Coupa Helps Maximize Savings Efficiency to Tackle Global Economic Conditions

Posted on Wednesday, Sep 21st 2022

According to a recent report, the Global SaaS-based Expense Management market is expected to grow at 11% CAGR to reach $6.6 billion by 2028. San Mateo-based Coupa (Nasdaq: COUP) recently announced its second quarter results that surpassed market expectations. As economic conditions remain turbulent globally, the company is focusing on delivering added value to its customers.

>>>
Hacker News
() Comments

Cloud Stocks: HashiCorp Struggles to Maintain DecaCorn Valuation Amid Stock Conditions

Posted on Tuesday, Sep 20th 2022

According to a recent report, the global infrastructure as code (IaC) market is estimated to grow at 24% CAGR to $2.3 billion by 2027 from $0.8 billion this year. IaC technologies assist system administrators in manual procedures and allow application developers to concentrate on what they do effectively by optimizing and refactoring infrastructure builds. San Francisco-based HashiCorp (Nasdaq: HCP) is a leading player in the market that recently announced its quarterly results that outpaced market expectations.

>>>
Hacker News
() Comments

GitLab Relies on a Comprehensive DevOps Suite to Address Growth

Posted on Monday, Sep 19th 2022

According to a recent report, the Global DevOps Market is expected to grow 20% annually over the next few years from $37.2 million in 2030. DevOps platform provider GitLab (Nasdaq:GTLB) recently announced impressive second quarter results.

>>>
Hacker News
() Comments