Google Cloud Gaining Market Share

Earlier last week, Google’s parent Alphabet (Nasdaq: GOOG) reported its second quarter results that surpassed market estimates and sent the stock climbing 8% in the after-hours trading session. This was the biggest one-day gain for Alphabet in the last four years and a pleasant change from the last quarter’s disappointing performance.

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Should Amazon Remain One Company?

Amazon (NASDAQ: AMZN) last week reported a mixed quarter. Its earnings missed estimates while revenue growth was strong. Its cloud segment AWS missed analyst sales estimates.

Facebook on Thin Ice with Payment Foray

This week, Facebook (NASDAQ: FB) reported a strong quarter that beat analyst estimates. Market has reacted positively to its strong quarter and the recent FTC settlement.

Cloud Stocks: CrowdStrike Has a Successful IPO

According to a report by Markets and Markets, the global endpoint security industry is estimated to grow at a CAGR of 9.92% from $11.8 billion in 2018 to $19.69 billion by 2024. CrowdStrike (NASDAQ: CRWD) is an endpoint security player that went public last month. Last week, it reported results of an impressive first quarter.

What can SAP Acquire to Meet its Revenue Shortfall?

Last week, SAP reported results of its second quarter, which were just short of analyst expectations. A major cause for worry was the 5% decline in software license revenue. The disappointing results led to a 7% slide in its stock price.

Microsoft Still Has Upside

According to Canalys, cloud infrastructure spend grew 46% to $80 billion in 2018. While Amazon Web Services continues to dominate the market with 31.7% share, Microsoft Azure is second with 16.8% share. Microsoft (Nasdaq: MSFT) last week announced its fourth quarter results that blew past all market expectations and sent its valuation again into the trillion-dollar zone.

IBM Counts on Red Hat for Cloud Growth

Earlier this week, IBM (NYSE: IBM) announced its second quarter results that saw improvement in its Cloud metrics. But the increase in Cloud revenues could not offset the decline in its legacy business.

Cloud Stocks: Netflix Plays with Pricing and Games to Attract Subscribers

As competition from cable players and other channels heats up, Netflix (Nasdaq: NFLX) appears to have stumbled in the recent quarter. In a surprising miss, subscriber growth was lower than estimated for both the domestic and international markets, sending the stock tumbling in the after-hours session.

Cloud Stocks: Domo Counts on Enterprise Revenue for Growth

According to an IDC report published earlier this year, the global revenues for big data and business analytics (BDA) solutions are estimated to grow from $189.1 billion in 2019 to $274.3 billion by 2022 at a CAGR of 13%.
Cloud-based provider of BI tools Domo (NASDAQ: DOMO) is seeing strong growth in its revenue.

Will Airbnb Continue to Grow Past Hotel Chains?

Vacation rental marketplace Airbnb is expected to go public this year. Last year, the company announced that it was delaying its IPO and focusing on improving its business and financial model. It was expected to be ready to go public by June this year. It still hasn’t announced concrete plans so far, but recent news reports suggest that it has improved its financial and operating metrics significantly.