Tableau Needs a PaaS Strategy

According to a Market Reports report published earlier this year, the  global data visualization market is estimated to grow 9.5% annually to $7.76 billion by 2023 from $4.51 billion in 2017. Tableau (NYSE: DATA) is a leading player in the market, but the company is leaving a lot of money on the table by not pursuing a developer ecosystem strategy more aggressively.

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BigBasket’s Acquisitions

According to a Goldman Sachs report, the Indian online grocery market is expected to reach $40 million in FY2019 and is expected to grow at a CAGR of 62% from 2016 to 2022. According to Crisil, online grocery in India is expected to grow between 65-70% annually to $1.4 billion by 2020. A leading player in this industry is BigBasket, which recently joined the Billion Dollar Unicorn Club.

Cloud Stocks: Should Alarm.com Follow a PaaS Strategy?

According to a Market Watch report, the global connected home market is estimated to grow 14% annually to reach a valuation of more than $138 billion by 2026. Connected homes include the ability to operate and connect various devices and appliances including those that provide security, healthcare, energy management, media, lighting, and kitchen solutions with mobile and internet connected devices. The high growth rate of the market has attracted tech giants like Amazon and Google to enter the space too. One early participant in the market is Virgina-based Alarm.com (NASDAQ: ALRM) that provides security solutions for smart homes and businesses.

Google Should Emphasize PaaS and AI Strategy to Mitigate Advertising Slowdown

Earlier this week, Google’s parent, Alphabet (Nasdaq: GOOG) reported its first quarter results that, surprisingly, missed market estimates and sent the stock tumbling. A slowdown in the revenues caused the stock to fall 9% post announcement, making it the worst day for the stock since 2008.

Cloud Stocks: Expect ServiceNow to Acquire From App Marketplace

Last week, cloud-based enterprise services provider ServiceNow (NYSE: NOW), announced its first quarter results that outpaced market expectations and sent the stock soaring. ServiceNow’s stock has soared 275% in the last three years and 28% in the previous quarter alone. Analysts expect its price rise to continue in the next twelve months with some forecasting price rise of over 10% in the period.

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 year.

Which Amazon PaaS Products are Gaining Traction?

Amazon (NASDAQ: AMZN) has just reported its earnings results for the first quarter. While first quarter earnings blew past all estimates, earnings outlook for the second quarter was weak due to focus on one-day delivery for Prime members.

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 failure to maintain user data securely has been a cause for FTC enquiry since last year. But recently, it appears that the FTC and politicians in Washington, are gearing up to hold Zuckerberg accountable for these privacy mishaps. Despite these concerns though, the company continues to outpace market expectations and deliver strong results that keep its stock price climbing.

Cloud Stocks: What Should SAP Acquire to Triple its Value by 2023?

During the last quarter, ERP giant SAP (NYSE: SAP) has been in the news on account of the large scale restructuring and management reshuffle announcements. Despite the departures, the company continues to invest in cloud, AI, and IoT technologies as it targets to more than double its value by 2023.

Billion Dollar Unicorns: Segment.io Joins the Club, What Next?

According to Market Research Future, the global customer analytics market is expected to grow 15% annually to $7.3 billion by 2023. Recently, San Francisco-based Segment.io announced its seventh funding round that enrolled it into the Billion Dollar Unicorn club.