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Facebook Explores Payments and Commerce

Posted on Thursday, Feb 6th 2020

Facebook’s (Nasdaq: FB) battle with privacy concerns are far from over. The company recently announced that it had settled a class action lawsuit by paying $550 million in fine, and it was also slapped with a $5 billion fine for privacy abuses by the Federal Trade Commission. Despite this, its quarterly results surpassed market expectations. Facebook is also looking at expanding its service offerings to e-commerce and payments to drive growth.

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PaaS: Platform Vendors Need to Avoid Lumpy Revenues

Posted on Thursday, Feb 6th 2020

In my recent post How PaaS Impacts The Stock Prices Of SaaS Companies, I mentioned an equation:

Some numbers: Let us say, a SaaS platform vendor succeeds in facilitating 100 small companies to achieve $10M in ARR each. That would add up to $1 billion ARR cumulative. 30% of this, or $300 million ARR comes back to the company as platform fees. This, conceivably, amounts to a $3 billion market cap enhancement for the PaaS vendor.

The reality often is somewhat different. 

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Google’s Cloud Bets Are Paying Off

Posted on Wednesday, Feb 5th 2020

Like other tech giants, Google’s parent, Alphabet (Nasdaq: GOOG) too has crossed into the trillion-dollar market cap territory. This was even though the recently announced fourth quarter results did little to impress the markets. Alphabet fell short of the market’s revenue expectations while it managed to scrape past the earnings estimates. The stock fell 5% in the after-hours trading session.

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Cloud Stocks: SAP Bets Big on Experience Management

Posted on Tuesday, Feb 4th 2020

Last week, SAP (NYSE:SAP) reported results of its fourth quarter, which beat analyst expectations. The results were driven by strong cloud bookings.

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Amazon Looks to India for Next Round of E-tail Growth

Posted on Monday, Feb 3rd 2020

Amazon (NASDAQ: AMZN) recently announced its fourth quarter results that surpassed all market expectations. For a short moment, post the announcement of the results, the company even went into the trillion-dollar valuation territory. However, it failed to maintain the levels for long.

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Microsoft’s Azure Strategy Pays Off

Posted on Friday, Jan 31st 2020

Microsoft (Nasdaq: MSFT) appears to be on a roll on all fronts. The recently announced results sent the stock soaring to record high levels as the company delivered a stellar performance shattering all market expectations. The star of the show was its cloud offering Azure.

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Apple Rides High on iPhones, Wearables, Services

Posted on Thursday, Jan 30th 2020

Apple (Nasdaq: AAPL) announced its first quarter results that put all iPhone doubters to rest. The holiday quarter saw iPhones sales surge to record high levels. With the continuing 5G revolution within the mobile segment, analysts believe iPhone sales are likely to keep growing. But it is not only the iPhones that are driving growth, Apple continued to witness growing demand for its services and wearables also.

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PaaS: How PaaS Impacts the Stock Prices of SaaS Companies

Posted on Wednesday, Jan 29th 2020

I assume you have been reading my commentary on Platform-as-a-Service (PaaS). 

To recap, in SaaS Companies: You Have An Unprecedented Opportunity, I started highlighting the massive momentum in Cloud Stocks exactly two years back.

In Cloud Stocks: SaaS Companies NEED PaaS Strategy and Cloud Stocks: Calling ALL PaaS Leaders, I pointed out how PaaS is a key strategic tool in building leverage for SaaS companies.

And at the end of 2019, I published Cloud Stocks: Top 20 for 2020 with a summary of which SaaS companies are succeeding on the basis of a strong PaaS strategy. Salesforce.com (NYSE: CRM), Microsoft (Nasdaq: MSFT), Amazon (NASDAQ: AMZN), Atlassian (NASDAQ: TEAM), ServiceNow (NYSE: NOW) – all featured on this list.

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Is Zoox Ready to Launch This Year?

Posted on Wednesday, Jan 29th 2020

According to an Allied Market Research report, the global autonomous vehicle market is expected to grow from $54.23 billion in 2019 at 40% CAGR to $556.67 billion by 2026. The autonomous vehicle market is flooded with several players ranging from traditional car manufactures such as GM and Ford to focused players such as Waymo and Zoox.

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Yitu Looking to Go Public

Posted on Tuesday, Jan 28th 2020

According to an Allied Market Research report, the global AI market is expected to grow at CAGR 55% to $169.4 billion by the year 2025 from $4.1 billion in 2016. China-based Yitu Technology is an AI unicorn from the industry that is rumored to list soon.

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