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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
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IPOs 2021: ZipRecruiter Leverages AI to Deliver Ideal Employee Match

Posted on Thursday, Dec 23rd 2021
ziprecruiter

The global online recruitment market is expected to grow at 7% CAGR from $29.3 billion in 2021 to $47.3 billion by 2028. Santa Monica-based ZipRecruiter (NYSE:ZIP) went public earlier this year, and continues to deal with the uncertainties of the pandemic world.

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IPOs 2021: Analysis of ThoughtWorks’ Acquisitions

Posted on Wednesday, Dec 22nd 2021
thoughtworks

The US-based IT consulting market is estimated to grow 2% to reach $525 billion in 2021. Despite the tumultuous market conditions, ThoughtWorks (Nasdaq: TWKS) recently had a stellar IPO performance. The IT consulting firm has been expanding its market presence through acquisitions and partnerships.

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IPOs 2021: Recently Listed ForgeRock Banks on its SaaS Architecture

Posted on Tuesday, Dec 21st 2021
forgerock

The global identity and access management market is projected to grow at 15% CAGR from $12.15 billion in 2019 to $31.9 billion by the year 2026. San Francisco-based ForgeRock (NYSE: FORG), a key player in the industry, recently went public and its stock seems to be having a strong run.

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IPOs 2021: Braze Expands Partnerships for its App Ecosystem

Posted on Monday, Dec 20th 2021
customer engagement

The Customer Engagement Solutions market was estimated to grow at 10% CAGR from $12.56 billion in 2021 to $21.95 billion driven by the increasing adoption of AI and machine learning, rapid deployment of IoT and connected infrastructure solutions. New York-based Braze (NASDAQ: BRZE), a leading player in this market, went public last month.

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Cloud Stocks: C3.ai Expands Enterprise and Public Sector Presence

Posted on Friday, Dec 17th 2021
c3ai

The global Artificial Intelligence (AI) market is expected to grow at 40% CAGR from $62.35 billion in 2020 through to 2028. Tom Siebel’s C3.ai (NYSE: AI) Is making big inroads in this market through partnerships and product innovation.

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Cloud Stocks: Smartsheet Focuses on PaaS Growth

Posted on Thursday, Dec 16th 2021
smartsheet

According to a recent report by Verified Market Research, the global enterprise collaboration market size is projected to grow at 9% CAGR from $29.45 billion in 2020 to $53.3 billion by 2028. Smartsheet (Nasdaq: SMAR) recently announced its third-quarter results that continued to outpace market expectations.

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Cloud Stocks: DocuSign Targets $50B Market Opportunity in Agreement Cloud

Posted on Wednesday, Dec 15th 2021
Docusign

Recently eSignature player DocuSign (Nasdaq: DOCU) announced its third-quarter results that surpassed market expectations. But its outlook for the fourth quarter was disappointing, which sent its stock down by more than 40%.

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Cloud Stocks: MongoDB Focuses on Winning Government Contracts

Posted on Tuesday, Dec 14th 2021

The global cloud database and Database as a Service market is forecast to grow at 15% CAGR from $12.54 billion in 2020 to 2028. MongoDB (Nasdaq: MDB), a leading player in the market, recently reported its third-quarter results that continued to surpass market expectations.

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Cloud Stocks: Coupa Continues to Build on its PaaS

Posted on Monday, Dec 13th 2021

The Global Expense Management Software market is estimated to grow at 16% CAGR from $5.5 billion in 2020 to to $13.3 billion by 2026. San Mateo-based Coupa (Nasdaq: COUP) is building on its PaaS initiative to target this high growth market.

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IPOs 2021: Freshworks Focuses on PaaS Capabilities

Posted on Friday, Dec 10th 2021
freshworks

I have followed Freshworks (Nasdaq: FRSH) from the days when its founder, Girish Mathrubootham, met me in 2011 at a TiE Chennai event. I have always seen potential in its offerings. Freshworks, nee Freshdesk, has come a long way since then. What began as a CX offering, has expanded to employee and IT support, to messaging and cloud telephony, and to a unified customer vision that leverages platforms, AI and ML capabilities. Freshworks went public earlier this year, and recently it announced its very first quarterly results since hitting that milestone.

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