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:
Last week, Research in Motion (RIM) (NASDAQ:RIMM) reported a disappointing quarter that narrowly missed its guidance. While RIM made its entry into top 5 mobile phone vendor list, replacing Motorola, its share in the smartphone market declined slightly as Motorola in turn became one of top 5 smartphone vendors. Apple’s iPhone and Android devices from Motorola and HTC are eating into RIM’s share of the market. Let’s take a closer look.
After a long wait, Adobe (NASDAQ:ADBE) has managed to release its Flash Player for smartphones running on the latest version of Android, Froyo. Adobe has shipped Flash Player 10.1 for Mobile to all the major smartphone vendors save Apple. Let’s take a closer look. >>>
According to the China Internet Network Information Center, China has nearly 384 million Internet users – that is more than the entire U.S. population. However, it is still a mere 29% penetration rate for the country’s 1.3 billion population, compared with near 70% penetration in the United States. >>>
TiVo (NASDAQ:TIVO) reported its fifth straight quarterly loss and received a disappointing ruling in its patent infringement case against EchoStar and Dish. This is a big setback for TiVo, which also has lawsuits against AT&T and Verizon. Garmin (NASDAQ:GRMN) is also losing out to the trend of integrating navigation applications in smartphones. Let’s take a closer look. >>>
The economy may be recovering, but there is still a long way to go before the housing sector returns to its pre-recession boom. As the April deadline for the home owner tax credit expired, sellers have responded by reducing their house prices. U.S home prices are estimated to have dropped by $25 billion from March to April – a phenomenal 10% decline, according to real estate reports. The reduction continued in the month of May when 43% of sellers reduced their prices compared with 41% in April. >>>
The beauty of intellectual property (IP) businesses is that they do not have to wrangle over component prices: A single innovation and they collect royalties for years. ARM Holdings (NASDAQ:ARMH), InterDigital (NASDAQ:IDCC), and Tessera (NASDAQ:TSRA) are examples of such IP businesses in the smartphone sector. And all three have benefited from the market coming their way in recent years. Let’s take a closer look. >>>
Apple is selling a million iPads a month, reports Om Malik. The iPad is galvanizing the mobile device market. According to a new forecast from IDC, worldwide media tablet shipments will grow from 7.6 million units in 2010 to more than 46 million units in 2014, representing a CAGR of 57.4%. Chipmakers such as Marvell (NASDAQ:MRVL) are benefiting from this trend. However, Infineon (NYSE:IFX; IFX.DE) is not as lucky: It is looking to sell its wireless arm. Let’s take a closer look. >>>
Across the globe, economies seem to be recovering. The latest Job Search Index by the Indian recruiter Naukri.com (NAUKRI.BO) reported that May hiring activity was up 29% over the year. Growth is returning across all sectors with key industry sectors such as IT–software, banking, and auto returning to pre-downturn levels. For these three sectors, the May 2010 job index grew 56%, 47%, and 40% respectively over the year. Similar positive sentiment is reflected in Naukri’s final quarter results reported earlier. >>>
Cloud computing, social networking, video and music streaming, and HDTV are some of the trends driving the need for increased bandwidth. The existing network infrastructure based on copper cabling cannot withstand such bandwidth pressure, which is why fiber optic cabling is fast replacing it. Optical networking companies JDS Uniphase (NASDAQ:JDSU and TSX:JDU) and Finisar (NASDAQ:FNSR) are seeing steady growth and improving profitability due to this trend. Let’s take a closer look. >>>
In my most recent post on the programmable logic device (PLD) sector, I discussed speculation that Intel would acquire Xilinx (NASDAQ:XLNX). Programmability in chip design has become a key factor that is driving a large portion of the semiconductor business at the moment. James Detar of Investor’s Business Daily reports that after a decade of slow growth, programmable chip makers are on the march. Let’s take a closer look. >>>