categories

HOT TOPICS

NEWSLETTER

If you are considering becoming a 1M/1M premium member and would like to join our mailing list to receive ongoing information, please sign up here.

Subscribe to our Feed

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
  • >>>

Hacker News
() Comments

Acquisition Spree Continues In Talent SaaS

Posted on Wednesday, May 12th 2010

In February of last quarter, SuccessFactors (NASDAQ:SFSF) made its first acquisition move by buying Inform Business Impact, a SaaS vendor in HR, talent analytics, and workforce planning, for about $40.5 million. With its first acquisition not yet closed, SucessFactors is continuing its spree with the recent purchase of CubeTree, a social enterprise platform, for about $50 million. Let’s take a closer look. >>>

Hacker News
() Comments

Featured Videos

EMC, VMWare And The Cloud

Posted on Tuesday, May 11th 2010

According to a recent Morgan Stanley report, technology spending is beginning to grow again. After having fallen 1.8% last year, spending is poised to increase 3.2% in the current year, suggesting a return to normal spending patterns. Analysts expect that storage equipment and virtualization software will attract a bigger portion of these funds. IDC’s Worldwide Quarterly Software Virtualization Tracker reported that 18.2% of all new servers shipped in Q409 were virtualized, compared with 15.2% a year ago. For 2009, new virtualized server shipments declined 5% over the year. However, for Q409, the number increased for the first time in the year to over 352,000 units. This is good news for VMWare (NYSE:VMW), the leader in the segment. >>>

Hacker News
() Comments

Payroll Sector Improving

Posted on Monday, May 10th 2010

The employment situation in the Unites States is slowly improving: for the third straight month, ADP (NASDAQ:ADP) reported positive job growth. According to the company’s national employment report, private sector jobs increased by 32,000 in April, more than the 20,000 expected by economists. This is a positive sign for the payroll industry. The official report from the U.S. Bureau of Labor Statistics, which includes public sector jobs, confirms this positive trend with the fourth consecutive report of job growth and addition of about 290,000 jobs in the month. Let’s take a closer look at the recent performance of Paychex (NASDAQ:PAYX) and ADP. >>>

Hacker News
() Comments

Comcast And Viacom Looking Up

Posted on Thursday, May 6th 2010

Analysts project global ad spending to grow 2.2% during the current year, a significant improvement from the earlier projections of growth of a mere 0.9%. Growth is projected to continue at 4.1% in 2011 and 5.3% in 2012. Last year, the more developed regions of the world, that is, North America, Western Europe and Japan, witnessed a 12.1% decline in ad spending. Ad spending in these regions is expected to stabilize this year, with growth returning in 2011. In 2010, ad spending in North America is expected to fall by 1.5% to $155 billion and resume growth to $162 billion by 2012. >>>

Hacker News
() Comments

Nokia’s Market Share Declines

Posted on Wednesday, May 5th 2010

According to a recent IDC report, the mobile phone market continued its recovery with about 22% growth in the first quarter of 2010. Nokia (NYSE:NOK) maintained its position as the number one vendor, but its market share declined to 36.6% from 38.4% last year. Let’s take a closer look. >>>

Hacker News
() Comments

iPad Components And Their Makers

Posted on Tuesday, May 4th 2010

The semiconductor market is in a strong recovery mode. Chipmakers Texas Instruments (NYSE:TXN), Broadcom (NASDAQ:BRCM), and Atheros (NASDAQ:ATHR) all recently reported strong results and are trading close to their 52-week highs. Also, Broadcom and Texas Instruments have design wins in the iPad, which according to PC World reached 1 million in sales this past Friday, 28 days after its release. Let’s take a closer look. >>>

Hacker News
() Comments

An SAP-HP Partnership Coming In Mobile Enterprise Apps?

Posted on Friday, Apr 30th 2010

Last week, SAP (NYSE:SAP) announced its plans to buy TechniData, a German company that provides software to help businesses comply with environmental, health, and safety regulations. And this week, it announced strong first quarter results. Let’s take a closer look. >>>

Hacker News
() Comments

Juniper And Polycom Merger?

Posted on Thursday, Apr 29th 2010

Earlier in the year, Juniper (NASDAQ:JNPR) and Polycom (NASDAQ:PLCM) formed an alliance to offer videoconferencing systems and associated network infrastructure. Juniper recently announced its plans to buy Ankeena, a media content delivery company, for less than $100 million. Both these moves indicate that Juniper is contemplating how to develop a third front against Cisco. HP’s acquisition of 3Com, of course, has created the most significant threat so far to Cisco’s hegemony. Let’s take a closer look. >>>

Hacker News
() Comments

Yahoo!’s Turnaround Strategy (Again!)

Posted on Wednesday, Apr 28th 2010

Yahoo! (NASDAQ:YHOO) turned fifteen this quarter, and I doubt it is happy with where it is currently. Carol Bartz still seems to be struggling with figuring out what needs to be done and is busy reshuffling management. The company did sell off a few non-profitable ventures, but I would have preferred that it had taken more serious steps in strengthening its verticals to get its growth story back in place. As it stands, more mumbo jumbo from Yahoo!’s confused HQ. >>>

Hacker News
() Comments

Qualcomm And STM Swing To Profit

Posted on Tuesday, Apr 27th 2010

Chipmakers Qualcomm (NASDAQ:QCOM) and STMicroelectronics (NYSE:STM) recently reported their quarterly results. Both companies swung to a profit, but Qualcomm provided a weak outlook that sent its shares plummeting. Let’s take a closer look. >>>

Hacker News
() Comments